Disbursement Mappings

Navigate: ClosedTax > Tax Accounting > Setup > Disbursement Mappings

Description

Create and maintain Disbursement Mappings.

Steps

  • Search for Disbursement Mappings - Search for existing mappings of mapped account numbers to different refunds by revenue source, current and delinquent, refunds/distribution/redemption payments, and agencies.

  • View Disbursement Mapping Search Results - After searching for a disbursement mapping, select an existing mapping to maintain or search for another mapping.

  • Set Up Disbursement Mappings - Create new disbursement mappings to map account numbers to different refunds by revenue source, current and delinquent, refunds/distribution/redemption payments, and agencies.