Last Updated February 11, 2015
It is possible to modify some of the payment information or hold back records before the refunds are sent to the Check Writer module. The amounts of the refunds cannot be changed.
The following roles and user entitlements should be set in the Tax Collection System for users needing adjust refunds in TaxLedge.
Refund Screen Roles
GLTAXLEDGE_FOUNDATION - Allows access to the TaxLedge database tables. Restrictions are made by removing entitlements to users.
Refund Screen Entitlements
ACTGL_REFUND – Allows access to the Refund screen.
GLADJUST_REFUNDS - Allows users to update or make changes to refund records.
Click here to see what parts of the screen these entitlements cover.
Note: At the bottom line of the refund screen there are three blank lines to add a reference, comment or a reason. Typing a reference and/or a comment will be printed on the check. Typing a reason is like adding a note, it will not show on the check.