Getting Started
Getting Started
Log in to TaxLedge
Exit TaxLedge
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Moving around TaxLedge
User Roles and Entitlements
Tasks, Entitlements, Jobs
Remittance Module
Introduction to Remittances
Preliminary Actions Prior to Processing Remittances
Load a Remittance File
Enter an Optional Bank Deposit Date
Void a Remittance Load
Reconcile the New Load with the TC298E
Process an Out-of-Balance Load
Remittance Adjustments
Adjust Tax Unit Remittances
Adjust Attorney Remittances
Adjust by Amount
Adjust by Percent
Process Remittances
Cancel a Processed Remittance
View Remittance Load Details
Refunds Module
Introduction to Refunds
Preliminary Actions Prior to Processing Refunds
Load Refunds
Void a Refund Load
Adjust Refunds
Withhold, Write Off or Delete Refunds
View or Change Account Information
Process Refunds for Payment or Write-Off
Search a Refund Load
Unremit or Cancel Refund Requests
View Refund History
Add Manual Refunds
Checks Writer Module
Introduction to Check Writing
Adjustments in the Check Writer Module
Process Payments in the Check Run Screen
Process Payments in the Check Writer Screen
Discarding Checks
Viewing or Reprinting Copies of Transactions
Reports
Running Reports
Previewing and Printing Reports
TCS 297F
Batch Request List Report
Remittance Reports & Letters
Jurisdiction Remittance Preview Report
Jurisdiction Remittances Report
Jurisdiction Remittance Letters
Attorney Remittances Report
Attorney Remittance Letters
EFT List
EFT List Load Number Match
EFT Request Report
Remittance Adjustments Report
Remittance Balance Report
Fee Report
Refund Reports & Letters
Refund Register
Escheat Letter
Positive Pay File
HCTO Clear Checks File
Split Agent Refund Process
CPA & Commission Reports
Cost Per Account Report
CPA Letter
Commission Cap Report
Commission Totals Report
End of Period Report
Bank Register
Distribution Report
Monthly Report
Payable Entries Report
Compare TCS Distribution Totals to TaxLedge Totals
TaxLedge Bank Register - All Banks Outstanding Checks
Reconciliation Module
Loading/Clearing/Voiding Files
Manual Clears/Adjustments
Bank Balances Report
Adjustments & Transfers
Administration
Updating Tax Office and Bank Information
Attorney Remittance Setup
Jurisdiction Remittance Setup
Updating Cost Per Account Information
Client Preferences - Code Set
Security Administration
Updating Client Preferences and Client Items
Appendix
FAQ's: Frequently Asked Questions
All Files
Bank Reconciliation Roles Screen
