View Remittance Load Details
Last Updated June 9, 2010
To review the details of any load, click the Load Summary tab. Only records from the original loads are reflected in the Load Summary screen. These totals can be compared to the 298D and 298E. Accurate receipt dates are only available in TaxLedge if the 298 is run in detail mode.
The following roles and user entitlements should be set in the Tax Collection System for users needing access to the Remittance Load Summary screen in TaxLedge.
Remittance Screen Roles
GLTAXLEDGE_FOUNDATION - Allows access to the TaxLedge database tables. Restrictions are made by removing entitlements to users.
Remittance Screen Entitlements
ACTGL_REMIT – Allows access to the Remit screen.
GLLOADSUMMARY - Allows access to the Load Summary screen.
GLUPDATELOAD - Activates the Update Load button on the Load Summary scree.n
- You can search for specific load details by entering information in any or all of the following fields in the Load Summary Screen.
- Detail or Summary – Detail shows each individual record; Summary shows the totals for all records.
- Date Range – All the records for the date range. Any deposit date range can be used, so this screen can show WTD, MTD, YTD or totals for any other date range.
- Tax Unit – All the records for the specified tax unit.
- Click Search.
Note: The Load Summary screen is read-only, except for the search criteria fields and the Liquor Total field, which can be updated. Any values entered into the grayed fields will not be saved.