Tasks, Entitlements and Jobs
Last revised December 20, 2022
This list of tasks, entitlements and the jobs assigned to each task is sorted alphabetically by task name.
| Task | Entitlements | Description | Jobs - ACT Template Only |
|---|---|---|---|
| Adjust check wires | ACTGL_CHWRITER | View the Check Writer screen | TL_CHECKWRITER |
| GLADJUST_CHECKS | Access the Check Writer Adjustment tab | ||
| GLCHANGE_PRINTDT | Change the Print Date on the Check Writer tab | ||
| GLCHKWR_COMMENT | Update name, address and comment lines in Check Writer | ||
| GLESCHEAT | See the Escheat option on the Check Writer Adjustment tab | ||
| GLESCHEAT_UPDATE_TCS | Use the Escheat button | ||
| GLPRINT_COPY | Print copies of checks and EFT slips on the Check Writer djustment tab | ||
| GLPROCESS_ADJ |
Use the Process button on the Check Writer Adjustment tab |
||
| GLRENUMBER_CHECKS | Activate the Renumber Checks box and Update Check Numbers button on the Check Writer Adjustment tab | ||
| GLREUSE_CHECKS | Activate the Reuse Checks option on the Check Writer Adjustment tab | ||
| GLVOID_CANCEL | Activate the Void/Cancel option on the Check Writer Adjustment tab | ||
| GLVOID_REPRINT | Activate the Void/Reprint option on the Check Writer Adjustment tab | ||
| Adjust refunds | ACTGL_REFUND | View the Refunds screen | TL_REFUNDS |
| GLADJUST_REFUNDS | Update or make changes on the Refunds screen | ||
| Adjust remittances | ACTGL_REMIT | View the Remit screen | TL_REMITTANCES |
| GLATTYREMITDETAIL | Access the Attorney Remittance Detail tab | ||
| GLREMIT_ADJUST | Access the Adjustments tab in the Remit screen | ||
| GLTUREMITDETAIL | Access the Tax Unit Remittance Detail tab | ||
| Automatic clear | ACTGL_BANK_RECON | Access the Check Clearing screen | TL_RECONCILIATION |
| GLAUTO_CLEAR | Clear checks using the automated load process | ||
| Change maintenance info | ACTGL_TAX_OFFICE | Access the Tax Office Maintenance screen | TL_ADMIN |
| GLTAX_OFFICE_ADMIN | Allow users to save changes in the Tax Office Maintenance screen | ||
| GLTAX_OFFICE_BANK_ADMIN | Allow users to change tax office bank information in the Tax Office Maintenance screen | ||
| Change remittance setup | GLREMIT_SETUP_CHANGE | Make changes on the Remittance Setup screen | |
| TaxLedge maintenance | ACTGL_SYSTEM_MAINT | Access the TaxLedge Maintenance screen | |
| ACTGL_SYSTEM_MAINT_UPDATE_ITEM | Update client items on the TaxLedge Maintenance screen | ||
| ACTGL_SYSTEM_MAINT_UPTDATE PREF | Update client prefs on the TaxLedge Maintenance screen | ||
| Discard checks | ACTGL_CHWRITER | View the Check Writer screen | TL_CHECKWRITER |
| GLDISCARD_CHECKS | Access the Discard tab in Check Writer | ||
| Enter manual refunds | ACTGL_REFUND | View the Refunds screen | TL_REFUNDS |
| GLMANUAL_REFUNDS | Use the Manual Payment Requests tab in the Refunds screen | ||
| Load refunds | ACTGL_REFUND | View the Refunds screen | TL_REFUNDS |
| GLLOAD_REFUNDS | Activate the Load Refunds and Void Load buttons in the Refunds screen | ||
| Load remittances | ACTGL_REMIT | View the Remit screen | TL_REMITTANCES |
| GLLOADSUMMARY | Access the Load Summary tab in the Remit screen | ||
| GLLOAD_REMITTANCES | Activate the Load Data and Void Load buttons in the Remit screen | ||
| GLUPDATELOAD | Activate the Update Load button and Liquor Totals option in the Remit screen | ||
| Manage ledger adjustments | GLRECON_VIEW_ADJ | Access the Transfers tab on the Ledger Transactions tab on the Bank Recon screen - view only | TL_RECONCILIATION |
| GLRECON_DELETE_ADJ | Activate the Delete checkbox on the Ledger Transactions tab on the Bank Recon screen | ||
| GLRECON_SAVE_ADJ | Activate the Process button on the Ledger Transactions tab on the Bank Recon screen | ||
| Manager bank transfers | GLRECON_VIEW_ XFER | Access the Transfers tab on the Transfers tab of the Bank Recon screen - view only | TL_RECONCILIATION |
| GLRECON_DELETE_ XFER | Activate the Delete checkbox on the Transfers tab of the Bank Recon screen | ||
| GLRECON_SAVE_ XFER | Activate the Process button on the Transfer tab of the Bank Recon screen | ||
| Manual clear | ACTGL_BANK_RECON | Access the Check Clearing screen | TL_RECONCILIATION |
| GLMANUAL_CHKCLEAR | Manually clear checks in the Check Clearing screen | ||
| GLRPTESCHEAT_LETTER | Print Escheat Letters to assist in the clearing process | ||
| Manual clear and unclear | ACTGL_BANK_RECON | Access the Check Clearing screen | TL_RECONCILIATION |
| GLRECON_SUPER | Allow manual clearing, automated clearing and unclearing | ||
| GLRPTESCHEAT_LETTER | Print Escheat Letters to assist in the clearing process | ||
| Print bank files | GLNACHA | Create NACHA files from the Bank Register | TL_REPORTS |
| GLOUTS_CHECKS_FILE | Create outstanding check files from the Bank Register [defaults to N] | ||
| GLPOS_PAY | Create positive pay files from the Bank Register | ||
| TAXLEDGE_REPORTS |
Access the Reports menu |
||
| Print bank register | GLRPTCHECK_REGISTER | Print the Bank/Check Register report | TL_REPORTS |
| GLRPTEFT_REGISTER | Print the EFT Request report | ||
| TAXLEDGE_REPORTS | Access the Reports menu | ||
| Print checks wires | ACTGL_CHWRITER | View the Check Writer screens | TL_CHECKWRITER |
| GLBEGIN_CHK | Activate the New Begin Chk text box on the Payment Printing tab of the Check Writer | ||
| GLCHANGE_PRINTDT | Change the Print Date on the Payment Printing screen | ||
| GLNUM_ON_HAND | Activate the Requests on Hand text box on the Payment Printing tab of the Check Writer | ||
| GLPAYMENT_PRINTING | Access the Payment Printing tab in the Check Writer | ||
| GLPRINT_CHECKS | Activate the Print Checks button on the Payment Printing tab of the Check Writer | ||
| GLPROCESS_CHKRUN | Activate the Process button on the Payment Batches tab in Check Writer | ||
| GLSKIP | Activate the Skip box on the Payment Printing tab of the Check Writer | ||
| Print EOM reports | GLRPTEND_OF_PERIOD | Print the End of Period report | TL_REPORTS |
| TAXLEDGE_REPORTS | Access the Reports menu | ||
| GLRPTFEE_REPORT | Print the Fee letters | ||
| Print recon files | GLIIF | Create IIF files for QuickBooks from the Bank Register | TL_REPORTS |
| GLRECON_FILE | Create the Reconciliation files from the Bank Register | ||
| TAXLEDGE_REPORTS | Access the Reports menu | ||
| Print refund reports | GLRPTREFUND_REGISTER | Print Refund Register report | TL_REPORTS |
| TAXLEDGE_REPORTS | Access the Reports menu | ||
| GLRPTESCHEAT_LETTER | Print Escheat letters | ||
| GLRPTESCHEAT | Print Escheat report | ||
| Print remit reports | GLRPTATTY_REMITTANCES | Print an Attorney Remittance report | TL_REPORTS |
| GLRPTATTY_REMIT_LETTER | Print an Attorney Remittance Letter | ||
| GLRPTCOMMISSION_CAP | Print a Commission Cap report | ||
| GLRPTCOMMISSION_TOTAL | Print a Commission report | ||
| GLRPTCPA_BILL | Print a Cost Per Account Letter | ||
| GLRPTCPA_REPORT | Print a Cost Per Account report | ||
| GLRPTJURISDICTION_REPORT | Print a Disbursement report | ||
| GLRPTJURIS_REMITTANCES | Print a Jurisdiction Remittance report | ||
| GLRPTLOAD_SUMMARY | Print a Load Summary report | ||
| GLRPTPAYABLE_ENTRIES | Print a Remittance Adjustment report | ||
| GLRPTREMIT_BALANCE | Print a Remittance Balance report | ||
| GLRPTREMITTANCE_PREVIEW | Print a Remit Preview report | ||
| GLRPTTCS297F | Print a TCS297F report | ||
| GLRPTTU_REMIT_LETTER | Print a Jurisdiction Remittance Letter | ||
| TAXLEDGE_REPORTS | Access the Reports menu | ||
| Process refunds | ACTGL_REFUND | View the Refunds screen | TL_REFUNDS |
| GLCOMBINE_REFUNDS | Activate the Combine Payments options on the Refunds screen | ||
| GLREQUEST_REFUNDS | Activate the Process, Save Changes and Cancel Request buttons on the Refunds screen | ||
| GLWRITEOFF_REFUNDS | Show Write Off All button and Write Off option on the Refunds screen | ||
| Process remittances | ACTGL_REMIT | View the Remit screen | TL_REMITTANCES |
| GLHOLD_PERCENT | Activate the Percent to Disburse button on the Remit screen | ||
| GLREQUEST_REMITTANCES | Activate the Process button on the Remit screen | ||
| Refund postback | ACTGL_CHWRITER | View the Check Writer screen | TL_CHECKWRITER |
| GLPAYMENT_PRINTING | Access the Payment Printing tab in Check Writer | ||
| GLPOSTBACK | Activate the Post Back button on the Payment Printing tab in Check Writer | TL_CHECKWRITER | |
| Run_TL_Batch_Jobs | BMI 13006 | Run BMI 13006 | TL_REPORTS |
| Search checks wires | ACTGL_CHWRITER | View the Check Writer screen | TL_CHECKWRITER |
| Show account number | GLSHOW_ACCOUNT | Show the tax office bank account number in the Payment Batches tab in Check Writer | TL_CHECKWRITER |
| TaxLedge Maintenance | ACTGL_SYSTEM_MAINT | View the TaxLedge Maintenance screen | TL_ADMIN |
| ACTGL_SYSTEM_MAINT_UPDATE_ITEM | Update a Client Item in the Maintenance screen | ||
| ACTGL_SYSTEM_MAINT_UPDATE_PREF | Update a client preference in the Maintenance screen | ||
| Update Cost per Account | ACTGL_COST_PER_ACCT | Use the Cost Per Account screen | TL_CPA |
| View check clearing screen | ACTGL_BANK_RECON | Access the Check Clearing screen | TL_RECONCILIATION |
| View check writer | ACTGL_CHWRITER | View the Check Writer screen | TL_CHECKWRITER |
| GLADJUST_CHECKS | Access the Adjustment tab in Check Writer | ||
| GLPROCESS_CHKRUN | Activate the Process button on the Payment Batches tab in Check Writer | ||
| View refunds | ACTGL_REFUND | View the Refunds screen | TL_REFUNDS |
| View remit screen | ACTGL_REMIT | View the Remit screen | TL_REMITTANCES |
| View remit setup | ACTGL_REMIT_SETUP | Access the Remittance Setup screen | TL_ADMIN |
| View maintenance | ACTGL_TAX_OFFICE | Access the Tax Office Maintenance screen | TL_ADMIN |