Getting Started
Getting Started
Log in to TaxLedge
Exit TaxLedge
Reboot the Computer
Toolbar Buttons
Status Line Information
Status Windows
Moving around TaxLedge
Screen Defaults
Jurisdictional Rules
Print Reports
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 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
TCS 297F
Batch Request List Report
Jurisdiction Remittance Preview Report
Jurisdiction Remittances Report
Attorney Remittances Report
Jurisdiction Remittance Letters
Attorney Remittance Letters
EFT Request Report
Remittance Adjustments Report
End of Period Report
Refund Register
Bank Register
Distribution Report
Cost Per Account Report
CPA Commission Letter
Commission Cap Report
Monthly Report
Commission Totals Report
Payable Entries Report
Batch Menu Reports & Processes
Running Reports
Previewing and Printing Reports
Positive Pay File
HCTO Clear Checks File
EFT List Load Number Match
EFT List
Split Agent Refund Process
Disbursement Report By Old Rules
Harris County Escheatment Process
Taxunits with Credit Balance Report
Reconciliation Module
Loading/Clearing/Voiding Files
Manual Clears/Adjustments
Bank Balances Report
Administration
Updating Attorney Information
Updating Tax Office and Bank Information
Updating Jurisdiction Information
Updating Cost Per Account Information
Updating Code Sets
Client Preferences - Code Set
Security Administration
Appendix
Create a New TCS297F File
FAQ's: Frequently Asked Questions
All Files
Jurisdiction/CPA screen
