Reporting > Statement manager report > Indicate receipt of tax receipts

Indicate receipt of tax receipts

This procedure relates to both the employee summary and drill-down transaction statement views. If done at the statement level, it indicates an audit has been completed and the account holder has provided the required receipts for this statement period. If done at the transaction level, it indicates an audit has been completed and the account holder has provided the required receipts for one or more transactions.

Note: Setting the receipt status at the statement level does not automatically set the status of the underlying transactions or vice-versa.

To indicate tax receipts have been received for one statement period or transaction:

1. Click beside the statement period/transaction. A response notification will appear confirming the status had been updated (saved).

   The icon will change to .

   Note: At the transaction level, you can click the Mark All link at the bottom right-hand corner of the report to mark all required receipts with a single click.

2. To change the status back to , click .

To indicate tax receipts have been received for several statement periods or transactions:

1. Click beside the statement periods/transactions you want to perform a group action on. The icon becomes a red check . If you want to select all employees, click All.
2. Click at the bottom of the list.

   The Statement Manager Report dialogue box appears.

3. Select Mark Tax Receipts from the drop-down list.
4. Click Save.

   The selected codes continue to display the icon as you may want to perform more functions. To remove this default, click None at the base of the list.

5. If you want to remove your indication that tax receipts have been received, repeat the above procedure but select Remove Tax Receipts from the drop-down list.