Viewing Partner Reimbursement Tax Details

  1. On the Partner Reimbursements form, select the partner for whom you want to view reimbursements.
  2. Click Tax Detail to launch the Partner Reimbursement Tax Detail form.

    The Transaction section shows the specific SRO transaction against which the tax is being distributed.

    The Tax Distribution section includes a grid that lists tax systems and related information. The Tax Total field shows the amount that must be distributed and the Distribution Total field shows the amount currently assigned. The difference between the two is displayed.

  3. Optionally, click Regenerate Tax to regenerate all records if tax codes have changed between posting and reimbursement.
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