How do I recalculate Checkout errors?
When you run Checkout to search for errors in the database, the errors that are found are listed on the Checkout report. Some of the errors will be followed by the command Recalculate. That command refers to the Recalculate routine and it means the
error in question can be fixed by running Recalculate.
Before you get started
Make a backup of the database. (Send Databases)
Running Recalculate
Run Recalculate when the Checkout report lists errors that can be fixed by running Recalculate. Recalculate will repair some, but not all, of the database errors. If you cannot fix the database error by running
Recalculate, then you need to repair manually the database error.
Do this...
1. Open Connect Business Tax Collection > Businesses > Recalculate.
2. Set up the Selection Criteria.
3. Set up the Recalculate options.
4. Click GO (CTRL+G).
5. Run Businesses > Checkout again. See the help topic titled How do I run Checkout?
Mark transaction as updated to General Ledger through MM/DD/YYYY
Change the GL update flag on a transaction to Yes to show the transaction has already been updated to the General Ledger. This option will search for unupdated transactions for tax transactions, tax adjustments, tax payments, tax payment applied, and tax payment refund.
When you click GO, Connect will search for transactions with an update flag set to No, which means the transaction has not been updated, that occur up to and including the MM/DD/YYYY.
Update the reporting category on existing tax returns with the current values from the tax return type
Compare the tax return type that is saved in the Tax Return Type Detail table to the tax return type from the Tax Return Detail table. Every business should have the same tax return type stored in both tables.
When you click GO, Connect search for matching business records in both tables. If the same tax return type is recorded in one table but not the other table, Connect will copy the tax return type that is saved in the Tax Return Type Detail table to
the Tax Return Detail table.
Update the tax return status
When you create a zero-balance return, you can create it immediately because there isn't a payment. However, in some instances, Connect will record a zero-balance return as filed and not completed. A tax return that is filed will show up as not completed on your Aging Report and Accounts Receivables Report.
When you click GO, Connect find tax returns with a tax return status of filed AND a zero (0.00) balance. Connect will change the tax return status on the tax return to completed.
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