How do I set up tax certification service settings?
When you create a tax certification, you have the option of using the minimum amount stored in the Organization table (Organization > Organization) or use the certification periods saved on the service in Organization > Services. To use the service settings instead of the minimum amount, you'll need to set up the tax certification options for the service. Caselle will use the standard aging routine to determine the delinquent service balance.
Setting up tax certification service settings
1. Open Connect Utility Management > Organization > Services.
2. Look up a service.
Use the Lookup bar or click Search (F9) to look up a service.
Lookup bar
3. Click to select the checkbox titled Subject to Tax Certification.
Subject to Tax Certification checkbox
5. Enter the Certification Period.
This is the number of periods with a delinquent balance. If a customer has a delinquent service balance for the given number of periods in the certification period, the customer will be included in the tax certification file.
Certification Periods field
6. Click Save (CTRL+S).
The service settings are saved. For more information about tax certification, click here.
12Dec2017
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