Create entries - Tax Allocation

Sana Mazhar

• 25 November 2024 03:45

Hi 

I am stuck with the create entries section. The tax allocation section is greyed out.

Is there some settings that I am missing?

If I create entries without member allocations - The Statement of Financial Position does not tie back.

 

0

• 

  Richard Freedman

  • 25 November 2024 06:46
  • Edited

  There is a more fundamental issue that is causing this. Normally there is no need to be manually editing allocations during create entries. The fact that it has a bunch of zeros there tells me there have been no current members added and/or the funds that have given rise to the $2 of income have not been allocated correctly.

  0
• 

  Christopher Banks

  • 26 November 2024 03:53

  Hi Sana,

  Richard is correct; there is most likely an underlying issue that is causing this.

  I recommend logging a support call and sharing the fund with support so they can investigate this further and resolve this issue.

  I hope the above answers your post and if there are any further questions please reply to let me know so I may assist further.

  0

Please sign in to leave a comment.