Refer to the video on this feature at our YouTube Channel.
Transactions linked to your tax calendar, done manually or via upload, have the link icon to the left of their name in List View.
CashFlowMapper™ ensures that your tax remittances are accurate even when tax transactions that form part of a tax remittance occur prior to the start date of your plan.
1. The tax remittance for the quarter 1st July – 30th September includes tax on transactions that pre-date the start date of the plan, for example, those relating to the “sales – general” transaction shown above.
2. The graphic below shows the tax return on the 28th October which includes tax on transactions pre-dating the start date of the plan. This is reflected in all reports, both online and exported. Reports are discussed below. Refer the articles on the Calendar View, Graph View, Occurrence Dates & Model - Transaction reports.