How to Bring a Refund Into SMIGL

Created by Nichole Cryar, Modified on Tue, 13 Dec 2022 at 09:59 AM by Nichole Cryar

1. In Tax Client, open a Refund Batch. Payments --> Batches --> Batch Type: Refund and click Save: (Note: Make a note of the batch number)

2. In Report Manager or Reports in Tax Office 4, choose the refund report. For this example, we will use the Refunds Due Report and pull it from Tax Office 4 (includes both over payments and refunds due from recalculation). Print the report:

3. Next, go to the Payments tab --> Refund Payments:

4. Click on New Refund:

5. Here you will enter the account number to refund in the Payment Information box. This is also where you will change the Remitter information if needed by clicking on the ellipsis next to Fiduciary, changing the information and clicking Ok:

6. Enter the reason for the refund and confirm the Refund Due amount is correct and click Post Refund:

7. Repeat steps 4 - 6 for every account to be refunded.

8. Once you have posted all of the refunds, go to Payments --> Batches:

9. Find your Refund Batch. The amount in the Total Column should match the total amount to be refunded. Once confirmed, click Close:

10. Interface Refund Batch in SMIGL.