How to Group Refunds to Make Payable to One Payee

Created by Rosalyn Diangson, Modified on Thu, 22 Feb 2024 at 10:25 AM by Rosalyn Diangson


1. In the Tax Suite, click the REFUNDTRAC button.




2. Click on the "Review" button in the refund type box that has refunds to be grouped to the same payee.



3. Then, manually select accounts that need to be edited to the same payee by ticking each box beside the account number.




Note: You can also click the box on the upper left to select all if you intend to make all refunds payable to the same person/entity.

 




Reminder: If you intend to process the refunds through then follow steps A to F.


If you intend to only edit the group of refunds and process them at a later time then                   follow steps G to L.



A. Click the "Process" tab below to proceed.




B. Delete the given name to make changes.




C. Type in the payee name.




D. Go to the next one by clicking either the number or the next button below.




E. Click "Use Previous" so that the same information you typed in at first will be pasted automatically to the next refund.




Repeat the steps until you reach the last account you've selected.



F. Finally, click "Ok" to complete the changes.




G. To change the payee on a group of refunds to process later, select the accounts, click the "Edit" tab below to proceed.




H. Delete the given name to make changes.




I. Type in the payee name.




J. Go to the next one by clicking either the number or the next button below. 




K. Click "Use Previous" so that the same information you typed in at first will be pasted automatically to the next refund.




Repeat the steps until you reach the last account you've selected.


L. Finally, click "Ok" to complete the changes.