Tax Charge Entry - Charge List ID Area

The Charge List ID Area contains the Clerk Initials and Entry Date fields, which group the tax charge transactions together. You can retrieve a list of pending transactions using the combination of the two fields. You can also sort the Tax Charge Journal Report by Clerk Initials and Entry Date. After entering the Charge List ID, you can enter, edit, or delete transactions in the Detail Information Area.

The table below describes how to enter the Charge List ID information for Tax Charge Entry.

Charge List ID Area

Tip: To see even more information about a particular field, click the hyperlink for the field name.

Clerk Initials

Enter your initials, which are used to group pending transactions together. (1-3 characters, case-sensitive) Required.

Note: For your convenience, the Clerk Initials value defaults to the last value entered. To make it easier to find pending tax charge transactions, always use the same initials for your transactions.

Entry Date

Enter the Tax Charge Date. (MM/DD/YYYY) Required.

Note: The Tax Charge Date defaults to today's date.

To retrieve pending transactions for the combination of Clerk Initials and Entry Date, click Retrieve or press [ENTER] if the button is in focus. The list of matching transactions, if any, appears at the bottom of the Detail Information Area.

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