Tax Payments Grid

This grid records all payments made towards the total tax due along with the date each payment was made.  To add a payment record to the grid, complete the steps below:

1. Right-click in the grid and select Add Record.  The following window will appear:

   

2. Enter the date the payment was made and the dollar amount paid in the fields provided.  

   Note:  Both the Date Paid and Amount Paid fields are required in order to save the record.

3. Enter additional comments in the text field at the bottom of the screen.  To enter comments, simply place your cursor in the grid and begin typing.
4. Click to save the record.
5. Click to exit Add Mode.
6. Click to close the window.

   Notes:  The system will add each payment entered in this grid to find the total amount of payments made.  This sum will be found in the Amount Paid field on the General tab. You can use the functions in the Tax Payments grid to view, edit, or delete existing payment records.  When payment records are deleted from the grid or edited and then saved, the system automatically updates the Amount Paid field.