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You can initiate the wash sales process by selecting the Build Statutory Wash Sales panel.

To initiate the wash sales process:

  1. In Accounting Center, in the left navigation pane, click InsuranceProcessing > Build Insurance Data > Build Statutory Wash Sales.
    You see the Build Statutory Wash Sales panel.
    Build Statutory Wash Sales panel
  2. Complete the options on the panel.
  3. Click Submit to initiate wash sales processing.
    When successful, a Status Window dialog box appears with the Event ID for the successful engine event. 

Build Statutory Wash Sales Panel Options

The following table describes each option on the panel.

Option

Description

Required Parameters


Client ID

Specifies the client ID of the client to process for wash sales.

Client Name

Specifies the name of the client to process for wash sales.

Annual/Quarterly

Specifies the wash sales processing timeframe. Options include:

  • Annual (Default)
  • 1st Quarter
  • 2nd Quarter
  • 3rd Quarter
  • 4th Quarter

Year

The accounting year for the Annual/Quarterly option.

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