You can initiate the wash sales process by selecting the Build Statutory Wash Sales panel.
To initiate the wash sales process:
- In Accounting Center, in the left navigation pane, click Insurance >Processing > Build Insurance Data > Build Statutory Wash Sales.
You see the Build Statutory Wash Sales panel.
- Complete the options on the panel.
- Click Submit to initiate wash sales processing.
When successful, a Status Window dialog box appears with the Event ID for the successful engine event.
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:
|
Year |
The accounting year for the Annual/Quarterly option. |
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