Initiate the Wash Sales Process
- Nancy Cohn (Deactivated)
- Kinga Huszno
- Jacob Mathews (Deactivated)
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 >Â 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.Â
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:
|
Year | The accounting year for the Annual/Quarterly option. |
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