Overview
This job aid shows campus LCD users how to modify tax classes to accounts.
Background
CSU Acct Mapping - Tax Class rarely requires modification but can occur based on changes within Benefits. If this configuration is not completed, an error can occur during the LCD process.
Review existing values
Step 1: Open the Navbar button.
Step 2: Navigate to Menu > Set Up HCM > CSU Product Related Setup > CSU LCD Setup >CSU Acct Mapping - Tax Class
Step 3: On the search page:
- Enter GL Set ID (Business Unit)
- Enter Tax Balance Class if known
- Click Search
Step 4: Click a value.
Step 5: Review the Effective Date and Account.
Add a New Value
Step 1: Open the Navbar button.
Step 2: Navigate to Menu > Set Up HCM > CSU Product Related Setup > CSU LCD Setup >CSU Acct Mapping - Tax Class
Step 3: Click Add a New Value.
Step 4: On the Add a New Value page:
- Enter GL Set ID (Business Unit)
- Enter or Select Tax Balance Class
- Click Add.
Step 5: In the Tax Accounts area,
- Enter Effective Date.
- Enter Account.
- Click Save.
End of Article