CHRS Knowledge Base

CSU Acct Mapping - Tax Class

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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.

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:

  1. Enter GL Set ID (Business Unit)
  2. Enter Tax Balance Class if known
  3. Click Search
search fields

Step 4: Click a value.

Search results

Step 5: Review the Effective Date and Account.

Tax accounts: Effective Date and Account fields

Add a New Value

Step 1: Open the Navbar button.

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.

Add a new value button

Step 4: On the Add a New Value page:

  1. Enter GL Set ID (Business Unit)
  2. Enter or Select Tax Balance Class
  3. Click Add.
Add a new value fields, add button

Step 5: In the Tax Accounts area,

  1. Enter Effective Date.
  2. Enter Account.
  3. Click Save.
Effective Date, Account fields, save button

End of Article

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