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Technical Release Notes
Accounting Solutions (Citrix)
Canadian Payroll & Accounting Solutions
How to: Incentives Dashboard
Step 1: Click INCENTIVES on the left navigation.
Step 2: Click EDIT from the Actions drop down menu to the left of the Incentive you would like to update.
Step 3: Edit the Summary panel as needed and complete all required fields.
GreenSlate will add the incentive for the work location(s) for your project by default. The Budget amount and Projected Qualified Spend can be updated as needed.
Step 4: Update the status of steps when applicable throughout production to track the status of your tax return. Click ADD STEP to add an additional step other than the ones provided by default.
Step 5: Click SAVE to save changes.
Step 6: Use the custom grid views to get a quick snapshot of your project(s) status in completing your tax return. Grids can also be exported to PDF and excel by clicking EXPORT.
Step 7: To use the tax credit summary window and update the tax credit coding for expenses, follow the steps linked here.