Show me a 'how-to walk-through' in the app here
1. Navigate to Incentives
First, navigate to the Incentives option under the Global section in the left hand navigation menu.
2. Access Incentive Actions
Next, click the Actions button and the Edit option in the drop down menu to the left of the incentive you would like to update.
3. Edit Incentive Summary Information
Now, 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.
4. Incentive Steps
Then, 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.
5. Save Incentive Configuration
Next, click Save to apply all changes and update the incentive configuration within your GreenSlate account.
6. Access Incentive Actions
Finally, you may use the default 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.
To use the tax credit summary window and update the tax credit coding for expenses, follow the steps linked here.
That's it. You have successfully used the incentives dashboard in GreenSlate. If you have any questions or need more help, please visit our Help Center or reach out via email or chat.