How to: Create a GA Expenditures Template

Step 1: Map all accounts to ‘GA Tax Credit’ COA. Check out the How to: Map Accounts for the GA Expenditures Tax Credit Report article for more guidance on mapping the accounts.

Step 2: Click on ACCOUNTING REPORTS.

Step 3: Click RUN REPORT.

Step 4: Select “Tax Credit” in the “Category” drop-down menu and “Georgia Expenditures Report (GER)” in the “Tax Credit Name” drop-down.

Step 5: Click QUEUE REPORT.

Step 6: Download the PDF file.