Tax incentive requirements vary by state, but one thing stays constant: every state requires some level of cost verification. Some test all in-state spend; others sample the qualified cost ledger. Either way, you need fast access to your backup documentation.
With GreenSlate, backups are stored within each transaction type and downloaded within seconds.
Below is a list of information that auditors typically need during their review of tax incentive applications, and how the files can be extracted from GreenSlate’s platform.
Bank Statements
Start Work & Residency Documentation
Custom Forms and Specific Payroll Documents
Timecards & Check Copies
Earnings Reports
Payroll invoices
AP Invoices
Complete check packages
Vendor Files
Petty Cash Envelopes & Receipts
P-Card Envelopes & Receipts
Journal Entries
General Ledger
Tip: Access all downloaded files in the My Downloads module, located in the left navigation menu.
Items for Audit
Bank Statements
Ensure a copy of the bank statement is added to each bank reconciliation completed in the platform to allow you to easily download all statements at the time of audit.
Navigate to the Bank Reconciliation module
Select the month-end you need
View the bank reconciliation via the Actions dropdown
Download the statement attached to the bank reconciliation
You can also download the bank reconciliation reports directly from the Bank Reconciliation grid by selecting View Reports.
Start Work & Residency Documentation
Downloading your cast and crew start work is easy. You can download the entire start work packet, including custom forms and attachments, into one single PDF per crew member.
From the left navigation, select the Digital Start Work module
Locate the crew member’s start work you need
Download the packet from the Actions dropdown
Tip: Need all of your start work? Select all, or as many start work packets as you need, and download the files in bulk from the Actions dropdown in the grid header.
The downloaded files can be located in the My Downloads module, located in the left navigation menu.
Custom Forms and Specific Payroll Documents
Don’t need the entire start work packet for your auditors? Maybe you only need the cast and crew's I-9 forms or the special declaration of residency form that was added as a custom form to your project's start work. You can effortlessly download the specific payroll documents your auditor needs within the GreenSlate platform in minutes.
Navigate to the module of the digital form you need via the left navigation
Select a single form or download all forms in bulk
Timecards & Check Copies
With GreenSlate, you can download both timecards and the associated check copies in one combined PDF.
Head over to the Timecards module
Sort for the cast or crew member you need the records for
Select the view or download timecard with check copy options to obtain a PDF of the necessary payroll documents your auditor needs
The downloaded files are located in the My Downloads module, found in the left navigation menu.
Earnings Reports
Need earnings reports summarizing wages paid to your cast & crew on your project?
You can extract an Earnings Summary Report directly in the GreenSlate platform, without having to reach out to your paymaster and wait for a report.
Go to the Employees module on the left navigation
Locate the crew member you need the report for
Select Employee Payroll History from the Actions dropdown
Another grid will open showing the crew members’ payments. Select the items you need included on the report.
Select the Earnings History Report option from the header Actions dropdown to view an Earnings History PDF Report including the selected pay periods
Payroll and AP Invoices
Payroll invoices
Easily obtain copies of your payroll invoices in two locations within the platform - the choice is yours.
Option 1:
Head over to the Bills module
Filter the vendor for GreenSlate
Download the single payroll invoice or several invoices in bulk
Option 2:
Navigate to the All Batches module on the left navigation menu
Locate the batch you need
Download the payroll reports via the Actions drop-down to the left of the payroll batch
AP Invoices
Pulling copies of your vendor invoices could not be easier when working in GreenSlate.
Head over to the Bills or Check Requests module on the left navigation menu
Locate the invoice you need via the various filters
Select View PDF or Download PDF to obtain a copy of the bills top sheet and associated attachments
You can also download these files in bulk:
Filter the grid for all of the items you may need
Select all transactions
Choose Download PDF in the header actions bar
Find downloaded files in the My Downloads module, accessible in the left navigation menu.
Tip: You can also easily tell which bills and check requests are missing attachments by viewing the attachments column to the far right on the main grid.
Complete check packages
Within GreenSlate, you can download the complete PDF package including the check copy + bill top sheet + invoice or other attachments added to the bill transaction + PO top sheet + PO attachments, all in one file.
To download the complete PDF package:
Go to the Checks module in the left navigation
Find the item you need by filtering by check number or vendor name
View or download the PDF containing everything your auditor needs for their review process
To download these files in bulk:
Filter for the items you need
Selecting all transactions
Choose Download PDF in the header actions bar
Access downloaded files in the My Downloads module, located in the left navigation menu
Vendor Files, Petty Cash Envelopes & Receipts, P-Card Envelopes & Receipts, and Journal Entries
Vendor Files
Need to download W-9’s, Business Registration Certificates, or other vendor files attached to your vendor profiles? Access vendor files from the Vendors module.
To download the files for multiple vendors:
Select Download Vendor Attachments in the Actions dropdown in the header of the grid
Access downloaded files in the My Downloads module, located in the left navigation menu
Petty Cash Envelopes & Receipts
You can easily download your Petty Cash (PC) Envelopes and all the associated receipts in a few short clicks in GreenSlate.
Navigate to the Petty Cash module in the left navigation
Locate the PC Envelope you need
View the PDF directly in your browser to save or download it
You can also download PC Envelopes in bulk:
Select all of the transactions needed
Select Download PDF in the header actions bar
The downloaded files can be located in the My Downloads module, located in the left navigation menu.
P-Card Envelopes & Receipts
To access your P-Card (CP) Envelopes, use the following steps:
Navigate to the P-Card Envelopes module in the left navigation
Locate the CP Envelope you need
Save or download the CP Envelope
You can also download CP Envelopes in bulk by selecting all of the transactions needed and selecting Download PDF in the header actions bar.
The downloaded files can be located in the My Downloads module, located in the left navigation menu.
Journal Entries
To obtain your Journal Entry (JE) top sheets and all the associated attachments:
Navigate to the Journal Entry module in the left navigation
Locate the Journal Entry you need
Save or download the PDF
You can also download JE’s backup documentation in bulk by selecting all of the transactions needed and selecting Download PDF in the header Actions bar.
The downloaded files can be located in the My Downloads module, located in the left navigation menu.
General Ledger
Note: You can also download nearly all of the backup files directly from the General Ledger module by filtering the ledger by one of the many options offered to locate the transaction needed to be reviewed. From there, you can select to view the backup transaction by transaction, or download the backup in bulk to the My Downloads module.