How To... Set up a Tax Deferral
To set up an account as a deferral, go to page 2 of the account record (See How To... Change a Tax Record). Change the Tax Status to an "S" for each year and entity that the deferral applies to.
NOTE: To help with the printing of statements and the printing of reports, it is suggested to use either a "D" or an "O" in the account status to mark the account as a deferral.