How To... Apply a Refund or Payment to Another Year or Account

 
If a payment has been applied to a wrong year on an account or applied to a wrong account altogether, then you will need to issue the "refund" for that wrong year or account (see "How To... Enter a Refund") and then apply this "refund" to the correct year or account
 
 
NOTE:  Since the taxes were paid in error, you will want to send out a statement to the taxpayer so they can have a chance to pay their taxes.
 
After entering the "refund", you can also apply the "refund" through payments instead of as an adjustment.  See "How To... Payments".
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