How To... Add a Distribution Record

 
Select "Distribution Table Records" from the "Setup New Tax Year" menu under the “Miscellaneous Files” menu.
 
 
To add a distribution record, select the Entity from the drop down menu and click on the “A” button in the application control section.  
 
 
Enter the appropriate information for Screen 1 ("Previous side" button) and Screen 2 ("Next Side" button) and click on the "Add" button (on Screen 1) to save the record. 
 
Click on the "Refresh" button to exit the add mode.
 
NOTE:  The M&O and I&S rates are entered as percentages of the tax rate.  The total must equal 1.000000 (100%).  To calculate the percentage, take the M&O rate and divide by the Total Tax Rate and round to 6 decimal places.  This is your M&O percentage.  The I&S percentage = I&S rate / Total Tax Rate.
 
If your office offers discounts, then enter the percentages for each month on Screen 2.  Click on the “Refresh” button to exit the “ADD” mode.
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