User Support Forum

I did not have the FEIN or State Tax ID numbers available when I ran the payroll setup assistant. Where can I enter that information manually without having to run the setup assistant again (I really don't want to have to rebuild the tax tables!). Thanks.

Jeff's right, you need to treat this as taxable income to the priest. If that money were to go to the discretionary fund, that's a different situation.

That did it! I was a little confused about the "restrictions" vs. "designations." Once I delete the restrictions, it cleared things out.

Thanks!

On third thought...

Moving the accounts still maintained the phantom release accounts.

How can you delete a release account created in error when the accounts have been moved into one roll up account?

One final try ... and problem solved!

I took each of the phantom accounts and moved them to the main account. Once the account was moved, then I could delete the old account. <sigh>

I am in the process of setting up my chart of accounts and set up several funds as restricted funds in error (they should have been set up as unrestricted designations). I set up new unrestricted funds with the same name (different account numbers) and merged the old ones into the new ones. In revie...