EDI Viewer - Saskatchewan Mineral Rights Tax Annual Process
This is the typical annual process for using the SK Mineral Rights Tax module:
Setting Up New Tax Year:
Apply any EDI Viewer version updates / scripts
Use to Rollforward Tax Data window to roll the previous year's data into the next year
Import the .XML Invoice Summary and Invoice Details files
Setup / Edit Owner information in the
Owners
window
Setup new / Edit existing Parcels in the
Parcel Maintenence window
Use the
Title Maintenence
window to update Title data:
Use the Titles not on Invoice report to remove Titles that were rolled forward but not needed in the tax year
The Title / Lessee Count report is useful to verify all Titles are set up
Setup the new tax year in the
Invoice Number Maintenence
window
Create Invoices
Setup / Update Cost Centers
Use the
GL Upload
to create a GL Upload file for your expensed entries and/or Accounts Receivable entries for invoices you've created.
