Consolidating Several Tax Free Forms

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Consolidating Several Tax Free Forms

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If a customer presents several Tax Free Forms and wishes to consolidate them all into a single Tax Free Form, this can be achieved by means of the following procedure. Note however that only the newly consolidated Tax Free Form can be used for a tax refund. The previous ones will be voided and invalid.

To consolidate several Tax Free Forms

1. Click the Consolidate button.

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The Consolidation window is displayed.

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2. Enter (or scan) the Doc-ID of the first Form, without spaces or decimals, and then click Add Form.

3. Repeat the previous step with the Doc-IDs for all the Tax Free Forms to be consolidated.

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4. At the bottom of the window, click Consolidate.

The consolidated Tax Free Forms are loaded.

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5. Click the Print Form button.

You may be prompted to confirm that the Tax Free Form has been printed.

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6. Click Successful (or Reprint if necessary).