You can select which Tax Year to use in your Ledgible Tax Settings. This article includes the following sections:
Step-By-Step Instructions
- Once logged in to your Ledgible account, select Settings from the upper right hand corner of any dashboard.
- Click on Update to the right of the Tax Year section.
- Select the desired year from the Select Tax Year drop down menu, and then click Confirm.
- Click Close to close the confirmation window.
Helpful Hints
After changing the tax year you will need to perform a Tax Update in the Account Refresh Options to ensure the calculations are updated for the tax year selected.