Texas requires manual entry of non-itemized transactions for the reports that accept non-itemized transactions; specific to the schedule and report.
Which TX Reports require manual entry of non-itemized transactions?
After picking your report, you will see the specific schedules per report that require non-itemized transactions to the right of the report generation screen.
How do I enter non-itemized transactions per schedule?
- Entering non-itemized transactions for each appropriate schedule is the same process: Uncheck the Itemize box located to the right of the Expenditure or Contribution Amount. The transaction with its required information will then be reported as non-itemized.
- After finalizing all of your transactions per schedule, you’ll be taken to Finalize Report where you’ll see your Report Totals summary.
- The Report Totals will reflect the User Entered Lump Sum Totals. This is used if you did not enter the information for non-itemized transactions on the applicable schedules.
- If so, then you must enter the total of those unreported non-itemized transactions to its appropriate schedule. Do not include any already reported non-itemized transactions that have already been entered prior to a schedule.