Use this option to set up exclusion records to exclude levels.
This setup is the same as the following reports:
If you have already completed the setup for any of these reports, you do not need to do it again for the year you are processing.
Set up Exclusions
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On the IL Annual Statement of Affairs Report page, select Setup, and then Exclusions.
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Filter records using the filter criteria. To enter filter criteria:
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Select an option in the first field.
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Select or enter a value.
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Select Add if the button is enabled.
Refer to Searching for Records for more information.-
To add a record, select Add Record. Refer to the Field descriptions and enter valid information in the required fields. Select Save, then Yes.
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To edit a record, select the record and select Accept. Update the information and select Accept.
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To delete, select Delete, then Yes.
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Field descriptions
The following table describes the fields on the IL Annual Statement of Affairs Report - Setup - Exclusions page.
|
Field |
Description |
|---|---|
|
Year |
The fiscal year of the exclusion data. |
|
Exclusion Level |
The local district organization chart/accounting level to exclude. |
|
Level Value |
The state organization chart/accounting level. |