About the Benefits Schedule - Other Tax Credits
You can view the deal-level (all owners) or individual owner values at an annual or monthly level.
Note
The monthly benefits functionality might be turned off in your ProLinkAIM environment.
For most organizations, UT Actual Credits and UT Actual Losses will be hidden on deals because you can view income/loss at the fund-level.
The Owner list contains all Ownership Schedules—Proposed and Finalized—with a listing of All Owners. Benefits will be calculated based on the Sub-Type (Total Benefits).
Click a Benefit Year row in the grid to open the corresponding edit screen.
The system does not create any benefits years automatically.
You can create additional benefits years for any deal.
Navigate to the deal, and then select Benefits Schedule (under Accounting Summary) in the left navigation menu.
The Benefits Schedule screen opens.
Click New Year.
The Add New Benefit Year popup opens.
Enter the Year (YYYY).
The year added does not need to be a consecutive year. You cannot duplicate existing years.
Click Save and Close.
You can delete benefit years that were manually created (years not created automatically by the system).
Navigate to the deal, and then select Benefits Schedule (under Accounting Summary) in the left navigation menu.
The Benefits Schedule screen opens.
Click a Benefit Year row in the grid.
The Edit Benefits Schedule screen opens.
Click Delete in the top toolbar, and then click OK to confirm the deletion.
All fields are manually populated.
The LT Actual is a calculated value that can be overridden. Triggers an Approval when the value is updated (systematically or manually). For customers where the the Approval functionality is enabled, an overridden value will trigger an Approval.
Owner-level values are based on the Owner's ownership percentage as identified in the Other % field in the Ownership Schedule.