Comment
02-13-2024
01:55 PM
- edited
02-13-2024
01:56 PM
02-13-2024
01:55 PM
- edited
02-13-2024
01:56 PM
As @puravidapto says, the challenge is that these consolidated statements are not standardized. As of now, the simplest thing to do is to enter the summations and attach the statements as summary. But the downside is that, as @Gleaton Consulting points out, you could have 4 lines or more to manually enter for each statement (which is not so bad IMHO).
When I do need the breakdown entered, for example, with lots of transactions, especially for those with F.1116, which requires deductions allocated based on gross income, I'd ask the client to get a dump of the transactions in CSV so that it can be easily manipulated for import - that is, only if it's absolutely necessary.