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84.16. Reporting Transactions on Schedule N

Schedule N on the New York State report captures Outstanding loans. Below will show how it looks on the report and where the data point are on the record. 

1 - Name of the record that the outstanding loan was recorded on. This can be edited by searching for the name of the transaction with the search tool. From there you can edit the name and address on the record.

2 - Date and amount of loan. This can be found by searching for the record the loan is associated with. From there you can use to transaction tab to open up the transaction and edit all of the information.

3 - Purpose Codes for Liabilities/loan codes