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24.39. Form 3X - How to Revise An H2 Ratio

How to Revise an H2 Ratio

1. Go to Financial > Allocations and click the +New Event button in the top right corner.  

2. Fill in the Name, type, and federal percentage of the revised ratio. Set the Description drop-down to "Revised Ratio as Previously Reported", mark the Joint Allocable Event box and click Save.

 

 

3. Go to the new event and set the date range on the event so that it matches the dates for the revised ratio. 

4. Go to Financial > Events and select the event for the new revised ratio from the list on the left side of the screen. Enter the start and end dates of the revised ratio and click Save.