How to: Create a GA Expenditures Template

To create a GA Expenditures Report template, GA tax credit codes must be enabled on the project and GA costs must be coded correctly. You can use this template to fill out the GA expenditures report on the Georgia tax credit website.

Step 1: Map all accounts to ‘GA Tax Credit’ COA. Check out the How to: Map Accounts for the GA Expenditures Tax Credit Report article for more guidance on mapping the accounts.

Step 2: Click on ACCOUNTING REPORTS.

Step 3: Click RUN REPORT.

Step 4: Select “Tax Credit” in the “Category” drop-down menu and “Georgia Expenditures Report (GER)” in the “Tax Credit Name” drop-down. 

Step 5: Click QUEUE REPORT.

Step 6: Download the PDF file.