Set Initial Transaction Values

This task is used to set an initial transaction value for a household.

The task is only available when you have selected a Community in context.

Prerequisites to complete task correctly.

• The household must have been created.

How do you get here?

Conversion Detail Households Tab Tasks Set Initial Transaction Values

To set an initial transaction value:

1. Click in the row of the household for which you want to set an initial transaction value.

2. Enter or adjust the Gross Income, Member Count, Movein Tax Credit Limit, First Year Gross Income, First Year Member Count, and the Initial Tax Credit Date.

3. Click Save when completed.