To modify tax information
1. Open the Gift Information page of the gift you want to modify. 
How?
2. Double-click the Bene-A or Donor/Bene-A association row in the Payments/Taxes/Association grid whose tax information you want to modify.
3. Double-click the tax row in the Tax Schedule grid that you want to modify.
4. Do one of the following:
-
Modify the tax information as needed. There is help available on each field. Then, click
and 
to save your changes and close the page. -
Click
to delete the tax row. Then, click Yes to confirm the deletion.
5. Click 
to return to the Gift Information page.
Notes:
· You must maintain tax information for gift annuities in order to produce 1099-R tax forms from GiftWrap. The total amount in the current year's tax tier must equal the total of the Net Amounts in the Payment Schedule grid.
· Tax (and payment) information is irrelevant for the following gift types: bequests (BEQ), outright gifts (OUT), and retained life estates (RLE).