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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Tax Distribution page (/fa/tax/distributions) lists tax form distribution records and their delivery status.

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Overview

The Tax Distribution page shows a DataTable of distribution records from useTaxDistributionsList backed by the fa_tax_distributions table. Observed columns include: Form Type (document_type), Recipient (recipient_name), Distribution Method, Status, and Sent Date. Clicking a row in the Form Type column navigates to /fa/tax/distributions/:id, which does not have a defined route in the current router — this may be a planned route. Requires fa.tax.distribute permission as defined in the route guard.

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Who it’s for

Requires permission: fa.tax.distribute.

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Before you start

  • Tax forms (1099s or W-2s) must exist and be associated with tax years.
  • You need fa.tax.distribute to access this page.

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Steps

View tax distributions
  1. Navigate to /fa/tax/distributions.
  2. Review the distributions table.
Review a distribution record
  1. Click the Form Type link in a row.

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Key concepts

  • Distribution: A fa_tax_distributions row representing the delivery of a tax form to a recipient.
  • Status: Observed as pending when not yet sent.
  • Distribution method: Observed default is mail.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/TaxDistributionPage.tsx
  • src/cores/fa/hooks/useTaxDistributions.ts
  • src/cores/fa/types/tax.ts