Viewing and editing tax accounts

You can edit existing tax accounts.

To view and edit tax accounts:

1. From the menu, select Property Tax > Tax Accounts. For more information about navigation, refer to Navigating Property Tax.
2. Locate the row for the account and, under Account, select the number. The Tax Account Details page appears. For more information about grids, refer to Working with grids.

3. What do you want to do:

   • To view and manage details and items associated with the tax account, select the relevant tab. For more information about each tab, see the topics below, under In this section.

   • To edit tax account details:

     1. Select Actions and then select Edit. The Edit Tax Account page appears.

     2. Using the following table, configure each setting as required:

        Field	Description
        Start Date	The date that the account becomes active. Before this date, the account cannot be edited and a banner appears above the account record to indicate that it is inactive Enter or select the date from the calendar. The date format is MM/DD/YYYY.
        Stop Date	Optional stop date that defines the last day on which the account is active. After this date, the account cannot be edited and a banner appears above the account record to indicate that it is inactive To set a stop date, enter or select the date from the calendar. The date format is MM/DD/YYYY.
        Roll Number	The identifying number for the property assigned to the account as defined by your assessment authority. Roll numbers must be unique on active tax accounts. To use an assigned roll number on a different account, you must inactivate the account that is already using the roll number by setting a stop date. Enter the roll number.
        Tax Sale	Designates that the property on the account is in the tax sale process. When this check box is selected, new payment transactions cannot be added and a banner appears above the account record to indicate that it is in tax sale. For more information about assigning or removing the Tax Sale flag, refer to Configuring the Tax Sale flag.
        Legal Description	The legal description assigned to the property by your land registry authority. Enter the legal description.
        Properties	The properties associated with this tax account. What do you want to do? To add properties: Select Property Search. The Add Property dialog box appears listing all properties not already assigned to an account. Locate the row for the property and select it. For more information about finding items in grids, refer to Working with grids. Select OK. To remove properties, in the row for the property, select .
        Primary Property	If there are multiple properties on the account, this defines the primary property to use for billing. Select the property.

     3. Select Save.