Tax Receipt Entry - Account Number Area

The table following the window example describes how to start a new Tax Receipt in Tax Receipt Entry and how to retrieve an existing (unposted) Tax Receipt for maintenance.

Entry-Mode Navigation Tip:  After you click Retrieve and the Account Number, Property ID, and owner names are filled-in, focus automatically moves to the Auto Action Area.

Example:

 

Account Number Area Prompts

Tip:  To see more information about a field, click the hyperlink for the field name.

Account #

For a new Tax Receipt, enter the Tax Account Number and click Retrieve.  (1-6 characters)

Keyboard shortcut:  [ALT + t]

Notes:

  • If you enter the Account #, then the Property ID is automatically displayed.

  • Account Number or Property ID is required.

Warning:  If a Credit Code is assigned to the Tax Account, you will see a warning message.

Example:

Property ID

For a new Tax Receipt, enter the Map/Lot/Sub/Type portions of the Property ID and click Retrieve.  (1-3 characters for each sub-field).

Note:

  • If you enter the Property ID, then the Account # is automatically displayed.

  • Property ID or Account Number is required.

  • Because you can tailor the sub-field names in the PARCEL Table, the labels in the software may not match the field names in the documentation.

  • When entering the Map/Lot/Sub/Type, it should form a valid Property ID from the Real Estate Master record (Assessing module).  If you enter an invalid combination, you will see a warning and you must correct the Property ID.

For a new Tax Receipt, click the magnifying glass to Search for a Tax Account Number.

Keyboard shortcut:  [CTRL + f]

Note:  Do not confuse the magnifying glass icon with the Tx Search button.  Tx Search finds existing (unposted) Tax Receipt transactions.

To start a new Tax Receipt, enter either the Account # or Property ID and click Retrieve or press [ENTER] if the button is in focus.

Keyboard shortcut:  [ALT + t]

You can use Transaction Search to view all of the existing Tax Receipt transactions that have not yet been posted.  From the Search List you can select a Tax Receipt to maintain.

Keyboard shortcut:  [ALT + r]

Note:  Do not confuse the Tx Search button with the magnifying glass icon.  The magnifying glass finds Tax Accounts for entering new Tax Receipts.

Owner

Automatically displays the names of the primary owner (Owner Name 1) and the co-owner (Owner Name 2) for the Tax Account.

Tip:  If either of the owner names is cut-off, you can hover the pointer over the name to see a Tool Tip with the full name in smaller text.

Other Tax Receipt Entry Topics