Tax Receipt Entry - Overview

Use Tax Receipt Entry to enter payments for personal property and real estate tax bills.  Tax Receipt Entry contains several automatic features including calculation of interest charges and discounts.  From Tax Receipt Entry you can print three different reports, the Tax Receipt, the Account Status Report, and the Tax Receipt Journal.

Notes:

• For more information about working with data in fields, see Data Entry Guidelines.

• For information about the timing and sequence of tasks, see the Daily Cash-Up Procedure.

• For information about entering Next Day receipts during the cash-up process, see Next Day Tax Receipts.

Tips:

• Use the following programs to enter other types of payments:

• For payments of invoices, use the Accounts Receivable module.

• For payments of tax bills from mortgage companies, use Group Mortgage Payment Entry.

• For payments of bills unrelated to tax bills, such as license fees, use Treasurer's Receipt Entry.

• To print a Tax Receipt after the receipt has been posted, use Tax Receipt History Maintenance.

• To reverse a transaction that has already been posted, create a new Tax Receipt payment for a negative dollar amount.

Navigation Notes:

• A double-line border identifies the area in focus, which is the active area of the window.

• In most cases, to advance from one active area to another, press [ENTER].
  Exception:  To exit the Detail Transaction Area, click the Detail Entry Complete icon.
   

• To return to a previous area, press [CTRL + x].

Directions:

To see directions for...

• Opening Tax Receipt Entry, click More.

   

  Use one of the following methods to open Tax Receipt Entry:

  • Click the Tax Receipt Entry button on the Button Bar.

  • Or, use the View menu:

  1. Click View from the Menu Bar.

  2. Click Tax Receipt Entry.
     Keyboard shortcut:  [ALT] [v] [t]

  • Or, use the Daily Work menu:

  1. Click Daily Work from the Menu Bar.

  2. Click Tax Receipt.

  3. Click Tax Receipt Entry.
     Keyboard shortcut: [ALT] [a] [t] [t]

  • Or, use the Windows menu:
    Tip:  You can use this method to launch multiple occurrences of the Tax Receipt Entry window.

  1. Click Windows from the Menu Bar.

  2. Click Launch Windows.

  3. Click Tax Receipt Entry.
     Keyboard shortcut:  [ALT] [w] [l] [t]

   

• Creating a new Tax Receipt, click More.

   

  To create a new Tax Receipt choose one of these methods:

  Tip:  If a Tax Receipt is already displayed, click Clear, so the Account Number Area becomes focused.

  • Enter the Account #, and then click Retrieve or press [ENTER] if the button is in focus.
    Keyboard shortcut:  [ALT + t]

  • Or, to Search for an Account #, click the magnifying glass next to the Account # field.
    Keyboard shortcut:  [CTRL + f]
     

  • Or, enter the Property ID, and then click Retrieve or press [ENTER] if the button is in focus.
     

  Note:  After you click Retrieve, the Owner Names appear and focus automatically moves to the Auto Action Area.

   

• Editing an existing Tax Receipt, click More.

  In the edit mode, you can maintain existing Tax Receipts that have not yet been posted.

  1. To display the Tax Receipt to be changed, click Tx Search.
     Keyboard shortcut:  [ALT + r]

  2. In the Search List, double-click the line containing the Tax Receipt that you want to change.  The data is then loaded into the Tax Receipt Entry window.

  3. At the Button Bar Area, click Edit to maintain the transactions in the Detail Transaction Area.

   

• Deleting a Tax Receipt, click More.

  In the edit mode, you can delete transactions for existing Tax Receipts that have not yet been posted.

  1. To display the Tax Receipt with transactions to be deleted, click Tx Search.
     Keyboard shortcut:  [ALT + r]

  2. In the Search List, double-click the line containing the Tax Receipt with the transaction(s) that you want to delete.  The data is then loaded into the Tax Receipt Entry window.

  3. At the Button Bar Area, click Edit to move focus to the Detail Transaction Area.

  4. Click the transaction you want to delete so it is highlighted.

  5. Click the Delete Transaction icon.
     Note:  If you delete all of the transactions for a Tax Receipt, the Tax Receipt will not be posted.

• Report Samples, click More.

  Tax Receipt Sample - Standard:

  The following report prints if the setting for the Tax System Company Control Option for Cash Receipts Form Type is set to 1 - Standard.

  Tax Receipt Sample - Custom

  The following report prints if the setting for the Tax System Company Control Option for Cash Receipts Form Type is set to 2 - Custom.  This Register Tape layout is intended for a thermal printer.

  Tip:  To print standard messages in the header and footer areas, see Tax Receipt Message Maintenance.  Examples:  TAX PAYMENT RECEIPT and THANK-YOU FOR PROMPT PAYMENT

  Check Endorsement Sample:

  Account Status Report Sample:

  Tax Receipt Journal Report Sample:

• Descriptions of the report fields, click More.

   

  Field Descriptions are not available at this time.

   

• Understanding the field values for the following areas, click the section name in the table below: