Tax Master Maintenance - Overview

Use Tax Master Maintenance to view and maintain information about a Tax Account, which includes information about a taxable property and the owner(s).  Tax Master Maintenance also provides a feature for viewing and maintaining tax detail transactions.

Warnings:

• Although you can update and create detail transactions through Tax Master Maintenance, you must use caution, because this program does not create the normal postings to the General Ledger.

• When you update a Tax Account in the Tax Billing module, it does not automatically update the property information in other modules.

Tips:

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

• Most data in a Tax Account is automatically created by other modules.  For example, many tax detail transactions are generated by the Cash Receipts module, and new Tax Accounts are automatically created from the property master data in the Assessing module when you post tax bills.

• To see the source of the original data for a specific field, click the hyperlink for the field name and you will see the Field Description information in a pop-up window.

• If the Tax Account data changes - for example the Owner Name was misspelled - you must make the correction in each module separately.

• The Year End Roll purges Tax Accounts that are paid in full.

Directions:

To see directions for...

• Opening Tax Master Maintenance, click more.

   

  To open the Tax Master Maintenance program, use one of these methods:

  • Click the Tax Master Maintenance Button on the Button Bar.

  • Or, click View from the Menu Bar, and then click Tax Master.

  • Or, click Windows from the Menu Bar; click Launch Windows; then click Tax Master.
    Note:  You can use this method to open more than one Tax Master Maintenance window at a time.

  • Or, use one of the keyboard shortcuts:
    [CTRL + t] or [CTRL + SHIFT + t] or [ALT] [v] [t] or  [ALT] [w] [l] [t]

   

• Creating a new Tax Account, click more.

   

  To create a new Tax Account, use one of these methods:

  • Enter a new Tax Account Number and click or press [ENTER] if the button is in focus.
    Keyboard shortcut:  [ALT + t]

  • Or, enter a new Tax Account Number and click File from the Menu Bar; next click New.
    Keyboard shortcut:  [ALT] [f] [n]

  Tips:

  • To indicate that you are building a new account, the New icon appears above the Tax Account Number.  Default entries display and the first field is highlighted to let you know you can begin entering information.

  • If you see the following error when you click Save, you may have forgotten to click Retrieve before entering data for the new Tax Account:
    

   

  CAUTION! To avoid losing data, you must save new Tax Master Accounts.

   

• Editing an existing Tax Account, click more.

   

  1. To display the data to be changed, enter the Tax Account Number and click or press [ENTER] if the button is in focus.
     Keyboard shortcut:  [ALT + t]
     Tip:  If you do not know the Tax Account Number, you can click to see a list of accounts.

  2. To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3. Enter the data changes.
     Note:  For more information, see the table for Field Details by Section.

  4. To complete the edit process, click or press [ENTER] if the button is in focus.
     Keyboard shortcut:  [ALT + s]

   

  CAUTION! If you forget to click Save, you may lose your changes.

   

• Deleting a Tax Account, click more.

   

  Warning:  Before deleting the Tax Master record, you must delete all of the individual tax detail transactions at the Balances and Detail Tab.
   

  1. To display the record to be deleted, enter the Tax Account Number and click or press [ENTER] if the button is in focus.
     Keyboard shortcut:  [ALT + t]
     Tip:  If you do not know the Tax Account Number, you can click to see a list of accounts.

  2. Click File from the Menu Bar, and then click Delete.
     Keyboard shortcut:  [ALT] [f] [d]

  3. At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.
     
     Example:
     
      
     
     Note:  After you click Proceed, you will see the following message on the Status Bar:
     

   

• Printing a single Tax Account, click more.

   

  To print a single Tax Account, click the Print button , which is next to the Search button.

  Notes:

  • To see a list of the fields on the report, click Tax Master Maintenance Print Instructions.

  • To see a report sample, click Tax Master Maintenance Print Report Sample.

   

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