Created:  05/01/2013

Create Tax Tracking Entries

Go to Processes>>Create Tax Tracking Entries

This program will add the entered Tax Year into the Unit Masters's Tax Year Grid for all Units that fall within the selection criteria entered for the process.

See Also:

• How to Use Tax Tracking

Function Menu

At the top of the view are some functions such as clear and close.  For more information on functions, click here.

Project Selection

Project

Enter or select a Project in which to create a tax year or leave blank to include all projects.

When a Project is selected the name will be displayed in Project Name.

Caseworker Selection

Caseworker

Enter or select a Caseworker for the process or leave blank.

Enter a Reexamination Date Range

Start Date

Enter or select a beginning date for the reexamination range.

End Date

Enter or select an ending date for the reexamination range.

Tax Year to Create

Tax Year

Enter the four digit Tax Year that you will be recording tax payments for.

Create Tax Entries

Press the Create Tax Entries button to have the Tax Year entered in the Tax Year grid for all units within the selection criteria entered.

Cancel

Press the Cancel button to close the view.