Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision Next revisionBoth sides next revision | ||
tax_claim:paymentplanform [2017/05/12 20:02 UTC] – bruce | tax_claim:paymentplanform [2017/05/12 20:48 UTC] – [Changing Payment Plan Status] bruce | ||
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Origin Date - Today' | Origin Date - Today' | ||
Start Date - First day of the next month\\ | Start Date - First day of the next month\\ | ||
- | Payment Count (Pmt Cnt) - 12 | + | Payment Count (Pmt Cnt) - 12\\ |
- | Status - Active | + | Status - Active\\ |
- | End Date - Last day of the 12th month | + | End Date - Last day of the 12th month\\ |
- | A Current Balance List by year with interest calculated to the End Date. Balances for claims prior to the current year are checked for inclusion in the payment plan. | + | A Current Balance List by year with interest calculated to the End Date. Balances for claims prior to the current year are checked for inclusion in the payment plan.\\ |
- | Amount Due: Sum of the checked balances in Current Balance List. | + | Amount Due: Sum of the checked balances in Current Balance List.\\ |
- | Deposit Amount: $0.00 | + | Deposit Amount: $0.00\\ |
- | Balance Due - Amount Due - Deposit Amount | + | Balance Due - Amount Due - Deposit Amount\\ |
- | Installment Amt - Balance Due / Payment Count | + | Installment Amt - Balance Due / Payment Count\\ |
- | Once you have created a Payment Plan with these defaults you may change the Origin Date, Start Date, Payment Count, Amount Due and Deposit Amount. | + | Once you have created a Payment Plan with these defaults you may change the Origin Date, Start Date, Payment Count, Amount Due and Deposit Amount. |
+ | |||
+ | The Deposit Amount can be entered here so that it will be made part of the calculation of the Installment Amount and appear on the Printable Payment Plan described below. | ||
====== Add Installments ====== | ====== Add Installments ====== | ||
This button will add an installment record for each month starting with month and year specified in the Start Date according to the number entered in the Payment Count. | This button will add an installment record for each month starting with month and year specified in the Start Date according to the number entered in the Payment Count. | ||
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When a tax payer brings in a payment the entering of the receipt should begin here in order to maintain a history of whether the tax payer has conformed to the terms of the payment plan. Enter the date the payment was received and the payment amount on the line corresponding to the payment being satisfied then click the Create Receipt button. | When a tax payer brings in a payment the entering of the receipt should begin here in order to maintain a history of whether the tax payer has conformed to the terms of the payment plan. Enter the date the payment was received and the payment amount on the line corresponding to the payment being satisfied then click the Create Receipt button. | ||
- | + | Recording payments on this form is important because the program uses this information to generate Payment Plan Reminder letters for tax payers who have missed payments. | |
- | + | ====== Changing Payment Plan Status ====== | |
+ | At some point you will need to change the Status of the Payment Plan. If the tax payer successfully finishes the payments you should change the status to Completed. |