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 20:20 UTC] – [Add Payment Plan] bruce | tax_claim:paymentplanform [2017/05/12 20:37 UTC] – [Additional Information] bruce | ||
---|---|---|---|
Line 24: | Line 24: | ||
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 payers successfully finishes the payments you should change the status to Completed. |