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tax_claim:paymentplanform [2017/06/05 14:55 UTC] – adjusted formatting for better clarity mwolfe | tax_claim:paymentplanform [2017/06/05 16:14 UTC] – [Deposits] mike | ||
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====== Add Payment Plan ====== | ====== Add Payment Plan ====== | ||
+ | <WRAP round 40% right box> | ||
+ | === Quick Reference === | ||
+ | Follow these steps to enter a payment plan: | ||
+ | - Click [Pmt Plan] button on Property form | ||
+ | - Click [Add Payment Plan] button on Payment Plan form | ||
+ | - Check box by year to include in the payment plan | ||
+ | - Enter the //Deposit Amount// and adjust other defaults | ||
+ | - Click [Add Installments] button | ||
+ | - Click [Create Flags] button to keep out of sales | ||
+ | - Click [Print Payment Plan] and have taxpayer sign | ||
+ | - Close the Payment Plan form | ||
+ | - Click [Rec. Pmt.] and add a receipt for the deposit amount, if needed | ||
+ | |||
+ | <wrap important> | ||
+ | </ | ||
+ | |||
Add Payment Plan starts a new payment plan and fills in the following default information: | Add Payment Plan starts a new payment plan and fills in the following default information: | ||
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Checking the Stay box is an alternative to entering the Payment Count that forces the program to conform to the requirements of a Stay of Sale agreement. | Checking the Stay box is an alternative to entering the Payment Count that forces the program to conform to the requirements of a Stay of Sale agreement. | ||
- | 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. | + | ===== Deposits ===== |
+ | |||
+ | A 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 ===== |