tax_coll:import_menu_form

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tax_coll:import_menu_form [2020/09/18 15:42 UTC] – [Exonerate Sales] mwolfetax_coll:import_menu_form [2022/10/18 19:03 UTC] (current) – [Add Payments] samuel
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   - Go to the Change Form for the affected bill   - Go to the Change Form for the affected bill
   - In "Notes about Change", enter: **Sold at {Repository/Judicial} Sale {m/d/yy}**   - In "Notes about Change", enter: **Sold at {Repository/Judicial} Sale {m/d/yy}**
-    * For example: ''Sold at Repository Sale 10/23/19''+    * For example: **Sold at Repository Sale 10/23/19**
   - Set "Land" and "Impr" amounts to **$0.00**   - Set "Land" and "Impr" amounts to **$0.00**
     * Click [OK] on the warning message asking if you "intend to exempt bill".  This is not technically an exemption.     * Click [OK] on the warning message asking if you "intend to exempt bill".  This is not technically an exemption.
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   - Set "Paid By" to **Repository Sale** or **Judicial Sale**   - Set "Paid By" to **Repository Sale** or **Judicial Sale**
   - Click [Post Pmt] to create the payment (the amount should be $0.00)   - Click [Post Pmt] to create the payment (the amount should be $0.00)
 +  - Repeat the steps above for the School bill if the sale took place prior to July 1
 +
 +====Import Payments====
 +Click to import bulk payments from an electronic file sent by mortgage servicers.
 +====Add Payments====
 +Adds receipts for imported payments that fall into one of the two status categories:
 +  * Full Payment
 +  * Overpayment
 +
 +Review the "Pending Payments" report before adding the receipts.
  • tax_coll/import_menu_form.1600443726.txt.gz
  • Last modified: 2020/09/18 15:42 UTC
  • by mwolfe