Tax Entity Record | Entity Information

The Under/Over Balance is the result of allocating over payments and under payments when making payments.

The system automatically assigns tax certificate numbers in the Tax Certificate ppplication.  This is the next number the system will use.

If payments are printed and paid as if a single entity (entity consolidation) place the code to use as the primary entity. 

 

NOTE: This is the entity code which will print on the statements and receipts.

 

The system automatically assigns adjustments and refund numbers in the adjustment and refund application.  This is the next number the system will use.

The Certificate Amount is the default amount to be charged for tax certificates.

The State ID Code is the entire code that the state has assigned to the tax entity.  This number is useful if you are preparing the Mobile Home Tax Lien file or any other files requested by the state.

 

 

The Attorney ID Code is the code for the delinquent tax attorneys which represents this entity.

Calculate Penalty and Interest from the Alternate Delinquency Date check box sets the system to calculate all penalty and interest from an alternate delinquency date if entered on the record. 

 

NOTE: If this box is unchecked penalty and interest will revert to the standard date Feb 1 of the proceeding year of the tax year, regardless of the alternate delinquency date on the tax record.

The Generate Account Numbers check box sets the system automatically generate account number for added accounts.  This is needed when an the appraisal district account number exceeds the 10 character limit of this field.  In these instances the appraisal district account number is used as the PIDN.  Leaving this box unchecked allows the input of account numbers.

The Next Account Number is the next number that will be assigned to the next added account if number 20 Generate Account Numbers check box is checked.

Check this box to create a link entity.  A link entity is a entity that accepts not transactions but may be used to create a entity which manages the tax offices.  This is useful to setup a tax office for multiple jurisdictions that may be named something to represent all the jurisdictions. 

 

NOTE: Checking this box overwrites the tax office name and address from the main entity.

The Print Receipts check box determines whether or not by default a receipt is printed.  Check the box to automatically print a receipt when making payments. 

NOTE: If you only print receipts under certain circumstances leave this check box unchecked.

Calculate Attorney Fees From 3307 check box sets the system to not include attorney fees on tax records where a 3307 notice was never sent.  Leaving this box unchecked calculates attorney fees on all records regardless of a 3307 notice being sent or not.

The Early Personal Property Attorney Percentage (HB2491) indicates the amount to add to personal property accounts which become past due in February.  The amount is what the jurisdiction has contracted with the law firm.

When having the system print checks check this box to use the main entity instead of this entity record.

Check this box if this is the main entity.  The main entity is used to determine the mailing address, the over and under amount for the tax office.

 

Default Forms allows for customization of the tax offices default Current Statement, Delinquent Statement and Receipt.  These are the forms will use from Tax Payer Account and Tax Payments.

 

The Use Current Month check box sets the system to print current statements based off the month the statement is being generated instead of the standard February.  Check this box for current statements to be printed from Tax Payer Account to be based off the month it is being printed.

The General Ledger Text File is the location and name of the file to create the transactions for input in the jurisdictions general ledger system.

The Image File is the location of image files processed using remittance processing.

Enter the Path for the record file generated to be saved.

 

Check this box if GDS is running email statements.