How To... Owner Records

 
 
Owner ID's can be accessed by selecting "Owner ID Records" from the "Interested Parties" menu from the main menu.
 
Each tax payer account may be assigned an Owner ID.  In order to assign an owner ID to an account, a record with the owner ID information must be created.  Owner ID records are created off the Interested Parties Menu, Owner ID Records.
 
Once an Owner ID has been created it can be assigned to a Tax Payer Account.  Go to page 1 of the account record to add/change/delete an Owner ID manually on an account.

Topics for: How To... Owner Records

How To... Add a Tax Owner Record
How To... Change a Tax Owner Record
How To... Delete a Tax Owner Record
How To... List all Tax Owner Records
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