How To... Add a Tax Record

Select an account using the instructions in Find an Account Record section.

Once the Account Record is displayed, navigate to page 2 by clicking the "2" Page Selection button

. The system will display all tax records on file for the account. Click the "Close" button to exit the Tax Record selection pop up window.

To add a new Tax Record click on the “A” mode button

in the Application Control section. The system enters the “ADD” mode and is ready to accept the details of the Tax Record.

You will know you are in "ADD" mode by the "Add" button displayed in the bottom left of the Application Control Section.

Select a Year from the "Year" drop down and Tax Entity from the "Entity" Drop Down.

If the year and or entity is not an option in the drop downs than the distribution record has not been created for that Tax Year. Create the Tax Distribution Record here.

NOTE: A distribution record must be set up for each tax year and tax entity before a tax record can be added. Only one tax record is allowed per account for a specific year and entity.

NOTE: The Interest is entered as a decimal and not as a percentage (eg. 10% should be entered as 0.10).

Enter the appropriate information as required descriptions of the various data fields are available on the Tax Payer Account Records (Page 2) User Manual.

Verify that the current levy is correct. When all the information is entered, click on the “ADD”

mode button in the application control section. In the pop up window click OK to make the changes.

NOTE: If you are trying to create a record for an account that is already on file, this error will appear at the bottom of the screen.

At any time, the “I” button

in the Application Control Section can be clicked to exit the “ADD” mode.