How To... Adjustments

 
NOTE:  Adjustments and Refunds made to the system DO NOT affect the calculated levy.  To change the calculated levy of an account, go to page 2 of the account and make the necessary changes to the levy, values, or exemptions.  See "How To... Change a Tax Record".
 
NOTE:  Once an Adjustment is posted, it can be viewed as a payment. See page 3 of the account record.  The Adjust date will be the Pay date and the Adjust number will be the check/transaction number.
 
There are 3 basic steps to adjustments:
 
1.  Add the Adjustments.
2.  List the Adjustments.
3.  Post the Adjustments.
 
 
Adjustments and Refunds can be accessed by selecting "Adj. and Refund" from the main menu.

Topics for: How To... Adjustments

How To... Add an Adjustment
How To... Add Multiple Adjustments to an Account
How To... List Unposted Adjustments
How To... Post Adjustments
How To... Change an Adjustment
How To... Delete an Adjustment
How To... Reverse a Payment
How To... Reverse a Payment for Multiple Years/Accounts
How To... Apply a Payment using Adjustments
How To... Enter a Refund
How To... Apply a Refund or Payment to Another Year or Account
How To... Adjust Discounts, Penalty, Interest, and Attorney Fees
How To... Apply P&I, Attorney Fees, or Discounts to the Base Tax
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