How To... New Tax Year

 
There are several steps that need to be taken when preparing for the New Tax Year.
1.     Balance end of the year Reports (See How To... Balance).
2.     Setup the New Year in the Distribution Table (M&O, I&S, Tax Rate, Attorney percentage, etc.)
3.     Covert Tax records to delinquency and Purge Quarterly records.
4.     Remove all mortgage company codes from the account records (See How To... Mortgage Company Records).
5.     Assign mortgage company codes (See How To... Mortgage Company Records).

Topics for: How To... New Tax Year

How To... Distribution Records
How To... Convert Tax Records to Delinquency
How To... Purge Quarterly Records
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