Location

Tax Collection > Process > Enter\Edit Tax Ad Valorem Template

Recent Change: 6.49 - Ability to add a description to the detail lines has been added.

Version 6.43 - Access to screen has been updated.

 6.21
- Tax year drop down will default to the one set in the system parameter and if not set the first one for the current year.  Sort order has been changed to descending.

Summary

Provides the functionality to enter Tax Ad Valorem templates that may later be pulled into Enter/Edit Tax Ad Valorem to make data entry easier.

This is only available if you have purchased the Tax Ad Valorem interface.

Fields

Transaction Type

The type of entry you are creating. The options are receipt, refund, or distribution

Description

Description of this entry

Bank Account

This is an Ad Valorem account that has been set up with the type of bank. This field is not required in all entries as there may be a negative entry in the distribution grid that offsets all the other entries.

Tax Year and Ad Valorem Account Distribution

This is a grid entry for this information. Only Ad Valorem accounts set to type Authority may be used in these entries. Using the combination of Ad Valorem account and tax year we then go to the ad valorem account and determine which commission rate table is linked to it for this tax year. There is validation in place to not allow a save if you enter a combination that has not been set up in the ad valorem account

Description - Field to enter in description for the current line.