SmartFusion Modules > Tax Collection > Process > Enter/Edit Adjustments 

Recent Changes:  
6.210 - Disabled the update number field and assigned from the system file  

6.175 - Added validation to check if the deposit batch being used belongs to a deposit that is locked.

6.173 - Added the ability to enter a Bank Rec Deposit Batch for transaction codes that have a cash account as a credit account  

6.157 - Updated error message that appears for negative adjustments with no charge transaction code link. Also included red blinky on the Transaction code field.

6.155 - New logic to ensure a charge transaction code is configured on the adjustment transaction code for negative adjustments. An error message will appear notifying the user and prevent saving of the adjustment.

6.146 - Distribute processor will now be run upon saving new records to ensure ar012a records are created correctly.

6.127 - Transactions added through this screen will now have the new AddedAsAdjustment field in ar012 set to true.

Refer to bottom of page for changes prior to version 6.100

Introduction

Allows the user to create an adjustment and apply it to a property tax bill for a given year.

Explanation

This is the screen that a user goes to when making adjustments to property tax yearly bills.

Transactions created through this screen will have the AddedAsAdjustment flag set to true. If the customer is not a County tax customer (configured on the Tax Collection System Settings), these transactions will be returned on the Tax Adjustment Report.

Search Criteria

  • Beginning bill number

  • Ending bill number

  • Beginning transaction number

  • Ending transaction number

  • Beginning transaction date

  • Ending transaction date

  • Tax year

  • Transaction codes

  • Select posted status

Adjustment Detail

  • Tax year

  • Bill number

  • Property Id/Description

  • Name

  • Address1

  • City/state/zip

  • Transaction code

  • Transaction date

  • Bank Deposit Date/Batch - visible only for clients who have Bank Reconciliation and only for transaction codes with a credit account that is a bank cash account

  • Batch number

  • Update number - disabled and system assigned

  • Posted

  • Note

  • Amount

  • Quantity - will display if the transaction code is a fixed transaction type

  • Reason Code - will display based on settings in the system file as well as if it is required.

How To Correct Unposted Adjustment Distributions

Adjustment transactions that have already been distributed may not be deleted from this screen.

Please rollback any later payments and then utilize the Data Validator to correct any issues where those payments did not appear to be distributed to the correct charges. The data validation issue will most likely fall under the "Transaction Distribution" or "Exemption/Levy Distribution" type.

Then re-apply the payment.

References

QA Test Plans for Tax Enter/Edit Adjustments

Changes Prior to Version 6.100

6.94 - Added a bill number text box so the user can enter the bill number and the property info will pull up for the bill number/tax year combination. Also added a search button that will pop up a property Master list search screen.

6.47 - Ability to use reason codes for tax payments has been added.  If it is required is based on the setup in the Tax system file. 

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.