Description of Issue

How do I setup the TAXSYNC webservice to send subsequent bills and corrections from the county database to the town?

Context

Munis
VA TAX
Property Tax
Real Estate
Personal Property
Subsequent Bills
Tax Corrections
TAXSYNC

Cause

Resolution

The TAXSYNC is a VA specific process that will automatically transfer subsequent bill and tax correction information from the County's Enterprise ERP database to the Town/City's Enterprise ERP database.

From the City's EERP Database

Munis Web Service and Web Apps URL locations and append /txwshdlr to the end
Ensure wsuser/ XXXXweb has proper permissions
1. Navigate to System Administration > Security > User Attributes
2. Search for wsuser (self hosted) or XXXXweb (SaaS), then click Accept
3. Ensure that a valid department code is populated in the Department code box
4. Left-click on the desired role, then click the Edit Role button at the at the bottom of the screen
5. Located in the bottom right column of the Roles screen, select Property Tax Administration
6. If the role does not exist, click Add otherwise select Update
7. Ensure the following permissions are selected:
  - Enter motor vehicle corrections
  - Enter personal property corrections
  - Enter real estate corrections
  - Enter/maintain omitted records
  - Enter/maintain supplemental records
8. Select Accept

From the County's EERP Database

Navigate to System Administration> General Administration > System Settings
Select Application Storage from the ribbon
Select Update, then Add
From the Resource ID drop down select TAXSYNC - Sync town tax records
The Name field should be populated with the Jurisdiction Code in the county database that represent the town
- This is how the system knows which records to send through the webservice
Populate the URL with city/town's webservice URL
In the Name box enter wsuser (self hosted) or XXXXweb (SaaS)
After tabbing through the User ID, you will be prompted to enter a password. Supply the wsuser or XXXXweb password from Devolutions
Click Accept to save the changes

Additional Information

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