How to Enter an Exemption

• Unsure how to enter exemptions for actual tax billing

• Need to create an exemption or credit for a tax bill.

• Enterprise ERP

• Property Revenues

• Property Tax Billing

Instructional

To Create an exemption for a tax bill, use the following steps.

1. Navigate to the Exemptions / Credits program.

   1. For Northeast tax, use the following menu path: Property Revenue > Property Tax Billing > Region > State > Assessor Processing and Reports > Actual Taxes > Exemptions / Credits.

   2. For Southeast or Midwest tax, use the following menu path: Property Revenue > Property Tax Billing > Region > State >  Properties > Exemptions / Credits.

2. Click Add.

3. Select the AR category.

   1. Exemptions and credits are most commonly created for 20 - Real Estate.

   2. Certain municipalities will also create exemptions or credits for 25 - Personal Property.

4. In the Property field, enter in the Parcel ID for Real Estate or Personal Property ID for Personal Property.

5. Enter the Cycle number.

   1. Zero is most common.

6. Select the exemption code from the Exemption dropdown menu.

7. Owner information should default automatically.

8. Percent should default automatically.  Users can also manually enter in a percent amount.

9. Enter an Entry date.

10. Enter an Effective date.

11. The Amount should default automatically from the Exemption Code Program.  If it does not, users can manually enter in an amount. 

12. DO NOT GENERATE exemptions at this time.  They will be generated later in the bill run process.

    1. Note: Generating exemptions or credits requires an existing bill.  If the bill run process has not been completed yet for the current tax year, there will not be an existing bill to apply the exemption or credit to.

Exemptions / credits is where sites can store exemptions and maintain them throughout the year (or delete them each year and start fresh).  You can add/delete/update in this program at anytime as exemptions are not generated until the actual taxes have been generated. 

For Virginia and Missouri tax, see How to Generate and Post Exemptions Credits through Tax Corrections to generate and post the exemption to a tax bill.