How to enter an exemption

Owned by Knowledge Assistant
Nov 16, 2021
1 min read





Description of Issue

Unsure how to enter exemptions for actual tax billing



Context

  • Munis

  • All Versions

  • MA Tax



Cause

The article was created to show a quick tutorial on how to enter an exemption 



Resolution

  1. Navigate to Property Revenue > Property Tax Billing > Northeast > Massachusetts > Assessor Processing and Reports > Actual Taxes > Exemptions / Credits 

  2. Click + (add)

  3. Choose your category (most likely 20 for real estate)

  4. Enter Parcel ID in the Property field

  5. Cycle should be blank or zero

  6. Select an Exemption code from the drop down

  7. Owner information should default automatically

  8. Percent should default automatically

  9. Enter an entry date

  10. Enter an effective date

  11. The amount should pull in automatically from the Exemption Code Program 

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



Additional Information

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.Â