Special Assessment and Betterment Payoff

An amount needs to be pre-applied to a special assessment or betterment. 

• Munis 
• Property Tax Billing 
• Special Assessments 
• Betterment Payoff

A customer has paid a special assessment or betterment amount in advance. 

Applying and accounting for the pre-payment of a betterment is a two step process. 

The payment needs to be applied to the special assessment first, which can be done with the following steps: 

1. Navigate to Special Assessments either by searching or through the following path: Munis > Property Revenues > Property Tax Billing > Region > State > Assessor Processing > Special Assessments. 
2. Click Search
3. Enter the Parcel ID 
4. Use the arrows at the bottom of the screen to select the correct special assessment if the parcel has multiple special assessments. 
5. Click Payoff in the top ribbon
6. Enter the amount being applied 
7. Click OK

The next step is to account for the payment being made by entering a miscellaneous cash receipt into Munis. This article walks through that process: How to Enter a Misc Cash Receipt

• Please confer with the accounting or financial team at your site to determine which charge code should be used for the Misc Cash receipt. A charge code may need to be created specifically for special assessment or betterment payoffs. 
• If additional assistance is required with this process, please contact Munis Tax Support for your region.