How to use Tax Corrections

Owned by Knowledge Assistant
Last updated: May 10, 2024 by Moriah Yorkey
2 min read
Description of Issue

Abatement / Release Entry is Missing

Context

  • Enterprise ERP (powered by Munis)

  • Property Revenues

  • Property Tax Billing

Cause

End user needs to know how to use the Tax Corrections program.

Resolution

To use Tax Corrections follow the steps below,

  1. Navigate to Property Revenues > Property Tax Billing > Region > State > Subsequent Billing and Corrections > Tax Corrections.

  2. Click Add to create a new Tax Correction record.

  3. The following fields are required.

    1. AR category (20 for Real Estate / 25 for Personal Property)

    2. Year (Bill Tax Year)

    3. Bill (Bill Number)

    4. Reason (use the field help to bring up a list of available reasons)

  4. The following fields are optional.

    1. Special condition 

      1. Start and End date for the Special condition

    2. Resolution

    3. Memo 1

    4. Memo 2

  5. Select your Posting options.

    1. Release/Abate entire bill (Inactivate).

      1. Remove fees with abatement.

    2. Update current.

    3. Update working.

    4. Add to selective print.

  6. Click Accept.

  7. Use the following options to make corrections to this bill.

    1. Property to make changes to the parcel or personal property record.

    2. Values to make changes to the values of the parcel or personal property record.

    3. Charges to make changes to the charges on the tax bill.

    4. Owners to make changes to the owners of the property.

    5. Exemptions to add or remove exemptions from the property.

  8. Use Bill Post to commit the correction to the bill.

  9. Use GL Post to post the correction to the General Ledger

    1. When GL posting, you will have the option to select your own records or all records.

    2. You will have the option to save or print a tax book/scroll of the correction changes.

    3. You will have the option to change the GL Effective date for correction.

Additional Information

To get a report of the corrections without posting, use the following directions.

  1. Click GL Post.

  2. Select the corrections records required using CTRL or SHIFT to select multiple records.

  3. Print or Save the tax book/scroll.

  4. Click No when asked if you want to Generate AR.

  5. Confirm you want to cancel Generate AR.

  6. Use Back to return to Tax Correction.

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