Tax Administration

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4. Move Credits About Accounts Years

Table of Contents


Move Credits About Accounts/Years

Individual

All Parcels


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Click on "3. Adjusting Entries" from the Main Menu and the following window will appear:

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Consider the description that appears when you place the mouse over "4. Move Credits About Accounts/Years." Click "4. Move Credits About Accounts/Years." and the following window will appear:


Move Credits About Accounts/Years

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  1. Individual: Click to choose this option if you want to move Credits from an Individual Parcel to another Parcel.
  2. All Parcels: Click to choose this option if you want to move Credits for an entire Tax Year to another Tax Year.

Refer to the section below that relates to your choice:


Individual

If you chose "Individual" the following window will appear:

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  1. FROM: Select the Parcel and Year you wish to move Credits from. For additional information on finding Parcels, refer to TA GENERAL PARCEL LOOKUPS.
  2. TO: Select the Parcel and Year you wish to move Credits to. For additional information on finding Parcels, refer to TA GENERAL PARCEL LOOKUPS.
  3. Amount of credit to move: Enter the amount of credit to move. This value can be found on the available credit report.
  4. Reason for adjustment: Define a comment to store with this transaction.
  5. Perform Adjustment: Click this button to have the software process this task.
  6. Cancel: Click "Cancel" to cancel and return to the previous screen.

All Parcels

If you chose "All Parcels" the following window will appear:

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  1. FROM: Select the Tax Year you wish to move Credits from. For additional help with finding a Tax Year, refer to TA GENERAL TAX YEAR LOOKUPS.
  2. TO: Select the Tax Year you wish to move Credits to. For additional help with finding a Tax Year, refer to TA GENERAL TAX YEAR LOOKUPS.
  3. Apply credit on deposit: The deposit number offered is the current number as controlled by the software. This number will group this particular activity for processing.
  4. Reason for adjustment: Define a comment to store with the transaction.
  5. Perform Adjustment: Click this button to have the software process this task.
  6. Print Proof Sheet: Click this button to print a report for these adjustments. Refer to GENERAL PRINTING for more information.
  7. Preview Proof Sheet: Click this button to preview a report for these adjustments. Refer to GENERAL PREVIEW for more information.
  8. Cancel: Click "Cancel" to cancel and return to the previous screen.


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