Tax Administration

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7. Add History

Table of Contents

Add History

The "General" tab

The "Miscellaneous" tab

The "Notes" tab

The "Agreement" tab

The "Taxes" tab

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Click on "7. Add History" from the Main Menu and the following window will appear:


Add History

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  1. Select the Parcel you are seeking. For additional information on finding Parcels, refer to TA GENERAL PARCEL LOOKUPS.
  2. After you select a Parcel, you will need to select a Tax Year. For additional help with finding a Tax Year, refer to TA GENERAL TAX YEAR LOOKUPS.

The "General" tab

The "General" tab will appear:

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  1. Name 1: This is the first owners name in last name, first name order.
  2. Name 2: This is the second owners name in last name, first name order.
  3. Address 1: This is the first line of the mailing address for the owner.
  4. Address 2: This is the second line of the mailing address for the owner.
  5. City St Zip: City: This is the city of the mailing address for the owner.
  6. City St Zip: State: This is the state of the mailing address for the owner.
  7. City St Zip: Zip-Code: This is the zip code of the mailing address for the owner.
  8. Location A: This information is usually place in this field by the listers office.
  9. Location B: This information is usually place in this field by the listers office.
  10. Location C: This information is usually place in this field by the listers office.
  11. Exempt from Interest: Check this box to exempt this Parcel from all interest calculations. This is often used when a Parcel goes into bankruptcy.
  12. Exempt from Penalty: Check this box to exempt this Parcel from all penalty calculations. This is often used when a Parcel goes into bankruptcy.
  13. Grand List: Enter the grand list value of this property for the Tax Year being added.
  14. Homestead: Enter the homestead value of this property for the Tax Year.
  15. Housesite: Enter the housesite value for this property for the Tax Year.
  16. 911 Data: Enter the 911 locatable address for this Parcel.
  17. Property Description: Enter the Parcel description as defined by the listers.
  18. Taxmap: Enter the tax map number for this Parcel if there is one defined.
  19. OK: Click this button to save the information entered on all tabs. When this button is highlighted by a red outline, then there aren't any amounts due under the Taxes tab.
  20. Cancel: Click "Cancel" to return to the Main Menu.

The "Miscellaneous" tab

Click on the "Miscellaneous" tab and the following window will appear:

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  1. Label1: The user defined labels for these fields are set up under Installation Maintenance.
  2. Enter the contents as defined by the label.
  3. OK: Click this button to save the information entered on all tabs. When this button is highlighted by a red outline then there aren't any amounts due under the Taxes tab.
  4. Cancel: Click "Cancel" to return to the Main Menu.

The "Notes" tab

Click on the "Notes" tab and the following window will appear:

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  1. This is a user defined field.
  2. OK: Click this button to save the information entered on all tabs. When this button is highlighted by a red outline then there aren't any amounts due under the Taxes tab.
  3. Cancel: Click "Cancel" to return to the Main Menu.

The "Agreement" tab

Click on the "Agreement" tab and the following window will appear:

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  1. This is a user defined field. The contents of the agreement will appear on the "8. Agreement report," found on the Reports Menu. The best practice is to establish a pattern for a monthly review of the Agreements Report for follow up. Note who agreed to what payment schedule on what date.
  2. OK: Click this button to save the information entered on all tabs. When this button is highlighted by a red outline then there aren't any amounts due under the Taxes tab.
  3. Cancel: Click "Cancel" to return to the Main Menu.

The "Taxes" tab

Click on the "Taxes" tab and the following window will appear:

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  1. Amounts Billed: Enter the total billing amounts for each type (Principal, Interest, Penalty and Other) by due date.
  2. Amounts Due: Enter the net amounts due for each type (Principal, Interest, Penalty and Other) by due date
  3. Credits: Enter the amount of Credit balance to start on this account.
  4. Discounts Taken: Enter the discount amounts taken if use of discounts have been defined for this Tax Year.
  5. Interest Dates: Enter the last interest calculation date the values of interest entered. This is only available when daily interest is defined in Installation Maintenance.
  6. Lien Date: Enter the date of lien if the property has been processed. This option is available in New Hampshire sites.
  7. Update GL with these values: Check this option to have tax administration post entries to the General Ledger when linked.
  8. OK: Click this button to save the information entered on all tabs. When this button is highlighted by a red outline then there aren't any amounts due under the Taxes tab.
  9. Cancel: Click "Cancel" to return to the Main Menu.


Last updated: 3/10/2008

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