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Generating Corrected Tax Statements for Owner-Agent Updates

Purpose

Use this procedure to print corrected tax statements for all properties with ownership and/or address changes affected by the merge. You can then send out the statements as needed.

Procedure

  1. In PACS Collections, choose Activities > Generate Corrected Tax Statement/Statement of Account for Ownership Transfers.
  2. In the Statements for Properties with an Ownership Change dialog box, choose the options Corrected Tax Statement and Include "Return Service Requested" Comment on Tax Statement.

    Owner Agent Import, Generate Corrected Tax Statments dialog, 001

  3. In the Start Date drop-down calendar, choose the date that the Owner/Agent Import data was merged. Then, set the End Date to one day after the Start Date.
  4. Set the remaining options as needed.
  5. Click Print to generate the statements.