How to Create Tax Certificates

Modified on Tue, 04 Oct 2022 at 03:15 PM

The Tax Certificate process can be started from several places in TaxOffice 4.


Until the 2022's are payable on the Accounts, only create Tax Certificates from the Dashboard to avoid errors

From the Dashboard

  1. On the menu at the top of the screen click MORE>Tax Certificates.
  2. On the Tax Certificates screen, click CREATE TAX CERTIFICATE.
  3. Make sure the Through Tax Year dropdown is set to 2021 until the 2022's have been added before adding an Account.
  4. On the Create Tax Certificates screen under Accounts, type the Tax Account #, Property Location, Owner Name or Owner Address. Then click the ADD ACCOUNT button. Any account(s) you add will appear below.
  5. If you have multiple accounts with one payer, keep adding accounts until you're finished. To remove an account from Accounts Added, click the X on the right of the card.
  6. Select the Requesting Entity. Choose the FIDUCIARIS, ACCOUNT NUMBER, or OTHER tab, and make a selection from the drop-down menu. The fields below are auto-filled based om your selection.
  7. Fill in the General File number and click the CREATE button. If you checked Print, a separate page will open with a printable certificate. If you checked Pay, you will be taken to the payment screen. 

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From Account Details

  1. From the Account Details page, click MORE ACTIONS>Create Tax Certificate
  2. On the Create Tax Certificates page, your account will already be added under Accounts Added.
  3. Follow steps 4-6 above to complete the process.

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From Account List

  1. From the Account list page, click MORE ACTIONS>Create Tax Certificates.
  2. On the Create Tax Certificates page, The accounts on your list will already be added under Accounts Added. 
  3. Follow steps 4-6 above to complete the process.










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