How to Look Up an Account in TaxOffice 4

Created by Heather Zeh, Modified on Thu, 26 Jan 2023 at 01:52 PM by Heather Zeh

Basic Search

1. Click th Accounts tab

2. Enter Tax Account Number, Owner ID Number, Property Location, Owner Name, or Owner Address. You can type pieces of information (think Google search) and it will list accounts that include that information. This example shows a quick list of suggested accounts. Choose from the suggested accounts, or click the SEARCH button to bring up a full list of matching accounts.

Advanced Search

1.To filter the search more, use ADVANCED SEARCH. Select Owner, Property, Fiduciaries, Litigation, Balance Due, or Is Delinquent.  

2.Click the Search button to bring up a full list of matching accounts

3. Check Suits or  Bankruptcies to search for accounts with either Suits or Bankruptcies

 4. To view an account, click the Tax Account #