How to Create an Account List in TaxOffice 4

Created by Heather Zeh, Modified on Mon, 13 Jun 2022 at 05:01 PM by Heather Zeh

Creating Lists in TaxOffice 4 allows you to perform 1 action on several accounts at one time. This includes creating Tax Certificates, Bankruptcies, Suits, Installments, Make Payments and Generating Tax Statements. You can have multiple Lists going at the same time.

1. Highlight Account/s to Add to List. Click ADD TO LIST  

2. Click on Lists Icon. 

3. Click Dropdown on MORE ACTIONS or MAKE PAYMENT button to perform an Action on all Accounts at once. Click REMOVE button to Remove Accounts from List individually

4. To create multiple Lists, click Back to Account Lists Link

5. Click + NEW ACCOUNT LIST button 

6. The New List will become the Active List immediately. To Change which List is Active, Click MAKE ACTIVE button. To Delete a List, click DELETE button.