How to do a Tax Lien Transfer in TaxOffice 4

Created by Nichole Cryar, Modified on Mon, 19 Sep 2022 at 02:01 PM by Heather Zeh

To do a Tax Lien Transfer, begin at the Account Details page for the specific account.

Click MORE ACTIONS > Transfer Lien.

Enter the Entity Name in the Transfer to: field and the date in the Transfer date: field. Click Transfer Lien.

This will bring up the following:

The details of the Tax Lien Transfer can now be viewed by clicking on the Lien Transfer badge on the Account Details page: