How to Manually Insert/Correct Account Information

Modified on Tue, 27 Sep 2022 at 12:10 PM

1. Click on the Account tab and choose Account Quickview when in the subject account. 


2. In Account Quickview edits and additions can be made to Account Information, Owner Information, and Values and Exemptions. Click edit.


3. In edit mode the following changes can be made by highlighting the field or double clicking in the field to edit or add information.

  • Edit Legal Description or Property Location under the Account Information section.
  • Edit Owner Name, Address, and add Deferral Start and End Date under the Owner Information section.
  • Edit or Add Values and Exemptions, Ceiling Year and Ceiling Amount under the Values and Exemptions section:
    1. To edit or add a value, click on Values, select the Tax Unit, Type, edit/add value Amount and click Save:


              2. To add an exemption, click on Exemptions, select the Tax Unit, Type, and select Use Default or fill in the exemption amounts then click Save:


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