How to Manually Add or Change a Ceiling

Created by Heather Zeh, Modified on Wed, 26 Oct 2022 at 03:37 PM by Heather Zeh

1. Open Account in Tax Client that a Ceiling needs to be added or changed.

2. Click the Account tab and choose Years from the Account drop down.

3. Click the Change Ceiling Info button.

4. Click the New button.

5. The Year is grayed out because it is the Year being edited or added. Choose the Tax Unit from the Tax Unit drop down. A new ceiling will need to be added for each Tax Unit that allows ceilings.

6. Enter the Ceiling Year (first year there was a ceiling on the account) and the Ceiling Amount. Enter New Construction Amount and Ceiling Transfer Ration if applicable. Enter Owner Name. Click Save button.