TaxClient (21)

Articles related to Tax Client and general information.

Modify or remove refund interest

Created by Karen Kinsey, Modified on 18 Nov 2021 by Karen Kinsey
Void Refund from a closed batch

Created by Karen Kinsey, Modified on 28 Feb 2022 by Karen Kinsey
How to Add an Exemption to an Account

Created by Heather Zeh, Modified on 08 Aug 2022 by Heather Zeh
How to Remove Charges for a Receivable

Created by Heather Zeh, Modified on 26 Aug 2022 by Heather Zeh
How to Transfer a Tax Lien in Tax Client

Created by Heather Zeh, Modified on 19 Sep 2022 by Heather Zeh
How to Add a Fiduciary(Title or Mortgage Company)

Created by Heather Zeh, Modified on 22 Sep 2022 by Heather Zeh
How to Add an Account

Created by Heather Zeh, Modified on 15 May 2023 by Heather Zeh
How to Add Accounts to Fiduciaries

Created by Heather Zeh, Modified on 22 Sep 2022 by Heather Zeh
How to Add Tax Rates

Created by Jason Zeh, Modified on 26 Sep 2022 by Jason Zeh
How to Manually Insert/Correct Account Information

Created by Nichole Cryar, Modified on 15 May 2023 by Heather Zeh