Tax Tracking Setup
Landlord tax payments are recorded in the tenant's Unit Master during the reexamination process. In order to record payments, the taxable information must first be setup. Follow the following steps to implement Tax Tracking. After setup has been completed, a listing of Tax Tracking information may be generated at any time from Lists > Tax Tracking List.
NAVIGATION: SETUP menu > Tax Tracking Setup
- In Tax Item 1, enter a taxable item that is to be tracked.
- For example if a Landlord should pay County taxes, enter County in field 1.
- Enter a check mark in the Default Tax Type box if this is a taxable item for all units.
- A Tax Item that is checked as a Default Tax Type will, in all new units, have a column entered in the Tax Year Grid to record payment of the tax.
- Existing units will need to have the boxes checked manually to add the column(s) to the grid.
- A Tax Item that does not have Default Tax Type checked will be available in the unit master to check mark as needed.
- Continue to enter Tax Items in fields 2 through 9 as needed to record taxes as paid and check Default Tax Type as needed.
- Click SAVE
Review Tax Tracking List
NAVIGATION: LISTS menu > Tax Tracking
12/2023