How do I add a taxing entity?
Add a Taxing Entity to establish an organization or jurisdiction that receives a portion of collected property tax revenues. Taxing entities typically include counties, cities, school districts, special service districts, and other governmental organizations that levy taxes. Setting up taxing entities ensures tax calculations, revenue distributions, reporting, and financial records accurately reflect the organizations entitled to receive tax funds.
Examples:
- Add a new school district that will receive property tax revenue.
- Create a taxing entity for a newly formed special service district.
- Set up a city or county entity to participate in tax revenue distributions.
- Add a taxing entity after changes in local government structure or taxing authority.
- Establish a new entity before calculating levies, mill rates, and tax distributions.
By adding taxing entities, you help ensure property tax revenues are allocated correctly, support accurate tax calculations, and maintain complete records of all organizations that receive tax funding.
Adding a taxing entity
1. Open Connect Property Tax Collection > Taxing Entities > Setup New Taxing Entity.
2. Click Save (CTRL+S).
The taxing entity is saved.
Taxing entity contact information
Add the taxing entity name, address, telephone numbers, and email address. The Meeting Information box is for information only. You can add when the taxing entity meets to the taxing entity record.
Taxing entity rates
Add the rates the taxing entity will use to calculate billing. You can set up multiple rates to address the tax structure for the taxing entity. To add a new tax rate, click Add a New Rate .
Period
Select a taxing period. If the taxing period is not included in the list, see How do I add a period?
Proposed rate
Enter the proposed tax rate for the taxing entity. The proposed tax rate is the tax rate that is being voted on.
Certified rate
Enter the certified tax rate for the taxing entity. A tax rate is certified when the proposed tax rate is passed by the voters.
Description
Enter a rate description. This field is optional.
Taxing entity GL accounts
Set up the default GL accounts for the taxing entity. Connect will use the default GL accounts to create transactions for accounts receivable, bad debt, interest revenue, penalty revenue, and tax revenue. The GL account must be a valid account. Partial GL accounts are not allowed.
Taxing entity exemptions
Add exemptions that apply to the taxing entity. Example: Building record exemption, Land record exemption
What if the exemption is not listed? To add an exemption to the exemption list, see How do I add an exemption?
On the Exemptions tab, click Add an Exemption .
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