How do I enter a billing adjustment?

After you calculate and review billings, you can use Enter Billing Adjustments to change a billing amount or reverse a billing transaction.

Enter a Billing Adjustment to correct, increase, or decrease charges on a property tax account after the original billing has been created. Billing adjustments help ensure taxpayers are billed accurately when errors are discovered, assessments change, or special circumstances require a modification to the amount due. Recording billing adjustments also provides a clear audit trail of changes made to a property's tax liability.

Examples:

Adjust a tax bill to correct an incorrect assessment or calculation.
Increase or decrease charges after a property value appeal is resolved.
Correct a billing error caused by an incorrect exemption or tax rate.
Apply an adjustment when a special assessment is added or removed.
Update a bill to reflect changes made after the original tax notice was generated.

By entering billing adjustments, you help ensure account balances remain accurate, taxpayers are billed correctly, and financial records reflect approved changes.

Entering a billing adjustment for personal property

1. Open Connect Property Tax Collection > Owners > Enter Billing Adjustments.

2. Use the Property Type box to select Personal Property.

3. Use the Account box to enter a property address.

4. Use the Source ID box to enter additional information (optional).

5. Use the Description box to enter a transaction description for the billing adjustment.

6. Use the Amount box to enter the billing adjustment amount.

What do you want to do?

To increase the billed amount, enter the amount. Press Enter again to save the transaction.
To decrease the billed amount, key the minus (-) sign and then enter the amount. Press Enter again to save the transaction.

Entering a billing adjustment for real property