Print a list of transactions that have been created in the Property Tax application. You can print the report for

• Interest billings

• Interest write-offs

• Miscellaneous billings

• Miscellaneous write-offs

• Payments

• Penalty billings

• Penalty write-offs

• Tax billings

• Tax write-offs

• Abatements

Use the transaction register to verify transactions and search for transactions with typos or incorrect amounts or other errors. There are three master reports to help you with these tasks: 

• Transaction Register - Daily by reference number [Caselle Master]

• Transaction Register - Personal Property Billing Register [Caselle Master]

• Transaction Register - Real Property Billing Register [Caselle Master]

The transaction register was updated with new features in the 2023.05 release. 

What's new?

• Includes [Report].Account/Parcel ID report column in the 2023.05 release. Adding the report column will allow you to print both real property and personal property at the same time. 

Using a save report to print a transaction register

1. Open Connect Property Tax Collection > Reports > Transaction Register. 

2. Use the Title menu to select a report definition.

You can choose a master report or one of your own report definitions. 

• Transaction Register - Daily by reference number [Caselle Master]

• Transaction Register - Personal Property Billing Register [Caselle Master]

• Transaction Register - Real Property Billing Register [Caselle Master]

3. Click Print  (CTRL+P). 

Setting up a custom transaction register

1. Open Connect Property Tax Collection > Reports > Transaction Register. 

2. Set up the report date range. 

3. Set up the report options. 

Report dates

Transaction types

Property types

Taxing entities

4. Click Print  (CTRL+P).

Report dates

Select the report date range. Only transactions with a transaction date that falls inside the report date range will be included in the transaction register. 

Transaction types

Here are the transaction types that are created in the application: 

• Interest billings

• Interest write-offs

• Miscellaneous billings

• Miscellaneous write-offs

• Payments

• Penalty billings

• Penalty write-offs

• Abatements 

Property types

You can show transactions for real property, personal property, or select both checkboxes to show transactions for real property and personal property. Then, select the transaction types to include in the report. 

Taxing entities

Select to include or exclude transactions by taxing entity. This option will only include transactions for the taxing entities that have been selected. If you need to view transactions for a specific taxing entity, you can select the taxing entity here and the report will show only transactions for the selected taxing entity. 

• To include transactions for all taxing entries, click to select the checkbox in the header row.

• To include transactions for a specific taxing entity, click to select the checkbox next to it.