How_do_I_update_a_taxing_entity_

How do I update a taxing entity?

Update a Taxing Entity to keep its information accurate and current for tax calculation, revenue distribution, reporting, and financial processing. Changes may be needed when an entity's name, contact information, accounting details, levy information, or other settings are modified. Maintaining accurate taxing entity records helps ensure property tax revenues are calculated and distributed correctly.


Examples:

  1. Update a taxing entity's name after a reorganization or name change.
  2. Modify mailing addresses, contact information, or payment details.
  3. Update General Ledger accounts used for revenue distribution.
  4. Revise levy, budget, or tax-related information to reflect current requirements.
  5. Correct setup errors discovered during reporting, reconciliation, or audits.


By updating taxing entity information, you help ensure tax calculations remain accurate, revenue distributions are processed correctly, and records reflect the current status of each taxing authority.

 

Updating a taxing entity

1. Open Connect Property Tax Collection > Taxing Entities > Modify Existing Taxing Entity.

2. Enter the taxing entity name in the Lookup bar. Press Enter.

3. Make changes to the taxing entity.

4. Click Save (CTRL+S).

The taxing entity is updated.  

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