Print a Payment Allocation Report to review how payments have been distributed across taxes, penalties, interest, fees, and other charges. The report helps verify that payments were applied correctly, supports reconciliation efforts, and provides a detailed record of payment activity. Reviewing payment allocations can help identify posting errors and ensure account balances are accurate.

Examples:

• Verify that a payment was applied to the correct tax year and property account.
• Review how a partial payment was distributed among taxes, penalties, and interest.
• Confirm payment allocations before reconciling collections with financial records.
• Research taxpayer questions regarding how a payment was applied.
• Identify and correct allocation errors before closing a tax period.

By printing a Payment Allocation Report, you can ensure payments have been applied accurately, support auditing and reconciliation processes, and maintain reliable property tax records.

Do this...

1. Open Connect Property Tax Collection > Reports > Taxing Entity Checks.

2. Select a report title.

3. Do you want to use the calendar year as the report range?

• Yes, I want to use the calendar year. Continue to the next step.

• No, I want to use a different date range. Change the Report Date, or click Advanced Options.  

4. Do you want to include all taxing districts?

• Yes, I want to include all taxing entities. Select the Include All Taxing Entities checkbox.  

• No, I only want to include some taxing entities. Deselect the Include All Taxing Entities checkbox. Then, click the Select button, located next to the Include All Taxing Entities field.  

5. Click Print (CTRL+P).

The report prints.