A Real Property Collections report is designed to show collection-type transactions applied to the property by a taxing entity by payment date. The reason for the collections report is to see outstanding amounts.

Print a Real Property Collections Report to review and analyze property tax payments that have been collected during a specific period. The report provides a summary of collections by property, owner, tax year, taxing district, or other criteria, helping users verify payment activity, reconcile financial records, and monitor collection performance.

Examples:

• Review total real property taxes collected during a month, quarter, or tax year.
• Verify collection amounts before updating the General Ledger.
• Reconcile tax collections with bank deposits and financial records.
• Analyze collection trends and compare actual collections to projected revenues.
• Monitor payments received by taxing district, property type, or collection period.

By printing a Real Property Collections Report, you can verify collection activity, support financial reconciliation, evaluate collection performance, and ensure property tax revenues are accurately recorded and reported.

Printing a Real Property Collections Report

1. Open Connect Property Tax Collection > Reports > Real Property Collections Report.

2. Select the report title.

3. Set up the Report Dates.

4. Select the Report Type.

Use this option to sort the report data by payment type or taxing entity.

How do you want to order the report?

• I want to order the report by payment date. Use the Report Type menu to select Payment Date. The report groups collections for each property by payment date.

• I want to order the report by taxing entity. Use the Report Type menu to select Taxing Entity. The report groups collections for each property by taxing entity.

5. Click Print (CTRL+P).

The report prints.