Print a Third Party Register to review and verify transactions involving third parties, such as mortgage companies, escrow agents, title companies, government agencies, or other organizations that make payments or are responsible for amounts associated with property tax accounts. The report provides a detailed record of third-party activity, helping users ensure transactions are accurate and properly recorded.

Examples:

• Review tax payments made by mortgage companies through escrow accounts.
• Verify amounts paid by title companies during property sales or transfers.
• Track reimbursements from government programs or other third-party organizations.
• Reconcile third-party transactions with account balances and financial records.
• Research payment activity when responding to taxpayer or lender inquiries.

By printing a Third Party Register, you can monitor third-party transactions, verify payment activity, support financial reconciliation, and maintain accurate records of all parties involved in property tax payments and adjustments.

Do this...

1. Open Connect Property Tax Collection > Reports > Third Party Register.

2. Select a report title.

3. Enter the Report Dates.

Report Dates is the report date range. The report will use the report date range to select transactions to print on the report.

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. Select the Taxing Districts.

A taxing districts groups together the taxing entities that will apply a tax on the taxing district.

Do you want to print the report for all taxing districts?

• Yes, I want to print the report for all taxing districts. Select the Include All Taxing Districts checkbox.  

• No, I only want to print the report for some taxing districts. Deselect the Include All Taxing Districts checkbox. Then, click the Select button, located next to the Include All Taxing Districts field.

5. Click Print (CTRL+P).

The report prints.