Business Maintenance

Navigate:Business Revenue > Business Maintenance

Navigation Flowchart

Description

Set up a business account and maintain the core business information for Aumentum Business Revenue. A business is any organization that might be required to obtain a license or permit or pay certain types of business related taxes. This includes traditional business as well as non-profit organizations.

In Aumentum Business Revenue, the business entity refers to information about the organization and not the location where business activities are performed. The business is a legal party under the official name of the business. This might be a legal party that was already created through the Records module or one that is created directly within this screen, then saved automatically as a Records legal party.

Steps

• Search for a Business  - Find a business legal party or business account. If there is not an existing match for your search request, add a new business.

• Maintain a Business - Add or edit business information, including owners and percent ownership, trade names, identification numbers, mailing addresses, locations, business dates, type and class, and status.

• • Maintain Business Contacts [Common Actions] - View the contact information for a contact associated with the business, or change the contact type.

  • Maintain Additional Business Information [Common Actions] - Add any information about the business that your jurisdiction tracks, using the fields established in Set Up Additional Information Fields.

  • Search for Business Fee Bills.

  • Charge Business Fees [Common Actions] - Add or edit fees on a business bill.

  • Issue Decals and Stamps [Common Actions] - Issue a decal or stamp for the business.

  • Manage Business Account Flags [Common Actions] - Add or remove flags on the business.

  • Maintain Business Location [Location panel] - Add and maintain one or more business operational locations for the business. It is the location that actually obtains the license or has the trust tax account.

  • Maintain Additional Location Information

  • Manage Location Flags

  • View License Summary

  • Maintain Business License (License [License link for location in Location panel]) - Use to issue a business license or license supplement for particular business activities performed at a business location, or view and maintain the details of the business license/supplement.

  • Maintain Additional Business License Information

  • Manage License Flags

  • Manage Business License Tax Bill Flags

  • View License Correction History

  • View Trust Tax Account Summary

  • Maintain Trust Tax Account

  • Maintain Additional Trust Tax Information

  • Manage Trust Tax Account Flags

  • VIew trust tax return correction history.

  • Process Trust Tax Returns

  • Create New Business Tax Receipt Roll
    
    NOTE: Trust tax may not apply to your jurisdiction.

Prerequisites

Configuration Module

Application Settings

• Trust Tax Late Filing BRFeeRule
  Trust Tax Lock Late Payment Penalty
  License Late Filing BRFeeRule
  Business License Lock Late Payment Penalty

Functional Calendar

• Set up the tax years for a business calendar. The current tax year must be set up.

Systypes

• Supplement Reason sets the available reasons available when adding a supplement to a business license.

• Set up business contact types as a systype of the systype category "Legal Party Role Types".