Steps Add or Edit Installment Schedules

Navigate:ClosedTax > Levy Management > Setup > Installment Schedules > Add or Edit Installment Schedules
 

ClosedNavigation Flowchart Roll-Based Assessment

Here is a flowchart of Tax Levy Management > Setup > Installment Schedules. Obvious actions, such as Save and Close, are not included in the flow. Common Actions are included only if applicable to completing the task.

ClosedNavigation Flowchart Event-Based Assessment

Here is a flowchart of Tax Levy Management > Setup > Installment Schedules. Obvious actions, such as Save and Close, are not included in the flow. Common Actions are included only if applicable to completing the task.

Description

The existing installment schedules are listed. One default schedule is provided; you can only edit certain attributes of the default schedule. You can create any number of override schedules to be used for revenue objects meeting certain user-defined criteria.

SETUP: See Levy Management, Levy Management Setup, and  Installment Schedules for any applicable prerequisites, dependencies and setup information for this task.

ClosedJurisdiction Specific Information

California

  • Corrected, Supplemental, and Escape Dates. To accommodate the installment schedule setup and the functional calendar setup for prior year corrections, escapes and supplemental due dates, go to Configuration > Criteria Groups > Set Up Criteria Groups. Create a group to include the Corrections Tax Change Reason Code. Then, go to Tax > Levy Management > Setup > Installment Schedules > Add or Edit Installment Schedules and set up a new Installment Schedule using your Criteria Group.

Steps for Default Schedule

The default installment schedule is not tax-year specific.

  1. Select the Year or accept the current yeear default.

  2. Click Edit in the Default Schedule grid to change the number of installments or date settings for the default schedule on the Set Up Installment Schedule screen.

    OR

    Click New to create a new schedule on the Set Up Installment Schedule screen.

Steps for Override Schedules

  1. Select one or more existing schedules from the Override Installment Schedules grid.

  2. Click Next to navigate to the Set Up Installment Schedule screen.

  • Click Remove to remove the schedule(s).

  • Click Close to end the task.