Select Target Revenue Objects for Transfer
Description
The tax bill totals for the first source revenue object selected are displayed. If you have selected multiple revenue objects, the others are accessible from the work list.
Select the revenue objects to which you will transfer charges from a source revenue object.
NOTE: The screen varies depending on whether you are transferring the entire bill or dividing the bill transfer.
Steps for Transfer
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Enter the PIN or AIN of each target revenue object and click Add, or click Search to use the Revenue Object Search to find revenue objects if you don't know the PIN or AIN.
The revenue objects you entered directly or that were returned from the search are listed in the Target Revenue Objects grid.
NOTE: You can enter the same revenue object multiple times if you need to split the charges among multiple bills. -
Select the Allocation Method to use to allocate the source charges among the target revenue objects.
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Enter the percentage or amount, depending on the allocation method, to allocate in the Alloc % field for each target revenue object. You must allocate 100% of the source charges before proceeding.
Repeat the previous steps for additional source revenue objects in the work list. -
Click Next to proceed to the Process Tax Bill Transfer screen.
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Click Remove to remove a revenue object from the list.
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Click Previous to return to Specify Transfer Amounts.
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Click Close to end the task.
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Steps for Divided Transfer
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Select the legal party from the Select Legal Parties panel and check the Primary on Bill checkbox to designate the primary legal party.
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Click the Create Divided Bill button to divide the tax bill and display a Divided Bll Details panel.
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Select the Allocation Method:
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Percentage (default) - The Alloc % field displays.
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Specific Amount - The Alloc % field changes to Split/Transfer Amount.
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View - The Alloc % becomes unavailable and the only option is to Remove.
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Enter the value as applicable, based on the Allocation Method selected, in the Alloc % or Split/Transfer Amount field; or click Remove to remove the legal party from the panel.
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Click Next to proceed to the Process Tax Bill Transfer screen.
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Click Remove to remove a revenue object from the list.
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Click Previous to return to Specify Transfer Amounts.
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Click Close to end the task.
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Tip
Select View from the Allocation Method list to view both the allocation percentage and allocation amount.
Leaving the separate targets checkbox unchecked will combine like target revenue objects together across all source revenue objects that have separate targets unchecked if you select Current Year or Next Year from the target tax year list on the Process Tax Bill Transfer screen.
When target tax bills are created in the current tax year, the target revenue objects must be active as of the transaction date of the transfer. In other words, current year tax bills cannot be created for inactive revenue objects, including ones where the effective date is in the future.
When target tax bills are created in the tax year of the source charges, the target properties must exist on a tax roll for that tax year, although they do not have to be active as of the transaction date.
If you are working with multiple revenue
objects, use the work
list tab 
on the sidebar to select
different items. You must select the bills and amounts to transfer for
each of the source revenue object before proceeding to the next screen.