Tax Seasons on Autoagent represent each period of time that your agency collects taxes. It could be a full year, a half year, or even an installment. Managing your Tax Seasons on Autoagent allows Payers in your network to make commitments to your agency.
Autoagent also allows you to run a Pre-Commitment or Bill Request prior to your Payment period. This will allow Payers in your network to prepare their portfolio and send you a preliminary file of which parcels they intend to pay. This is also a great opportunity for them to resolve any duplicates with other Payers on Autoagent to further eliminate refunds on parcels that may have changed hands. Many agencies utilize these files to reduce mailing bills to property owners who have their taxes escrowed.
How do I add a Tax Season?
To create your new tax season(s) on Autoagent:
Log into Autoagent and navigate to EscrowCloud and select the "Tax Seasons" tab.
Click on the "Create New Tax Season" button.
Enter your Tax Season tax start/end dates. If you are running Pre-Commitments, select YES, to set up a Pre-Commitment Period prior to your collections. This is optional and used only if you have a need to print notes on the tax bills or if you need to receive files which will allow you to code those parcels in your system to suppress bill printing.
Add the Official Payment Due Date, which is the last day to accept payments before interest and penalties are added. Be sure to click the box "Notify my Payers" so they are notified of your season dates. This box is especially important when you modify an existing season.
Click "Save Tax Season" to get the information updated in the system.
How do I edit a Tax Season?
You can manage your tax season by selecting the orange "Edit" button to the right of each tax season. Make the necessary changes and select "Save Tax Season".
You can edit your tax season at any point prior to the end date. You'll be presented the opportunity to send a notification to all Payers in your network regarding the change. Be sure to click the box so they are notified of your modified season dates.
If you need assistance, please contact support@autoagent.com.
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