Updating Jurisdiction Information

Last Updated October 10, 2007

 

The Jurisdictions/CPA screen lets you add, edit or delete jurisdictions from the Taxledge program.  These are done on a year-by-year basis.  This information is not carried over to ACT's Tax Collection system. however, new jurisdictions added in the Tax Collection System are carried over to TaxLedge with an unassigned attorney bank, which can then be entered in the Tax Office Bank screen.

To add a jurisdiction for a particular year in TaxLedge:

  1. On TaxLedge’s Main Menu bar, select Maintenance, then Jurisdictions/CPA. The Jurisdiction screen will be displayed.
  2. Click Add on the top left of the screen.
  3. Enter the tax unit number that the jurisdiction corresponds to in the Tax Unit field.
  4. Press Tab.
  5. Enter the year for which the jurisdiction will be added in the Year field.
  6. Click on the Name drop-down menu and select the name of the jurisdiction.
  7. Click OK on the "Please Acknowledge" message.
  8. Click on the Attorney drop-down list and select the name of the attorney that handles the jurisdiction.

Note:  If the attorney has been entered in TaxLedge's Attorney screen, the attorney name will not be in this drop-down list.

  1. Click in the Contact field and enter the contact name.
  2. Enter the mailing address of the jurisdiction in the Mailing Address field.
  3. If the street address is different from the mailing address, enter it into the Street Address field.
  4. Enter the City, State, Zip Code in the appropriate fields.
  5. Enter the jurisdiction's Phone Number .

Note: Do not use dashes.  Enter only the 10 digits.

  1. Enter the jurisdiction's Fax field.
  2. If available, enter an Email address, if available.
  3. Click Save.

Searching for existing jurisdiction information:

  1. If you want to see all jurisdiction information, just click Search in the top part of the screen.
  2. If you want to search for a limited amount of information , enter the desired Tax Uni, Year, and/or Attorney, then click Search.
  3. To reset the screen for a new search, click Clear Screen.

Editing existing jurisdiction information:

  1. Search for the information you want to change.  See above for directions.
  2. Click Edit.
  3. Make the desired changes.
  4. Click Save.