| Task | Entitlements | Description |
|---|---|---|
| add trigger table accounts | ACT_TRIGTAB | Access the Statement Table screen |
| create payment agreements | ACT8039 | See the Payment Agreement screen |
| AGREEMENT_VOID | Void a payment agreement | |
| MANUAL_AGREEMENT_CREATE | Create 'manual' payment agreements | |
| PAYMENT_AGREEMENT_CREATE | Create a payment agreement | |
| PAYMENT_AGREEMENT_UPDATE | Make changes to taxpayer information on existing payment agreements | |
| AGREEMENT_ALLOW_APPLY | If ACT8039 is checked and this entitlement is also checked (default), users can save new payment and escrow agreements. If unchecked, the Apply button is disabled and users cannot save agreements. | |
| HS_AGREEMENT_CREATE | Create homestead payment agreements | |
| HS_AGREEMENT_UPDATE | Update homestead payment agreements | |
| HS_PAY_AGREE_OVERRIDE_MAX_MONS | Allow users to create a homestead agreement for a greater number of months than is entered in the client preference HS_MAX_INSTALLMENT_MONTHS | |
| PAY_AGREE_OVERRIDE_MAX_MONS | Allow users to create an agreement for a greater number of months than is entered in the client preference MAX_INSTALLMENT_MONTHS | |
| EXCESS_DEBT_UPDATE | Make changes on the Excess Debt Services screen | |
| manage document imaging | ACT_DOCUMENTS | Access the Documents screen |
| DOCUMENTS_TAB | use the Documents screen if user also has ACT_DOCUMENTS | |
| DOCUMENT_ADD | Add a document | |
| DOCUMENT_COMMENTS_UPDATE | Change the comments attached to a document | |
| DOCUMENT_DELETE | Delete a document from the system once it has been added | |
| DOCUMENT_VIEW_ALL | View restricted documents. | |
| DOCUMENTS_ESTMT_TAB | Access the Certified E-Statements tab | |
| DOCUMENTS_ESTMT_DELETE | Causes a popup to appear on the Certified E-Statements tab when deleting information. | |
| manage legal information | ACT8025 | Query the Delinquent Status screen |
| ATTY_BILL_SUPPRESS_CHANGE | Add, change or remove a Bill Suppress code on the Delinquent Status screen | |
| ATTY_DATES_CHANGE | View the Change Attorney Dates button on the Delinquent Status screen. | |
| BANKRUPTCY_UPDATE | Add or change information on the Bankruptcy tab | |
| LITIGATION_UPDATE | Add or change information on the Litigation tab | |
| SHERIFF_SALE_UPDATE | Add or change information on the Sheriff Sale tab | |
| DISABLE_ATTY_LEGAL_SUPPRESS | Hide the Add Legal Suppress Code button on the Delinquent Status screen. | |
| CHANGE_LAWSUITS_BY_YEAR | Allow users to add or change information on the Suits by Year popup window. The client preference SUITS_BY_JURISDICTION must also be set to Y. | |
| manage notes | ACT8011 | See the Notes screen |
| NOTES_QUERY | Query notes | |
| NOTES_INSERT | Add notes | |
| NOTES_UPDATE | Change notes | |
| NOTES_UPDATE_ONLY_OWN_NOTES | Change only notes you have created, only if NOTES_UPDATE is set to N. | |
| NOTES_DELETE | the default is N, meaning users cannot delete notes | |
| NOTES_DELETE_ONLY_OWN_NOTES | Delete only notes you have created, only if NOTES_UPDATE is set to N | |
| manage public users | ONLINE_PRODUCTS_PUBLIC | If checked, Notes and Online Help and the Change Address feature are available on the Online Products screen |
| ACCT_STATUS_PUBLIC | If checked, Notes and Online Help are available on the Account Status screen | |
| ACCT_SEARCH_PUBLIC | If checked, Notes and Online Help are available on the Account Search screen | |
| ACCT_MASTER_PUBLIC | If checked, Notes and Online Help are available on the Account Master screen | |
| SHOW_PREV_NEXT_OWNER_BUTTONS | If checked, the Previous Owner and Next Owner buttons are visible on the Account Status and Account Master screens | |
| PRIOR_YEAR_BUILD | Allow users to click the Prior Year button in Account Master | |
| ACTMENU_PUBLIC | If checked, Notes and Online Help are available on the Account Master screen. | |
| print statements | ACT500 | See Online Products |
| ACT500_PRINT_STATEMENTS | Print current and delinquent statements | |
| ACT500_SHOW_ALT_OWN_CHECKBOX | Show Alternate Owner check box on the Delinquent Statement and Current Statement tabs. | |
| ACT500_SHOW_CHG_ADDR_CHECKBOX | Show Change Address check box on the Delinquent Statement and Current Statement tabs. | |
| PRINT_CERTIFIED_DELQ_STMT | Print certified delinquent detail statements | |
| SHOW_EBILL_PRINT_CODE | Show E-Bill Code box on Current Statement tab | |
| STMT_LOG | Show Statement Log screen from Statements menu | |
| BATCH_RECEIPTS | Access Batch Receipts screen | |
| view confidential owners | CONFIDENTIAL_ACCT | See names and address of confidential owners against yellow background |
| view only major screens | ACT8002 | Query Account Master |
| ACT8 | Access to ACT 8 from ACT 7 | |
| DO_NOT_SEARCH_CALC_BALANCE | If unchecked, account balances automatically appear with search results when the client preference SHOW_ACCT_SEARCH_TOTAL_DUE is set to Y. When this entitlement is checked, you must check the Calculate Balance box to calculate these amounts. | |
| HIDE_MASTER_STATUS_ON_SEARCH | Hide Account Master and Account Status buttons on Account Search | |
| HIDE_OWNER_EBILL_CODE | Hide E-Bill Code field on Owner Detail | |
| ACT8006 | Query Account Status | |
| ACT8007 | Use Account Search | |
| ACT80122 | Query Deposit Status | |
| ACT8026 | Query Ag Rollback | |
| ACT8039 | Query Payment Agreement | |
| CHNGCTL_HISTORY | Query Change Control History | |
| ACT8012 | Query Payment History | |
| ACT8025 | Query Delinquent Status | |
| ACT8024 | Query Fiduciary Master | |
| ACT8040 | Query Fees | |
| ACT80017 | Query Refund Status | |
| ACCOUNT_MATCH | Query Account Match | |
| ACT80022 | Use Levy What If | |
| CHECKBOOK_VIEW | Access Checkbook View Screen | |
| VIEW_IMAGES_DEPSTATUS | View check and coupon images on Deposit Status Remittance screen | |
| VIEW_ONLY_NEW_CERT_YEAR | View data from current tax year + 1 |