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A popup window on the Tax Certificate screen allows you to pay for certificates that were not paid for when they were issued.  It also allows you to reverse payments made for tax certificates without voiding the certificate itself. If you want to void the certificate and reverse the payment at the same time, see the instructions for Voiding a Tax Certificate or Bidders List. You cannot pay for voided certificates.

User Entitlements

The following user entitlements must be set for each user who needs to pay or reverse payments on tax certificates. They are part of the Manage Certificates task.

To pay for or reverse payments on a certificate, you must have one of these jobs: Cashier1, CashierNo2, Head Cashier. See Tasks, Entitlements, and Jobs for more information.

ACTCERT: Allow access to the Tax Certificate screen.

CERTIFICATE_PAY: Check this entitlement for users allowed to pay for issued, but unpaid tax certificates, using the Pay/Reverse button on the Tax Certificate screen.

CERTIFICATE_REVERSE: Check this entitlement for users allowed to reverse payments for tax certificates, using the Pay/Reverse button on the Tax Certificate screen.

(v1 security only) Users must have two roles assigned in order to work with tax certificates. No other roles other than Connect and Inquiry are necessary.

ACT_FOUNDATION: Provides the basic underlying permissions to work in the Tax Collection System

MANAGE_TAX_CERTIFICATE: Provides the ability to work with tax certificates.

Client Preferences:

ENFORCE_TC_DEPOSITS_ONLY: Set to Y to force all tax certificate payments to have a system-generated deposit number that starts with 'TC' and to force certificate payments and reversals to be in a deposit having this format: TCYYMMDD, with the date begin the current day. If this is set to N (which is the default), you will be able to pay for certificates in a non-TC deposit. If set to D, the Deposit No. field will be blank and users will be forced to enter the name of an open deposit.

RF_DEPOSIT_LOCATION_NUM: (Hidalgo County only) The setting of this preference is also considered when creating tax certificate deposits automatically.

Paying for a Certificate

1. From the Main Menu, select Update, then Tax Certificates (or click the Online Products icon (), then click the Tax Certificate button).
2. Click the Tax Certificate tab.  The Tax Certificate screen will appear.
3. If the account has carried over from a previous screen, the information for the certificate should be displayed.  To enter a different account, press F7, enter the account number, then press F8 to bring up the tax certificates for that account.
4. Click the Pay/Reverse Cert. Payment button. The Pay Certificate window appears, with the Deposit No. populated with a 'TC' deposit for today's date. The Receipt Date and Deposit Date fields also have today's dates, and the Owner No. and Fiduciary No. fields are populated with '0', indicating certified owner.
5. If you want to use a deposit other than the 'TC' deposit, click the star button next to the Deposit No. field and select one of the deposits listed, then click OK. Only deposits that are open for the current day will be listed. (The deposit number field and star button are disabled if the client preference ENFORCE_TC_DEPOSITS_ONLY is set to Y.)
6. In the Paid drop-down list, select Yes. The Collected by and Certificate Fee fields now populate.
7. Click the star next to the Payment Type field and select Check or Cash.
8. Enter the Check No.
9. Tab through the Issued By field in order to display the user name.
10. Change the Fiduciary No. if necessary.
11. Click Pay Certificate.

Reversing a Certificate Payment (without voiding the certificate)

1. From the Main Menu, select Update, then Tax Certificates (or click the Online Products icon (), then click the Tax Certificate button).
2. Click the Tax Certificate tab.  The Tax Certificate screen will appear.
3. If the account has carried over from a previous screen, the information for the certificate should be displayed.  To enter a different account, press F7, enter the account number, then press F8 to bring up the tax certificates for that account.
4. Click the Pay/Reverse Cert. Payment button.  The Reverse Certificate window appears, with all of the information about the payment displayed. he Deposit No. populated with a 'TC' deposit for today's date. The Receipt Date and Deposit Date fields also have today's dates, and the Owner No. and Fiduciary No. fields are populated with '0', indicating certified owner.
5. If you want to use a deposit other than the 'TC' deposit, click the star button next to the Deposit No. field and select one of the open deposits listed, then click OK. The deposit dates can be any day, not just the current day. If your tax office uses ACT's accounting controls, the 'AC' accounting control deposit must also be open. (The deposit number field and star button are disabled if the client preference ENFORCE_TC_DEPOSITS_ONLY is set to Y.)
6. Click Reverse Certificate Payment.