It’s almost Tax Roll season…. Need a refresher?

If you are new or just need a refresher on the tax roll process in Workhorse, check out the video we just recently put together on this topic.

Video Link: Tax Roll Process

While we suggest reviewing the full video if you only want to see the following topics you can jump to that point in the video if you would like to:

• Account Selection: 2:00-7:50
• How to Handle Accounts with a Questionable Balance: 9:50-15:00

Help File: Link

In general, we see municipalities follow one of two processes in regard to when steps are taken:

Option A:
• Run Tax Roll Notices (i.e., Past Due Notices October 15)
• Apply penalties November 1
• Send tax roll to county November 15

Option B:
• Run Tax Roll Notices (i.e., Past Due Notices October 15)
• Apply penalties and send to county November 15

If you have any questions, please feel free to reach out to us.

Thank you,

The Workhorse Team!