Short Maintenance - Estimated Tax

Problem: The Estimated Tax information at the bottom of the Short Maintenance screen is showing previous tax year and tax rate information.

Resolution: The Estimated Tax information is a reference tool designed to reflect what the tax amount would be for a specified tax year and tax rate.  This is a user specified field and is not tied to the actual billing rates. The information must be updated each year to be accurate. To update this information:

1.            Go to Real Estate > M. File Maintenance > 1. Customize.

2.            Select the Misc. Settings tab.

3.            On the right-side is a Billing Information section. Fill in the applicable Billing Year and Billing Rate, then press F12 to save or select Save & Exit in the File Menu. The Estimated Tax in Short Maintenance will update accordingly.

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