Defining the Property Tax Forecast – What is it and what’s the end game Introduction to property tax forecasting with itamlink Exploring the assessment and tax module Forecast module preview: tax-based and assessment-based forecast
Exploring the Forecast Module How to generate a tax assessment-based forecast How to generate an assessment-based forecast How and when to do a combined...
Accruals Module Introduction to Accruals Module How it ties into Forecast – Tax-Based walkthrough to produce Accruals How to adjust accruals Balances:...
Accruals Automations for the Advanced User How to adjust accruals via forecast How to adjust accruals via the assessment Adjusting the forecast and finalizing payments from...
In-Depth Look: Assessment-Based Forecast (Blended Rate Walkthrough) Introduction of Nominal Rate and Blended Rate Assessment-Based Forecast – Blended Rate, resulting Accruals Pros and Cons of assessment-based forecast
In-Depth Look: Assessment-Based Forecast (Nominal Rate Walkthrough) Assessment-Based Forecast – Nominal Rate, Resulting Accruals Crystalizing this as a solution to challenges presented during blended rate
Additional Forecast and Accrual Features and Functionality Forecasting cash flow Finalizing (true ups) accruals from actual tax using the data manager Accrual period locking Rate automation and...
An Introduction to the NEW Accruals Module Session 9 What is new in this module and what is changing Defining an accrual year “New” accrual example