• If no cash receipts have been applied to the TAX charge, follow the steps in Option A.
• If cash receipts have been applied to the TAX charge and you need to adjust the TAX and associated rent charge, follow the steps in Option B.

Option A: Use Change Entries to adjust the TAX charge transaction.

1. In Property Management, from the Tasks menu, select Change Entries.
2. On the Tenant Transactions tab, select the Property, Unit, Lease, and Tenant related to the TAX transaction you want to adjust.
3. If the transaction is posted, select the Current file. If it is not posted, select the New file.
4. Click Find.
5. Select the TAX charge you want to adjust; click Void to void the charge or Edit to change the amount.
6. If you clicked Edit, type the correct amount in the Amount box.
7. Click OK.
8. If you need to change the amount of the associated rent charge, repeat steps 5-7 for the appropriate rent charge.
9. Click Close.
10. If you have no other items to adjust, click Close.

Option B: Use Miscellaneous Entries to adjust the rent charge and associated TAX charges.

1. In Property Management, from the Tasks menu, select Create Charges, Miscellaneous Entries.
2. In the Type column, select CHG Charge.
3. Select the Property, Unit, Lease, and Tenant related to the TAX transaction you want to adjust.
4. In the Charge Type column, select the appropriate charge type of the charge you want to adjust.
5. You can change the Transaction Date and Accounting Date to the date you want to use for the adjustment.
6. In the Charge Date column, type the same charge date as the original charge. For example, if you want to adjust the 3/1/14 RENT charge, type 3/1/14 in the Charge Date column.
   • Note: It is very important to use the same Charge Type and Charge Date for this entry so that the correct charge is adjusted.
7. In the Amount column, type the amount to adjust the charge by. To increase the charge, enter the amount as a positive. To decrease the charge, enter the amount as a negative.
8. If the Tax Group column does not prefill with the appropriate tax group related to this charge, select the appropriate Tax Group.
9. Click Save Entry.
10. The following message appears: "An Open Item already exists for this charge." Click OK.
11. If you entered a negative amount, the following message appears: "Negative charges should only be used for concessions." Click OK.
12. The adjusting TAX charges are automatically created, and they appear in the grid below the rent adjustment entry.
13. Click Close and post.

For example, suppose you have the following original charges:
RENT 3,000.00
TAX City 30.00
TAX County 60.00

You want to adjust the charges to the following amounts:
RENT 2,500.00
TAX City 25.00
TAX County 50.00

Enter a -500.00 adjustment for RENT. The entries in the grid automatically adjust as follows:
RENT -500.00
TAX City -5.00
TAX County -10.00