How to: Complete a Tax Search

1. Select searches dashboard from the navigation menu

2. Find the order that you would like to complete a Tax Search for, in the first column labelled ‘Action’, click on the drop down box

3. Select Tax Search from the drop down

  4. The top heading fields will autopopulate with the property and order information.

5. Enter tax search data, if an additional section is needed click add at the top of the section. If additional payments are needed, click the add button in the payment section.

6. The user has the option to Cancel, Save For Later, Preview the PDF or Finish. Once the user selects Finish the completed tax search will be automatically uploaded and be available as a Final Search to send to clients.

  7. Once a search is completed, if a user selects Tax Search it will appear in a locked form. The user has the option to unlock the form, which removes the previously completed and uploaded form from the order. The user can then make necessary updates and select ‘Finish’ again.