Add a tax lien to a collection case

This part of the guide explains how to create liens from the taxpayer's assets.

This functionality enables the user to secure assessments and/or overdue opening balances payments. The seizure of the taxpayer's assets is done in the Maintain Asset page (501:4001) of the Tax Roll module. Once registered, a lien cannot be deleted. However, the user can associate a closing date and choose a closing reason.

Step 1 - Go to the page List of Collection Case

1. Go to the Collection module;
2. Choose the Collection Cases menu. This action opens the List of Collection Cases page (520:2001);

Step 2 - Display the asset of a collection case

3. Go to the Search Criteria section;
4. Fill out the required fields (identified by a red asterisk *). For example, Opening Date From, To, etc.;
5. Click the Refresh button. This action refreshes the page and displays the list of collection cases;
6. Find the collection case;
7. Click the hyperlink of the Case No. subject of the request. This action opens the Collection Cases page (520:1001);

8. Click the Liens button. This action opens the Maintain Tax Liens page (520:1002);

9. Go to the Tax Liens section;
10. Click the Create button. This action opens the pop-up window Add Tax Lien to a Case;

11. Complete the Asset No. field. If it is empty, it means that no assets are saved to the taxpayer's file;
12. Fill out the required fields (identified by a red asterisk *). For example, Lien Value, etc.;
13. Go to the Decision section;
14. Complete the fields, as applicable;
15. Click the Save button. This action confirms the addition of a privilege and refreshes the page Maintain Tax Liens (520:1002).