Documentation | User Guide

Documentation | User Guide

Add an owner to a property

This part of the guide explains how to add an owner to a property.

A secondary owner cannot be assigned to a property if no primary owner is assigned. Once an owner has been designated as the primary one, the secondary owner can be added.

The following example demonstrates how to associate a principal owner to a property. This procedure is standardized and applies also to the secondary owner.

Step 1 - Go to the page List of Properties

  1. Go to the Property Tax module
  2. Choose the Properties menu. This action opens the List of Properties page (506:3001);

Step 2 - Add an owner to a property

  1. Find the property for which you want to add an owner;
  2. Click the hyperlink of the ID subject of the request. This action opens the Property page (506:2000);
  3. Go to the Owners section
  4. Click the Manage Owner button. This action opens the pop-up window Add Initial Owner;
  5. Go to the Property Information section;
  6. Enter a Start Date;
  7. Go to the Owners section;
  8. Click the Create button. This action opens the pop-up window Owner;
  9. Fill out the required fields (identified by a red asterisk *), For example, TIN;
  10. Check the Principal Owner box;
  11. Enter the % of the property held by the principal owner;
  12. Click on the Save button. This action confirms the addition of the principal owner and updates the pop-up window Add Initial Owner;
  13. Click on the Save button. This action updates the Property page (506:2000).