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How to add council tax and use automated events to notify council tax of an incoming and outgoing tenancy

This article is looks at:

  1. Adding council tax
  2. Applying council tax to property and units
  3. How to use the tenancy status change to notify council tax
  4. How to use automated events to build these emails

 

1. Adding council tax

Go to contacts>council and add your council’s details

 

If the council is also involved in paying rent leave ticked

 

 

2. Applying council tax to properties and units

Go to either property or unit level>property or unit information>apply council tax

 

 

3. How to use the tenancy status change to notify council tax

Please download to view workflow tenancy

  • Updated to approved
  • Updated to current
  • Updated to ending
  • Updated to past

The most common ones are on an update to current and update to the past .

 

 

 

4. How to use automated events to build these emails

This is linked to  How to add actions to events

Please ensure that the recipient is the unit council 

Go to Settings>Automated Events>Tenancies>Tenancy status set to approved/current/past

Notifying council tax can happen when a tenancy status is:

  • Set to approved
  • Set to current
  • Set to ending
  • Set to past

The Property manager must decide where best to notify the council tax

 

 

 

Please ensure that the recipient is the unit council 

 

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