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The "Property Tax" account template in Silverfin helps you accurately track and report property taxes. In this article, we explain how to link this template to the appropriate general ledger account for the first time and how to optimize its use in subsequent periods.

TABLE OF CONTENTS

How to Activate the Account Template

The "Property Tax" account template is part of the BE Standard Working Papers package, which is included with Silverfin’s basic license. Once activated, you can use this template to manage and report property taxes within your files.


How to Use the "Property Tax" Account Template in Silverfin

The "Property Tax" account template must be manually linked to the corresponding general ledger account for property tax the first time you use it. There is no fixed account range for this; you can choose the appropriate account yourself. In subsequent periods, this template will automatically be linked to the previously selected account.

With this template, you can enter detailed information such as the location, parcel number, cadastral income, article number, and property tax amount. Additionally, you can upload documents using the paperclip icon.

If you wish to enter information in bulk, you can add multiple parcels to the template using an Excel file. Go to Actions → Import Reconciliation Data.

Using Data in Subsequent Periods

In the following periods, you can copy the data from the previous period to the current period or change the account you are comparing the data with.

Validation in Silverfin

  • Green Dot: When the listed balances match the amount recorded in the general ledger account, a green dot will appear in Silverfin, indicating that everything is correctly matched.
  • Red Triangle: If there is a discrepancy between the listed balances and the amount recorded, Silverfin will display a red triangle, indicating that there is an issue that needs to be resolved.