Generating Tax Letters

You can generate tax letters that provide billing information and payment summaries for distribution to the designated Resident Contact.

Do one of the following:
- EMC > Reporting > Admin Reports > Generate Tax Letters.
- Facility Level and Facilities > Admin > Reports > Generate Tax Letters.
Click Generate.
At the EMC level, you can generate:
- All Residents/Contacts.
- A single Resident/Contact
- All facility.
- Selected facility.
- All campus’s or billing offices.
- Selected campuses or billing offices.
At the Facility level, you can generate:
- All Residents/Contacts in the facility.
- A single Resident/Contact in the facility.
Select Template.
Select Letter Date.
Select Print For (Facility,Campus, Billing Office, Unassigned Facilities) from the Management Console only.
Tax Year: Use list to select Tax year.
Click Run Report.
Select the plus sign to expand the selection, then select the icon next to the facilityto download the letters. You can download up to 75 letters at a time.

When Template is selected, this may limit the available option under Print For, depending on what facilities the selected Template is active for.
Letter Date is the date shown on the Letter being generated and printed.
Tax Year selected generates the Resident charges for that year.
When a single resident or single contact letter is generated, the letter appears on the to screen to print and is not retained in the Generate Tax Letter listing to be downloaded.
When a Tax letter generation is performed at the Management Console level, all facilities with generated letters appear. At the facility level you can then Generate and print the Tax Letters found in reports.
You can generate a Tax letter as often as you want for whichever Tax letter template you want. Therefore, if you notice any errors, you can correct the issue and then regenerate the letter.

Skilled Nursing Facilities