Massachusetts Tax Enterprise ERP User Group Meeting

Please join us for an informative Enterprise ERP User Group Meeting! Here are some FAQs to review before you attend!

  • There is no cost to attend.
  • In the event of a canceled on-site meeting, a virtual one on the same day will be offered in its place.
  • Complimentary breakfast and lunch items will be available. Please let us know ahead of time if you have any food allergies for which we must accommodate.
  • This live event will not be recorded or be available for virtual attendance.
  • Please send any additional questions to EERPStateUserGroup@tylertech.com
  • Attendance is limited, please let us know if you are unable to attend and we will cancel your registration or use the cancelation link below.
  • Need to cancel? Click here!

Agenda

8:30 - 9:00 AM: Check-in, Coffee, & Networking

9:00-9:50 AM: Morning General Session (CPE)  

  • Massachusetts Tax Title

10:00-10:50 AM: Breakout 1 Session

  • Transfer Delinquent to Tax (CPE)

11:00-11:50 AM: Breakout 2 Session

  • Tax Roundtable

12:00-1:00 PM: Lunch and Networking

1:00 - 3:00 PM: Breakout 3 Session

  • Actual Tax Bill Run - Tips, Tricks and Reporting (CPE)

Session Descriptions:

Massachusetts Tax Title: Join us for a demonstration of the process to successfully take a property into Tax Title with the new interest rate.

Transfer Delinquent to Tax: This session will cover the Charge Code setup and record selection process to transfer delinquent Utility (Cat 60) bills to Tax. All MA Communities that utilize Enterprise ERP for Utility Billing and Property Tax Billing, or those interested in the functionality are encouraged to attend.

Tax Roundtable: This session is devoted to open discussion amongst attendees regarding Tax. While typically not ideal for troubleshooting ongoing issues, this is a great opportunity to inquire about approaches others take to various challenges with reporting needs or completing processes within Enterprise ERP. For the most fruitful discussion, come prepared with one or two topics you would like to learn more about or discuss!

Actual Tax Bill Run - Tips, Tricks and Reporting: This session will demonstrate the full actual tax billing process and highlight important settings and functions to increase efficiency and accuracy of processing. This session is specific to Massachusetts Tax laws, deadlines, and procedures. The demonstration will be conducted in Enterprise ERP version 2024.6, however, the general procedure will be applicable to every non-retired versions. All MA-Tax users on all versions of Enterprise ERP are encouraged to attend.

CPE Credit Information

Massachusetts Tax Title

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

Transfer Delinquent to Tax

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Taxes

Actual Tax Bill Run - Tips, Tricks and Reporting

2 Credits
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Taxes

NASBA CPE Disclaimer

Attendees are eligible to earn 1 CPE credit for attending each eligible Breakout Session attended, for a total of 4 possible CPE credits for the entire User Group Meeting. Please note attendance will be verified for CPE credit. Live attendance for at least 50 minutes per CPE-eligible session is required.

Tyler Technologies, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.learningmarket.org. One CPE = 50 minutes of instruction

Complaint Resolution Policy

For more information regarding administrative policies, such as complaints and cancellations, Please contact: Enterprise ERP State User Group Information EERPStateUserGroup@tylertech.com