Core Records

Alcohol License Details
Business Classes
Business License Payments
Cemetery Plots
Cemeteries
Compliance Tasks
Interments
License Applications
License Types
Licenses
Local Tax Filings
Municipal Accounts
Municipal Businesses
Municipal Charges
Net Profit Filings
Payroll Tax Filings

Alcohol License Details

Purpose and when to use this record

Record alcohol-specific classifications, endorsements, dates, and conditions attached to a municipal license.

At a glance

Identify it by: Permit Number, Authority, Issue Date, and Expiration Date.
Check its business context: License.
Why care: Names, periods, classifications, due dates, status, charges, and payments form an official account history. Correct them from the supporting filing, application, receipt, or ordinance.
Why care: Availability and publication flags affect future use without erasing history. Prefer disabling an obsolete setup record when existing transactions still refer to it.

Before you begin

You need the Brisk permission for the action you are taking on alcohol license details. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Have valid License records ready first. Those selections determine where this Alcohol License Detail belongs and which later screens can find it.

Create an Alcohol License Detail

Brisk Alcohol License Details create screen displayed with fictional documentation-demo data. — The Alcohol License Details create screen in the Brisk documentation demo.

Create an Alcohol License Detail only after confirming that the source document or operational event has not already been entered.

Select the business context first: License.
Enter the required identifying and operational values: License.
Review Active deliberately; these choices control availability or workflow rather than merely describing the record.
Save the Alcohol License Detail, then confirm Permit Number, Authority, Issue Date, and Expiration Date on its detail page before continuing.

After saving: Verify Active, and License on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Delete an Alcohol License Detail

Delete this Alcohol License Detail only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

If the record is merely obsolete, use Active to remove it from future use while preserving existing references.

On the confirmation page, verify Permit Number, Authority, Issue Date, and Expiration Date. After confirmation, return to the Alcohol License Details list and make sure only the intended Alcohol License Detail was removed.

Review Alcohol License Detail details

Use the detail page as the shared record of what this Alcohol License Detail currently means. Verify Issue Date, Expiration Date, and Active before relying on it for a decision.

Follow License to determine whether the issue is on this Alcohol License Detail or on one of those linked records.

Next check: Verify Active, and License on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Edit an existing Alcohol License Detail

Edit this Alcohol License Detail to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

Open the detail page. Compare License with the supporting document or approved request.
Recheck Issue Date, Expiration Date, and Active. These values are most likely to change license, compliance, filing, charge, payment, and official account history.
Save the change, return to the list, and confirm that the Alcohol License Detail now appears under the expected Active.

After the change: Verify Active, and License on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Find and review alcohol license details

Brisk Alcohol License Details list screen displayed with fictional documentation-demo data. — The Alcohol License Details list screen in the Brisk documentation demo.

Use the Alcohol License Details list to find the correct record before opening or changing it. Compare Permit Number, Authority, Issue Date, and Expiration Date. Records with similar names or numbers can still belong to different License.

The initial order emphasizes Expiration Date, and License Number. Select a column heading when you need a different comparison.

Open the Alcohol License Detail whose Permit Number, Authority, Issue Date, and Expiration Date match the task. If it is missing, clear the list filters and recheck Active rather than creating a replacement immediately.

Fields and business rules

Brisk stores 7 user-relevant fields for this Alcohol License Detail, including 1 linked-record selection and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field	Required	What it controls
License	Yes	The license associated with this alcohol license detail.
Permit Number	No	The permit number recorded for this alcohol license detail.
Authority	No	The authority recorded for this alcohol license detail.
Issue Date	No	Date recorded for issue date on this alcohol license detail.
Expiration Date	No	Date recorded for expiration date on this alcohol license detail.
Active	No	Whether this alcohol license detail is active and available for use.
Compliance Notes	No	The compliance notes recorded for this alcohol license detail.

What happens next

Verify Active, and License on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Common mistakes and troubleshooting

The record will not save: Recheck License and any message beside the field. A required related record may also be inactive or unavailable to your role.
The record saved but is not available where expected: Recheck Active, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.
The values look right but the result is wrong: Open License from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.

Business Classes

Purpose and when to use this record

Maintain the classifications used to apply license, tax, fee, and reporting rules to municipal businesses.

At a glance

Identify it by: Class.
Why care: Names, periods, classifications, due dates, status, charges, and payments form an official account history. Correct them from the supporting filing, application, receipt, or ordinance.
Why care: Availability and publication flags affect future use without erasing history. Prefer disabling an obsolete setup record when existing transactions still refer to it.

Before you begin

You need the Brisk permission for the action you are taking on business classes. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Create a Business Class

Brisk Business Classes create screen displayed with fictional documentation-demo data. — The Business Classes create screen in the Brisk documentation demo.

Create a Business Class only when the existing choices do not represent the policy or classification you need. Near-duplicate setup values split reporting and make later selection harder.

Select the business context first.
Enter the required identifying and operational values: Class.
Review Active deliberately; these choices control availability or workflow rather than merely describing the record.
Save the Business Class, then confirm Class on its detail page before continuing.

After saving: Open Municipal Businesses and confirm the Business Class appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Delete a Business Class

Delete this Business Class only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option.

If the record is merely obsolete, use Active to remove it from future use while preserving existing references.

Before confirming, check for related Municipal Businesses. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Class. After confirmation, return to the Business Classes list and make sure only the intended Business Class was removed.

Review Business Class details

Use the detail page as the shared record of what this Business Class currently means. Verify Active before relying on it for a decision.

Compare the Business Class with its source document or approved setup request before deciding that it needs correction.

Next check: Open Municipal Businesses and confirm the Business Class appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Edit an existing Business Class

Edit this Business Class when the underlying policy or classification changed. First determine whether historical transactions should retain the old value; if so, deactivate the old choice and create a new one.

Open the detail page. Compare Class with the supporting document or approved request.
Recheck Active. These values are most likely to change license, compliance, filing, charge, payment, and official account history.
Save the change, return to the list, and confirm that the Business Class now appears under the expected Active.

After the change: Open Municipal Businesses and confirm the Business Class appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Find and review business classes

Brisk Business Classes list screen displayed with fictional documentation-demo data. — The Business Classes list screen in the Brisk documentation demo.

Use the Business Classes list to find the correct record before opening or changing it. Compare Class. Compare the full identifier rather than relying on a similar name.

Keyword search checks Class.
The initial order emphasizes Class. Select a column heading when you need a different comparison.

Open the Business Class whose Class match the task. If it is missing, clear the list filters and recheck Active rather than creating a replacement immediately.

Fields and business rules

Brisk stores 2 user-relevant fields for this Business Class, including 0 linked-record selections and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field	Required	What it controls
Class	Yes	Human-readable name for this business class.
Active	No	Whether this business class is active and available for use.

What happens next

Open Municipal Businesses and confirm the Business Class appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Common mistakes and troubleshooting

The record will not save: Recheck Class and any message beside the field. A required related record may also be inactive or unavailable to your role.
The record saved but is not available where expected: Recheck Active, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.
The values look right but the result is wrong: Compare this Business Class with the source document or approved setup decision, then check the downstream screen where it is used.

Business License Payments

Purpose and when to use this record

Record money received against a business license and preserve its payer, amount, tender, and filing context.

At a glance

Identify it by: Business License Number, Business Name, Date Paid, Effective Date, and Expire Date.
Check its business context: Business.
Why care: Names, periods, classifications, due dates, status, charges, and payments form an official account history. Correct them from the supporting filing, application, receipt, or ordinance.

Before you begin

You need the Brisk permission for the action you are taking on business license payments. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Create a Business License Payment

Brisk Business License Payments create screen displayed with fictional documentation-demo data. — The Business License Payments create screen in the Brisk documentation demo.

Create a Business License Payment only after confirming that the source document or operational event has not already been entered.

Select the business context first: Business.
Enter the identifying values shown on the form, especially Business, Business License Number, Business Name, Date Paid, Amount, and Effective Date, plus the remaining screen fields.
Review Business License Number, Business Name, Date Paid, Amount, Effective Date, and Expire Date against the source document or approved setup decision.
Save the Business License Payment, then confirm Business License Number, Business Name, Date Paid, Effective Date, and Expire Date on its detail page before continuing.

After saving: Apply the receipt to the intended license balance and confirm the issued receipt, tender, and remaining amount agree.

Delete a Business License Payment

Delete this Business License Payment only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

On the confirmation page, verify Business License Number, Business Name, Date Paid, Effective Date, and Expire Date. After confirmation, return to the Business License Payments list and make sure only the intended Business License Payment was removed.

Review Business License Payment details

Use the detail page as the shared record of what this Business License Payment currently means. Verify Date Paid, Amount, Effective Date, and Expire Date before relying on it for a decision.

Follow Business to determine whether the issue is on this Business License Payment or on one of those linked records.

Next check: Apply the receipt to the intended license balance and confirm the issued receipt, tender, and remaining amount agree.

Edit an existing Business License Payment

Edit this Business License Payment to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

Open the detail page. Compare Business with the supporting document or approved request.
Recheck Date Paid, Amount, Effective Date, and Expire Date. These values are most likely to change license, compliance, filing, charge, payment, and official account history.
Save the change, return to the list, and confirm that the Business License Payment now appears under the expected Date Paid.

After the change: Apply the receipt to the intended license balance and confirm the issued receipt, tender, and remaining amount agree.

Find and review business license payments

Brisk Business License Payments list screen displayed with fictional documentation-demo data. — The Business License Payments list screen in the Brisk documentation demo.

Use the Business License Payments list to find the correct record before opening or changing it. Compare Business License Number, Business Name, Date Paid, Effective Date, and Expire Date. Records with similar names or numbers can still belong to different Business.

Keyword search checks Business Name.
The date filter uses Expire Date; choose a range that matches the business event you are reconciling.
The initial order emphasizes Expire Date, and Business Name. Select a column heading when you need a different comparison.

Open the Business License Payment whose Business License Number, Business Name, Date Paid, Effective Date, and Expire Date match the task. If it is missing, clear the list filters and recheck Expire Date, and Date Paid rather than creating a replacement immediately.

Fields and business rules

Brisk stores 7 user-relevant fields for this Business License Payment, including 1 linked-record selection and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field	Required	What it controls
Business	No	The business associated with this business license payment.
Business License Number	No	The business license number value recorded for this business license payment.
Business Name	No	The business name recorded for this business license payment.
Date Paid	No	Date recorded for date paid on this business license payment.
Amount	No	The amount value recorded for this business license payment.
Effective Date	No	Date recorded for effective date on this business license payment.
Expire Date	No	Date recorded for expire date on this business license payment.

What happens next

Apply the receipt to the intended license balance and confirm the issued receipt, tender, and remaining amount agree.

Common mistakes and troubleshooting

The values look right but the result is wrong: Open Business from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.

Cemetery Plots

Purpose and when to use this record

Maintain an individual cemetery space, its location, availability, ownership, and burial history.

At a glance

Identify it by: Plot Number, and Status.
Check its business context: Cemetery, and Owner Account.
Why care: Names, periods, classifications, due dates, status, charges, and payments form an official account history. Correct them from the supporting filing, application, receipt, or ordinance.
Why care: Status communicates workflow progress to other staff. Change it only when the underlying work, approval, payment, or handoff has actually occurred.

Before you begin

You need the Brisk permission for the action you are taking on cemetery plots. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Have valid Cemetery records ready first. Those selections determine where this Cemetery Plot belongs and which later screens can find it.

Create a Cemetery Plot

Brisk Cemetery Plots create screen displayed with fictional documentation-demo data. — The Cemetery Plots create screen in the Brisk documentation demo.

Create a Cemetery Plot only after confirming that the source document or operational event has not already been entered.

Select the business context first: Cemetery, and Owner Account.
Enter the required identifying and operational values: Cemetery, and Plot Number.
Review Plot Type, and Status deliberately; these choices control availability or workflow rather than merely describing the record.
Save the Cemetery Plot, then confirm Plot Number, and Status on its detail page before continuing.

After saving: Verify Plot Type, Status, Cemetery, and Owner Account on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Delete a Cemetery Plot

Delete this Cemetery Plot only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

Before confirming, check for related Interments. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Plot Number, and Status. After confirmation, return to the Cemetery Plots list and make sure only the intended Cemetery Plot was removed.

Review Cemetery Plot details

Use the detail page as the shared record of what this Cemetery Plot currently means. Verify Plot Type, and Status before relying on it for a decision.

Follow Cemetery, and Owner Account to determine whether the issue is on this Cemetery Plot or on one of those linked records.

Next check: Verify Plot Type, Status, Cemetery, and Owner Account on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Edit an existing Cemetery Plot

Edit this Cemetery Plot to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

Open the detail page. Compare Cemetery, and Owner Account with the supporting document or approved request.
Recheck Plot Type, Status, and Owner Account. These values are most likely to change license, compliance, filing, charge, payment, and official account history.
Save the change, return to the list, and confirm that the Cemetery Plot now appears under the expected Plot Type, and Status.

After the change: Verify Plot Type, Status, Cemetery, and Owner Account on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Find and review cemetery plots

Brisk Cemetery Plots list screen displayed with fictional documentation-demo data. — The Cemetery Plots list screen in the Brisk documentation demo.

Use the Cemetery Plots list to find the correct record before opening or changing it. Compare Plot Number, and Status. Records with similar names or numbers can still belong to different Cemetery, and Owner Account.

The initial order emphasizes Name, Section, Lot, and Plot Number. Select a column heading when you need a different comparison.

Open the Cemetery Plot whose Plot Number, and Status match the task. If it is missing, clear the list filters and recheck Plot Type, and Status rather than creating a replacement immediately.

Fields and business rules

Brisk stores 8 user-relevant fields for this Cemetery Plot, including 2 linked-record selections and 2 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field	Required	What it controls
Cemetery	Yes	The cemetery associated with this cemetery plot.
Section	No	The section recorded for this cemetery plot.
Lot	No	The lot recorded for this cemetery plot.
Plot Number	Yes	The plot number recorded for this cemetery plot.
Plot Type	No	The plot type recorded for this cemetery plot. Available values: Grave, Mausoleum, Cremation, Columbarium.
Status	No	Current status of this cemetery plot. Available values: Available, Reserved, Occupied, Retired.
Owner Account	No	The owner account associated with this cemetery plot.
Memo	No	The memo recorded for this cemetery plot.

What happens next

Verify Plot Type, Status, Cemetery, and Owner Account on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Common mistakes and troubleshooting

The record will not save: Recheck Cemetery, and Plot Number and any message beside the field. A required related record may also be inactive or unavailable to your role.
The record saved but is not available where expected: Recheck Plot Type, and Status, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.
The values look right but the result is wrong: Open Cemetery, and Owner Account from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.

Cemeteries

Purpose and when to use this record

Maintain municipal cemetery locations used to organize plots, ownership, availability, and interments.

At a glance

Identify it by: Name, Code, and Postal Code.
Why care: Names, periods, classifications, due dates, status, charges, and payments form an official account history. Correct them from the supporting filing, application, receipt, or ordinance.
Why care: Availability and publication flags affect future use without erasing history. Prefer disabling an obsolete setup record when existing transactions still refer to it.

Before you begin

You need the Brisk permission for the action you are taking on cemeteries. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Find and review cemeteries

Brisk Cemeteries list screen displayed with fictional documentation-demo data. — The Cemeteries list screen in the Brisk documentation demo.

Use the Cemeteries list to find the correct record before opening or changing it. Compare Name, Code, and Postal Code. Compare the full identifier rather than relying on a similar name.

The initial order emphasizes Name. Select a column heading when you need a different comparison.

Open the Cemetery whose Name, Code, and Postal Code match the task. If it is missing, clear the list filters and recheck Active rather than creating a replacement immediately.

Create a Cemetery

Brisk Cemeteries create screen displayed with fictional documentation-demo data. — The Cemeteries create screen in the Brisk documentation demo.

Create a Cemetery only after confirming that the source document or operational event has not already been entered.

Select the business context first.
Enter the required identifying and operational values: Name.
Review Active deliberately; these choices control availability or workflow rather than merely describing the record.
Save the Cemetery, then confirm Name, Code, and Postal Code on its detail page before continuing.

After saving: Verify Active on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Delete a Cemetery

Delete this Cemetery only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

If the record is merely obsolete, use Active to remove it from future use while preserving existing references.

Before confirming, check for related Cemetery Plots. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Name, Code, and Postal Code. After confirmation, return to the Cemeteries list and make sure only the intended Cemetery was removed.

Review Cemetery details

Use the detail page as the shared record of what this Cemetery currently means. Verify Active before relying on it for a decision.

Compare the Cemetery with its source document or approved setup request before deciding that it needs correction.

Next check: Verify Active on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Edit an existing Cemetery

Edit this Cemetery to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

Open the detail page. Compare Name, Code, and Postal Code with the supporting document or approved request.
Recheck Active. These values are most likely to change license, compliance, filing, charge, payment, and official account history.
Save the change, return to the list, and confirm that the Cemetery now appears under the expected Active.

After the change: Verify Active on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Fields and business rules

Brisk stores 9 user-relevant fields for this Cemetery, including 0 linked-record selections and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field	Required	What it controls
Name	Yes	Human-readable name for this cemetery.
Code	No	Short code used to identify this cemetery.
Address 1	No	The address 1 recorded for this cemetery.
Address 2	No	The address 2 recorded for this cemetery.
City	No	The city recorded for this cemetery.
State	No	The state recorded for this cemetery.
Postal Code	No	The postal code recorded for this cemetery.
Active	No	Whether this cemetery is active and available for use.
Memo	No	The memo recorded for this cemetery.

What happens next

Verify Active on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Common mistakes and troubleshooting

The record will not save: Recheck Name and any message beside the field. A required related record may also be inactive or unavailable to your role.
The record saved but is not available where expected: Recheck Active, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.
The values look right but the result is wrong: Compare this Cemetery with the source document or approved setup decision, then check the downstream screen where it is used.

Compliance Tasks

Purpose and when to use this record

Assign and track an inspection, document, renewal, or follow-up obligation for a municipal business or license.

At a glance

Identify it by: Due Date, and Status.
Check its business context: Account, License, Application, and Assigned To.
Why care: Names, periods, classifications, due dates, status, charges, and payments form an official account history. Correct them from the supporting filing, application, receipt, or ordinance.
Why care: Status communicates workflow progress to other staff. Change it only when the underlying work, approval, payment, or handoff has actually occurred.

Before you begin

You need the Brisk permission for the action you are taking on compliance tasks. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Have valid Account records ready first. Those selections determine where this Compliance Task belongs and which later screens can find it.

Create a Compliance Task

Brisk Compliance Tasks create screen displayed with fictional documentation-demo data. — The Compliance Tasks create screen in the Brisk documentation demo.

Create a Compliance Task only after confirming that the source document or operational event has not already been entered.

Select the business context first: Account, License, Application, and Assigned To.
Enter the required identifying and operational values: Account, and Summary.
Review Task Type, Status, and Priority deliberately; these choices control availability or workflow rather than merely describing the record.
Save the Compliance Task, then confirm Due Date, and Status on its detail page before continuing.

After saving: Verify Task Type, Status, Priority, Account, License, and Application, plus the remaining screen fields on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Delete a Compliance Task

Delete this Compliance Task only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

On the confirmation page, verify Due Date, and Status. After confirmation, return to the Compliance Tasks list and make sure only the intended Compliance Task was removed.

Review Compliance Task details

Use the detail page as the shared record of what this Compliance Task currently means. Verify Task Type, Due Date, Status, and Priority before relying on it for a decision.

Follow Account, License, Application, and Assigned To to determine whether the issue is on this Compliance Task or on one of those linked records.

Next check: Verify Task Type, Status, Priority, Account, License, and Application, plus the remaining screen fields on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Edit an existing Compliance Task

Edit this Compliance Task to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

Open the detail page. Compare Account, License, Application, and Assigned To with the supporting document or approved request.
Recheck Account, Task Type, Due Date, Status, and Priority. These values are most likely to change license, compliance, filing, charge, payment, and official account history.
Save the change, return to the list, and confirm that the Compliance Task now appears under the expected Task Type, Status, and Priority.

After the change: Verify Task Type, Status, Priority, Account, License, and Application, plus the remaining screen fields on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Find and review compliance tasks

Brisk Compliance Tasks list screen displayed with fictional documentation-demo data. — The Compliance Tasks list screen in the Brisk documentation demo.

Use the Compliance Tasks list to find the correct record before opening or changing it. Compare Due Date, and Status. Records with similar names or numbers can still belong to different Account, License, Application, and Assigned To.

The initial order emphasizes Status, Due Date, and Priority. Select a column heading when you need a different comparison.

Open the Compliance Task whose Due Date, and Status match the task. If it is missing, clear the list filters and recheck Task Type, Status, and Priority rather than creating a replacement immediately.

Fields and business rules

Brisk stores 11 user-relevant fields for this Compliance Task, including 4 linked-record selections and 3 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field	Required	What it controls
Account	Yes	The account associated with this compliance task.
License	No	The license associated with this compliance task.
Application	No	The application associated with this compliance task.
Task Type	No	The task type recorded for this compliance task. Available values: Renewal, Compliance, Inspection, Follow-Up.
Summary	Yes	The summary recorded for this compliance task.
Due Date	No	Date recorded for due date on this compliance task.
Status	No	Current status of this compliance task. Available values: Pending, In Progress, Completed, Cancelled.
Priority	No	The priority recorded for this compliance task. Available values: Low, Normal, High.
Assigned To	No	The assigned to associated with this compliance task.
Completed At	No	Date and time recorded for completed at on this compliance task.
Memo	No	The memo recorded for this compliance task.

What happens next

Verify Task Type, Status, Priority, Account, License, and Application, plus the remaining screen fields on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Common mistakes and troubleshooting

The record will not save: Recheck Account, and Summary and any message beside the field. A required related record may also be inactive or unavailable to your role.
The record saved but is not available where expected: Recheck Task Type, Status, and Priority, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.
The values look right but the result is wrong: Open Account, License, Application, and Assigned To from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.

Interments

Purpose and when to use this record

Record a burial or placement in a specific cemetery plot with the decedent and service details needed for the permanent record.

At a glance

Identify it by: Deceased Name, Birth Date, Death Date, Interment Date, and Permit Number.
Check its business context: Plot, and Next Of Kin Account.
Why care: Names, periods, classifications, due dates, status, charges, and payments form an official account history. Correct them from the supporting filing, application, receipt, or ordinance.

Before you begin

You need the Brisk permission for the action you are taking on interments. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Have valid Plot records ready first. Those selections determine where this Interment belongs and which later screens can find it.

Create an Interment

Brisk Interments create screen displayed with fictional documentation-demo data. — The Interments create screen in the Brisk documentation demo.

Create an Interment only after confirming that the source document or operational event has not already been entered.

Select the business context first: Plot, and Next Of Kin Account.
Enter the required identifying and operational values: Plot, and Deceased Name.
Review Interment Type deliberately; these choices control availability or workflow rather than merely describing the record.
Save the Interment, then confirm Deceased Name, Birth Date, Death Date, Interment Date, and Permit Number on its detail page before continuing.

After saving: Verify Interment Type, Plot, and Next Of Kin Account on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Delete an Interment

Delete this Interment only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

On the confirmation page, verify Deceased Name, Birth Date, Death Date, Interment Date, and Permit Number. After confirmation, return to the Interments list and make sure only the intended Interment was removed.

Review Interment details

Use the detail page as the shared record of what this Interment currently means. Verify Birth Date, Death Date, Interment Date, and Interment Type before relying on it for a decision.

Follow Plot, and Next Of Kin Account to determine whether the issue is on this Interment or on one of those linked records.

Next check: Verify Interment Type, Plot, and Next Of Kin Account on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Edit an existing Interment

Edit this Interment to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

Open the detail page. Compare Plot, and Next Of Kin Account with the supporting document or approved request.
Recheck Birth Date, Death Date, Interment Date, Interment Type, and Next Of Kin Account. These values are most likely to change license, compliance, filing, charge, payment, and official account history.
Save the change, return to the list, and confirm that the Interment now appears under the expected Interment Type.

After the change: Verify Interment Type, Plot, and Next Of Kin Account on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Find and review interments

Brisk Interments list screen displayed with fictional documentation-demo data. — The Interments list screen in the Brisk documentation demo.

Use the Interments list to find the correct record before opening or changing it. Compare Deceased Name, Birth Date, Death Date, Interment Date, and Permit Number. Records with similar names or numbers can still belong to different Plot, and Next Of Kin Account.

The initial order emphasizes Interment Date, and Id. Select a column heading when you need a different comparison.

Open the Interment whose Deceased Name, Birth Date, Death Date, Interment Date, and Permit Number match the task. If it is missing, clear the list filters and recheck Interment Type rather than creating a replacement immediately.

Fields and business rules

Brisk stores 10 user-relevant fields for this Interment, including 2 linked-record selections and 1 controlled-choice field. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field	Required	What it controls
Plot	Yes	The plot associated with this interment.
Deceased Name	Yes	The deceased name recorded for this interment.
Birth Date	No	Date recorded for birth date on this interment.
Death Date	No	Date recorded for death date on this interment.
Interment Date	No	Date recorded for interment date on this interment.
Interment Type	No	The interment type recorded for this interment. Available values: Burial, Cremains.
Funeral Home	No	The funeral home recorded for this interment.
Permit Number	No	The permit number recorded for this interment.
Next Of Kin Account	No	The next of kin account associated with this interment.
Memo	No	The memo recorded for this interment.

What happens next

Verify Interment Type, Plot, and Next Of Kin Account on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Common mistakes and troubleshooting

The record will not save: Recheck Plot, and Deceased Name and any message beside the field. A required related record may also be inactive or unavailable to your role.
The values look right but the result is wrong: Open Plot, and Next Of Kin Account from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.

License Applications

Purpose and when to use this record

Receive and review a business’s request for a municipal license before approval, rejection, or conversion to an issued license.

At a glance

Identify it by: Application Number, Status, Submitted Date, Requested Effective Date, and Review Due Date.
Check its business context: Account, License Type, and Reviewed By.
Why care: Names, periods, classifications, due dates, status, charges, and payments form an official account history. Correct them from the supporting filing, application, receipt, or ordinance.
Why care: Status communicates workflow progress to other staff. Change it only when the underlying work, approval, payment, or handoff has actually occurred.

Before you begin

You need the Brisk permission for the action you are taking on license applications. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Have valid Account, and License Type records ready first. Those selections determine where this License Application belongs and which later screens can find it.

Create a License Application

Brisk License Applications create screen displayed with fictional documentation-demo data. — The License Applications create screen in the Brisk documentation demo.

Create a License Application only after confirming that the source document or operational event has not already been entered.

Select the business context first: Account, License Type, and Reviewed By.
Enter the required identifying and operational values: Account, License Type, and Application Number.
Review Status deliberately; these choices control availability or workflow rather than merely describing the record.
Save the License Application, then confirm Application Number, Status, Submitted Date, Requested Effective Date, and Review Due Date on its detail page before continuing.

After saving: Complete the required review and fees before approval; an approved application should lead to the correct issued license rather than a duplicate business record.

Delete a License Application

Delete this License Application only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

Before confirming, check for related Compliance Tasks, Licenses, and Municipal Charges. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Application Number, Status, Submitted Date, Requested Effective Date, and Review Due Date. After confirmation, return to the License Applications list and make sure only the intended License Application was removed.

Review License Application details

Use the detail page as the shared record of what this License Application currently means. Verify Status, Submitted Date, Requested Effective Date, and Review Due Date before relying on it for a decision.

Follow Account, License Type, and Reviewed By to determine whether the issue is on this License Application or on one of those linked records.

Next check: Complete the required review and fees before approval; an approved application should lead to the correct issued license rather than a duplicate business record.

Edit an existing License Application

Edit this License Application to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

Open the detail page. Compare Account, License Type, and Reviewed By with the supporting document or approved request.
Recheck Account, Status, Submitted Date, Requested Effective Date, and Review Due Date. These values are most likely to change license, compliance, filing, charge, payment, and official account history.
Save the change, return to the list, and confirm that the License Application now appears under the expected Status.

After the change: Complete the required review and fees before approval; an approved application should lead to the correct issued license rather than a duplicate business record.

Find and review license applications

Brisk License Applications list screen displayed with fictional documentation-demo data. — The License Applications list screen in the Brisk documentation demo.

Use the License Applications list to find the correct record before opening or changing it. Compare Application Number, Status, Submitted Date, Requested Effective Date, and Review Due Date. Records with similar names or numbers can still belong to different Account, License Type, and Reviewed By.

The initial order emphasizes Submitted Date, and Id. Select a column heading when you need a different comparison.

Open the License Application whose Application Number, Status, Submitted Date, Requested Effective Date, and Review Due Date match the task. If it is missing, clear the list filters and recheck Status rather than creating a replacement immediately.

Fields and business rules

Brisk stores 9 user-relevant fields for this License Application, including 3 linked-record selections and 1 controlled-choice field. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field	Required	What it controls
Account	Yes	The account associated with this license application.
License Type	Yes	The license type associated with this license application.
Application Number	Yes	The application number recorded for this license application.
Status	No	Current status of this license application. Available values: Draft, Submitted, In Review, Approved, Denied, Converted.
Submitted Date	No	Date recorded for submitted date on this license application.
Requested Effective Date	No	Date recorded for requested effective date on this license application.
Review Due Date	No	Date recorded for review due date on this license application.
Reviewed By	No	The reviewed by associated with this license application.
Memo	No	The memo recorded for this license application.

What happens next

Complete the required review and fees before approval; an approved application should lead to the correct issued license rather than a duplicate business record.

Common mistakes and troubleshooting

The record will not save: Recheck Account, License Type, and Application Number and any message beside the field. A required related record may also be inactive or unavailable to your role.
The record saved but is not available where expected: Recheck Status, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.
The values look right but the result is wrong: Open Account, License Type, and Reviewed By from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.

License Types

Purpose and when to use this record

Define the available municipal license categories, their terms, fees, renewal behavior, and required information.

At a glance

Identify it by: Name, and Code.
Check its business context: Revenue Account.
Why care: Names, periods, classifications, due dates, status, charges, and payments form an official account history. Correct them from the supporting filing, application, receipt, or ordinance.
Why care: Availability and publication flags affect future use without erasing history. Prefer disabling an obsolete setup record when existing transactions still refer to it.

Before you begin

You need the Brisk permission for the action you are taking on license types. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Create a License Type

Brisk License Types create screen displayed with fictional documentation-demo data. — The License Types create screen in the Brisk documentation demo.

Create a License Type only when the existing choices do not represent the policy or classification you need. Near-duplicate setup values split reporting and make later selection harder.

Select the business context first: Revenue Account.
Enter the required identifying and operational values: Name.
Review Requires Alcohol Detail, and Active deliberately; these choices control availability or workflow rather than merely describing the record.
Save the License Type, then confirm Name, and Code on its detail page before continuing.

After saving: Open License Applications, and Licenses and confirm the License Type appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Delete a License Type

Delete this License Type only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option.

If the record is merely obsolete, use Active to remove it from future use while preserving existing references.

Before confirming, check for related License Applications, and Licenses. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Name, and Code. After confirmation, return to the License Types list and make sure only the intended License Type was removed.

Review License Type details

Use the detail page as the shared record of what this License Type currently means. Verify Active before relying on it for a decision.

Follow Revenue Account to determine whether the issue is on this License Type or on one of those linked records.

Next check: Open License Applications, and Licenses and confirm the License Type appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Edit an existing License Type

Edit this License Type when the underlying policy or classification changed. First determine whether historical transactions should retain the old value; if so, deactivate the old choice and create a new one.

Open the detail page. Compare Revenue Account with the supporting document or approved request.
Recheck Revenue Account, and Active. These values are most likely to change license, compliance, filing, charge, payment, and official account history.
Save the change, return to the list, and confirm that the License Type now appears under the expected Active.

After the change: Open License Applications, and Licenses and confirm the License Type appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Find and review license types

Brisk License Types list screen displayed with fictional documentation-demo data. — The License Types list screen in the Brisk documentation demo.

Use the License Types list to find the correct record before opening or changing it. Compare Name, and Code. Records with similar names or numbers can still belong to different Revenue Account.

The initial order emphasizes Name. Select a column heading when you need a different comparison.

Open the License Type whose Name, and Code match the task. If it is missing, clear the list filters and recheck Active rather than creating a replacement immediately.

Fields and business rules

Brisk stores 8 user-relevant fields for this License Type, including 1 linked-record selection and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field	Required	What it controls
Name	Yes	Human-readable name for this license type.
Code	No	Short code used to identify this license type.
Description	No	Description of this license type.
Default Term (Days)	No	The default term (days) value recorded for this license type.
Default Fee	No	The default fee value recorded for this license type.
Requires Alcohol Detail	No	Whether the requires alcohol detail option applies to this license type.
Revenue Account	No	Optional income account override used when posting municipal charges to accounting.
Active	No	Whether this license type is active and available for use.

What happens next

Open License Applications, and Licenses and confirm the License Type appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Common mistakes and troubleshooting

The record will not save: Recheck Name and any message beside the field. A required related record may also be inactive or unavailable to your role.
The record saved but is not available where expected: Recheck Active, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.
The values look right but the result is wrong: Open Revenue Account from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.

Licenses

Purpose and when to use this record

Maintain an issued municipal license, its business, type, effective dates, status, conditions, and renewal history.

At a glance

Identify it by: License Number, Status, Issued Date, Effective Date, and Expiration Date.
Check its business context: Account, License Type, and Source Application.
Why care: Names, periods, classifications, due dates, status, charges, and payments form an official account history. Correct them from the supporting filing, application, receipt, or ordinance.
Why care: Status communicates workflow progress to other staff. Change it only when the underlying work, approval, payment, or handoff has actually occurred.

Before you begin

You need the Brisk permission for the action you are taking on licenses. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Have valid Account, and License Type records ready first. Those selections determine where this License belongs and which later screens can find it.

Create a License

Brisk Licenses create screen displayed with fictional documentation-demo data. — The Licenses create screen in the Brisk documentation demo.

Create a License only after confirming that the source document or operational event has not already been entered.

Select the business context first: Account, License Type, and Source Application.
Enter the required identifying and operational values: Account, License Type, and License Number.
Review Status, and Auto-Renew deliberately; these choices control availability or workflow rather than merely describing the record.
Save the License, then confirm License Number, Status, Issued Date, Effective Date, and Expiration Date on its detail page before continuing.

After saving: Schedule renewal and compliance work from the effective and expiration dates, and keep related payments and conditions with this license.

Delete a License

Delete this License only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

Before confirming, check for related Alcohol License Details, Compliance Tasks, and Municipal Charges. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify License Number, Status, Issued Date, Effective Date, and Expiration Date. After confirmation, return to the Licenses list and make sure only the intended License was removed.

Review License details

Use the detail page as the shared record of what this License currently means. Verify Status, Issued Date, Effective Date, and Expiration Date before relying on it for a decision.

Follow Account, License Type, and Source Application to determine whether the issue is on this License or on one of those linked records.

Next check: Schedule renewal and compliance work from the effective and expiration dates, and keep related payments and conditions with this license.

Edit an existing License

Edit this License to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

Open the detail page. Compare Account, License Type, and Source Application with the supporting document or approved request.
Recheck Account, Status, Issued Date, Effective Date, and Expiration Date. These values are most likely to change license, compliance, filing, charge, payment, and official account history.
Save the change, return to the list, and confirm that the License now appears under the expected Status.

After the change: Schedule renewal and compliance work from the effective and expiration dates, and keep related payments and conditions with this license.

Find and review licenses

Brisk Licenses list screen displayed with fictional documentation-demo data. — The Licenses list screen in the Brisk documentation demo.

Use the Licenses list to find the correct record before opening or changing it. Compare License Number, Status, Issued Date, Effective Date, and Expiration Date. Records with similar names or numbers can still belong to different Account, License Type, and Source Application.

The initial order emphasizes Expiration Date, and License Number. Select a column heading when you need a different comparison.

Open the License whose License Number, Status, Issued Date, Effective Date, and Expiration Date match the task. If it is missing, clear the list filters and recheck Status rather than creating a replacement immediately.

Fields and business rules

Brisk stores 11 user-relevant fields for this License, including 3 linked-record selections and 1 controlled-choice field. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field	Required	What it controls
Account	Yes	The account associated with this license.
License Type	Yes	The license type associated with this license.
Source Application	No	The source application associated with this license.
License Number	Yes	The license number recorded for this license.
Status	No	Current status of this license. Available values: Active, Suspended, Expired, Revoked, Closed.
Issued Date	No	Date recorded for issued date on this license.
Effective Date	No	Date recorded for effective date on this license.
Expiration Date	No	Date recorded for expiration date on this license.
Auto-Renew	No	Whether the auto-renew option applies to this license.
Renewal Lead Days	No	The renewal lead days value recorded for this license.
Memo	No	The memo recorded for this license.

What happens next

Schedule renewal and compliance work from the effective and expiration dates, and keep related payments and conditions with this license.

Common mistakes and troubleshooting

The record will not save: Recheck Account, License Type, and License Number and any message beside the field. A required related record may also be inactive or unavailable to your role.
The record saved but is not available where expected: Recheck Status, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.
The values look right but the result is wrong: Open Account, License Type, and Source Application from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.

Local Tax Filings

Purpose and when to use this record

Record a local tax return for the filing period, reported basis, tax due, adjustments, and payment state.

At a glance

Identify it by: Occupational License Number, Business Name, and Date Paid.
Check its business context: Business.
Why care: Names, periods, classifications, due dates, status, charges, and payments form an official account history. Correct them from the supporting filing, application, receipt, or ordinance.
Why care: Availability and publication flags affect future use without erasing history. Prefer disabling an obsolete setup record when existing transactions still refer to it.

Before you begin

You need the Brisk permission for the action you are taking on local tax filings. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Create a Local Tax Filing

Brisk Local Tax Filings create screen displayed with fictional documentation-demo data. — The Local Tax Filings create screen in the Brisk documentation demo.

Create a Local Tax Filing only after confirming that the source document or operational event has not already been entered.

Select the business context first: Business.
Enter the required identifying and operational values: Tax Type.
Review Tax Type, Active, and Month deliberately; these choices control availability or workflow rather than merely describing the record.
Save the Local Tax Filing, then confirm Occupational License Number, Business Name, and Date Paid on its detail page before continuing.

After saving: Compare the calculated amount due with payments and credits, then follow up on any remaining balance or late status.

Delete a Local Tax Filing

Delete this Local Tax Filing only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

If the record is merely obsolete, use Active to remove it from future use while preserving existing references.

On the confirmation page, verify Occupational License Number, Business Name, and Date Paid. After confirmation, return to the Local Tax Filings list and make sure only the intended Local Tax Filing was removed.

Review Local Tax Filing details

Use the detail page as the shared record of what this Local Tax Filing currently means. Verify Tax Type, Active, Month, Date Paid, and Amount before relying on it for a decision.

Follow Business to determine whether the issue is on this Local Tax Filing or on one of those linked records.

Next check: Compare the calculated amount due with payments and credits, then follow up on any remaining balance or late status.

Edit an existing Local Tax Filing

Edit this Local Tax Filing to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

Open the detail page. Compare Business with the supporting document or approved request.
Recheck Tax Type, Active, Month, Date Paid, and Amount. These values are most likely to change license, compliance, filing, charge, payment, and official account history.
Save the change, return to the list, and confirm that the Local Tax Filing now appears under the expected Tax Type, Active, Month, and Date Paid.

After the change: Compare the calculated amount due with payments and credits, then follow up on any remaining balance or late status.

Find and review local tax filings

Brisk Local Tax Filings list screen displayed with fictional documentation-demo data. — The Local Tax Filings list screen in the Brisk documentation demo.

Use the Local Tax Filings list to find the correct record before opening or changing it. Compare Occupational License Number, Business Name, and Date Paid. Records with similar names or numbers can still belong to different Business.

Keyword search checks Business Name, Tax Type, and Month.
The initial order emphasizes Tax Type, Year, Month, and Business Name. Select a column heading when you need a different comparison.

Open the Local Tax Filing whose Occupational License Number, Business Name, and Date Paid match the task. If it is missing, clear the list filters and recheck Tax Type, Active, Month, and Date Paid rather than creating a replacement immediately.

Fields and business rules

Brisk stores 11 user-relevant fields for this Local Tax Filing, including 1 linked-record selection and 2 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field	Required	What it controls
Business	No	The business associated with this local tax filing.
Tax Type	Yes	The tax type recorded for this local tax filing. Available values: Restaurant, Room.
Occupational License Number	No	The occupational license number value recorded for this local tax filing.
Business Name	No	The business name recorded for this local tax filing.
Active	No	Whether this local tax filing is active and available for use.
Year	No	The year value recorded for this local tax filing.
Month	No	The month recorded for this local tax filing. Available values: Jan, Feb, Mar, Apr, May, Jun, Jul, Aug, Sep, Oct, Nov, Dec.
Date Paid	No	Date recorded for date paid on this local tax filing.
Sales	No	The sales value recorded for this local tax filing.
Amount	No	The amount value recorded for this local tax filing.
Notes	No	Additional internal notes about this local tax filing.

What happens next

Compare the calculated amount due with payments and credits, then follow up on any remaining balance or late status.

Common mistakes and troubleshooting

The record will not save: Recheck Tax Type and any message beside the field. A required related record may also be inactive or unavailable to your role.
The record saved but is not available where expected: Recheck Tax Type, Active, Month, and Date Paid, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.
The values look right but the result is wrong: Open Business from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.

Municipal Accounts

Purpose and when to use this record

Maintain the account through which a person or business’s municipal charges, filings, payments, and balance are tracked.

At a glance

Identify it by: Name, and Postal Code.
Check its business context: Linked Customer, and Linked Vendor.
Why care: Names, periods, classifications, due dates, status, charges, and payments form an official account history. Correct them from the supporting filing, application, receipt, or ordinance.
Why care: Availability and publication flags affect future use without erasing history. Prefer disabling an obsolete setup record when existing transactions still refer to it.

Before you begin

You need the Brisk permission for the action you are taking on municipal accounts. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Create a Municipal Account

Brisk Municipal Accounts create screen displayed with fictional documentation-demo data. — The Municipal Accounts create screen in the Brisk documentation demo.

Create a Municipal Account only after confirming that the source document or operational event has not already been entered.

Select the business context first: Linked Customer, and Linked Vendor.
Enter the required identifying and operational values: Name.
Review Account Type, and Active deliberately; these choices control availability or workflow rather than merely describing the record.
Save the Municipal Account, then confirm Name, and Postal Code on its detail page before continuing.

After saving: Verify Account Type, Active, Linked Customer, and Linked Vendor on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Delete a Municipal Account

Delete this Municipal Account only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

If the record is merely obsolete, use Active to remove it from future use while preserving existing references.

Before confirming, check for related Cemetery Plots, Compliance Tasks, Interments, License Applications, and Licenses, plus the remaining screen fields. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Name, and Postal Code. After confirmation, return to the Municipal Accounts list and make sure only the intended Municipal Account was removed.

Review Municipal Account details

Use the detail page as the shared record of what this Municipal Account currently means. Verify Account Type, and Active before relying on it for a decision.

Follow Linked Customer, and Linked Vendor to determine whether the issue is on this Municipal Account or on one of those linked records.

Next check: Verify Account Type, Active, Linked Customer, and Linked Vendor on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Edit an existing Municipal Account

Edit this Municipal Account to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

Open the detail page. Compare Linked Customer, and Linked Vendor with the supporting document or approved request.
Recheck Account Type, Linked Customer, Linked Vendor, and Active. These values are most likely to change license, compliance, filing, charge, payment, and official account history.
Save the change, return to the list, and confirm that the Municipal Account now appears under the expected Account Type, and Active.

After the change: Verify Account Type, Active, Linked Customer, and Linked Vendor on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Find and review municipal accounts

Brisk Municipal Accounts list screen displayed with fictional documentation-demo data. — The Municipal Accounts list screen in the Brisk documentation demo.

Use the Municipal Accounts list to find the correct record before opening or changing it. Compare Name, and Postal Code. Records with similar names or numbers can still belong to different Linked Customer, and Linked Vendor.

The initial order emphasizes Name. Select a column heading when you need a different comparison.

Open the Municipal Account whose Name, and Postal Code match the task. If it is missing, clear the list filters and recheck Account Type, and Active rather than creating a replacement immediately.

Fields and business rules

Brisk stores 14 user-relevant fields for this Municipal Account, including 2 linked-record selections and 1 controlled-choice field. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field	Required	What it controls
Name	Yes	Human-readable name for this account.
Account Type	No	The account type recorded for this account. Available values: Business, Individual, Organization.
Linked Customer	No	The linked customer associated with this account.
Linked Vendor	No	The linked vendor associated with this account.
External Reference	No	The external reference recorded for this account.
Phone	No	The phone recorded for this account.
Email	No	Email address recorded as email for this account.
Address 1	No	The address 1 recorded for this account.
Address 2	No	The address 2 recorded for this account.
City	No	The city recorded for this account.
State	No	The state recorded for this account.
Postal Code	No	The postal code recorded for this account.
Active	No	Whether this account is active and available for use.
Memo	No	The memo recorded for this account.

What happens next

Verify Account Type, Active, Linked Customer, and Linked Vendor on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Common mistakes and troubleshooting

The record will not save: Recheck Name and any message beside the field. A required related record may also be inactive or unavailable to your role.
The record saved but is not available where expected: Recheck Account Type, and Active, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.
The values look right but the result is wrong: Open Linked Customer, and Linked Vendor from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.

Municipal Businesses

Purpose and when to use this record

Maintain the legal and operating identity used for municipal licensing, tax filings, contacts, and compliance work.

At a glance

Identify it by: Occupational License Number, Date Open, Date Inactive, Business Name, and Number Of Tax Types.
Check its business context: Class 1, Class 2, and Municipal Account.
Why care: Names, periods, classifications, due dates, status, charges, and payments form an official account history. Correct them from the supporting filing, application, receipt, or ordinance.
Why care: Availability and publication flags affect future use without erasing history. Prefer disabling an obsolete setup record when existing transactions still refer to it.

Before you begin

You need the Brisk permission for the action you are taking on municipal businesses. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Create a Municipal Business

Brisk Municipal Businesses create screen displayed with fictional documentation-demo data. — The Municipal Businesses create screen in the Brisk documentation demo.

Create a Municipal Business only after confirming that the source document or operational event has not already been entered.

Select the business context first: Class 1, Class 2, and Municipal Account.
Enter the required identifying and operational values: Business Name.
Review New, Active, Business License, Net Profit, Payroll Tax, and Restaurant Tax, plus the remaining screen fields deliberately; these choices control availability or workflow rather than merely describing the record.
Save the Municipal Business, then confirm Occupational License Number, Date Open, Date Inactive, Business Name, and Number Of Tax Types on its detail page before continuing.

After saving: Verify Date Inactive, Active, License Date Paid, License Amount Paid, Net Profit Date Paid, and Net Profit Amount Paid, plus the remaining screen fields on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Delete a Municipal Business

Delete this Municipal Business only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

If the record is merely obsolete, use Active to remove it from future use while preserving existing references.

Before confirming, check for related Business License Payments, Local Tax Filings, Net Profit Filings, and Payroll Tax Filings. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Occupational License Number, Date Open, Date Inactive, Business Name, and Number Of Tax Types. After confirmation, return to the Municipal Businesses list and make sure only the intended Municipal Business was removed.

Review Municipal Business details

Use the detail page as the shared record of what this Municipal Business currently means. Verify Date Open, Date Inactive, Active, License Date Paid, License Amount Paid, and Effective Date, plus the remaining screen fields before relying on it for a decision.

Follow Class 1, Class 2, and Municipal Account to determine whether the issue is on this Municipal Business or on one of those linked records.

Next check: Verify Date Inactive, Active, License Date Paid, License Amount Paid, Net Profit Date Paid, and Net Profit Amount Paid, plus the remaining screen fields on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Edit an existing Municipal Business

Edit this Municipal Business to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

Open the detail page. Compare Class 1, Class 2, and Municipal Account with the supporting document or approved request.
Recheck Date Open, Date Inactive, Active, License Date Paid, License Amount Paid, and Effective Date, plus the remaining screen fields. These values are most likely to change license, compliance, filing, charge, payment, and official account history.
Save the change, return to the list, and confirm that the Municipal Business now appears under the expected Date Inactive, Active, License Date Paid, License Amount Paid, Net Profit Date Paid, and Net Profit Amount Paid, plus the remaining screen fields.

After the change: Verify Date Inactive, Active, License Date Paid, License Amount Paid, Net Profit Date Paid, and Net Profit Amount Paid, plus the remaining screen fields on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Find and review municipal businesses

Brisk Municipal Businesses list screen displayed with fictional documentation-demo data. — The Municipal Businesses list screen in the Brisk documentation demo.

Use the Municipal Businesses list to find the correct record before opening or changing it. Compare Occupational License Number, Date Open, Date Inactive, Business Name, Number Of Tax Types, and Emergency Phone No, plus the remaining screen fields. Records with similar names or numbers can still belong to different Class 1, Class 2, and Municipal Account.

Keyword search checks Business Name, Owner, Type Of Business, Business Phone, City (P), and City (M).
The date filter uses Expiration Date; choose a range that matches the business event you are reconciling.
The initial order emphasizes Business Name. Select a column heading when you need a different comparison.

Open the Municipal Business whose Occupational License Number, Date Open, Date Inactive, Business Name, Number Of Tax Types, and Emergency Phone No, plus the remaining screen fields match the task. If it is missing, clear the list filters and recheck Expiration Date, Date Inactive, Active, License Date Paid, License Amount Paid, and Net Profit Date Paid, plus the remaining screen fields rather than creating a replacement immediately.

Fields and business rules

Brisk stores 55 user-relevant fields for this Municipal Business, including 3 linked-record selections and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field	Required	What it controls
Occupational License Number	No	The occupational license number value recorded for this business.
New	No	Whether the new option applies to this business.
Date Open	No	Date recorded for date open on this business.
Date Inactive	No	Date recorded for date inactive on this business.
Business Name	Yes	The business name recorded for this business.
Owner	No	The owner recorded for this business.
Type Of Business	No	The type of business recorded for this business.
Class 1	No	The class 1 associated with this business.
Class 2	No	The class 2 associated with this business.
Zoning Classification	No	The zoning classification recorded for this business.
Address (P)	No	The address (p) recorded for this business.
City (P)	No	The city (p) recorded for this business.
State (P)	No	The state (p) recorded for this business.
Zip (P)	No	The zip (p) recorded for this business.
Address (M)	No	The address (m) recorded for this business.
City (M)	No	The city (m) recorded for this business.
State (M)	No	The state (m) recorded for this business.
Zip (M)	No	The zip (m) recorded for this business.
Number Of Tax Types	No	The number of tax types value recorded for this business.
Business Phone	No	The business phone recorded for this business.
Extension	No	The extension recorded for this business.
Fax	No	The fax recorded for this business.
Contact	No	The contact recorded for this business.
Alt Phone	No	The alt phone recorded for this business.
Cell Phone	No	The cell phone recorded for this business.
E-Mail	No	Email address recorded as e-mail for this business.
Emergency Contact Person	No	The emergency contact person recorded for this business.
Emergency Phone No	No	The emergency phone no recorded for this business.
Federal Id	No	The federal id recorded for this business.
Active	No	Whether this business is active and available for use.
Business License	No	Whether the business license option applies to this business.
Net Profit	No	Whether the net profit option applies to this business.
Payroll Tax	No	Whether the payroll tax option applies to this business.
Restaurant Tax	No	Whether the restaurant tax option applies to this business.
Room Tax	No	Whether the room tax option applies to this business.
Amuse Lic	No	Whether the amuse lic option applies to this business.
Tourism	No	Whether the tourism option applies to this business.
Alcohol	No	Whether the alcohol option applies to this business.
Year End	No	The year end recorded for this business.
License Date Paid	No	Date recorded for license date paid on this business.
License Amount Paid	No	The license amount paid value recorded for this business.
Effective Date	No	Date recorded for effective date on this business.
Expiration Date	No	Date recorded for expiration date on this business.
Net Profit Date Paid	No	Date recorded for net profit date paid on this business.
Net Profit Amount Paid	No	The net profit amount paid value recorded for this business.
Net Profit Extension Filed	No	Date recorded for net profit extension filed on this business.
Net Profit Amount Paid With Extension	No	The net profit amount paid with extension value recorded for this business.
Amusement License Date Paid	No	Date recorded for amusement license date paid on this business.
Amusement License Amount Paid	No	The amusement license amount paid value recorded for this business.
Write Off	No	Whether the write off option applies to this business.
Write Off Date	No	Date recorded for write off date on this business.
Waived Year	No	The waived year recorded for this business.
Report Year	No	The report year recorded for this business.
Notes	No	Additional internal notes about this business.
Municipal Account	No	The municipal account associated with this business.

What happens next

Verify Date Inactive, Active, License Date Paid, License Amount Paid, Net Profit Date Paid, and Net Profit Amount Paid, plus the remaining screen fields on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Common mistakes and troubleshooting

The record will not save: Recheck Business Name and any message beside the field. A required related record may also be inactive or unavailable to your role.
The record saved but is not available where expected: Recheck Date Inactive, Active, License Date Paid, License Amount Paid, Net Profit Date Paid, and Net Profit Amount Paid, plus the remaining screen fields, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.
The values look right but the result is wrong: Open Class 1, Class 2, and Municipal Account from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.

Municipal Charges

Purpose and when to use this record

Assess a fee, penalty, tax, or other amount to a municipal account with a due date and source.

At a glance

Identify it by: Due Date, and Status.
Check its business context: Account, License, Application, A/R Transaction, and Receipt Credit.
Why care: Names, periods, classifications, due dates, status, charges, and payments form an official account history. Correct them from the supporting filing, application, receipt, or ordinance.
Why care: Status communicates workflow progress to other staff. Change it only when the underlying work, approval, payment, or handoff has actually occurred.

Before you begin

You need the Brisk permission for the action you are taking on municipal charges. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Have valid Account records ready first. Those selections determine where this Municipal Charge belongs and which later screens can find it.

Create a Municipal Charge

Brisk Municipal Charges create screen displayed with fictional documentation-demo data. — The Municipal Charges create screen in the Brisk documentation demo.

Create a Municipal Charge only after confirming that the source document or operational event has not already been entered.

Select the business context first: Account, License, Application, A/R Transaction, and Receipt Credit.
Enter the required identifying and operational values: Account, and Description.
Review Status deliberately; these choices control availability or workflow rather than merely describing the record.
Save the Municipal Charge, then confirm Due Date, and Status on its detail page before continuing.

After saving: Verify Status, Account, License, Application, A/R Transaction, and Receipt Credit on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Delete a Municipal Charge

Delete this Municipal Charge only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

On the confirmation page, verify Due Date, and Status. After confirmation, return to the Municipal Charges list and make sure only the intended Municipal Charge was removed.

Review Municipal Charge details

Use the detail page as the shared record of what this Municipal Charge currently means. Verify Due Date, Amount, and Status before relying on it for a decision.

Follow Account, License, Application, A/R Transaction, and Receipt Credit to determine whether the issue is on this Municipal Charge or on one of those linked records.

Next check: Verify Status, Account, License, Application, A/R Transaction, and Receipt Credit on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Edit an existing Municipal Charge

Edit this Municipal Charge to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

Open the detail page. Compare Account, License, Application, A/R Transaction, and Receipt Credit with the supporting document or approved request.
Recheck Account, Due Date, Amount, Status, and Receipt Credit. These values are most likely to change license, compliance, filing, charge, payment, and official account history.
Save the change, return to the list, and confirm that the Municipal Charge now appears under the expected Status.

After the change: Verify Status, Account, License, Application, A/R Transaction, and Receipt Credit on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Find and review municipal charges

Brisk Municipal Charges list screen displayed with fictional documentation-demo data. — The Municipal Charges list screen in the Brisk documentation demo.

Use the Municipal Charges list to find the correct record before opening or changing it. Compare Due Date, and Status. Records with similar names or numbers can still belong to different Account, License, Application, A/R Transaction, and Receipt Credit.

The initial order emphasizes Due Date, and Id. Select a column heading when you need a different comparison.

Open the Municipal Charge whose Due Date, and Status match the task. If it is missing, clear the list filters and recheck Status rather than creating a replacement immediately.

Fields and business rules

Brisk stores 10 user-relevant fields for this Municipal Charge, including 5 linked-record selections and 1 controlled-choice field. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field	Required	What it controls
Account	Yes	The account associated with this charge.
License	No	The license associated with this charge.
Application	No	The application associated with this charge.
Description	Yes	Description of this charge.
Due Date	No	Date recorded for due date on this charge.
Amount	No	The amount value recorded for this charge.
Status	No	Current status of this charge. Available values: Open, Partially Paid, Paid, Waived, Written Off.
A/R Transaction	No	The a/r transaction associated with this charge.
Receipt Credit	No	The receipt credit associated with this charge.
Memo	No	The memo recorded for this charge.

What happens next

Verify Status, Account, License, Application, A/R Transaction, and Receipt Credit on the detail page, then continue the municipal workflow only when those values agree with the source document and actual work performed.

Common mistakes and troubleshooting

The record will not save: Recheck Account, and Description and any message beside the field. A required related record may also be inactive or unavailable to your role.
The record saved but is not available where expected: Recheck Status, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.
The values look right but the result is wrong: Open Account, License, Application, A/R Transaction, and Receipt Credit from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.

Net Profit Filings

Purpose and when to use this record

Record a municipal net-profit return, taxable profit calculation, credits, amount due, and filing status.

At a glance

Identify it by: License Number, Business Name, and Date Filed.
Check its business context: Business.
Why care: Names, periods, classifications, due dates, status, charges, and payments form an official account history. Correct them from the supporting filing, application, receipt, or ordinance.
Why care: Treat posted, processed, paid, reversed, and edit-locked states as controls—not ordinary descriptive fields. Confirm the source transaction before changing any state that the screen permits you to change.

Before you begin

You need the Brisk permission for the action you are taking on net profit filings. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Create a Net Profit Filing

Brisk Net Profit Filings create screen displayed with fictional documentation-demo data. — The Net Profit Filings create screen in the Brisk documentation demo.

Create a Net Profit Filing only after confirming that the source document or operational event has not already been entered.

Select the business context first: Business.
Enter the identifying values shown on the form, especially Business, License Number, Business Name, Year, Date Filed, and Amount, plus the remaining screen fields.
Review Write Off, and Paid deliberately; these choices control availability or workflow rather than merely describing the record.
Save the Net Profit Filing, then confirm License Number, Business Name, and Date Filed on its detail page before continuing.

After saving: Verify the taxable-profit calculation and credits before accepting payment or closing the filing period.

Delete a Net Profit Filing

Delete this Net Profit Filing only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

On the confirmation page, verify License Number, Business Name, and Date Filed. After confirmation, return to the Net Profit Filings list and make sure only the intended Net Profit Filing was removed.

Review Net Profit Filing details

Use the detail page as the shared record of what this Net Profit Filing currently means. Verify Date Filed, Amount, Amount Paid, Net Profit Amount Paid With Extension, and Paid before relying on it for a decision.

Follow Business to determine whether the issue is on this Net Profit Filing or on one of those linked records.

Next check: Verify the taxable-profit calculation and credits before accepting payment or closing the filing period.

Edit an existing Net Profit Filing

Edit this Net Profit Filing to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

Open the detail page. Compare Business with the supporting document or approved request.
Recheck Date Filed, Amount, Amount Paid, and Net Profit Amount Paid With Extension. These values are most likely to change license, compliance, filing, charge, payment, and official account history.
Save the change, return to the list, and confirm that the Net Profit Filing now appears under the expected Amount Paid, Net Profit Amount Paid With Extension, and Paid.

After the change: Verify the taxable-profit calculation and credits before accepting payment or closing the filing period.

Find and review net profit filings

Brisk Net Profit Filings list screen displayed with fictional documentation-demo data. — The Net Profit Filings list screen in the Brisk documentation demo.

Use the Net Profit Filings list to find the correct record before opening or changing it. Compare License Number, Business Name, and Date Filed. Records with similar names or numbers can still belong to different Business.

Keyword search checks Business Name.
The initial order emphasizes Year, and Business Name. Select a column heading when you need a different comparison.

Open the Net Profit Filing whose License Number, Business Name, and Date Filed match the task. If it is missing, clear the list filters and recheck Amount Paid, Net Profit Amount Paid With Extension, and Paid rather than creating a replacement immediately.

Fields and business rules

Brisk stores 13 user-relevant fields for this Net Profit Filing, including 1 linked-record selection and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field	Required	What it controls
Business	No	The business associated with this net profit filing.
License Number	No	The license number value recorded for this net profit filing.
Business Name	No	The business name recorded for this net profit filing.
Year	No	The year value recorded for this net profit filing.
Date Filed	No	Date recorded for date filed on this net profit filing.
Amount	No	The amount value recorded for this net profit filing.
Amount Paid	No	The amount paid value recorded for this net profit filing.
Net Profit Extension Filed	No	Date recorded for net profit extension filed on this net profit filing.
Net Profit Amount Paid With Extension	No	The net profit amount paid with extension value recorded for this net profit filing.
Net Profit Credit	No	The net profit credit value recorded for this net profit filing.
Write Off	No	Whether the write off option applies to this net profit filing.
Paid	No	Whether the paid option applies to this net profit filing.
Notes	No	Additional internal notes about this net profit filing.

What happens next

Verify the taxable-profit calculation and credits before accepting payment or closing the filing period.

Common mistakes and troubleshooting

The values look right but the result is wrong: Open Business from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.

Payroll Tax Filings

Purpose and when to use this record

Record employer payroll-tax wages, withholding, adjustments, amount due, and payment status for a filing period.

At a glance

Identify it by: Occupational License Number, Business Name, Date Paid, and Number Of Employees.
Check its business context: Business.
Why care: Names, periods, classifications, due dates, status, charges, and payments form an official account history. Correct them from the supporting filing, application, receipt, or ordinance.
Why care: Availability and publication flags affect future use without erasing history. Prefer disabling an obsolete setup record when existing transactions still refer to it.

Before you begin

You need the Brisk permission for the action you are taking on payroll tax filings. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Create a Payroll Tax Filing

Brisk Payroll Tax Filings create screen displayed with fictional documentation-demo data. — The Payroll Tax Filings create screen in the Brisk documentation demo.

Create a Payroll Tax Filing only after confirming that the source document or operational event has not already been entered.

Select the business context first: Business.
Enter the identifying values shown on the form, especially Business, Occupational License Number, Business Name, Active, Year, and Quarter, plus the remaining screen fields.
Review Active, Quarter, and Postal Worker/Annual deliberately; these choices control availability or workflow rather than merely describing the record.
Save the Payroll Tax Filing, then confirm Occupational License Number, Business Name, Date Paid, and Number Of Employees on its detail page before continuing.

After saving: Reconcile reported wages and withholding to the employer’s payment before the filing is treated as complete.

Delete a Payroll Tax Filing

Delete this Payroll Tax Filing only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

If the record is merely obsolete, use Active to remove it from future use while preserving existing references.

On the confirmation page, verify Occupational License Number, Business Name, Date Paid, and Number Of Employees. After confirmation, return to the Payroll Tax Filings list and make sure only the intended Payroll Tax Filing was removed.

Review Payroll Tax Filing details

Use the detail page as the shared record of what this Payroll Tax Filing currently means. Verify Active, Quarter, Date Paid, and Amount before relying on it for a decision.

Follow Business to determine whether the issue is on this Payroll Tax Filing or on one of those linked records.

Next check: Reconcile reported wages and withholding to the employer’s payment before the filing is treated as complete.

Edit an existing Payroll Tax Filing

Edit this Payroll Tax Filing to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

Open the detail page. Compare Business with the supporting document or approved request.
Recheck Active, Quarter, Date Paid, and Amount. These values are most likely to change license, compliance, filing, charge, payment, and official account history.
Save the change, return to the list, and confirm that the Payroll Tax Filing now appears under the expected Active, Quarter, and Date Paid.

After the change: Reconcile reported wages and withholding to the employer’s payment before the filing is treated as complete.

Find and review payroll tax filings

Brisk Payroll Tax Filings list screen displayed with fictional documentation-demo data. — The Payroll Tax Filings list screen in the Brisk documentation demo.

Use the Payroll Tax Filings list to find the correct record before opening or changing it. Compare Occupational License Number, Business Name, Date Paid, and Number Of Employees. Records with similar names or numbers can still belong to different Business.

Keyword search checks Business Name.
The initial order emphasizes Year, Quarter, and Business Name. Select a column heading when you need a different comparison.

Open the Payroll Tax Filing whose Occupational License Number, Business Name, Date Paid, and Number Of Employees match the task. If it is missing, clear the list filters and recheck Active, Quarter, and Date Paid rather than creating a replacement immediately.

Fields and business rules

Brisk stores 11 user-relevant fields for this Payroll Tax Filing, including 1 linked-record selection and 1 controlled-choice field. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field	Required	What it controls
Business	No	The business associated with this payroll tax filing.
Occupational License Number	No	The occupational license number value recorded for this payroll tax filing.
Business Name	No	The business name recorded for this payroll tax filing.
Active	No	Whether this payroll tax filing is active and available for use.
Year	No	The year value recorded for this payroll tax filing.
Quarter	No	The quarter recorded for this payroll tax filing. Available values: 1, 2, 3, 4.
Date Paid	No	Date recorded for date paid on this payroll tax filing.
Amount	No	The amount value recorded for this payroll tax filing.
Number Of Employees	No	The number of employees value recorded for this payroll tax filing.
Postal Worker/Annual	No	Whether the postal worker/annual option applies to this payroll tax filing.
Notes	No	Additional internal notes about this payroll tax filing.

What happens next

Reconcile reported wages and withholding to the employer’s payment before the filing is treated as complete.

Common mistakes and troubleshooting

The record saved but is not available where expected: Recheck Active, Quarter, and Date Paid, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.
The values look right but the result is wrong: Open Business from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.