Setting Up Business License Renewals

Agencies generally issue business licenses for a fixed period of time and offer the option to renew the license to continue business operation. Several setup steps are required for your agency to support business license renewals.

  • Define expiration rules for business license expiration, including when the license is about to expire and expires.

    Businesses can renew their business licenses starting when the license is about to expire. They can also renew the license when the license expires and after the license has expired.

    Note: You must run expiration rule processing to update the expiration status after you set up the expiration rules.

    See Setting Up Business License Expiration Rules.

  • Set up renewal fee items and fee schedule.

    Select the Renewals option and map to the decision model you’ll use for calculating the item on the Fee Item Details page in the fee schedule.

    See Setting Up Fee Schedules.

  • Identify tax attributes that apply to renewal applications.

    Define the tax class and the attributes that are applicable to renewal applications on the Business License Tax Class setup page.

    See Setting Up Business License Tax Classes.

  • Set up the business license type to support renewals.

    Associate the business license type with an expiration group and select the option to allow renewals. The Expiration Group code is required when you select Allow Renewal. You also select a tax class, fee schedule, and workflow that will be used for renewals.

    See Setting Up Business License Types.

  • Design the intake form for the renewals application.

    The License Activity display settings on the predefined elements in the intake form determine what information can be entered or updated as part of the renewals application process. For example, you can enable predefined elements such as Business Information and Retail Business Details with fields for the business to fill out.

    See Configuring Activity Filtering for Business Licenses.