Refunding Account Balances and Fees

Agency staff can initiate refunds for balances in deposit accounts from the Deposit Account page for the full amount or a partial amount.

Note: Agency staff must ensure that all applicable fees have been charged to the deposit account before issuing a full refund of the account balance.

Agency staff can initiate fee refunds back to the deposit account from the Fees and Payments page on a Permit or planning application transaction.

Agency staff can also void a refund if the refund has been initiated incorrectly.

Refunding Deposit Account Balances

1. Select Billing and Payment > Deposit Accounts.

2. On the Deposit Accounts page, click Activity in the left hand navigation.

3. Click Initiate Refund, enter the Refund Amount and click Submit.

Refunding Fees Back to a Deposit Account

When there is a downward adjustment of a fee after it has been paid with funds in a deposit account, agency staff can refund the excess fee payment to the deposit account.

You can initiate refunds of fees from the permit or planning application on the Fees and Payments page in the application details. Agency staff can:

• Manually choose the amount to refund or run the recalculation process to create a downward adjustment.

• Access the Refund History page and process the refund to refund it to the deposit account.

• View the fee refund on the Activity tab of the Deposit Account page.

For more information, see Setting Up Deposit Accounts and Working with Fees and Payments