Recent Change:  
6.127 
- Report will now include transactions that have the new AddedAsAdjustment bool in ar012 set to true only if the new County tax field in the Tax System File is set to false. If the County tax field is true, the Adjustment Report will continue to pull data as it always has.
- Interest, Cost, Deferment, and FIFA transactions will now be included on the report for city tax customers.

6.47
- Exemptions are now included in the report.  Corrected an issue when the report was ran by bill number the transactions potentially did not group and report correctly.  Added a summary at the end of the report.

The Tax Adjustment Report will report on adjustments for a property tax bill.

Certain criteria is required for a bill to be included. This criteria is dependent on the if the customer is a city or county tax customer which can be configured in the Tax Collection System Settings.

City

[OR]

  • adjustment date must be after the the date the bill was issued which is the bill date.

County

  • adjustment date must be after the the date the bill was issued which is the bill date. If the bill has not been issued it will not show up on the report

Both

  • adjustment must fall within the date range provided and meet any other filtering criteria

Other notes

  • All transactions that are not payments will be included on the report. The only exception to this is interest, cost, deferment, and FIFA will not show for county tax customers.
  • Penalties that have been selected in the tax year parameters as an assessment penalty will also be included in the report

Report sequence are

  • Transaction date
  • Bill number
  • Tax year

Transaction date from and to fields are required

The ability to filter further by

  • Tax districts
  • Map numbers
  • Tax types
  • Tax years