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This page is currently being edited by {{ model.editingBy }}.Billing > Tax Collection > Reports > Tax Notices
Recent Changes:
6.230 - Added a new checkbox option to "Exclude Balances from Different Owners". When the checkbox is checked, it will not include balance that belong to another account number.
6.218 - Added tax districts filter in include all section.
6.212 Supplemental Release
- Changed 'Current Discount Amount Due' formula to exclude Fixed Services when applying the discount percent on Standard Harris Printing Export.
6.188 - Added columns Exemption 'n' Name, Exemption 'n' Amount, Exemption 'n' Levy Millage, Exemption 'n' Assessed value with 'n' running from 1 to 10 after the Mnote column at the end of each line to the Standard Harris printing export file.
6.162 - Added up to 5 class strata description and amount to Standard Harris Print Export.
Refer to bottom of page for changes prior to version 6.160Introduction
The Tax Notices are the printed bill that are sent to the the tax payers. Each notice can be custom for each municipality. Most printed bills will always have a standard bill that a municipality can use.
Explanation
The standard tax notices contain information about the property and line items that make up the bill. Some of the information being displayed was the acreage, tax types, millage rates and other information that identifies the property.
If a user has printed existing bills before, the user is given the option to replace the existing bill date after printing bills. A message box pops up to ask whether they want to replace the bill date or keep the same bill date. If a user has both a mix of existing bill dates and new bills, the new bills will use the bill date set on the screen.
Tax Notice Form Options
Report Sequence - Sequence that the report will print
Print options - Additional filter of what bills to print based actual bill
Tax Year to report - Tax Year to print bills
Under appeal filter - This filter can be used to filter bills based on the under appeal flag
Levy used for rollback calculation - This option will be visible based on the Display sales tax millage selections setting in the system file. The user selects which levy is to be printed and which rollback (or the sum) is used for the calculation which prints on the bill.
Bill date - Bill Date that appears on tax bill. Some tax notices have include prior year balances which are based on the bill date. The prior year balance excludes the tax year selected and includes all tax years having a bill date less than and equal to the bill date chosen. Bill date cannot be overwritten if the property has penalty or interest and the customer is using On Demand or is a County tax customers.
Due date - Due Date that appears on bills. Due date cannot be overwritten if the property has penalty or interest and the customer is using On Demand or is a County tax customers.
Execution notice date - execution Date that appears on bills
Bill numbers to include - Range of receipt numbers to print for(Bill Numbers)
Set minimum balance - Bill amount must exceed this amount to print
Print charge lines on notice - Available for Standard Tax Notice and Standard Harris Export
Omit zero balances - Do not include zero amount bills
Additional recipients notices
Second notice - Will put Second notice on Tax Notice
New owner notice - Will only print notices with new owners attached and will show the new owner information not the property owner information on the tax notice
Remit to alternate organization address - Use alternate remit to address from system file
Add delinquent amounts - Some notices support this feature (Note: Delinquents based on property, not owner)
Exclude prior balance - zeroes out the prior balance field in the calculations for this report.
Exclude balances from different owners
Penalty levels - some notices support this feature and the number of dates that display are based on settings in the system file.
# of items per page\bill - only displayed when the tax notice Standard - Harris Printing Export GA County is chosen in the system file.
Data Selections tab
In the Include All section, select:
Tax districts - Select which tax districts to run the report for
Map Numbers - “All Map Numbers” or selected map numbers
Tax types - Select which tax types to run the report for
Tax years - Select which tax years to run the report for
Custom Tax Notices
Custom tax notices can be created for each customer of SmartFusion. These usually mimic the look and functionality of the standard notices, but can differ greatly in both form and function. Examples of custom notices are printed, full page bills and file exports.
Custom Tax Notice Camden County
Custom Tax Notice Layout For Loganville - SoftDocs
Georgia County Harris Printing Export Tax Notice
Standard Harris Printing Export
If the Tax Collection System File is set to use Standard - Harris Printing Export option for the Tax Notice, the Enter filename field will be available to specify the export file name. This option will create a .CSV formatted file that can be provided to Harris Printing Services for tax notice printing. See Standard Harris Printing Export Tax Notice for complete documentation on setup and file layout.
Notes
If the setting in Tax Collection System Settings to generate notes is selected a note will be generated when the letters are actually printed/exported.
Other References
Changes Prior to Version 6.160
6.142 - Fixed an issue where, when using certain custom tax notices, if a user was setup not to be able to edit SSNs and tax ids in user security, the report would fail to print.
6.137 - Added new option to "Print charge lines on notice" for Standard Tax Notice and Standard Harris Export
6.136 - Standard tax notice has been modified to include the On Demand interest and penalty amounts. This will only be available if 'On demand penalty' is turned on.
6.132 - Removed the condition that checks if a report is from a Georgia Customer before filtering on Tax Districts, Property Tax Types, Tax Subdivisions, and Tax Zones.
6.131
- Updated the discount calculation to use Number of Days for County tax customers and Discount End Date for non-County tax customers.
6.130 - Where applicable, millage calculation for savings is now based on the setup in the tax year.
6.127
- Corrected logic to update Bill/Due date if a customers selects "Yes" on the message prompt if the property has Interest OR Penalty. Previously, the system was only updating properties with Interest AND Penalty.
- Ensured Bill/Due date cannot be updated for County tax customers (Configurable in the Tax Collection System File)
- Corrected typo in message for tax notice that asks user if they want to Override bill dates.
Previous text:
- "Select 'yes' to overwrite the dates or 'no' to keep the existing due dates."
Corrected text:
- "Select 'yes' to overwrite the dates or 'no' to keep the existing bill dates."
6.123 - Changed the Receipt Number to sort numerically instead of alphabetically.
6.104 - Added the ability to print an exception report when an invalid transaction code exists
6.97 - Harris Printing Export GA County was expanded to include new fields Property Additional Id, Mobile Home Model Year, Tax District and Tax District Description.
6.94 - Added a checkbox to zero out a prior balance in this report
6.91 - Ability to print the mailing additional name field has been added.
- Added location address to the end of the Standard Harris print export file
6.86 - The value for the exempt value for GA county specific tax notices has been corrected.
6.85 - new export type Standard - Harris Printing Export GA County has been added to the system. Tax notice generation was optimized when executing on demand penalty and interest calculations
6.81 - updated the file format for "Standard Harris Printing Export file" to include fields for discount day and code as well as putting up to 5 fixed service code and descriptions on the same line instead of making a new line for each field.
6.75 - Allowed for the printing of Utility type tax bills.
6.44 - New Owner option has been changed to Additional Recipients to include them to print if option selected.
6.43 - On demand penalty and interest calculations will occur if the interface is available, has been setup, and the bill supports the calculation. Internal changes as to how the bill and due dates are processed were implemented.
6.29 - Changed report to only show assessment amounts tied to class strata that are not marked as exempt