Billing > Tax Collection > Reports > Tax Digest Report

Recent Change: 
6.211
- Added grid reporting to the tax digest report;Added "Print Notes" checkbox, if checked it will display the Property notes,Bill notes and general notes on the tax digest report. 

6.193
- Renamed the digest type dropdown selection for "Real Property" to "Regular Digest".

6.163
- Added TOTAL # OF PROPERTIES to the 3 digest reports (mobile home/real and fair market value)

6.70
- Fixed an issue where the report name was not descriptive when exporting to PDF, Excel, Word or Text. It will now say SF Tax Digest Report by "Report Sequence"

6.33
- Changed how report gathers the data when no tax types are selected in case of invalid tax type setups which could return confusing results.

6.29
- Changed report to only show assessment amounts tied to class strata that are not marked as exempt
- Updated look of report to match standards
- Added an assessment detail section to report
- Added a levy breakdown section to report
- Fixed ordering issue that happened when running by receipt number
- Corrected an issue where totals were different when run by a different sort order
- Added functionality to be able to print a mobile home digest report
- Added the ability to print fair market value amounts on the digest

Introduction

The report prints out the digest based on the criteria selected.

Explanation

The digest contains information specific to the bill such as assessment, total amounts due, exemptions, etc.

Tax Digest Form Options

Report Sequence - Order that the report will print
Output Option - Report will print in detail or summary
Enter tax year to report - Tax Year to print bills
Receipt numbers to include - Range of receipt numbers to print for(Bill Numbers)
Suppress zero amounts
Suppress properties under appeal
Include fair market value amounts - Option to show fair market values in assessment detail section
Print Notes - Option to show notes on the report
Digest Type - Choose to print either mobile home digest or regular tax digest
Assessment Type - Choose to print for All, Exempt Only, or Non Exempt Only class strata types
Display payments/adjustments/penalties/interest/costs on totals page
Class / Strata Selection - Option to include only properties with specific class strata assessment details
Tax District Selection - Option to include only properties from specific tax districts
Tax Type Selection - Option to only include properties that have a certain tax type
Tax Zone Selection - Option to only include bills that are for specific tax zones

Reference

Tax Collection