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This page is currently being edited by {{ model.editingBy }}.Billing > Tax Collection > Master > Enter/Edit Property Master > Select property id and tax year
Recent Changes:
6.219 - Enable the bill date field and due date field on the Enter/Edit property master screen to allow users to enter a bill date and due date manually
6.218 - Fixed an issue where the transaction code was blank for payment reversals when recalculating the amount on a bill on which a payment had already been made.
6.208 - Added 'Uncollectible', 'Date uncollectible', 'Setoff debt', 'Date of setoff debt' and 'Last name/First name' for setoff debt.
6.195 - Fixed an issue that would not allow one to create a payment using the payment button.
6.135 - Addressed the need for a double-save when updating assessments. The ytotasmnt field in the ar110a table is now updated during an initial save if changes in assessments have occurred.
6.130 - Calculation for levies based on tax district is now handled via setup in tax years.
6.127
- Transactions added through the Calculate button will now have the new AddedAsAdjustment field set to true.
- Bill date will now always be editable for city tax customers.
6.121
- Added an option to assign a transaction code to levy adjustments made when recalculating taxes for a property.
- This option is controlled through a property in the Tax Collection System File called Allow Adjustment Transaction in Calculate
This property should ONLY be visible when CSI+ is logged in.
6.113 - Added ability to print the special letters from the detail screen. Grantee fields and proportionate share percent has been added for intangible tax type bills.
6.111 - Added ability to print the tax notice from the detail screen.
6.110 - Updated the Bill Information report to display millage to 6 decimal places.
6.94 - Do not allow the original mailing information to be updated when a bill date exists.
6.93 - Fix issue when using a default refund code and reducing an assessment on a paid in full bill the process was not assigning the correct transaction code.
Refer to bottom of page for changes prior to version 6.90Introduction
View and change property amounts, eligible exemptions, assessment detail and assigned levies by property id and tax year. Calculate property tax, make a payment and view a transaction report.
Detail Tab
Property Information
Tax Year- Tax year of the bill
Property ID- property ID of the bill
Additional ID- Additional ID can be used to store map numbers, book and parcel or whatever additional identification that the customer would like to see in this field
Zoning- is used to assign a certain location zone for a property or can be used for actual zoning information(i.e. Residential, Agricultural etc..)
Name- Owner Name for this billing year
Bill Number- Unique bill number for the year
Account Number- Account number for this year
Description- Property description
Additional Description- Additional property description
Mortgage Company- Mortgage company for the property for the year
Property Amounts
Number of Buildings- Number of buildings on property
Value- Total value of buildings
Number of Lots- Total number of lots on property
Value- Total value of lots
Number of Acres- Total number of acres of the property
Deferment Value- Total deferment value of the property
Appeal Assess- If the bill is under appeal this field is visible and displays the calculated under appeal assessment based on the percentage entered in the parameter system file.
Property Transactions
Calculate - Transactions created through this process will have the AddedAsAdjustment flag set to true. If the customer is not a County tax customer (configured on the Tax Collection System Settings), these transactions will be returned on the Tax Adjustment Report.
Payment
Tax Notice
Transactions
Bill Information
Special LettersCalculate Prorated Taxes By...
Percentage- Percentage of calculated transaction amount.
Number of Days- Prorates charges based off of number of days specified.
Omit Penalty- Will omit this bill from penalties.
Omit Printing- Used to specify this bill will be omitted from notice print.
Omit Interest- Will omit this bill from getting an interest charge.
Omit FIFA printing- Used to specify this bill will not be included in FIFA notices and Execution Letters.
Under Appeal- Specifies this bill is under appeal. This only shows up for personal, real, and utility tax types.
Bankruptcy Date- When provided denotes the bill is in bankruptcy.
Partial Payment Agreement- if checked this indicates that this bill is under a partial payment agreement.
Paid in Full Date- date the partial payment agreement was fully paid
Bill Date- date notice was printed
Due Date
Uncollectible
Date uncollectible
Setoff debt
Date of setoff debt - will always be disabled
Last name/ First name - will be enabled if 'Setoff debt' is checked
Interest Paid Date- date interest was applied last
Bill Transaction report button - There is a button you can click on once a bill is selected to pop up the new Bill Transaction Report
Bill Information report button - There is a button you can click on once a bill is selected to pop up the Bill Information Report
Tax Notice report button - When clicked this will bring up the Tax Notices screen used when printing from the report menu with the tax year, due date, bill date, starting and ending bill number fields filled in.
Special Letters report button - When clicked this will bring up the Special Letters screen used when printing from the report menu with the Tax map number checked in the list for the associated property.
Charges- total tax calculated based off of levies
Fixed Services - total calculated fixed services
Exemption- total of exemptions
Deferment- total deferments
Penalty- total penalties
Interest- total interest
Cost- total cost
Adjustments- total adjustments
Payments - total payments
Total Owed- is equal to the the total tax - exemptions and deferments +/- penalty, interest, cost, adjustment and payments
Eligible Exemptions Tab
This tab is visible only if you are tracking eligible exemptions. The flag is set in the Tax Collection System File under Parameters. The user may define all Eligible Exemptions under the Exemption Parameter and then link them to each property by year, by clicking on the plus sign and selecting the appropriate exemption from the drop down. If the exemption becomes inactive, enter the inactive date. You can also add an additional exemption assessment value to any exemption entered here to affect the bill. If the row is pink this means the levy is no longer valid for the bill and if previous calculated will have its value removed and will not be calculated for the bill.
Assessment Detail Tab
Displays the assessed value broken down by Class/Strata. Class/Strata is a way to breakdown the type of property and its use. A standard Class/Strata list will be loaded in the Class/Strata Parameter when you purchase the module. If the information is provided on the digest it will be converted. If your entity does not track this information, you can setup a generic code to use. It will be required when adding late listings/discoveries to the system. Fair Market Value can also be entered and is used in some reports. It is not required.
Assigned Levies Tab
Displays each levy, the millage assigned to each levy and the estimated tax associated with each levy. Levies can be limited to certain districts, subdivisions, zones or tax types.
Fixed Services Tab
Displays all of the fixed services associated with the bill. It is possible some defaults might have been added for a new bill added via Property Master. User can change, add, delete, etc. any fixed services. A fixed service can only be added once per bill. Fixed services will be calculated just like levies and exemptions during the process.
Service - Transaction Code that is marked as a Fixed type. This field is required
Unit Price - Unit Price used for the calculation of the fixed service. This field is required to have a value greater than zero.
Quantity - Quantity used for the calculation of the fixed service. This field is required to have a value greater than zero.
Total - Total amount of the fixed service.
Calculate when mobile home is homesteaded - When checked if a mobile home is homesteaded this fixed service will still be calculated. Otherwise it will not. This field is only enabled when a tax type is not selected or the tax flag associated with the tax type selected is mobile home.
Notes Tab
Displays and provides ability to enter notes specific to the bill. User can choose a note title and enter a note, an additional note, date and user. Is system denotes that the note was generated by a system process.
Additional Recipients Tab
Displays and provides ability for the user to add an additional recipient. This is also where the New Owner Report will add a recipient. User is only able to add/modify/delete Additional Recipient types. This recipients are used with Special Letters and Tax Notices
Mobile Home Bills
Manufacturer - Manufacturer
Manufacturer ID# - Manufacturer Id number
Model Number - Model number of the mobile home
Title Number - Title number
Park - Mobile home park
Lot Number- Lot Number of the mobile home
Year Model - Model year of the mobile home
Width - Width of the mobile home
Length - Length of the mobile home
New/Used - Is mobile home new or used
Class - Class
Factor - Factor
Purchase Date - Purchase date
Dealer - Dealer
FM Value - Fair Market Value
FMV Additions - Additions to the Fair Market Value
FMV Adjustment - Adjustments to the Fair Market Value
If a mobile home has a tag associated with it this information will be displayed. If a tag has not been associated and the bill is paid in full a button will be visible allowing the user to select an available tag.
Information as to if a prior year tag is found is also displayed and if found the tag number is displayed.
Timber Bills
To setup a new timber bill the following fields need to be entered.
Report Number - Report Number
Seller Name & Address - Name and Address of the seller
Purchaser Name & Address - Name and Address of the purchaser
Date of Sale Date the sale took place
Received By Seller Date the timber was actually received
Date Filed - Date the sale was filed
Date Entered - Date the sale was entered
Price Paid - Cost of the timber
Quarter - Yearly quarter
Sale Type - Owner harvest, Unit Price, or Lump Sum
Acres - How many acres were sold
Intangible Bills
Grantee Name - Grantee name
Grantee Address 1 - Grantee address 1
Grantee Address 2 - Grantee address 2
Grantee City - Grantee city
Grantee State - Grantee state
Grantee Zip - Grantee zip
Grantor Name - Grantor name
Grantor Address 1 - Grantor address 1
Grantor Address 2 - Grantor address 2
Grantor City - Grantor city
Grantor State - Grantor state
Grantor Zip - Grantor zip
Date Filed - Date filed
Note Date - Note Date
Maturity Date - Maturity Date
Installments - Installments
Face Value - Face value of the instrument
Proportionate Share Percent - The percentage used during the calculation
References
Tax Collection, Property Type Bill Calculations, Recalculating a Property Tax Bill
Changes Prior to Version 6.90
6.87 - A bill can now have the same exemption assigned multiple times.
6.80 - Fixed an issue when using on demand penalty and interest there was the potential for an error when there was no transactions before the bill date.
6.78 - Corrected issue when clicking the calculate button for a bill with a large number of levies, exemptions, etc. and the scroll bar not visible and cannot see the bottom row.
6.73 - Heavy Equipment and Intangible tax type calculations have been corrected.
6.62 - When adjusting a bill which triggers a commission to be removed and reapplied the adjustment uses the current level when calculating the amounts.
6.60 - Corrected issue where the penalty for timber bills was not taking into consideration partial months.
6.58 - Fixed issue for Timber bills where the Same as above check box did not pull the correct information into the Seller fields.
6.55 - Added ability to print the transaction report in summary. Verbiage in footer has been changed when pending penalty and interest is enabled. Added ability to choose the date on the transaction report for which pending penalty and interest is calculated. Fixed screen display when calculating a large amount of items and the total in the calculate screen was not being displayed. On the bill information report corrected a few fields that were not displaying correctly.
6.54 - The assigned levies have ability to be selected by one or more districts, tax types, tax zones, ans subdivisions.
6.53 - Added ability to print bill information (including assigned levies, exemption, assessment detail, and fixes services).
6.49 - When recalculating a bill after payments have been made and other adjustments completed if needed prior payments will be reversed and reapplied after the bill changes have been processed.
- Verbiage on Bill Transaction report when on demand penalty and interest is enabled has been updated to clarify content.
6.47 - Timber bill calculation has been corrected.
6.45 - Added the Omit FIFA printing check box to allow for omission of this bill from FIFA and execution letter creation.
6.44 - The ability to add additional recipients to the property tax bill has been added.
6.37 - Changes have been made in anticipation of on demand penalty and interest. When enabled the total tax will include the pending penalty and interest.
6.31 - Location, district, and sub division have been moved to the bill level.
- Fixed issue for timber and intangible type bills where the state information would not save if a state with more than 2 characters was selected.
- Receipt number has been renamed to bill number as this is a more accurate.
- For mobile home based bills related notice information has been removed
- For mobile home based bills assigning of current tag and display/warning of prior year tag has been revamped.
6.29 - Bankruptcy has been moved from the customer level to the bill level.
6.28 - Tab order has been changed in the property amounts section has been changed so flow is better when tabbing through the fields
- The max length of the park field for mobile homes has been expanded to 20.
- The max length is enforced on the mobile home park and class fields and timber report number during data entry to avoid application errors.
- Fair Market Value can now be entered for each of the class strata assigned to the bill. Some reports in the future (tax digest, consolidation sheets) will use this value.
- Removal of duplicate message about appraisal not matching assessment details has been removed.
- Fixed issue where changes were saved and detail assessment amounts were changed even when answering no to saving when the appraisal validation message was displayed.
- Enhanced validation for exemption, assessment detail, fixed service, and note entry.