Billing > Tax Collection > Reports > Special Letters

Recent Changes:  
6.182 - Added new option "Minimum amount excluded" to exclude minimum entered amount from the report.
6.77 - Broke out fixed service when show previous balance detail information.  Added the ability to select which customers to include.  Letters are not grouped by the name only when more than one property is selected/reported on.  After running the report the check box options will be saved by user so the next time the report screen is brought up the last choices will be defaulted.
6.44 - Ability to generate special letters to additional recipients based on most current bill has been added.
6.40 - When on demand penalty and interest is enabled pending penalty and interest are included.
6.20 - Added screen

Introduction

The report prints out a letter for customers based on the criteria selected.

Explanation

The special report can contain different text based on which special letter type is selected. There is also some standard info on the customer and an option to print delinquent bill information. Based on the option you have chosen in the system settings a note may be added to the property anytime a letter is printed.

Special Letter Options

Report Sequence - Order that the report will print.

• Name - The report will print out letters based on the names associated with the bills. Thus if there is multiple owners a letter will be printed for each of the owners based on all criteria of the report.
• Map Number - The report will have a letter printed for the latest owner.

Interest and penalty thru - Date that prints on the report for good until
Letter Date - Date that prints on the letter to show customers when it was generated on
Special letter type - Select the letter type to use which will determine the text for the body of the letter. Special Letter Types can be set up in the parameter menu
Exclude zero balance accounts - Do not print letters for any customers with no balance in specified range of data
Generate letters for additional recipients - When selected if the most current bill has additional recipients for the property letters will be generated for those recipients.
Exclude Bankrupt - Exclude any customers marked as bankrupt when generating letters
Show bill breakdown - determines if on the detailed balance info you only see the original amount of the bills or if you see the breakdown of all components of the bill and a balance due
Minimum amount excluded - If this is checked then the minimum amount entered will be excluded from the report.
Print mailing labels - Determines whether a set of mailing labels should be generated for the same customers that are getting letters
Show previous balance detail information - determines if a grid showing bills that are outstanding will be listed on letters
Print commissioner info - determines if the organization name and return address will print on the letters. If an override address is set up in tax parameters screen that will be used instead of the default organization information
Map Numbers Selection - Option to include only properties with specific map lot numbers
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 Year Selection - Option to only include bills that are for specific tax years

Reference

Tax Collection