Billing > Tax Collection > Reports > Payments By Clerk

Version 6.62 - Optimized report generation
Version 6.56 - Fixed issue when grouping by date an incorrect date was displaying in the header.
Version 6.46
- new report

Introduction

This report provides information about tax payments made via the cash collections module.

Explanation

The Payments By Clerk Report provides summarized data by clerk and date the breakdown of what a tax payments distribution covered. (Charges, penalty, etc.)

Form Options

Date Start and end - The dates of the payments that will be included on the report.

Receipt Number start and end - The receipt numbers the report will be filtered on. These can be left blank if desired

Users - Select which users to run the report for

Tax districts - Select which districts to run the report for

Tax types - Select which tax types to run the report for

Tax years - Select which tax years to run the report for

Print notes - Print the note field on the report.

Report Fields

Receipt Number is the receipt number from CC
Tax Year is the Tax Year Code of the property tax bill
Bill Number is the Bill Number(Receipt) of the bill
Taxpayer Name is the name on the bill
Paid is the amount paid
Taxes is the amount paid on the sum of charges, adjustments, deferments, and exemptions
Fixed is amount paid on the sum of fixed services
Penalty is amount paid of penalty that is not an assessment penalty if there is a assessed penalty collected that amount will show below the penalty amount fields n all sections. Flagged with an Interest is amount paid of interest Cost** is amount paid of Cost and FIfa

Notes

If a penalty is denoted as an assessment penalty which is done per tax year in the Tax Years parameter screen The amount will be displayed to show how much of the penalty is this type of penalty.

Reference

Tax Collection