Billing > Tax Collection > Reports > Tax History Inquiry

Recent Changes:
Version 6.218 - Added tax districts filter in include all section.

Version 6.40 
- Fixed issue when running the report with report balances by transaction type checked and the total under billing was not taking into consideration cost and interest amounts.
- Added interest and cost columns to the summary section of the report
- When on demand penalty and interest is enabled both versions of the report will include pending penalty and interest into the amounts.

Version 6.29- Changed report to only show assessment amounts tied to class strata that are not marked as exempt

Introduction

The Tax History Inquiry provides current year and prior year tax information for each property.

Explanation

Select a report sequence:

  • Map Number

  • Name

Ending Transaction Date

Suppress zero amounts
New page for each sequence
Report balances by transaction type

Include All

Tax Districts (“All Tax Districts” or selected Tax Districts)
Map Numbers (“All Map Numbers” or selected map numbers)
Tax Types (“All Tax Types” or selected Tax Types)
Tax Years (“All Tax Years” or selected Tax Years)

Click Print to run your report or Print Preview to see your results before printing.

A tax history summary page prints at the end of the report showing the totals for each year the report was run.

Notes

Tax History report not using the transaction code type option

  • The total tax column is the sum of charge and fixed service transactions
  • The adjustments column is the sum of adjustment and deferment transactions
  • All other amount columns only use the transaction types that match the column description

Troubleshooting

References

Tax Collection