Billing > Tax Collection > Reports > Unpaid Balance Report

Recent Changes: 
6.187 - Added Tax Districts filter to the "Include All".

6.167 
- Updates to allow sequencing by Receipt Number/Transaction Code.
- Minor visual updates to bring report up to UX standards.
- New message that will display on the form only if On Demand is enabled and also sequencing by Receipt Number/Transaction Code or showing transaction detail. This note will inform the user that On Demand will not be included on this report.

6.163 - Added "Customers" filter to the "Include All".

6.138 - Updated the "Saving Filter" process to reload the correct Digest Type once saved  

6.102 - Ability to run the report based on whether the bill was on digest or not on digest or both has been added.

6.90 - The Additional Id of the tax property has been added to the grid reporting output.

6.87 - Corrected the issue when the report was run in the past and system is using on demand penalty and interest if a payment was made after the date the report was being run for no amounts were being calculated.

6.63 - Added an option to view report by individual transactions.

6.38 - If on demand interest and penalty is enabled and setup the report will now reflect this.

5.29
- Added columns for costs and payments into their own columns  
- Fixed an issue where all payments were being applied against charges even if they had paid off penalties or another charge 
- Speed of report was improved
- Updated the report layout to SF report standards

Introduction

The Unpaid Balance Report prints balances, penalties, interest, costs, and payments for all tax types other than TAVT.

Explanation

Selection Criteria

Select report sequence - Receipt Number(default)/ Map Number / Name

Select output option - Detail/Summary

Unpaid as of ending date - The ending date lets you filter out transactions that were made past a certain date

Include balances from - Allows you to enter a minimum and maximum amount to be shown on the report

Digest Type - All (Default), On Digest, Not on Digest

Print address

Print property master note

Group by tax year

Show transaction detail

Include All

Customers - Is a multi select combo where you can specify the tax customers you would like to report on

Tax Districts - Is a multi select combo where you can specify the tax districts you would like to report on

Tax Type - Is a multi select combo where you can specify the tax types you would like to report on

Tax Year - Is a multi select combo where you can specify the tax years you would like to report on

Tax Zone - Is a multi select combo where you can specify the tax zones you would like to report on

Transaction Code - Only visible if "Sequence by receipt number/transaction code" or "Show transaction detail" is checked.

On Demand Note

A note will appear on the form if On Demand is enabled in the Tax Collection System Settings and the user is sequencing by Receipt Number/Transaction Code or showing transaction detail. This note will inform the user that On Demand will not be displayed for this report.

The reason for this is the current system does not calculate On Demand on a transactional level so it does not apply to this report.

References

Tax Collection