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This page is currently being edited by {{ model.editingBy }}.SmartFusion Modules > Tax Collection > Parameters > Tax Collection System File > General Settings > Report Options
Recent Changes:
6.212 Supplemental Release
- Changed 'Current Discount Amount Due' formula to exclude Fixed Services when applying the discount percent.
6.188 -
- Added columns Exemption 'n' Name, Exemption 'n' Amount, Exemption 'n' Levy Millage, Exemption 'n' Assessed value with 'n' running from 1 to 10 after the Mnote column at the end of each line in the export file.
6.167
- Added "Include property note" checkbox for Standard Harris Printing Export.
- Export the Mnote field in the CSV file.
6.162 - Added "Class Strata, Class Strata Amount" for 5 potential class strata.
6.137 - Added "Charge Description, Charge Rate, Charge Amount" for five potential transaction entries
6.130 - Current Discount Amount Due was updated to have the discount applied to the Total Due Current less the Penalties & Interest. After the discount is applied, the Penalties & Interest are added back in.
6.91 - Added field for location address
6.81 - Included fields for discount day and current discount amount as well as putting up to 5 fixed service amount, code, and descriptions on the same line instead of making a new line for each field.
6.24
- Corrected Net Taxable to be assessed amount - exemption assessment amount deferment assessment amount
- Added Total Millage used to calculate bill
- Added property description field
- Corrected Total Taxes to be charges + adjustmentsIntroduction
If using Harris Printing Services for printing tax notices, SmartFusion should be configured to use the Standard - Harris Printing Export option to create a .CSV file that can be sent to Harris Printing Services.
Setup
Billing -> Tax Collection -> Parameters -> Tax Collection System File
On the General Settings, Report Options tab
Tax Notice - select Standard - Harris Printing Export option
Include Property Note - if is checked then mnote field will export in the CSV file.
File Path - specify path where tax notice export file should be created
File Layout
The file format is comma separated values (.csv). First line is column headers. All fields are quoted.
Each line in the file represents a tax notice. If there are fixed services associated with the tax notice, they will each be written as lines immediately following the tax notice line for the property. This is a fixed service detail record and it only contains values for Cid, Fixed Service Amount, Fixed Service Code, and Fixed Service Description.
Fields
| Field Name | Description |
|---|---|
| Cid | Property Tax Bill Id. Uniquely identifies a property tax bill. |
| Property ID Number | Property Id for tax property |
| Customer Account | Customer account number |
| Bill Number | Property tax bill receipt number |
| Tax Year | Property tax bill's tax year code |
| Tax Type | Tax type of property |
| Billing Date | Property tax bill's billing date |
| Delinquent Date | Due date specified by user on Tax Notice report form. |
| Owner Name | Full name of customer on tax bill |
| Address Line One | Customer's mailing name |
| Address Line Two | Customer's mailing address 1 |
| Address Line Three | Customer's mailing address 2 |
| City Name | Customer's mailing city |
| State | Customer's mailing state |
| Zip | Customer's mailing zip |
| Acres | Acreage of property |
| Assessed Value | Property tax bill total assessment amount |
| Net Taxable | Property tax bill total assessment amount - exemption assessment amount - deferment assessment amount |
| Fair Market Value | Property tax bill appraisal amount |
| Total Taxes | Sum of charge and adjustment transaction amounts for the property tax bill |
| Homestead Code | Tax exemption code for the property tax bill's eligible exemption where exemption is homestead type. This will show the first homestead exemption code found on a property tax bill. |
| Exemption | Sum of exemption transaction amounts for the property tax bill |
| Deferment | Sum of deferment transaction amounts for the property tax bill |
| Tax Amount Due | Total Taxes - Exemptions - Deferments |
| Penalties And Interest | Sum of penalty and interest transaction amounts for the property tax bill |
| Stormwater Fee | Sum of special type transactions for the property tax bill. |
| Fixed Service Amount | The value is the total for the first fixed service code |
| Fixed Service Code | Transaction code for the fixed transaction |
| Fixed Service Description | Transaction code description for the fixed transaction. |
| Total Due Current | Sum of all transaction amounts for the property tax bill. (Includes Penalties & Interest but does not include Back Taxes) |
| Back Taxes | Total delinquent tax amount for prior years. |
| Total Due | Total Due Current + Back Taxes |
| Property Description | Description of property |
| Total Millage | Sum of all millages used to calculate bill amount |
| Discount Date | The discount date |
| Current Discount Amount Due | The discount applied to "Total Due Current - Penalties & Interest - Fixed Services" plus Penalties & Interest & Fixed Services |
| Fixed Service Amount2 | The value is the total for the second fixed service code |
| Fixed Service Code2 | 2nd Transaction code for the fixed transaction |
| Fixed Service Description2 | 2nd Transaction code description for the fixed transaction. |
| Fixed Service Amount3 | The value is the total for the third fixed service code |
| Fixed Service Code3 | 3rd Transaction code for the fixed transaction |
| Fixed Service Description3 | 3rd Transaction code description for the fixed transaction. |
| Fixed Service Amount4 | The value is the total for the fourth fixed service code |
| Fixed Service Code4 | 4th Transaction code for the fixed transaction |
| Fixed Service Description4 | 4th Transaction code description for the fixed transaction. |
| Fixed Service Amount5 | The value is the total for the fifth fixed service code |
| Fixed Service Code5 | 5thTransaction code for the fixed transaction |
| Fixed Service Description5 | 5th Transaction code description for the fixed transaction. |
| Location | Location address of the property |
| Charge Description1 | The 1st charge description |
| Charge Rate1 | The 1st charge rate |
| Charge Amount1 | The 1st charge amount |
| Charge Description2 | The 2nd charge description |
| Charge Rate2 | The 2nd charge rate |
| Charge Amount2 | The 2nd charge amount |
| Charge Description3 | The 3rd charge description |
| Charge Rate3 | The 3rd charge rate |
| Charge Amount3 | The 3rd charge amount |
| Charge Description4 | The 4th charge description |
| Charge Rate4 | The 4th charge rate |
| Charge Amount4 | The 4th charge amount |
| Charge Description5 | The 5th charge description |
| Charge Rate5 | The 5th charge rate |
| Charge Amount5 | The 5th charge amount |
| Class Strata1 | The 1st class strata description |
| Class Strata Amount1 | The 1st class strata amount |
| Class Strata2 | The 2nd class strata description |
| Class Strata Amount2 | The 2nd class strata amount |
| Class Strata3 | The 3rd class strata description |
| Class Strata Amount3 | The 3rd class strata amount |
| Class Strata4 | The 4th class strata description |
| Class Strata Amount4 | The 4th class strata amount |
| Class Strata5 | The 5th class strata description |
| Class Strata Amount5 | The 5th class strata amount |
| Mnote | Property tax notes (Shows only if "Include Property Note" Checked and Tax Flag is REAL and it shows only first 100 charaters) |
| Exemption1Name | The 1st exemption description |
| Exemption1Amount | The 1st exemption amount |
| Exemption1LevyMillage | The 1st exemption Levy Millage |
| Exemption1AssessedValue | The 1st exemption assessed value |
| Exemption2Name | The 1st exemption description |
| Exemption2Amount | The 2nd exemption amount |
| Exemption2LevyMillage | The 2nd exemption Levy Millage |
| Exemption2AssessedValue | The 2nd exemption assessed value |
| Exemption3Name | The 3rd exemption description |
| Exemption3Amount | The 3rd exemption amount |
| Exemption3LevyMillage | The 3rd exemption Levy Millage |
| Exemption3AssessedValue | The 3rd exemption assessed value |
| Exemption4Name | The 4th exemption description |
| Exemption4Amount | The 4th exemption amount |
| Exemption4LevyMillage | The 4th exemption Levy Millage |
| Exemption4AssessedValue | The 4th exemption assessed value |
| Exemption5Name | The 5th exemption description |
| Exemption5Amount | The 5th exemption amount |
| Exemption5LevyMillage | The 5th exemption Levy Millage |
| Exemption5AssessedValue | The 5th exemption assessed value |
| Exemption6Name | The 6th exemption description |
| Exemption6Amount | The 6th exemption amount |
| Exemption6LevyMillage | The 6th exemption Levy Millage |
| Exemption6AssessedValue | The 6th exemption assessed value |
| Exemption7Name | The 7th exemption description |
| Exemption7Amount | The 7th exemption amount |
| Exemption7LevyMillage | The 7th exemption Levy Millage |
| Exemption7AssessedValue | The 7th exemption assessed value |
| Exemption8Name | The 8th exemption description |
| Exemption8Amount | The 8th exemption amount |
| Exemption8LevyMillage | The 8th exemption Levy Millage |
| Exemption8AssessedValue | The 8th exemption assessed value |
| Exemption9Name | The 9th exemption description |
| Exemption9Amount | The 9th exemption amount |
| Exemption9LevyMillage | The 9th exemption Levy Millage |
| Exemption9AssessedValue | The 9th exemption assessed value |
| Exemption10Name | The 10th exemption description |
| Exemption10Amount | The 10th exemption amount |
| Exemption10LevyMillage | The 10th exemption Levy Millage |
| Exemption10AssessedValue | The 10th exemption assessed value |