Business Revenue Setup

Navigate:Business Revenue > Business Setup

Description

IMPORTANT: Palm Beach:  See Palm Beach in the Business Revenue overview for special information about your site and the requirement of prohibiting payments until a business tax is reviewed and paid in full is managed using flags. Set up the codes and parameters used to define a business.

  • Global Business Revenue - For security purposes, define a limit on the range of dates, past and future, for which a business license billing date can be modified on the Maintain Business License screen.

  • Business Fees and Rates - Set up fees and rates for business license and trust tax; fees and discounts are set up for decals or stamps.

  • Business Requirements - Define any approvals, documentation, or other criteria required before a business license is issued.

  • Business Classes - Assign business classes, such as retail, wholesale, service, or internet for organization and reporting.

  • Business Exemptions and Credits - Define exemptions and credits to apply to a business revenue account.

  • Business Types - Define the type business activity, license, or trust tax.

    NOTE: NAICS codes are business types. You can also manage the NAICS code in the Property Information panel of the Maintain PPA Accounts screen if your jurisdiction has the Personal Property Appraisal module.

    IMPORTANT: The NAICS code is applied at the tax year level, not the account level, even though you can define it on the account screen.

  • Season Codes - Define the dates of operation of a seasonal business.

  • Trust Tax Types - Define the codes representing trust tax types. Trust tax types are associated with the business when appropriate.

NOTE: Two non-menu security items control part of the Business Trust Tax process:  

  • AccessOverwriteOnLicenseRoll which controls selection of the Overwrite existing licenses checkbox on the Create New Business Tax Receipt (BTR) Roll screen

  • AccessOverwriteOnTrustTaxRoll which controls selection of the Overwrite existing details checkbox on the Create New Trust Tax Roll screen.  A warning message is displayed when security rights are appropriately set for this non-menu security option when attempting to overwrite existing licenses or details.

To configure these two items, go to Configuration > Security and User Maintenance > Roles. Click the Non-Menu Items button to navigate to the Non-menu Item Role Details screen. Select BusRev to modify security for, and set the security rights for AccessOverwriteOnLicenseRoll and for AccessOverwriteOnTrustTaxRoll by selecting each and checking the applicable Rights checkboxes, and clicking Save.

  • Additional Information Fields - Create user-defined fields for collecting information for your jurisdiction. These fields allow you to define and capture any other information about a business or location that may not be part of the standard Aumentum screens.

  • Mailing Types - Set up all needed Business Revenue correspondence types with event categories and event types. The correspondence types are used to select the correct address when printing notices, bills, and reports for business accounts, locations, licenses, and trust taxes in Aumentum Business Revenue.

  • Decal and Stamp Type Setup - Define the various types of decals/stamps that can be issued. The fee code and discount code are assigned to the type. When the decal/stamp is numbered the associated id and requirement option are established.

  • Auditors - Set up auditors who are users authorized to conduct audits on various accounts, including business, business license, trust tax, and personal property.

  • Investigators - Set up authorized users of the Discovery Worklist.

Set Up Business Tax Certified Roll

Starting in Aumentum v 8.06.12, to accommodate a new business tax certified roll, Business Tax Receipt Batch Criteria was added to criteria group setup. To set this up, go to Configuration > Criteria Groups > Set Up Criteria Groups. Select Business Tax Receipt Batch Criteria from the Criteria Process Code dropdown. Enter a name in the Criteria Group Description field.  For criteria section, select Custom Criteria in the Item Type dropdown. Then, select Business Tax Receipt Batch Select in List 1 dropdown, and click Add, then click Save.

Set Up Levy Bill Numbering and Installment Schedule

Beginning with Aumentum v 8.06.12, a new Levy Roll Process called BusRev was created. Installment scheduling for the Annual and Corrections roll processing prior to 8.06.12 looks at all override schedules, hence causing the process to run slowly.  Therefore, the code was modified to add the new BusRev Levy Roll Process; and annual and corrections processes no longer look at Business Revenue installment schedule overrides.

During Business Revenue posting, only the list of schedules with a Levy Roll Process of BusRev are loaded, as well as the default schedule.  So, you will need to manually update bill numbering overrides so that Business Revenue posting looks at the correct ones.  You will also need to update Installment Schedule overrides as well for consistency.

Set up the bill number and installment schedule via Tax > Levy Management > Setup > Bill Numbering and Installment Schedules, respectively, for Business Revenue to change the Levy Roll Process to BusRev instead of TaxRoll.

File Import/Export

Aumentum accommodates Registration Information Sharing and Exchange (RISE) file import and export. Set up the file layout for the business revenue data import/export via Configuration > File Input/Output > Manage Input/Output File Configuration. Then go to Business Revenue > Setup > Global Business Revenue > Set Up Global Business Revenue and set up default names and locations.

Searching and Viewing Related Revenue Object

Records captures business license and trust tax revenue objects in search results when performing revenue object maintenance via Records > Revenue Object Maintenance > Maintain Revenue Objects > select C-Connect Related Revenue Objects > Records Search for Revenue Objects. In Info Center, a View Related Revenue Objects common action on the Business Detail Information screen available via Info Center > Business Detail > Business Account Search > Business Detail Information accesses the Related Revenue Objects Information screen. The following systypes manage this information: 1.) License to License, 2.) License to Trust, 3.) License to Parcel, 4.) License to Personal, 5.) Trust to Parcel, and 6.) Trust to Personal to the systype category of Related Revenue Object Type. To set up these systypes, go to Configuration > Systype Categories > Select or Add a Systype, set the effective date and select the Systype Category of Related Revenue Object Type to navigate to the Edit a Systype screen. Select the new systypes and set up as applicable to your jurisdiction.

Security for Sensitive Information

Security for Business Revenue and Trust Tax accounts includes suppression of social security number as well as mailing/situs address.

Social Security Number Security

The ability to suppress display of SS numbers and Fed ID numbers on Business Revenue searches, reports, and display screens is available. When suppressed, these are not available for selection criteria on search screens, and do not display in search results or on reports.

This enable this, go to Configuration > Security & User Maintenance > Roles > Maintain a Role > Edit Role Details > Edit Non-Menu Item Role Details and define security for Records. Select the Description of Party Identification Number, and for each subitem of ID Number Group 1, ID Number Group 2, and Social Security Number, set the security rights and click Save. When all rights are unchecked, rights to view or maintain SS number and Fed ID is not available.

Go to Configuration > Systypes > Select or Add a Systype, set the Effective date and select the Systype Category of ID Number Security Type. Click on Id Number Security Group 1 and ID Number Security Group 2, respectively. Check the FID and SSN checkboxes and click Save.

Important: Both Group 1 and Group 2 selectable items must be the same or the information displays in Business Revenue but not in Info Center; or vice verse, the information will display in Info Center and not in Business Revenue.  

Address Security

Confidential records in Business Revenue can display the name but hide the address.

To set this up, go to Configuration > Application Settings > Maintain Application Settings. Choose Records as the Filter by module and Effective Date as the Setting type. Click Edit on the Confidential revenue object message appsetting. Define the message to display instead of the address on the BR screens (e.g., CONFIDENTIAL ADDRESS). Click Apply and Save.

Next, go to Configuration > Security and User Maintenance > Roles > Maintain a Role. Click Edit on the account to navigate to the Edit Role Details screen. Click the Non-Menu Items to navigate to the Edit Non-Menu Item Role Details screen. Select Records as the module for which to modify security. Select Confidential Revenue Object, remove the rights (uncheck the applicable checkboxes, such as View, Modify, etc.), and click Save to set the revenue object mailing address to confidential.

Finally, go to Records > Other Revenue Object Maintenance > Revenue Object Information Changes. Search for and select the revenue object. On the Change Revenue Object screen, check the Confidential checkbox and click Save.

Account Search Telephone Masking

Aumentum currently provides the ability to apply masks automatically to Legal Party alternate communication types (work phone, cell phone, etc). Search items can be entered with just digits and then have the masked applied. Info Center > Business Detail and Business Revenue > Business Maintenance search tasks also allows just digits to be entered, apply the mask, and then search for items. To perform a search using the mask, on the Search screen, select Communication Type, which is a phone number (e.g. Cell Phone, Work Phone). Enter just digits in the Communication Number field, and click Search. If the mask has been defined for the Communication Type selected, the system applies the mask to the phone number before searching. To set up the mask for a phone number, go to Configuration > Systypes > Select or Add a Systype. Set the Effective date and select the Systype Category of Alternate Communications Mask Type. Select the particular systype to navigate to the Edit a Systype screen, and edit the Description as applicable.

Dependencies, Prerequisites, and Setup
Configuration Menu - Security

Non-menu Item Role Details - Two non-menu security items control part of the Business Trust Tax process:  

  • AccessOverwriteOnLicenseRoll which controls selection of the Overwrite existing licenses checkbox on the Create New Business Tax Receipt (BTR) Roll screen

  • AccessOverwriteOnTrustTaxRoll which controls selection of the Overwrite existing details checkbox on the Create New Trust Tax Roll screen.  A warning message is displayed when security rights are appropriately set for this non-menu security option when attempting to overwrite existing licenses or details.

To configure these two items:

  1. Go to Configuration > Security and User Maintenance > Roles > Maintain a Role.

  2. Click Edit on the role to navigate to the Edit Role Details screen.

  3. Click the Non-Menu Items button to navigate to the  Edit Non-Menu Item Role Details screen.

  4. Select BusRev from the Modify Security for field.

  5. Click the plus button to drill down to AccessOverwriteOnLicenseRoll and for AccessOverwriteOnTrustTaxRoll.

  6. Set the security rights for each by checking the applicable Rights checkboxes.

  7. Click Save.

Configuration Menu - Application Settings

To set application settings:

  1. Go to Configuration > Application Settings > Maintain Application Settings.

  2. Select the applicable setting, either Tax Year or Effective Date and select the Filter By module of Business Revenue.

  3. Set the following application settings as applicable to your jurisdiction.

    • Use NAICS as BusType - Indicates whether the standard NAICS codes are used as business type codes (true) or if custom business types codes will be used (false). This value is set at implementation and should not be changed during normal operations.

    • Business License Class Code

    • Business Revenue Other Class Code

    • Trust Tax Class Code

    • Late Filing Penalty BRFeeRuleId - only if using late filing penalty.

    • Late Filing Penalty FCalEventType - only if using late filing penalty.

Configuration Menu - Functional Calendar

To set the functional calendar:

  1. Go to Configuration > Localization > Functional Calendar > View Functional Calendars.

  2. Click Edit on the Business Revenue calendar to navigate to the Maintain Functional Calendar screen.

  3. Set the following calendar settings as applicable to your jurisdiction:

    • Business Revenue Start Late File Date - Set up the functional calendar for the Business License functional area type, used to set up Trust Tax Types. (Systype: Calendar Event Date)

    •  Set up these dates (Systype: Calendar Type)

      • Business License

      • Trust Tax Audit Year

      • Trust Tax Quarterly Fiscal Year

      • Trust Tax Quarterly Calendar Year

      • Trust Tax Monthly Fiscal Year

      • Trust Tax Monthly Calendar Year

      • Trust Tax Annual Fiscal Year

      • Trust Tax Annual Calendar Year

      • Trust Tax Audit Year - Set up the Trust Tax functional calendar events.

Configuration Menu - Systypes

To verify systypes:

  1. Go to Configuration > Systypes >Select or Add a Systype.

  2. Set the Effective Date and select the Systype Category.

  3. Click Edit on each of the following to navigate to the Edit a Systype screen and verify the following for each systype/systype category.

    • Verify that Business Revenue is a systype of 100 in the systype category Class Code; if not, set up the class code of 100. 

    • Verify that Business License is in the systype category Roll Type. It must be set to use the business license calendar. 

    • Verify that Business License is in the systype category Class Type.

    • Verify that Business License is in the systype category Tax Type.

    • If enabling the late filing fee, add a systype to Functional Calendar Event Types to use as the filing due date. (Also see other late filing fee setup steps are also needed.)

    • Trust Tax Assessment Type  - This setting also controls Auditor access to the Correct button on the Maintain Business License screen as well as the Assessment Type from the Audit dropdown list on the  Process Trust Tax Returns screen. To set this up, go to Configuration > Systypes > Select or Add a Systype. Click on Audit to navigate to the Edit a Systype screen. Make sure the Selectable checkbox is checked if you are an Auditor. If you are an implementation specialist or an administrator who is setting up a user account for a non-auditor, uncheck the Selectable checkbox and click Save to make the Audit assessment type for business licenses and trust tax returns unavailable to non-auditors.