Business Revenue
| Application Setting | Date Type/ Value Type | Comment | Action |
|---|---|---|---|
| Allow License Certificate printing if Requirements are not met | Effective date Systype | Determines whether to print a business license certificate until all requirements are met and approved | Set to False (default) to prevent certificate printing until requirements are met. Set to True to allow certificate printing even if requirements are not met. |
| Business License Class Code | Effective Date Systype | Indicates the class code systype to use for business license. Example: 001 Business License. | Enter the business license class code. |
| Business License Office Contact Type | Effective Date Systype | Used to select the office contact type information for correspondence contact information, such as Tax Commissioner BTR, Assessor, and Commissioner of the Revenue | Select the applicable office contact type for your jurisdiction. |
| Business License Lock Late Payment Penalty | Effective Date Boolean |
Indicates whether the late payment penalty should be locked automatically when the late filing penalty is applied (or unlocked automatically if the late filing penalty is removed.) Note also that manually setting or clearing the override on Maintain Business License will nullify the action of this application setting. |
Set to True to automatically lock the late payment penalty amount when the late payment penalty is applied. |
| Business license roll type Systype | Effective Date Systype | This is the systype for the business license roll type. | Use the default 'Business License'. |
| Business Revenue Other Class Code | Effective Date Systype | This is the class code used when creating the revenue object used for miscellaneous business fees. | Select the class code for miscellaneous business fees. |
| Business Type Roll Date to determine new license creation | Effective Date Boolean | Determines whether a renewal license is created automatically for the new tax year when creating a new year business license roll. The license renewal is then available on the Maintain Business License screen. | Set to true to create a new renewal license when creating a new year business license roll. |
| Calculate License Fees based on Full Taxable Amount | Effective Date Boolean | Indicates if the full taxable amount is used when calculating license fees. | Set to True if you want to use the full taxable amount when calculating fees. |
| County Code | Effective Date Integer | Indicates your county code. | Set the county code for your jurisdiction. Default is 0. |
| Delinquency free months for waiving trust tax penalties | Effective Date Integer | (Sarasota, FL only) Offers the option to forego assessing penalty charges if there were no late payments in the previous 12 months. | Set to the number of prior months that must be free of delinquency before an account is eligible to have penalties waived. Make sure that the Effective Date is the beginning of the testing year (or before). |
| Delinquent Flag to Restrict Certificate printing | Effective Date Systype | (San Francisco, California) Determines the delinquent flag to apply to restrict certificate printing on the Maintain Business License screen. This setting is set in combination with the Prohibit Cert printing if any related delinquency and the Tolerance for Delinquent Revenue Object settings. | Select the flag to control the Certificate printing if the flag is on the accounts that are delinquent in a third party system. See also the Prohibit Cert printing if any related delinquency and the Tolerance for Delinquent Revenue Object settings. |
| Display flat penalty amount for unfiled Trust Tax returns | Effective Date Boolean | (Sarasota, FL only) Offers the option to choose how to display penalty on returns that have not been filed on the Business Revenue Process Trust Tax Returns screen and Maintain Trust Tax Accounts Screen and on the Info Center Business Detail Information screen. | When set to True, the penalty amount is displayed as due for delinquent unfiled TDT returns, even though the return has not yet been filed. When set to False (default), the penalty is not displayed as due until the return calculates amounts due based on amounts entered into the return. |
| Document Images Url | Effective Date String |
Enter the url for the location of document images used for REAMS document management system interface. It needs to be set up to something similar to this example: http://www.google.com/search?hl=en&q=%LIN%. In particular it is required that it has the key %LIN% located in it. When this app setting is filled in, there is an additional Common Action on the Maintain Business License screen; the link uses this url and opens the web page that it represents. |
(VA only) Enter the url for the location of the document images, including the key %LIN%. |
| Effective Date Type for License Calculation | Effective Date Type Systype | Applies an effective dated rate for license fees based on either a System Date or a License Expiration Date. | Set as applicable to your jurisdiction. |
| Effective Date Type for Trust Tax Rate Calculation | Effective Date | Calculates trust tax rates that are set up as of the effective date that is set. If System, then the system effective date (DAC.EffectiveDate) is used. If Tax Year and Period is selected, calculations are set for the beginning date for that period and tax year. | Set as applicable to your jurisdiction. Options are either: 1.) System Date or 2.) Tax Year and Period. |
| Email Notification Address | Effective Date String | (Palm Beach) Used to define the email address of the individual at the Tourist Tax Department to whom notification is sent when a payment is cancelled. The email includes Message Recipient, Message Subject, TDT Account # (PIN), Amount Cancelled, Description of the Till on which the payment was taken, Receipt Number, and Business Date of Cancellation | Enter the recipient's email address for the individual at the Tourist Tax Department to whom notification is sent. The default is blank. |
| Email From Notification Address | Effective Date String | (Palm Beach) Used to enter the sender's email address when notification is sent to the Tourist Tax Department when a payment is cancelled. | Enter the sender's email address from which notification is sent to the Tourist Tax Department when a payment is cancelled. The default is blank. |
| Enable License Bill Printing | Effective Date String | Turns ON/OFF the ability to print license bills. For example, you may not want the user to inadvertently print a bill. | Select True to allow bill printing and False to disable bill printing. |
| Enable Zoning Code Security | Effective Date Boolean | (Palm Beach only) This allows the jurisdiction to toggle whether to have security enabled on the Zoning Code. If the Application Setting is enabled, user security configuration is required to grant access to the Zone Code. Security is tied to the Tourist Development Data item security. | Set the effective date for the Enable Zoning Code Security application setting. Then go t Configuration > Security and User Maintenance, select the user, and enable role rights to Zoning Code. |
| Hold for Review Flag | Effective Date Systype |
Indicates that flag that is used for Review. NOTE: Palm Beach, Florida. The hold for review flag remains on the business revenue tax bill when the state certification expiration date is greater than the current date and less than the billing date. |
Select a Flag. |
| License Late Filing BRFeeRule | Effective Date Integer | Enter the name of the fee rule used for late filing penalty, when a late filing penalty is used. This is necessary for the late filing fee to attempt to calculate. | Enter the name of the fee rule used for business license late filing penalty, when a late filing penalty is used. |
| Log Business Revenue Trace Data | Effective Date Boolean | Defines whether to turn on/off data logging for all web service calls. | Set to true for web service logging to occur. |
| Number of Blank Trust Tax Returns to Generate | Effective Date |
Used to define the number of blank trust tax returns to generate after the regular trust tax return is printed if selecting the Process of Print Report from the Print Trust Tax Returns screen. Sarasota only: A blank trust tax return is the same as a regular trust tax return except that the Tax Period and Delinquent Date are blank on the blank return. |
Enter the number of trust tax returns you want to print in addition to the regular printed return. The additional blank return prints after the regular return. |
| Printing Multiple Types of License Certificates | Effective Date Boolean |
Determines which certificate to print on the Maintain Business License screen based on the business type license selected when multiple types of certificates exist. Define the types of certificate on the Set Up Business Types screen. San Francisco: This setting is also used to control the specific Trust Tax Return PDFs printed from the Print Trust Tax Returns screen when set in combination with the trust tax type set on the Set Up Trust Tax Types screen. |
Set to True to use the certificate you set on the Set Up Business Types screen is used. Set to False to use the existing setting in Global Business Revenue. |
| Prohibit Cert printing if any related delinquency | Effective Date Boolean | (San Francisco, California) Determines whether to prohibit business certificate printing on the Maintain Business License screen if the account is delinquent or if any related revenue objects are delinquent. This setting is set in combination with the Tolerance for Delinquent Revenue Object and the Delinquent Flag to Restrict Certificate printing settings. | Set to True so certificates cannot print for accounts with delinquencies or with related revenue objects also delinquent. See also the the Tolerance for Delinquent Revenue Object and the Delinquent Flag to Restrict Certificate printing settings. |
| Records per PDF | Effective Date Boolean | Control the number of records that are included in one PDF file. | Set the number of records you want to include in one PDF. Records that exceed the number are created in an additional PDF. The default setting is 2500. |
| Roll Assessment Value During License Renewal | Effective Date Boolean | Determines whether to roll assessment values during license renewal. | To roll assessment values to the next year, along with the license renewal, set this to True. The default is False. |
| System uses Aumentum Cashiering | Effective Date Boolean | If your jurisdiction uses Aumentum Cashiering for collecting license fees, decal and stamp fees, and other Business Revenue payments, select True. If not, select False. | Select True if using Aumentum Cashiering. Default is False. |
| Tolerance for Delinquent Revenue Object | Effective Date Decimal | (San Francisco, California) Sets the acceptable tolerance dollar amount to determine whether business certificate printing is allowed on the Maintain Business License screen if the account or any related revenue object accounts are delinquent. This is set in combination with the Delinquent Flag to Restrict Certificate printing and the Prohibit Cert printing if any related delinquency settings. | Enter a dollar amount to control the tolerance amount allowed if the Certificate can print with a delinquency anywhere on the account or on any associated revenue object. The default setting is $0.00. See also the Delinquent Flag to Restrict Certificate printing and the Prohibit Cert printing if any related delinquency settings. |
| Trust Tax Late Filing BRFeeRule | Effective Date Systype | This is the name of the fee rule used for trust tax late filing penalty, when a late filing penalty is used. This is necessary for the late filing fee to attempt to calculate. | Enter the name of the fee rule used for trust tax late filing penalty, when a late filing penalty is used. |
| Trust Tax Lock Late Payment Penalty | Effective Date Boolean |
Indicates whether the late payment penalty should be locked automatically when the late filing penalty is applied (or unlocked automatically if the late filing penalty is removed.) Note also that using the Override button on Process Trust Tax Returns will nullify the action of this application setting. |
Set to True to automatically lock the late payment penalty amount when the late payment penalty is applied. |
| Trust Tax Office Contact Type | Effective Date Systype | (Palm Beach only) Provides the ability to choose the office contact type for Trust Tax Return creation. | Select the office contact type from the dropdown list. Options include: Tax Commissioner (default), Assessor, Commissioner of the Revenue, and Delq. Reports Office Contact. |
| Trust tax roll type Systype | Effective Date Systype | Indicates the roll type systype for trust tax. | Select Trust Tax as the roll type systype. |
| Trust tax VT for recap payment validation | Effective Date Systype | (San Francisco, California) Used to select the Value Type for recap payment validation for quarterly true-up payments for trust tax return processing. The trust tax type must be set up via Business Revenue > Setup > Trust Tax Types as requiring Last Period Recap (checkbox). When this application setting is set to true, and the trust tax type requires last period recapping for quarterly true-up payments, clicking Post on the Process Trust Tax Returns screen initiates a validation to determine if the period being filed is the last period of the year for that trust tax account. If so, posting occurs; otherwise, a message displays indicating why posting cannot occur. When set to True, the Maintain Trust Tax Accounts screen includes a view only Last Period is Total Year Recap checkbox that is selected if the trust tax account has been set via Setup > Trust Tax Types as requiring the Last Period Recap. Once the trust tax return is processed, a Levy Management API calls the values and processes them to include the quarterly true-up billing in levy calculations. Accounts Receivable then supports collection of the quarterly true-up payments. | Select the particular Value Type for the last period recap calculation. Here are examples: Additional Fee Basis, Amount Due, Applied Fee Charges, Late Filing Fee, Total Trust Tax, Total TT Value Type Fees, etc. |
| Unapproved Requirements Flag | Effective Date Systype | Used for maintaining business account information requirements flag and whether the requirement requires an approval before processing the account. | Select the applicable flag. |
| Unified License Roll Type | Effective Date Systype | Defines the roll type for unified license roll types and displays payments for only that roll type when selected for viewing on the Info Center Transaction History - Business screen. | Select the unified license roll type applicable to your jurisdiction. |
| Use NAICS as BusType | Effective Date Boolean | 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. The business type lookup screen will reflect this selection in that no new business type codes can be added if the standard NAICS codes are being used. | Change to False only if using custom business codes exclusively and no NAICS codes. Once set, do not change. Default value is True. |