Tax Sale

Application Setting	Date Type/ Value Type	Comment	Action
Advertising Fee	Effective Date Systype	This is the fee that is charged when a property is advertised.	Select the Fee that is used for Advertising.
Advertising fee set from individual publication	Effective Date	Determines whether to allow setting of advertising fees for each individual publication on the Edit Newspaper screen.	Set to true to allow advertising fees to be set at the individual publication level on the Edit Newspaper screen. The Apply or Remove Delinquent Fees screen is then used to apply or remove the fee.
Advertising Rounding Method	Effective Date	Set this to define the rounding method for the minimum tax sale bid amount for the Advertising List. Options are 1.) Nearest Penny – This is the default selection and results in the same calculation that is currently used in the Advertising List program, 2.) Nearest Dollar – If selected, this option will use standard rounding practices to round the MinBidAmount to the nearest dollar, and 3.) Truncate Cents – When selected, this option will result in the Advertising List program dropping the cents from the amount calculated as the minimum bid altogether, without any rounding taking place.	Select the rounding method of either Nearest Penny, Nearest Dollar, or Truncate Cents, as applicable.
Agency for unpurchased items	Effective Date	The Agency for unpurchased items refers to a local government entity that possesses any tax sale items that are not awarded to an external buyer. In some states the agency may be the county itself, while in others it is a specialized department. In South Carolina, the entity is called the Forfeited Land Commission.	Enter the buyer number you created in Tax Sale > Buyer Maintenance that you would like to be the Agency for unpurchased items.
Agency for unpurchased items	Effective Date
Allow Endorsements on installments	Effective Date	Set this option to true to trigger the cashiering program to look for an event with the “Endorsement Allowed” event type in order to determine when the endorsement is allowed. If this option is set to False, then the endorsement service allows endorsements at the discretion of the cashier.	Set to True to allow endorsements on installments. You must have the Levy Functional Calendar set up with the 'Endorsement Allowed' event
Amount To Decrease Bid By	Effective Date	This is the amount to decrease each bid decreases by.	Enter an amount. This is typically 1 in Iowa and 0.25 in Florida.
Apportionment Factor Group to be used for Tax Sale	Effective Date	This setting provides a list of Descriptions for all Apportionment Factor Groups available in the DistFactorGroup table. The calculations that create the TaxSaleFnclDtl table use this setting to find the correct group of rates to apply to the bills in order to determine the amounts to apply to every fund.	Select the group to be used for Tax Sale.
Approval Required for Final Advertising List	Effective Date	California. This setting determines whether an event and subsequent workflows are created for Advertising List approval. When set to True and selecting Final List on the Delinquent Print Advertising List screen, a system event is generated that kicks off the Advertising List Approval - Advertising List (AdvrtListApproval-AdvertisingList) workflow that when selected from the View My Worklist screen displays the Advertising List Approval screen with options to add attachments to the list and to accept or reject the list. If accepted, the list is routed back to a new workflow called the Advertising List Approval - Property Sale Edit (AdvrtListApproval-PropertySaleEditList) workflow that when selected, opens the Maintain Property Sales screen for the purpose of maintaining and saving property sale information as applicable.	Set to True to generate a system event and kick off two subsequent workflows for advertising print list approval and maintenance. Set to False to bypass advertising list approval.
Automated Bundling supported by	Effective Date	This is a dropdown list option of None, Owner or PIN. In SC, if the overbid amount on the parent item is enough to pay the delinquent taxes on the child(ren) item, then the child(ren) items are paid. They are not included in the certificate and they are removed from the sale. These items do not get a certificate unless they go delinquent the following year.	This option works in combination with the Manual Bundling Type setting. See the Tax Sale Bundling Options topic for more detail on the combination of settings. Set to the appropriate bundling option: None, Owner, or PIN. If the automated bundling option is set to ‘None’ – then no automation will occur in the Advertising List program. If this option is set to Owner or PIN, then automatic bundling occurs during the Advertising List process using either the Owner Legal Party or the PIN as the bundling basis.
Bundle charge code	Effective Date	The charge code to be used in the TaxSaleBill table to hold the amounts paid from the Overbid amount to the Delinquent amounts on the bundled items.	Select the appropriate charge code. The charge code is added during Implementation.
Buyer Deposit – Percentage withheld for unsettled bid	Effective Date	The percentage value to be withheld from the buyer deposit for an unsettled bid.	Enter a percentage value.
Buyer Deposit – Surplus SubCode for refund amount	Effective Date	The surplus subcode to use for the buyer deposit refund amount.	Select the Surplus SubCode.
Buyer Deposit – Surplus SubCode for withheld amount for unsettled amount	Effective Date	The surplus subcode to use for any buyer deposit amount withheld in the event of an unsettled bid.	Select the Surplus SubCode.
Buyer Deposit Surplus Subcode	Effective Date	The buyer surplus subcode used in the Buyer Maintenance task and required for display of the Surplus tab on the Maintain Buyers screen.	Select the buyer deposit surplus subcode systype.
Buyer number to be entered during Mass Entry	Effective Date	Determines the number that is entered during Mass Entry. You can chose to enter the Buyer Number or the Paddle Number.	Select Buyer Number or Paddle Number.
Calculate 2 Minimum Bids (Value and Delinquent Tax)	Effective Date	(San Diego, California only) This setting is used to indicate two different bid amounts can be used for a PIN which is part of two different groups.	Set to True to enable two minimum bid amounts for one PIN - one for the Advertising List and one for the creation of a tax sale.
Calculate Current Tax Based on Rate South Carolina Only	Effective Date	Determines where the current tax amount for Tax Sale should come from. If true, then the Add Current Tax process calculates the current tax amount via a calculation using the Rate entered in the Current Tax Forecast Rate setting and the Tax Sale Item Tax Bill Amount Due. If false, then the process retrieves the current amount due from Levy.	Set to True if you want to calculate current tax based on a rate.
Cashier Redemption with date As Of	Effective Date	Indicates the date a purchased certificate is considered effective so that the Cashiering screen displays the correct amount.	When Purchase Date is selected, the purchase is created as of the purchase date and the certificate face includes the interest from the point of the original agency certificate to date of purchase. When Tax Sale Date is selected, the redemption data on the Cashiering screen displays the original sale (levy bill); the Fee includes the total interest.
County includes Payoff amounts for amortized special assessments	Effective Date	Enables display of the Add SPASS Payoff Charges button on the Maintain Tax Sale Settings screen for the purposing of adding Special Assessment payoff charges.	Set to true to display the Add SPASS Payoff Charges button on the Maintain Tax Sale Settings screen.
Certificate Split Navigate to Custom CAMA	Effective Date	This setting indicates if a certificate split should trigger a CAMA workflow.	Set to True to navigate certificate splits to Custom CAMA.
Create Advance Pay Surplus for Tax Sale South Carolina Only	Effective Date	This is a True or False setting that allows Cashiering to recognize the need to create an additional advance pay surplus record for current tax amounts. This is in addition to the Overbid Surplus record that is also created.	Set to True to create advance pay surplus for Tax Sale.
Credit Bid/Deferred Payment Deposit Surplus Subcode	Effective Date	Your selection here maps the advanced payment type systype created for the Credit Bid/Deferred Payment Deposit, with the Surplus category.	Select the jursidiction-specific systype created for the Credit Bid/Deferred Payment Deposit (e.g., Buyer Deposit).
Credit Bid Minimum Deposit Amount	Effective Date	Represents the minimum amount (in dollars) of the deposit amount required for the buyer to make a credit bid payment.	Enter the minimum deposit required (in dollars)for your jurisdiction.
Credit Bid Percentage for Deposit	Effective Date	Represents the percentage of the bid amount the buyer needs to pay at the tax sale to secure the tax sale item for seven days. The buyer then has seven days to pay the remaining amount due, or lose his or her deposit.	Enter the percentage of the bid amount required to hold the sale for seven days in your jurisdiction.
Credit Bid Minimum Threshold	Effective Date	Represents the minimum amount (in dollars) of the bid amount required in order for a buyer to be eligible to make a credit bid payment.	Enter the minimum amount of the bid required (in dollars)for your jurisdiction.
Current Tax Forecast Rate South Carolina Only	Effective Date	During the Add Current Tax process, this setting calculates the subsequent tax amount being charged for the current tax year when the Calculate Current Tax Based on Rate setting is True.	Enter a rate.
Current Tax Penalty Rate South Carolina Only	Effective Date	This setting indicates the penalty amount to charge on the current tax amount being added to the tax sale items.	Enter the penalty rate to use.
Default Min Bid when calculated using both Value and Delq Tax	Effective Date	(San Diego, California only) This setting indicates whether or not the minimum bid amount that has been set up for each delinquent group is used when generating Advertising Lists and creating a tax sale.	Set to True to use the minimum bid amount which has been set up for the group for the Advertising List Report and for creating a tax sale.
Event type that identifies agency periods of the tax sale calendar	Effective Date	This setting indicates the event type that identifies agency periods.	Select the event type.
First good Tax Sale Year	Effective Date	This is the first tax year where the Tax Sale data is complete and reliable.	Enter the tax year. Experiment with changing the tax year and looking at the Info Center Correct Tax Sale Items screen to find the oldest year that allows the data to display correctly.
Flag to allow Fees to be added to Tax Sale Items	Effective Date	Indicate the flag that allows fees to be applied to tax sale items.	Create a new flag via Configuration > Flag Setup. Apply this flag to the Tax Sale Item. Then, set this setting to the appropriate flag that indicates fees can be added to tax sale items. Only bills/items with this flag can be charged fees.
Flag used for redemption request	Effective Date	This setting determines the flag that is used for redemption requests.	Select a flag.
Include overbid in redemption interest calculation	Effective Date	This setting is for Dollar based Tax Sale jurisdictions. Some jurisdictions include the amount the buyer bids over the minimum bid amount in the interest calculation for redemption.	If your jurisdiction is Dollar based and includes this amount, set this setting based on rules in your state. Note: Tax Sale Basis is an application setting that determines if your tax sales are Dollar based or interest based.
Initial Tax Sale processing period (days)	Effective Date	This is the number of days for initial processing.	Enter a number of days.
Interest on Sold Certificates not to exceed minimum bid amount	Effective Date	This setting indicates if the interest sold on certificates can exceed the minimum bid amount.	Set to False if the interest sold can exceed the minimum bid. Set to True if the interest sold cannot exceed the minimum bid.
Is Minimum Buyer Deposit a dollar amount or a percentage?	Effective Date	This setting defines whether the minimum amount required of a buyer, if required, is a dollar or percentage amount.	Select either Dollar or Percentage.
Is Minimum Buyer Deposit amount required during tax sale?	Effective Date	This setting determines whether a minimum deposit is required of the buyer during a tax sale.	True is the default to require a minimum deposit.
Manual Bundling Type	Effective Date	This setting contains the options of Min bid amounts summed on cert, Min bid amounts not summed on cert or None.	This option works in combination with the Automated Bundling supported by setting. See the Tax Sale Bundling Options topic for more detail on the combination of settings. If the manual bundling option is set to ‘Min bid amounts not summed on cert’, then the overbid will pay delinquent taxes on bundled items if there is enough. This is typically used in South Carolina. If the manual bundling options is set to Min bid amounts summed on cert, then the Min Bid Amounts for all of the items are combined and the items are sold as one certificate. The ‘None’ option will turn off the manual bundling.
Minimum Bid Percent	Effective Date	This setting determines the minimum bid percentage.	Enter the minimum bid percent.
Minimum Buyer Deposit Amount	Effective Date	The amount of deposit required from a buyer, if a deposit is required, to participate in a tax sale.	Enter the minimum buyer deposit amount. The default is 20 ($20.00).
Minimum Buyer Deposit Amount	Effective Date
Minimum rate for agency items	Effective Date	This is the minimum interest rate that is charged on tax sale items held by the county agency.	Enter an interest rate.
Minimum rate for sold items	Effective Date	This is the minimum interest rate that is earned by non-agency buyers on their tax sale items. Note: this minimum rate does not apply to items that were sold at 0% interest. Those items do not earn interest for the buyers.	Enter an interest rate.
Only most recent buyer may endorse	Effective Date	If the certificate holder does not pay the subsequent taxes and they are sold at sale, then the original certificate holder loses the right to pay subsequent taxes in the future. Indicate if only the most recent buyer can endorse a tax sale item.	Set to True if only the most recent buyer can endorse. When Cashiering a payment, the Buyer from the most recent certificate for endorsing is automatically loaded. If False, a popup window displays, allowing you to select the Buyer who is endorsing.
Order of Precedence Allocation Rule	Effective Date	This setting consists of a combo box selection of all of the AR Allocation rule descriptions that have been created.	Select the allocation rule to show the order of precedence for Tax Sale Buyer Payments. This is the rule with the Tax Sale costs listed first, then redemption fee, and NSF, and it will also indicate that SPASS TAF’s have precedence over non SPASS
Print final tax sale list ad type	Effective Date	When set to True, a dropdown containing of all active newspapers displays for your selection, and the Use Newspaper Mapping checkbox is hidden.	Set to True to enable the newspaper dropdown on the Print Advertising List screen is enabled; by default, this setting is set to False.
Rate for tax deed application	Effective Date	Set the effective date for the tax deed application rate.	Enter a valid effective date.
Renumber certificates as a batch job when count is greater than	Effective Date	This setting determines when the renumbering process goes to batch.	Set the count for certificates to be sent to batch. The default is 500.
Require Buyer Deposit	Effective Date	Defines whether a buyer deposit is required and this setting also is used on the Maintain Buyer screen on the Surplus tab.	Select Required to require buyer deposit.
Starting Bid Amount	Effective Date	This is the default amount the tax sale bid starts at.	Enter a starting amount. This is typically 100 in Iowa and 18 in Florida.
Surplus code to be used for redemption check	Effective Date	This is the surplus code used on the Redemption check. This setting used for the Tax Sale with Surplus report for Missouri, where redemption is a process outside of GRM. Payments are not posted to the account right away. Instead, an advance pay type is created and the amount is paid as an advance until process is done. The advance pay type is identified in this setting so the amounts display on the report.	Select a surplus code.
Take payments during tax sale	Effective Date	This settings is no longer used.	Use Cashiering Flag Rules to control payments instead of this setting.
Tax Accounting Supported	Effective Date	Redemptions of Tax Sale items can be exported to third party financial packages using the Tax Accounting Module.	Set to True if you want to export Tax Sale data to a third party.
Tax deed application default fee bank amount	Effective Date	This is a Colorado setting that will be used in the manual TDA process (when it is available) to determine the amount charged for the fee bank.	Set the Default fee bank amount using the Tax Deed Settings task.

Tax deed eligibility age date type	Effective Date	This setting works in conjunction with the next setting, Tax deed eligibility age months.	Determine which Functional Calendar Event type drives Tax deed eligibility age using the Tax Deed Settings task..
Tax deed eligibility age months	Effective Date	This setting works in conjunction with the previous setting, Tax deed eligibility age date type.	Using the Tax Deed Settings task, enter the number of months after the eligibility date when the Certificate is eligible for Tax Deed Application. In FL, the event is 'Delinquent Date. and the age is 24 months.
Tax deed type	Effective Date	This setting determines the Tax deed type.	Select the systype associated with the Tax deed type in your jurisdiction. Set up new types via Configuration > Systypes. Select the Systype category 'Tax Deed Type'.
Tax sale basis	Effective Date	Determine the basis for your tax sale.	Select dollar amount, interest rate, or percentage of ownership. Default is dollar amount.
Tax sale basis	Effective Date	Determine the basis for your tax sale.
Tax sale end date	Effective Date	Set the end date for the tax sale.	Enter a valid date and time.
Tax sale expiration period (days)	Effective Date	This is the number of days after the Tax Sale that maintenance can still be performed on Tax Sale items. The purpose is to prevent changes after the sale has been balanced and closed.	Enter a number of days. NOTE: If no value is defined, then the Set Input Parameters step in the Accounts Receivable Tax Sale Buyer Payment import process loads all the Tax Sales available. If a value is defined, only sales that have not expired are included in the import.
Tax sale Export FTP file name for Buyer	Effective Date	Enter the name for the tax sale export FTP file for the buyer	Enter a valid file name.
Tax sale Export FTP file name for TDA	Effective Date	Enter the name for the tax sale export FTP file.	Enter a valid file name.
Tax sale Export FTP server	Effective Date	Enter the server name for the tax sale export FTP file.	Enter a valid server name.
Tax sale Export FTP serverpassword	Effective Date	Enter the server password for the tax sale export FTP file.	Enter a valid server password.
Tax sale Export FTP server user	Effective Date	Enter the server user name for the tax sale export FTP file.	Enter a valid server user.
Tax sale fee	Effective Date	This is the fee that is charge when a property goes to Tax Sale.	Select the Tax Sale Fee.
Tax sale items support multiple tax bills by PIN	Effective Date	This setting is to determine if the tax sale items in the jurisdiction may consist of multiple tax bills (setting = True) or just a single tax bill (setting = False). Setting this setting to True allows for automatic bundling of tax bills during Advertising.	Select the checkbox for True or leave it unchecked for False.
Tax sale start date	Effective Date	Set the start date for the tax sale.	Enter a valid date and time.
Tax Sale Type Supported	Effective Date	This setting is used to determine the types of tax sales that can be created in Tax Sale Maintenance.	Select the option for your jurisdiction: Property Tax Sales, Lien/Certificate Tax Sales, or Both Sale Types
TDA Import - Specify Date for Effective Payment Date	Effective Date	Controls display of the Tax Deed Application Import Effective Payment Date field on the Maintain Tax Deed Settings screen. This field is used to select either Received Date - first date in the file, or Settled Date - Second date in the file.	Set to true to display the Tax Deed Application Import Effective Payment Date field; set to false to hide the field.
Use Custom DR513 form	Effective Date	(Florida) Controls whether to include a print option for the Custom DR-513 on the Info Center Apply For or Add Endorsements screen.	Set to true to include a print button. Set to False to hide the button.
Use Different Calculation on Tax Sale Participants	Effective Date	(Florida) For the Final Advertising List program, this setting adds the Levy Stop interest Date and the Tax Sale Date to the items being added to the TaxSaleItem table automatically, so that the dates are available when other conditions are met to calculate the correct amount due. This setting allows items that are participating in the tax sale to calculate a different amount due for Cashiering and Info Center during the tax sale. When set to true, the Sale End Date is required on the Maintain Tax Sale screen.	Default is false. When set to true, calculations for items participating in tax sale can be a different amount due in Cashiering and in Info Center while the tax sale is occurring. NOTE: When this is set to true, the Functional Calendar, Payment Term Rules setup/groups, Delinquent Fee, and Tax Sale Settings also need to be set up correctly.
Use ineligible buyer table	Effective Date	Indicate if your jurisdiction processes ineligible buyers.	Set to true to enable the ineligible buyers functionality via Tax > Tax Sale > Tax Sale Maintenance > Search for Tax Sales > Maintain Tax Sales > Common Action Ineligible Buyer.
Use Newspaper Specific Formats	Effective Date	(San Diego, California) Indicates whether the Publication Vendor File and Publication Template fields are available on the Edit Newspaper screen.	Set to True to enable the Publication Vendor File and Publication Template fields.
Use random selection when Bidding	Effective Date	This setting determines if Random Selection is used during Tax Sale.	Set to True to enable random selection. When True, then the Mass Enter Tax Sale Information screen allows multiple buyers numbers to be keyed and the Random Selection button is displayed.
User Certificate Number Setup	Effective Date	This setting indicates if user certificate number setup is used.	Set to True to use user certificate number setup.