PDF Forms

Navigate: Closed Personal Property Appraisal > Reports > PDF Forms

Description

Personal Property PDF forms are generated for a variety of purposes, for example:

  • BOE 571-J Annual Racehorse Tax Return

  • ACR reports, such as:

    • ACR 255P Cover Letter for BOE 571-J

    • 252P Leasing Statement Instructions

    • ACR 270P Fixed Based of Operations

  • BOE 571-J Addendum

  • BOE reports, such as the BOE 571J Annual Racehorse Tax Return.

  • 571-J Report Packet which includes the 571-J1

  • BOE 540-S Water Company Property Statement

Data generated as a result of processing the PDF forms populates information on the Maintain PPA Accounts screen as applicable. for certain PDF processes, such as when generating the Annual Racehorse Tax Return, a system event is created. Depending on jurisdictional requirements, the event can kick of a workflow. The items is then selected from the workflow and certain processing is performed, such as verification of specific data, before submitting for final approval and processing.

Once the data is populated to the Maintain PPA Accounts screen, the account can be rolled forward individually, or a group of accounts can be rolled forward via Personal Property Appraisal > Batch Processes > Group Roll Forward.

Steps

  1. On the Selected Accounts for PDF Forms screen, choose a selection method and click Select Account.

  2. On the Select Accounts screen, enter your search criteria and click Row Count at the bottom of the screen.

  3. Click Previous to return to the Selected Accounts for PDF Form screen.
  4. In the Report Setup panel, make a selection from the drop-down lists and click Finish.

Dependencies, Prerequisites, and Setup

Personal Property PDF forms/supporting documents are custom to each jurisdiction and are based on configurable rules or on demand.

Systypes for PDF forms vary and are set up by your Aumentum Implementation team. PDF Forms are also designed in coordination with the particular jurisdiction. Contact your Aumentum Support representative for information about setting up PDF forms and templates.

Presort Address List

If using the selection method of Presort Address List, you must set up the following first:

  1. Go to Configuration > File Input/Output > Input/Output Configuration > and set up the file I/O parameters for the Mail Presort Import/Export as applicable.

  2. Go to PPA > Reports > PDF Forms > Selected Accounts for PDF Forms and select the Selection Method and the Generate Extract File checkbox. The Report Setup drop-down list is disabled. Select the Export Type and define the File Name.

  3. Click Finish to advance to Monitor Batch Processes screen, select the process when finished to advanced to the Batch Process Details screen, then select the report.

  4. After maintaining the address for the account on the Maintain PPA Accounts if necessary based on the report, go to Billing > Mail Presort Interface > Mail Presort Import > Import Addresses from Mail Presort.

  5. Click Browse, select your export file and File Layout (same as the export).

  6. Enter an Import Description (name of the Presort Mailing Lists that displays for selection when generating renditions).  

  7. Click Queue Process to start the import process.

  8. After the mail presort import process finishes and presort mailing lists are created, use the lists to select the accounts for printing renditions via PPA > Reports > PDF Forms > Selected Accounts for PDF Forms.

  9. Select Presort Address List from the In the Selection Method panel, and click Selection Criteria to advance to the Select Presort Mailing List screen.

  10. Select a Tax Year, and select your imported file name (the import description from the Import) from the Presort Mailing List drop-down list. PINs and Owners you imported are displayed. When finished, click Previous to return to the Selected Accounts for PDF Forms from which you can submit the PDFs for printing to the Outbound Document Queue.