Delinquent Fee Application

Navigate: Tax > Delinquent > Groups > Delinquent Fee Application

Description

Delinquent fees are calculated and applied to a group of delinquent properties. They can also be applied to a single bill. The fee is first established using the Fee Maintenance task via Configuration. Once configured, the fee is selected and applied using the Delinquent Fee Application task.

NOTE: The term fee, as used in this information, refers collectively to delinquent fees, penalties or interest.

Steps

1. On the Delinquent Search screen, enter your search criteria and click Search.

If you select Search for Group from the Search type drop-down list

1. On the Delinquent Search screen, enter your search criteria and click Search.

2. In the Search Results panel, click to select an item in the grid.
3. On the Apply or Remove Delinquent Fees screen, select the View only non-posted fees checkbox to display only those fees where the charges have not yet been applied. This includes both calculated and non-calculated fees.

4. Make a selection from the Apply to tax year drop-down list. Select the tax year for the bill you want to apply the delinquent fee to. If you select a tax year, you are also able to select:

   • If tax year not present for PIN – apply the fee to the Next oldest delinquent bill year, the Oldest delinquent bill year, or the Most recent delinquent bill year.

   • Installment – select the bill installment to apply the fee to.

   The Newest/Oldest Year on PIN selections refer to the newest/oldest year on the PIN with a balance due:

• Property Sale (group of revenue objects) – fee is applied to the newest/oldest bill with a balance greater than 0.

• Property Sale (group of tax bills) – fee is applied to the newest/oldest balance which is greater than 0, from the Financial Detail.

• Lien Sale and Delinquent Bills (group of tax bills) – fee is applied to the newest/oldest bill in the group with a balance greater than 0.

• Lien Sale and Delinquent (group of revenue objects) – fee is applied to the newest/oldest bill in Financial Detail with a balance greater than 0.

5. In the Fees panel, click Add to insert another fee, or click Edit for an item in the grid.

   NOTE: You can only edit fees that have not been calculated.

• Make a selection from the Fee drop-down list.

• Enter or select the Due Date and End Date for the fee. The End Date for the fee to exclude the fee from the group after a certain date has passed.

NOTE: End Date only affects fees that have not been posted as a charge in Financial Detail. The date should be set to after all Tax Sale Posting is completed, otherwise the fee may not be included in the amount being paid by the Buyer.

• Click Apply to save your changes, or click Cancel to cancel your changes without saving.

6. Select an existing fee and click View Detail in the header area to open the View Detail of Delinquent Group Fee screen. Click Previous to return to this screen.

   • If you are working with a group, the View Detail of Delinquent Group Fee screen appears displaying the details of the fee and the calculated or applied information for the individual group members.

   • If you are working with a single bill, the View Detail of Delinquent Bill Fee screen appears with the details of the fee and the calculated or applied information for the bill.

7. Make a selection from the Process drop-down list. All processes run as a batch process.

   • Select Calculate as Fees to open the Monitor Batch Processes screen. When the process is finished, you can view the report and error log, if applicable.

   • Select Calc fees and apply charges and click OK in the pop-up. The fees, interest, and penalties are calculated then applied as charges. On the Monitor Batch Processes screen, you can select a finished process to view the report and any error log, if applicable.

   • Select Apply charges and click OK in the pop-up. The fees, interest, and penalties that were previously calculated are now applied as charges. They become receivables in financial detail. The Monitor Batch Processes screen opens automatically.

   • Select Reverse fee and click OK in the pop-up. This option is used only for an erroneous fee that was previously applied. The reversed fees are added as adjustments that cancel the wrong charges; these adjustments appear on each affected tax bill. The Monitor Batch Processes screen opens automatically.

NOTE: You can select another fee to calculate or apply while the batch process runs.

8. In the Tax Bills panel, click Edit for an item in the grid.

   • In the Fee Override Amountcolumn, enter the amount to be applied on a fee.
   • Click Apply.

9. Click List to search for another group to apply fees to.

• Click Close to end the task.

If you select Search for Bill from the Search Type drop-down list.

1. On the Search for Bills screen, enter your search criteria and click Search.

2. In the Search Results panel, select the checkbox for one or more items in the grid and click Next.
3. On the Apply or Remove Delinquent Fees screen, make a select from the drop-down list in the header area.
4. In the Fees panel, click Add to insert another fee. Or, click Edit for an item in the grid.
• Click Apply.

5. In the Tax Bills panel, click Edit for an item in the grid.

• In the Fee Override Amountcolumn, enter the amount to be applied on a fee.
• Click Apply.

6. Click List to return to the Search for Bills screen.

• Click Close to end the task.

If you select Import File from the Search Type drop-down list.
1. On the Import from File screen, enter a group name and make a selection from the Object Type drop-down list.
2. In the Import Settings panel, click Browse for File, or drag-and-drop a file to this space.

NOTE: Web fees can be applied to PINs in the import file.

3. Make a selection from the Or Select server file drop-down list, if applicable.
4. Make a selection from the File Layout drop-down list.
5. Click Upload.
6. If the file was uploaded successfully, click Next.
• If you see an error message, correct the import file and try again to upload it.
7. On the Apply or Remove Delinquent Fees screen, select each checkbox as applicable and make a selection from each drop-down list.
8. In the Calculation Type field, select the checkbox for one or more items in the grid.

9. To add fees to the grid, click Add.

• Make a selection from the drop-down list in the Fee column.
• Enter or select a due date and end date.
• Click Apply.
10. In the Fees panel, select the checkbox for the applicable fee, then make a selection from the Process drop-down list in the header area.

• Select Calculate as Fees to open the Monitor Batch Processes screen. When the process is finished, you can view the report and error log, if applicable.

• Select Calc fees and apply charges and click OK in the pop-up. The fees, interest, and penalties are calculated then applied as charges. On the Monitor Batch Processes screen, you can select a finished process to view the report and any error log, if applicable.

• Select Apply charges and click OK in the pop-up. The fees, interest, and penalties that were previously calculated are now applied as charges. They become receivables in financial detail. The Monitor Batch Processes screen opens automatically.

• Select Reverse fee and click OK in the pop-up. This option is used only for an erroneous fee that was previously applied. The reversed fees are added as adjustments that cancel the wrong charges; these adjustments appear on each affected tax bill. The Monitor Batch Processes screen opens automatically.

Prerequisites

Delinquent

• Fee Maintenance – Set up fees. These provide the choices of fees to apply.

• Delinquent Groups – Create a group of delinquent tax bills that need a fee applied.

Tax Sale Settings

• The Advertising fee set from individual publication Tax Sale application setting determines whether to allow fees 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.