Flags

Navigate: Closed Tax > Delinquent > Groups > Flags

Description

Delinquent flags can be applied to one or more delinquent groups or to individual revenue objects. Flags applied can be any that are already established through flag setup.

Often, delinquent flags represent a historical event, such as bankruptcy or certified delinquent. These flags are not removed.

Flags applied in error are removed using the same processes.

Steps

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

    • Make a selection from the Search type drop-down list.
      • Search for group
      • Search for Bill
      • Import file
  2. In the Search Results panel, click to select an item in the grid.

  3. On the Apply or Remove Delinquent Flags screen, review the group information displayed at the top of the screen to verify that you have chosen the right group to flag.

  4. Click Add to select a flag in the Selected Flags grid to apply to the group. A new panel displays to work in.

    5. Select the flag options in the Selected Flags panel.

    • The Entity Type choices are tax bill, revenue object, or legal party.

    • The choices you see for Flag type depend on the entity type, since the entity type is associated with a flag during flag setup.

    • The choices you see for Flag value depend on the flag type chosen, since the flag value is associated with a flag when it is initially created.

    • The Start date is when the flag will first be applied.

    • Enter a Duration for the flag. The duration type is set up when the Flag is created in Configuration > Flag Setup.

    • Select the Privacy setting, either Private use or Public use. The privacy setting you defined can be viewed in Info Center > Tax Detail > Tax Information > Flags > Manage Flags.

    • Click Apply to save your changes within the panel. Your Flag now displays in the Selected Flags panel. Note: The process does not begin, though, until you click Apply Flag at the bottom of the screen. Click Cancel to cancel the changes without saving.

  5. Select the Include paid checkbox, located at the bottom of the screen, if the process should include the paid delinquent bills that are members of the group.

  6. Click Apply Flag to apply the flags. Click Ok through the confirmation message. You advance to the Monitor Batch Processes screen. Once the batch process is complete, the flags you applied display in the Flags Applied panel.

  7. Once the batch process has completed, return to this screen to view the applied Flag.

  8. Click List to search for another group to apply fees to or click Close to end the task.

  9. For more information, use the Common Actions panel to view the detail charges, paid charges, or click on a grid item to see flag and owner information.

    • View Paid Within Group - Look over the group members that have paid and are no longer delinquent. They will not be flagged.

    • View Detail Within Group - See the delinquent charges of each revenue object.

    • View Flag and Other Information - See the details of all flags applied to the revenue object and the primary owner information. Click on any revenue object in the grid on View Detail Within Group.

Prerequisites, Dependencies, and Setup

Configuration Menu

  • Systypes

  • Flag Values

  •  Flag Types

Flag Setup - Set up the flags needed for delinquent processing, using the flag values and flag types systypes. Typical flags for delinquent processing are:

  • Bankruptcy

  • Forfeiture

  • Warrant

  • Insolvent

  • Lien

NOTE: The entity type of the flag must match the object type of the group.

EXAMPLE: Flags can be applied for delinquent groups of revenue objects.

DMV and FAA Renewal Restriction Hold Setup

The DMV and FAA Hold process allows the County Tax Collector to place a hold on the registration of vessels and aircraft for nonpayment of tax bills.  Counties can generate these holds once the taxpayer has failed to pay their tax bill in a timely manner. For a vessel the county can place a hold on the DMV registration. For aircraft the county can place a hold on the FAA registration.

The Delinquent Export task is used to generate and transmit to the DMV and to the FAA a list, based on the flags, of holds for boats and airplanes with the following data:

  • Assessee Name(s) [Tax Bill] 

  • Situs Location [Tax Bill] 

  • Vessel Description[Assessment-ACR Data Model]

  • CF Number[Assessment-ACR Data Model]

  • Aircraft Description[Assessment-ACR Data Model]

  • Number[Assessment-ACR Data Model]

Prerequisites

  • Existent group created with Bills with correct data (Assessment – ARC Data Model).

  • Data Service for Abstract of Judgment Notices associated to a template.

Setup

  1. Set up a new group for the DMV/FAA renewal restriction hold via Tax > Delinquents > Group Creation.

  2. Go to Tax > Delinquent > Groups > Flags. Select the group you created. Click Add in the Selected Flags panel and select the Entity type and the Flag type of DMV Hold Flag. Define the remaining information as applicable.

  3. Set up the Abstract of Judgement Notice via Reports and Interfaces > Correspondence III > Report Setups > Manage Report Setups. Once set up, the notice will be available for printing from the Report Setup drop-down list on the Print Delinquent Notices screen via Tax > Delinquents > Correspondence > Notices > Delinquent Search > Print Delinquent Notices,

  4. Go to Tax > Delinquent > Delinquent File I/O Export.

  5. Select Delinquent DMV Hold Export for the File I/O Type.

  6. Define the years and flags to include and exclude in the search.

  7. Filter for the applicable group and select one group for the export.

  8. Click Export. The resulting file applies the information to the group that is required for the export.