Apportionment Factor Groups

Navigate: ClosedTax > Distribution > Apportionment Factors > Apportionment Factor Groups

Description

Apportionment factors are a by-product of the Annual Process (tax charge generation) and are used to determine the distribution of the 1% general tax. Apportionment factors are based on:

  • Factor Types

    • Annual
    • Estimated
    • Supplemental

  • Factor Category

    • Unitary (for county-wide state assessed properties)

    • Secured (local real property - unsecured uses Prior Year Secured)

    • Debt

These factors are not used for tax calculation but are used by Distribution and are maintainable.

SETUP: See Distribution and Apportionment Factors for any applicable prerequisites, dependencies and setup information for this task.

California

  • You can calculate 1% Qualified Electric Factors. To do so:

    1.  Import the QP TAG-level  values via  AA > Reports and Extracts > Data Interfaces > Import to import values.

    2. Then, go to Tax > Levy > Factor Calculations > Qualified Property Values to manage the QP TAG-level values.

    3. Next, calculate QP Apportionment factors via Tax > Processing > Tax Roll Processing. Select a tax year and the Apportionment Factors process. Run Calculate QP Apportionment Factors.

    4. Finally, view the calculated rates in Tax > Distribution > Apportionment Factor Groups > Apportionment Factor Group Rates.

Steps

  1. On the Manage Apportionment Factor Group List screen, click Add in the Apportionment Factor Groups panel header, or Edit on an existing group.

  2. On the Edit Apportionment Factor Group screen, edit the apportionment factors and add factor group criteria.
  3. Click Delete and OK on the delete confirmation to delete an existing group.

  4. Click Close to end the task.