Tax Change Reason Mapping

Navigate: Tax > Levy Management > Setup > Tax Change Reason Mapping

Description

Tax Change reason mapping options include:

• Increase/Decrease Bill Method – System Defined – Controls whether the existing tax bill is updated, or a new bill is created with full or differential charges.

• Correction Allocation – System Defined – Specifies how to allocate the differential charges to installments; first, last, by installment schedule, merge (create one installment), or split among unpaid installments. (there is a Prorate Daily option, but I don’t know what it does or why it’s there)

• Negative Bill Allocation – System Defined – In 8.06.12, the only option is to zero the negative tax bill and manually adjust the taxes on the Annual tax bill.  In 9.0.0 and later, negative tax bills will be posted to A/R and placed in surplus, which the user can then allocate to unpaid tax bills or refund to the taxpayer.

• Internal/External Tax Queue – System Defined – Controls whether corrections are auto approved for tax office queues or require manual review.

• Billing Date – System Defined – Specifies whether the Tax Bill Transaction date will be the current database server system date or the current effective date of the application.

Steps

Define the rules for processing corrections and supplements to tax bills, including whether to update an existing bill or create a new bill for different types of changes.

• Map Tax Change Reasons - Select a tax change reason to specify how it will be used in corrections or supplemental roll processing. You can also copy mappings from one change reason to another.

Prerequisites

Eminent Domain

• The Special Processing Unit (SPU) of the TTC (Treasurer/Tax Collector) office is notified of completion of a roll correction by the Auditor's office for Eminent Domain properties via the workflow. The workflow kicks off a TaxBillCorrection workflow for review and for accept/reject. The first Accept goes to treasurer. The second Accept posts to Accounts Receivable. Valuation changes are done to determine the valuation. The LevyAnnual Corrections and EscapesCategory, Process ofExtend Tax Roll/Create Tax Bill Dateexecutes and posts the correction to billing. Once posted to billing, the tax bill gets sent to the workflow for review.  Any funds collected in the Eminent Domain trust can be applied to the bill by a funds transfer. To accommodate Eminent Domain, a Value Change Reason code (Asmt Admin > Setup > Valuation Change Reason Mapping ) of Eminent Domain is available, and a Tax Change reason code (Tax > Levy Management > Setup > Tax Change Reason Mapping) of Eminent Domain is available. Tax Bill correction is available for viewing and accept/reject action on the Corrections View tab of the tax bill viewer (Tax > Assessment Processing > Tax Bill Viewer > Search for Tax Bill > Review Tax Bill).

Levy Management

• None

Assessment Administration

• Valuation Change Reason Mapping - For tax change reasons to be assigned during corrections and supplemental processing, they must be mapped to valuation change reasons first. Any valuation change reasons which are not mapped to a tax change reason will cause the default tax change reason to be used.

Configuration Menu

• Systype Maintenance - Tax Change Reason Codes are user-definable systypes and must be created before they are available for mapping and processing.

Dependencies

You must map tax change reasons before processing roll corrections or supplementals to the tax roll.