Total Supplemental Charges

Navigate: ClosedTax > Levy Management > Total Charges > Total Supplemental Charges

Description

The View Total Supplemental Charge by Tax Year screen lets you calculate and view anticipated revenue by tax authority fund and TIF district for a designated year, with the option to see activity within a specified month.

Steps

  1. On the View Total Supplemental Charge by Tax Year screen, make a selection from the Tax Year drop-down list.

    2. The Last Calculated date displays the date through which the data applies. If no last calculated date appears, then the charges need to be calculated for the year first.

  2. In the Values tab, enter or select your search criteria and click Search to retrieve the amounts based on your filters.

    3. Filters

    • Through/By – ‘Through’ is accumulated through the month selected, and ‘By’ provides a view by the month selected.

    • Month

    • TAF – Limits the amounts retrieved to the selected tax authority fund.

    • TIF – Returns amounts for the selected tax increment financing district.

    • TA Category – Restricts data retrieved to the selected tax authority category.

    • Fund Type – Limits data retrieved to the selected tax authority fund type.

    • Fund Sub Category – Returns tax authority funds with matching subcategory.

    • Event Year – Restricts data retrieved to the selected tax year.

    • Transaction Type – Limits data to the selected transaction type.

    Tabs

    • Total – Reflects current and prior year amounts based on the selected filters.

    • Current Year – Displays supplemental amounts by TAF and TIF for current year bills processed in the selected time frame.

    • Prior Year – Displays supplemental amounts by TAF and TIF for prior year bills processed in the current year for the selected time frame.

    • TIF Breakout – Displays the supplemental amounts by TAF and TIF for all bills processed in the current year for the designated time frame.

    • Today – Ignores the date filters and reflects the current values for the selected tax year as of today.

  3. Click Calculate.

    • The Search button retrieves amounts from the last calculation. Use the TAF and TIF select lists to filter the records.

    • Click the Excel icon to open the column headings and grid data in an Excel workbook.

Dependencies, Prerequisites, and Setup

  • Supplemental instance posting charges must exist for the subject tax year in order to display data.