Steps Process Heavy Duty and Timber Taxes

Navigate:ClosedTax > Levy Management > Heavy Duty and Timber Tax Processing > Records Search for Revenue Object > Records Search Results > Process Heavy Duty and Timber Taxes

Records Search for Revenue Object

Navigate:ClosedLevy Management > Heavy Duty and Timber Tax Processing > Records Search for Revenue Object

  1. Enter information that you know into the available search fields.

  2. Click SEARCH. The search results appear on the Records Search Results screen

  3. Click SELECT in the grid row of the revenue object you want to work with. The Process Heavy Duty and Timber Taxes screen appears with the selected revenue object information displayed.

Process Heavy Duty and Timber Taxes

Navigate:ClosedLevy Management > Heavy Duty and Timber Tax Processing > Records Search for Revenue Object > Records Search Results > Process Heavy Duty and Timber Taxes

Enter sale information and create a tax bill for a heavy duty equipment or timber revenue object. The owner information for the selected revenue object is displayed.

  1. Enter the billing and sale dates and the taxable value of the revenue object. These will be used to calculate the taxes.

  1. Select the roll type, for example, Heavy Duty, that this revenue object belongs to.  

    Important! IMPORTANT:
    In order for roll types to appear in this list and for this process to be completed, you must set up the Heavy Duty Type and/or Timber Type application settings by selecting the roll type used for each type of taxes. See Application Settings. 

    NOTE:
    The revenue object must have a class code with the appropriate roll type in order to be processed correctly. In Systype Maintenance, select the Class Code category, edit the appropriate class code, and associate it with the roll type under Additional Information. See Edit a Systype for more information.

  1. Click PROCESS to enter the data into the database, calculate charges and create a tax bill, which will open as a PDF file in another window.

    • Click CHANGE REVENUE OBJECT to search for a new revenue object for which to process taxes.

    • Click CLOSE to end the task.

Tips Tips

Make sure that the correct taxable value types are mapped to the Heavy Duty Process before running this task. Otherwise, your bills may show incorrect amounts. Contact your (Undefined variable: Variables.Implementation) for assistance.

For heavy duty tax bills which must have a minimum charge of $100, make sure to set the minimum installment amount for the heavy duty tax roll to $100 on Assign Installments and Bill Numbers for Tax Roll. Even if a parcel has under $100 in charges, the heavy duty tax bill will show the minimum charge of $100.