Steps Maintain Estimated Tax Rolls

Navigate:ClosedTax > Levy Management >Tax Roll Processing > Estimated Tax Roll Processing >  Maintain Estimated Tax Rolls

ClosedNavigation Flowchart

Here is a flowchart of Levy > Tax Roll Processing > Estimated Tax Roll Processing. Obvious actions, such as Previous and Close, are not included in the flowchart. The Common Actions links are included only if necessary to task completion.

Description

Use this task to create and maintain tax rolls for estimated installment bills. The batch process component of this task identifies estimated bills that were not paid between the first and second installment and indicates whether a property is on an installment plan, thus triggering a correction that zeroes the tax bill. This tax roll processing reconciles the annual tax bills to estimated installment bills.

ClosedJurisdiction Specific Information

Palm Beach

Two additional Aumentum process steps:

  • Reconcile calculated values with imported values from Collector's System/Property Assessor's Office

  • Reconcile the calculated taxes to the imported taxes during tax roll processing.

Assessment Administration uses the imported values to create the cadastre; Levy uses the cadastre values to calculate taxes. Calculated values are not replaced but are used to create charges and run applicable reports so that the calculated values can be compared to imported ones. Any items outside of the user-defined tolerance, as established by the Imported to calculated tax amount Tolerance appsetting, are included in the reporting.

Upon reviewing the calculated values as being as correct as possible to the imported, based on the appsetting, charges are posted to Accounts Receivable upon posting the roll. To set up this appsetting, go to Configuration > Application Settings > Maintain Application Settings. Select Tax Year as the Setting type, select the Filter by module of Tax Levy Management, and select the Filter bytax year. Click Edit on the new application setting and enter the rounding value, which can be up/down to the smallest denomination (example, pennies).

Steps

  1. Select the Tax year and Status of tax rolls to view. You can view all estimated tax rolls, only those that have been posted, or only those that have not been posted yet.

  2. Select one of the buttons in the Available Tax Rolls list or on the task bar, depending on what you want to do.

Create or Edit Tax Roll

  • Click New on the task bar to access the Set Up Estimated Tax Rolls screen to create a new roll.

    OR

    Click Edit on a particular tax roll in the grid to edit its settings on the Set Up Estimated Tax Rolls screen.

    NOTE:     If the tax roll has been posted, you cannot edit the tax roll but you will be able to review its settings and assessment rolls.

Process Tax Roll

  • Click Process next to a tax roll to go to the Process Estimated Tax Roll screen to run one or more of the steps needed to calculate taxes, charges and credits; assign bill numbers and installment due dates; and finalize the creation of tax roll data from all the previous steps.

View Tax Roll Data

Post Tax Roll

  • Click Post next to a tax roll to post the charges to Accounts Receivable, for a Final roll, or to save the charges to the database without posting if the roll has a category of Preliminary or Proposed, such as for a sample roll.

    NOTE:  Upon posting, Accounts Receivable is notified to reapply payments from the estimated bills to the new annual bills.

    ! IMPORTANT: After the tax roll has been posted or saved, it cannot be reprocessed. You will need to remove it and recreate it to correct any errors.

    The posting process is automatically sent to Batch Processing and the Monitor Batch Processes screen displays, on which you can view batch process details. It begins processing as soon as the queue is open after the selected start date and time.

Remove Tax Roll

  • Click Remove to delete a tax roll that has not been posted. A warning message displays and if you click OK, the removal process is automatically sent to Batch Processing and the Monitor Batch Processes screen displays. 

    NOTE:     You can remove a tax roll even when it has been posted to A/R as long as no payments exist against the tax roll.

  • Click Close to end the task.

Common Actions

none.

Related Topics

Tax Roll Processing Overview

Estimated Tax Roll Processing

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