Steps Maintain Levy Requests

Navigate:ClosedTax > Levy Management > Tax Rate Calculation > Levy Maintenance > Select Levy to Maintain > Maintain Levy Requests

OR

Tax > Levy Management > Levy Maintenance > Levy Maintenance > Maintain Levy Requests

Description

If you selected multiple levies on the previous screen, the first one is displayed and the others are available in the work list. Maintain the requested levy amounts by the type of entity corresponding to the levy level defined in Levy Setup. The fields on the screen are different for a TAF level levy than for an authority or TAG level levy.

ClosedJurisdiction Specific Information

Riverside, CA

  • A workflow is initiated for each fund to calculate primary rate and to calculate variance when saving changes on this screen. If the variance is outside of the expected tolerance, correspondence needs to be generated to the Tax Authorities.

Steps

NOTE: If the Current Year (CY) is blank, the preliminary rate was not calculated.

  1. Select the Tax Authority for which to maintain the request amounts.

  2. Enter the Request Date or click the date picker to select the date.

  3. Select theReason Code for the request you are creating or modifying, if other than the default.

  4. Click the Override value in the selected row to open the field for editing. Use the up/down arrows in the field to define the value.

  5. Click the Tax Rates tab.

  6. Click the value in the Manual column to for a particular fund to open the field for editing and define the tax rate. Use the up/down arrows in the field to define the value. The variance you define for any rates displays in the Variance column.

    The Variance columns shows the percentage between the Current Year and Prior Year if the Current Year is not blank or Manual and Prior Year if Manual > 0.

  7. Click Enter reason to open a popup to enter the variance reason. Enter information to describe the justification for the variance. Click Finish.

    • Click Cancel to cancel.

  8. Click Notes to navigate to the Maintain Notes screen on which you can maintain notes related to the request.

  9. Click Save to update the adjusted levy request amount for each fund, as well as to total the request amounts and tax rates for the tax authority

  10. Click Calculate to recalculate based on any changes you made. Repeat the previous applicable steps for any items you wish to maintain.

    NOTE: A message displays on the screen indicating when the calculation is complete. Go to Tax > Assessment Processing > Tax Roll Processing, select Debt Rate Calculations from the Category dropdown, and click the Preliminary Debt Rate instance to view the report.

    • Click List to return to the Select Levy to Maintain screen.

    • Click Close to end the task.

Tips Tips

Default modifier amounts (based on value types) are calculated in the Levy Value Build. verify

If a modifier value type is calculated at the authority level, the modifier value will be allocated to the funds based on the ratio of the individual fund levy request to the total request for the authority.

The TAGs, tax authorities and tax authority funds which are available on this screen are associated with the levy in Levy Definition Setup.

Use the work list tab Work list tab on the sidebar to select another levy to maintain request amounts for.