Steps Maintain Tax Bill Transfers

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Here is a flowchart of Levy > Tax Bill Transfer > Tax Bill Transfer Maintenance. 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

NOTE: This functionality may not be available in your jurisdiction.

Search for existing tax bill transfers to reverse.

NOTE: When using this task and when searching/selecting revenue objects that have bills in tax sale, Levy prohibits adding the revenue object and a message prompts you to use the Tax Sale Certificate Split Workflow.

ClosedJurisdiction Specific Information

California

  • If installment dates are retained for the tax bill transfer, the date group from the source bill is retained to the target.  The charges also remain on the installment from which they came. Only unpaid charges can be transferred, so for instance if a bill had $100.00 of taxes, and installment 1 of $50 is already paid, transferring $50 results in installment 1 being untouched, and installment 2 going down by $50. Charges retain their Tax Authority/Fund allocation as well as their attributes, meaning, for example, that it charges are preserved against Special Assessments. The TA/Fund allocation and attributes are only retained when preserving TAG and Tax Year.

Steps

  1. Enter search criteria matching the transfers you want.

    • Source and target revenue objects - Enter the PIN or AIN of a revenue object, or click Advanced Search to use Revenue Object Search.

  2. Enter the From and To dates for the transfer.

  3. Click Search to find active transfers matching the criteria. Transfers in which multiple source bills were combined into one target will display all of the source information separately.

  4. Set the schedule options if you want to run the process at a future time.

  5. Select one or more transfers to reverse and click Reverse to submit the process to the batch processing queue.

    The system adjusts the target tax bills to zero and transfers the original split/transfer amount back to the source tax bills. Any payments on the target bills are transferred to surplus.

    • Click Remove to remove an item from the list.

    • Click Clear to clear the search criteria for a new search.

    • Click Close to end the task.

Tips

You cannot reverse a transfer if the target tax bill has had a tax charge correction.

CVB only: You can perform a tax bill transfer for an inactive GPIN.

Related Topics

Tax Bill Transfer

Print Tax Bill Transfer Report