Steps Select Source Revenue Objects for Transfer

Navigate:ClosedTax > Levy Management > Tax Bill Transfer > Tax Bill Transfer > Select Source Revenue Objects for Transfer

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Description

For the tax bill transfer, select the source revenue object. You can also divide bills of undivided interests into multiple bills based on ownership in a property. The multiple bill divide can be based on either a percentage of the bill or a flat amount.

NOTE: For dividing bills, a WSAPI interface provides an indicator that the bill is to be split according to beneficial interest shares. This may not apply to your jurisdiction.

SETUP: See Levy Management, Levy Management Setup, and Tax Bill Transfer for any applicable prerequisites, dependencies and setup information for this task. The Tax Bill Transfer topic also provides example scenarios of dividing bills for transfer.

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 the PIN/AIN and click Add or click Search for search for and select the revenue object for transfer on the Records Search for Revenue Object screen. You return to this screen after selecting the source revenue object(s).

    • Click Remove to remove any items from the list.

  2. Click Divide Bill to divide the transferred bill and amounts to multiple parties

    Or

    Click Transfer to transfer the bill and navigate to the Specify Transfer Amounts screen.

IMPORTANT: You can have only one revenue object in the list if dividing a bill. A message displays to that effect if your list includes multiple revenue objects.

  • Click Previous to return to Select Source Revenue Objects for Transfer

  • Click Close  to end the task.

Related Topics

Tax Bill Transfer

Select Target Revenue Objects for Transfer

Specify Transfer Amounts

Process Tax Bill Transfer