Steps Tax Estimator - Maintain Estimate Details

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Tax > Levy Management > Tax Estimator > Tax Estimator - Search for an Estimate > [New] > Tax Estimator - Create New Estimate > Tax Estimator - Maintain Estimate Details

Description

NOTE: This task may not apply to your jurisdiction.

After searching for/selecting an existing tax estimate and clicking Next, or when creating a new estimate, you navigate to this screen. Use this screen to define and maintain details for the tax estimate, to calculate and finalize the tax estimate, and to create a right-of-way bill in PDF format. The bill looks similar to an actual property bill with the word estimation in the bill number field (collector number), except it shows no specials, no delinquent information, and no instructions for paying online. It also has no back page (except for instructions on the coupon), and it shows only one amount due in each amount due area.

NOTE: The estimated taxable values and taxes are calculated using process steps implemented to customer-specific rules, set up by the (Undefined variable: Variables.Implementation).

SETUP: See Levy Management, Levy Management Setup and Tax Estimator for any applicable prerequisites, dependencies and setup information for this task.

ClosedJurisdiction Specific Information

PTOC

  • The ability to compute prorated values and estimated taxes with the results available to print on a tax bill form is available. To accommodate this, Levy now executes the following additional processes:

  1. Calculates the estimated taxable values based on the data entered.

  2. Calculates the estimated tax amounts based on the data entered.

  3. Optionally create a miscellaneous charge in Accounts Receivable for collection.

  4. Prints the tax bill. 

  • Payments are collected into surplus and then after taxes are calculated in the subsequent year processing to be applied against the calculated taxes.

  • Fees for Manufactured Home (Authentication Fee and CTD) are applied against the levy bill before the estimation. Flags are added to the properties so that they can be used for later processing to potentially abate (or refund) taxes for the next year after the advances are applied to estimated taxes.

  • If the Assessor has the new valuation and levy, then it is calculated on that. If it is early in the year, and the current year’s valuation and levy is unknown, the prior year’s valuation and levy (as directed by statute) are used. 

  • To accommodate this, four new estimation types (system-define systypes) were created for the Estimation Types dropdown field on the Create New Estimate screen (Tax > Levy Management > Tax Estimator > Tax Estimator - Search for an Estimate > Create New Estimate): 1.) Manufactured Home (destruction or relocation); 2.) Government Acquis/Change, 3.) Change to Taxable (exempt), and 4.) Personal Property Trust Fund (sale, relocation or closure of assets). In addition, new UDFs have been created for each of these four types and are available on the Data Entry tab of the Maintain Estimate Details screen (Tax > Levy Management > Tax Estimator > Tax Estimator - Search for an Estimate > Create New Estimate > Maintain Estimate Details).

  • Setup: Only the description, display order, and whether the systype is selectable for the four new estimation types can be changed via Configuration > Systypes > Select or Add a Systype. Set the effective date and select the systype category of Estimation Type. Click on any of the four estimation types to navigate to the Edit a Systype screen on which you can maintain the Description, Display order, and the Selectable checkbox.

  • The Maintain Estimate Details screen, which is the final screen in this process, includes a UDF field called Authentication Fee on the Data Entry tab. Define the data for the Full Assessed Value field and the Authentication Fee, and click the Calculate button. Once complete the Calculation tab shows the Estimation Net Tax Amount. The Prorated Taxes on the Data Entry tab match the Estimation Net Tax Amount. Also, a Print MH Authorization Form checkbox and the existing Print Estimated Bill checkbox enable printing of the form and the estimated bill when checked. Click the View Report button (top of screen) to generate the reports.

Steps for General Information

  1. Maintain the information in the panel below the header area, which is imported from the search, only if necessary, including:

  • Class (property class code)

  • TAG

  • Mailing Address

  1. Select the report type from the Report dropdown.

NOTE: For all tabs, described next, you can toggle between Show History and Show Status. A Refresh button on each of the panels refreshes the data as the initialization and calculation occurs.

Steps for Initialization

Process steps are displayed when first accessing this screen.

  1. Select the Initialization tab.\

  2. Click Details for any process step. The View Batch Process Details screen is displayed and shows available errors and logs. Click Close to return to this screen.

Steps for Data Entry

  1. Select the Data Entry tab.

  2. Define any data as applicable in the Values panel and for any user-defined fields (UDFs).

  • UDFs are set up via Configuration > User-Defined Fields > Search for User-Defined Fields. Click the New button to navigate to Maintain User-Defined Field.

  • NOTE:  Depending on the jurisdiction, the (Undefined variable: Variables.Implementation) may set up the UDFs as applicable.

  • NOTE: Enter a decimal for any UDF rate fields as in the following example:

  • 3.17% - enter as 0.00317

  • 50% - enter as 0.5

Steps for Calculation

  1. Click the Calculation tab. The following graphic shows the Calculation tab before calculations are performed.

  1. Click Calculate (top of screen). When calculations are complete, the Status field in the Calculation panel is populated with the results, such as Completed, Failed, System Cancelled, etc, the start/end times, and the user name.

    NOTE: Calculations may take a few moments to complete during which time other actions may become unavailable. The following shows the Calculation tab after calculations are complete.

  1. Click the Details button to open the View Batch Process Details screen to view any error and log text files. Click Close to return to this screen.

Steps for View Estimates

  1. Click the View Estimates tab to view the estimated taxes. The following graphic shows estimates after calculation.

Steps for Reports

  1. Click the Reports tab. The following graphic shows the Reports tab after calculation.

  1. Click the Finish button (top of screen) to generate the output (estimated bill).

Steps for View Report

  1. Click View Report(top of screen) to open and view a report of the process.

Common Actions

none.

Related Topics

Tax_Estimator

Tax Estimator - Search For An Estimate

Tax Estimator - Create New Estimate