View Tax Roll Data
Description
View the tax roll data for a specific revenue object to verify that the data is correct before posting the tax roll.
Steps
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Enter a PIN or AIN and click Search to display the tax roll data for the revenue object,
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click Advanced Search to use the Records Search for Revenue Object screen to find a revenue object using different criteria. -
Select the Tax bill if the search returns multiple bills. Review the displayed Inventory Data.
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Select a Value group type to view the value groups of that type. A blank line will display all value groups.
NOTE: If a value group is part of a linked value group, the group PIN and the value group's sequence number within the linked value group are displayed in the Link column. -
Review the Tax Information of the revenue object, which includes the taxable value, rate, gross tax, any credit amount, and net tax (gross minus credit). The default view shows grand totals for the parcel and subtotals broken down by value group, value type, and tax authority.
NOTE: Click a + (plus) to expand the list to see more detail for an item; click - (minus) to close the expansion.-
Click the Hide All/Show All toggle button to toggle between displaying or hiding items below the top level tree view.
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Click the Bill Dates button to view by billing date.
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Click TAG View on the panel title bar to see the total charges for the tax authority group and subtotals broken down by tax authority, tax authority fund, and value type.
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Click Exemptions to view the amount and tax savings for each exemption on the revenue object.
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Click Parcel View to toggle back to the default view.
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Click List to return to Maintain Tax Rolls.
- Click Close to end the task.