Steps Select Levy to Maintain

Navigate:ClosedTax > Levy Management > Tax Rate Calculation > Levy Maintenance

OR

Tax > Levy Management > Levy Maintenance > Levy Maintenance

ClosedNavigation Flowchart - Roll-Based Assessment

Here is a flowchart of Tax Levy Management > Tax Rate Calculation > Levy Maintenance. The flowchart does not include obvious actions, such as Save or Close. Common Actions are included only if necessary to completing a task.

ClosedNavigation Flowchart - Event-Based Assessment

Here is a flowchart of Tax Levy Management > Levy Maintenance > Levy Maintenance. The flowchart does not include obvious actions, such as Save or Close. Common Actions are included only if necessary to completing a task.

Description

Search for existing levies to maintain.

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

Steps

  1. Accept the tax year or select the Tax year and any other search criteria you want, including all or part of the Code and/or Description, the Levy basis type, the Source county, or the Levy reason code.

  2. Click Search to find the levies matching the criteria.

  3. Select the Aggregate process for the tax year that you want to associate with the levy, which will determine the levy basis value.

  4. Select the checkbox for each levy you want to maintain from the Available Levies panel.

  5. Click Next to navigate to the Maintain Levy Requests screen.

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

    • Click Close to end the task.

Definitions Valuable Vocabulary

Levy Basis Type >ClosedAn attribute that defines a broad category or grouping of Levy Basis Values, such as "taxable market" or "tax capacity". This is assigned to the levy in Levy Definition Setup.

Levy Reason Code >ClosedThe reason the levy request was created or changed. This code is assigned on the Maintain Levy Requests screen.

Related Topics

Levy Definition Setup