Balance Due Report

Navigate: Tax > Special Assessments > Reports > Balance Due Report

Description

Print a report to show the balance due for a posted special assessment.

Steps

1. On the Search for Special Assessments screen, enter your search criteria and click Search.

2. In the Search Results panel, click on a name in the Description column.
3. On the Print Balance Due Report screen, make a selection from the Report format drop-down list. The default report format is PDF.

4. Select the Include details checkbox if you want to include commission district information on your report.

5. Enter or select the date you want to run the report. The default date and time is the current date and time.

6. Click Queue Process in the Command Item bar to print the report in batch processing. The Monitor Batch Processes screen opens automatically.

• Click Previous to return to the Search for Special Assessments screen.

• Click Close to exit.

Report Sample

Balance Due Summary

Balance Due Detail

Tips

Fees are now included on the Balance Due report when a special assessment has an associated charge fee that is billed separately from the special assessment.