Assessment Methods

Navigate: Tax > Special Assessments > Setup > Assessment Methods

Description

Create and maintain assessment methods for your amortized special assessments.

Steps

1. On the Search for Assessment Methods screen, enter your search criteria and click Search.

2. In the Search Results panel, click to select a code.

3. On the Maintain Assessment Methods screen, enter or edit the Code and Description for the assessment method.

• Enter the Factor. The factor is usually 1.

• Select the Method type. You can choose from Percent to Raise Method, Amount to Raise Method, or Enter Initial Assessment Amount.

• Choose the Percent to Raise Method or the Amount to Raise Method if you are going to use this method type for a ditch special assessment.

• Choose the Enter Initial Assessment Amount Method if you are going to use this method type for a non-ditch special assessment. If this method type is selected, you will not have to enter the cost or budget amount on the Maintain amortized special assessments screen.

• Select Apply to benefit amount or benefit acres.

• Enter Apply order. This is the order the assessment methods are applied if there is more than one assessment method.

4. Click Save to keep your changes.

   • Click Delete at the top of the screen to delete the assessment method.

   • Click List to return to the Search for Assessment Methods screen.

   • Click Close to end the task.

Tips

You can edit an assessment method if it is used for a special assessment; however, you cannot delete an assessment method that is currently in use.