Special Assessment Export

Navigate: Tax > Special Assessments > Special Assessment Export

Description

Create a text file containing special assessment information.

Steps

1. On the Export Special Assessments screen, make a selection from the File type drop-down list.

   NOTE: The only option currently available is Regular Special Assessments.

2. Enter a file name. This is the name of the export file after it's created. If no file name is entered, then the batch process creates a name for the file using this format: SAExport, tax year, date, time.

3. In the Search Criteria panel, you can search by code/description, category, and/or type to find special assessments to export.

4. Click Search in the Command Item bar. Matching special assessments display in the Search Results - Special Assessments panel.

5. Select the checkbox for each special assessment you want to export.

6. Click Queue Process.

7. On the Monitor Batch Processes screen, click on a process name when it is complete.
8. On the View Batch Process Details screen, click the link in the Reports panel to view the export file.

Dependencies, Prerequisites, and Setup

To set up the export file layout for your Special Assessment Export file, see Input/Output File Configuration.