Special Assessment Write Off

Navigate: Tax > Special Assessments > Special Assessment Write Off

Description

Write off special assessments. The write off amount is the PIN's special assessment amount, plus any fees, minus any payments.

Steps

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

2. In the Search Results panel, select the checkbox for one or more items in the grid and click Preview.

3. • On the Monitor Batch Processes screen, click on the report in the grid.
   • On the View Batch Process Details screen, open the report detailing what would happen during the selected write off process.
   • When you have verified that the preview report contains the PINs you want to write off, click the Active Tasks icon in the sidebar and select Special Assessment Write Off.

4. On the Write Off Special Assessments screen, click Write Off. You advance to the Monitor Batch Processes screen.

5. Click Close to end the task.

6. Print a Preview report for the selected special assessment write offs.

7. Write off the selected special assessments.

8. Once the Special Assessment Write Off process is complete, you must calculate and post the written off special assessments with a change reason that triggers corrections via Tax > Special Assessments > Calculations and Postings. Then, corrections are triggered. You may need to manually accept the corrections via Asmt Admin > Roll Corrections > Roll Correction, depending on the Value change reason you selected when posting special assessments. Once these steps are complete, you can view the UDFs for the write off amounts via Tax > Special Assessments > Revenue Object Maintenance.