Print Tax Sale Notices

Navigate:Tax > Tax Sale > Tax Sale Notices > Print Tax Sale Notices

Description

Print notices for properties associated with a Tax Sale.

IMPORTANT: You must create and upload a mail merge correspondence document for Tax Sale Notices or Tax Sale Cancellation Notices. To upload the document for use, go to Configuration > Correspondence Files.

Steps

1. Select a Process. Files display depending on the process you select.

2. Select a File. Files are uploaded using the Correspondence Files task.
   Note: Correspondence Files are secured by user when the Correspondence Application Setting 'Secure Correspondence Files at User Level ' set to True. If your jurisdiction uses security on correspondence files, only files you have security rights for display in this dropdown list.

3. Select if you want to perform a Mail merge. This process created a word document based on the file selected for each bill in the Tax Sale selected.

4. Select to Print datasource if you want the datasource to be produced when creating delinquent notices. The datasource is listed with the mail merge document on the View Batch Process Details screen. You can then open the datasource using any 3rd party application that can read an htm file.

5. Type the text into any of the user-defined Fields. These must already be coded into the Microsoft Word mail merge document.

6. Enter filtering options in the Tax Sale Options panel to narrow down the notices that are printed.

   • Select the Record Aumentum event checkbox if you want this process to create a Aumentum event for each notice that is printed.

   • Select the Include TDA items to include Tax Sale TDA items in your notices.

   • Select the Print summary report to include a summary report in your batch process.

   • Select the Include Endorsements checkbox as needed. When checked, the endorsement amounts are included in the redemption amounts 1 through 4 fields.

   • Enter a From sale year and To sale year.

   • Select a Tax Sale. Note: This is the only option that must be entered.

   • Enter a From item number and To item number.

   • Enter a From bidder number and To bidder number.

   • Select if the items are Redeemed or not redeemed. Leaving blank includes all items meeting the other criteria.

   • Select if the items are Participating. Leaving blank includes all items meeting the other criteria.

   • Enter Redemption date 1, Redemption date 2, Redemption date 3, and/or Redemption date 4.

7. Select the Buyers you want to print notices for. No selection includes all buyers.

8. Select flags in the Flags to Include grid to determine which revenue objects are included in the search results.

• • Click Update to return to the grid.

  • Continue to add flags until the list is complete.

  • Select match all or match any. This specifies whether or not an object has to have all the flags or any of the flags attached to it to be returned in the search.

  • If matchall, then GRM Tax returns a tax bill from the search only if it has attached to it every flag specified to include, not just one or some of the flags. For example, if you are looking for the two flags - delinquent and NSF - then a tax bill that only has the NSF flag attached will not be included in the search results.

  • If match any, then GRM Tax returns a tax bill whenever it matches any flag specified. For example, if you are looking for either of two flags - delinquent and NSF - then a tax bill that only has the NSF flag attached will be included in the search results.
    
    Note: If a bill has both an Include flag and an Exclude flag request and matches both, the bill will be included. For example, suppose you want to include a non-sufficient funds flag but exclude a bankruptcy flag and bill 12345 has both flags; bill 12345 will be included in the search results list to choose for the delinquent group.

  • Click Add to add a new flag.

  • Enter the flag settings. Only flags meeting all the criteria in the row will be considered in the search.  

  • • Object type - The type of object a flag is attached to (such as a revenue object or tax bill)

    • Flag type and Flag value - The general type (such as Bankruptcy) and specific value (such as Chapter 11)

    • Start dateandEnd date - The date range for a flag that can exist on a record for a certain period of time

    • Expires by - The date the flag expires.

    

  • PIN	Flags Applied to PIN	Flags to Include Settings	Is PIN Returned in Search?
    101	Bankruptcy - Chapter 7 NSF	Match All: Bankruptcy Chapter 7, NSF	Yes, matches the criteria for inclusion
    102	Bankruptcy - Chapter 7	Match All: Bankruptcy Chapter 7, NSF	No, does not meet criteria for inclusion
    103	Bankruptcy - Chapter 7	Match Any: Bankruptcy Chapter 7, NSF	Yes, matches the criteria for inclusion
    104	none	Match Any: Bankruptcy Chapter 7, NSF	No, does not match the criteria for inclusion

     

9. Select flags in the Flags to Exclude grid to determine which revenue objects are excluded from the search results.

   • Follow the same steps as for the Flags to Include grid to add flags until the list is complete.

   • Select match all or match any. This specifies whether or not an object has to have all the flags or any of the flags attached to it to be excluded from the search.

   • • If all, then the search will exclude from the results bills that match all flags in the grid.

     • If any, then the search will exclude any bills that have any one of the flags in the grid.
        

     

   • PIN	Flags Applied to PIN	Flags to Exclude Settings	Is PIN Returned in Search?
     101	Bankruptcy - Chapter 7 NSF	Match All: Bankruptcy Chapter 7, NSF	No, it meets the criteria for exclusion
     102	Bankruptcy - Chapter 7	Match All: Bankruptcy Chapter 7, NSF	Yes, it does not meet the criteria for exclusion
     103	Bankruptcy - Chapter 7	Match Any: Bankruptcy Chapter 7, NSF	No, it meets the criteria for exclusion
     104	none	Match Any: Bankruptcy Chapter 7, NSF	Yes, it does not match the criteria for exclusion

10. Click Print. You advance to the Monitor Batch Processes screen, where view the status of your process and select it to view the document, datasource, and/or summary report that is produced.

Tips

Aumentum Events can be viewed in Info Center on the Event History screen via Info Center > Tax Detail > Records Search > Records Search Results > [Tax Detail button] > Tax Information > [Common action View Event History] > Event History.

The Redemption Dates are printed only for items that are sold and not yet redeemed. Also, interest rules must be set up for Tax Sale in Accounts Receivable.

The redemptdate, redemptfee, redemptinterest, and redemptamount fields are only populated in the datasource if the item has been redeemed.

The Redemption Fee is set up using the Fee Maintenance task. This fee must be set up with a Payable option of 'Regardless of balance due'. Also, you must select the Fee using the Tax Sale Settings task. Fees only display on the Tax Sale Notice if a forecasted date has been specified in the Tax Sale Options panel.

If a Tax Sale Item is not sold, entering the current date for one of the Redemption Dates will show the Redemption Fee as if the item was redeemed on the current date.

If there is a Tax Sale Fee set up in Tax Sale Settings that is applied to the Tax Sale Bill at the time with a buyer payment is processed, the fee is included in the Redemption Amount on the Tax Sale Notice.

Related Topics

Correspondence Files

Maintain Tax Sales

Maintain Tax Sale Settings

Tax Sale Notices Datasource