Tax Sale Flags

Navigate: ClosedTax > Tax Sale > Property Sale > Tax Sale Flags

Description

Flags are used to indicate that a tax bill is on a Tax Sale, to indicate that payments for items on Tax Sale Items are to be made in full, and, in some cases, to indicate that payments on Tax Sale items are not allowed once the sale has started.

Steps

  1. On the Search for Tax Sales screen, enter your search criteria and click Search.

  2. In the Tax Sales panel, click to select an item in the grid.

  3. On the Apply or Remove Tax Sale Flags screen, review the tax sale information displayed at the top of the screen to verify that you have chosen the right tax sale to flag.

  4. Make a selection from the Items to be flagged drop-down list.

    • All – Applies the flag to all items in the tax sale.

    • Individual – Applies the flag to individual certificates only.

    • Agency – Applies the flag to agency certificates only.

  5. In the Selected Flags panel, click Add.

    OR

    Click Edit for an existing flag in the grid.

  6. In the expanded Selected Flags panel, select the flag options.

    • The Entity type choices are Tax Bill, RevObj, or LegalParty. Typically, you would want to apply Tax Sale Flags to a Tax Bill.

      IMPORTANT: Do not apply Tax Sale Flags to Legal Parties, as Tax Sale Flags are removed by the Cashiering process when a full payment is made. Removing Legal Party Flags is not supported by this process.

    • The choices you see in the Flag type drop-down list depend on the entity type, since the entity type is associated with a flag during flag setup.

    • The choices you see in the Flag value drop-down list depend on the flag type chosen, since the flag value is associated with a flag when it is initially created.

    • Enter a Duration for the flag. The duration type is set up when the flag is created in Configuration > Flag Setup.

    • The Start date is when the flag will first be applied. This is usually the current date.

    • Click Apply to save your changes in the panel. The process does not begin, though, until you click Apply Flag. Or click Cancel to cancel the changes without saving.

  7. Click Apply Flag and click OK in the confirmation message. The Monitor Batch Processes screen opens automatically. Once the batch process is complete, the flags are displayed in the Flags Applied panel.

  8. Click List to select a different Group or Bill to apply flags to.

    OR

    Click Close to end the task.

Remove Flag

Flags applied in error are removed here. The entity to which the flag is applied is displayed in the column Applied To.

  1. In the Flags Applied panel, select the checkbox for one or more flags to remove. To select all flags, click the checkbox in the title bar.

  2. Click Remove Flag. Click OK in the confirmation message. The Monitor Batch Processes screen opens automatically. Once the batch process is complete, the flags are no longer displayed in the Flags Applied panel.

Tips

  • Applied flags can be any that are already established through flag setup of the entity types listed above.

  • Often, delinquent flags represent an historical event, such as bankruptcy or certified delinquent. These flags are not removed.

  • Flags of all kinds can be added, edited, inactivated, or deleted from individual revenue objects using Info Center's Manage Flags.

  • The flag type must have one or more flag values.

Prerequisites

Configuration Module

  • A flag must be created to use as the Tax Sale Participation flag. To create a Flag, go to Configuration > Flag Setup.

Dependencies

Cashiering Module

  • Set up Flag Payment Rules to determine various Cashiering functions based on the Tax Sale Participation flag, such as:

    • If the payments can be taken

    • Which tender types can be used when taking payments

    • If partial payments can be accepted.