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Entering Levies

Purpose

Use this procedure to enter levy data received from the tax districts, including the:

Prerequisites

Procedure

  1. In PACS 9.0, open a tax district record. Then open the Levies panel.
  2. Do one of the following:

    Caution Caution Icon If you choose to click Add Add to create a new levy, confirm that the levy code you enter in the Code field is correct because the code cannot be changed after it is created. In addition, we recommend using a descriptive code rather than a numeric code. If your office does decide to use a numeric code, we recommend using fund numbers.

  3. In the General section of the Levy Data panel of the Tax District dialog box, complete the following options as required:

    levy entry general

  4. In the Certification Information section of the Levy Data panel, complete the following options as required:

    levy_entry_cert_info

  5. In the External Information section of the Levy Data panel, complete the following options as required:

    Tax District, Diversion Amount, External info

  6. In the Timber Assessment section of the Levy Data panel, to specify how to apply timber assessed value for levy certification, select the Tim Assd Value and do the following:

    levy entry tim assd value

    1. Select one of the following values from the Tim Assd Value drop-down list:
      • Full - Applies the value entered in the Full Value field.
      • Greater of Half or Roll - Compares the value in the Half Value field to the Tax Roll field and applies the larger value.
      • Not Used - The value is not used in the levy calculation, but it is reported.
    2. Complete either the Full Value field or the Half Value and Tax Roll fields to determine the timber assessed value.
  7. In the Election Data section of the Levy Data panel, complete the following options as required:

    levy_entry_election_data

  8. In the Outstanding Debt section, enter the outstanding debt Amount and select the date from the As of Date drop-down calendar.
  9. In the Fund Maintenance section of the Levy Data panel, either expand the fund number to review the tax areas associated with a levy, or click Add Add to enter a fund number and do the following:
    1. In the Distribution panel of the Tax District dialog box, complete the following options as required:
      • Fund Number
      • Begin Date
      • End Date
      • Tax Areas
    2. Map levy fund events as required. For more information, see Mapping Tax District Levy Fund Events.
  10. When a tax district extends past the county line, use the Joint Districts panel, complete the following options as required to enter values that the neighboring county reports:

    levy entry joint district

    1. Click Add Add.
    2. In the District Name row, type the name of the neighboring county. Then enter the values that the neighboring county reports. Usually, the county with the highest assessed value and/or the county with the district’s headquarters is the one that calculates the levy rate.

    Note If there are changes to joint district values, you need to run the Capture Values activity for the levy run.

  11. In the Exemptions and Statement Display panel, complete the following options as required:
  12. In the Comments panel, enter text associated with the levy as required, such as information about when a bond was passed.

Next Steps

If there are any changes to levy details, values must be updated for the levy certification run. (For more information, see Updating Values for a Levy Run.)