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Setting Up Levy Entity Groups

Purpose

You can direct the system to group entities on tax statements. Use this procedure to set up an entity group to be used for tax statements runs.

Each entity group can be printed in separate statement runs. For example, a CAD may set up one entity group to collect county taxes, and another entity group for which it prints statements but does not perform collections.

If your office is collecting BPP penalties, you must include all the BPP entities in the tax statement group. If you do not include the BPP entities, the penalty will not be included on the tax statement. Also include any Special Inventory Entities that you collect for.

Important If you are collecting the 5% CAD fee, you must include the CAD BPP entity in the tax statement group along with all other BPP entities. If you do not, the total rendition penalty on the statement will be incorrect.

Procedure

  1. In PACS Collections, choose Activities > Assessment > Levy Functions > Levy Entity Group Maintenance.

    The Entity Tax Statement Groups dialog box is displayed.

  2. Click New to set up a levy group. Then enter the year for which tax statements will be produced, and enter a description for the group, such as County Group, Collections Group, or 20XX Tax Statements (where XX is the current year).
  3. Click Apply.
  4. Click Add.

    The Add Entity to Statement Group dialog box is displayed.

  5. Select an entity to add to the group, and then click OK. Repeat as needed for each entity.
  6. Click OK to save your entries and return to the Entity Tax Groups Maintenance window.
  7. Add additional groups as needed.