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Book Contents

Book Index

Levy Roll and Tax Statement Procedures

In This Section

PDF File: Levy Roll and Tax Statement Procedures User Guide

Topic Revisions: Levy Roll and Tax Statement Procedures

Checklist Levy Roll and Tax Statement Procedures

Step 1: Perform the Fiscal Year Rollover

Step 2A: Verifying Appraisal Data Imports

Step 2B: Configuring Event Object Paths

Opening a Help Ticket

Preparing the System for Bill/Tax Statement Creation

Reviewing and Correcting Entity Tax Rates

Step 6: Copying the Previous Year's Tax Rates and Exemptions

Modifying and Reviewing Tax Rates, Attorney's Fees, and Exemption Info

Freeze Ceiling Maintenance

Preparing the System for Bill/Tax Statement Creation

Creating Tax Bills

Undoing the Creation of Bills

Printing Levy Totals

Balancing Levy Totals

Creating Rendition Penalty Bills

Setting Up Levy Entity Groups

Setting the Tax Statement Format for the New Tax Year

Setting Form Defaults

Creating Levy Statement Runs

Exporting / Printing Levy Statements

Printing Levy Roll

Activating Newly-Created Bills

Moving the System to a New Collections Year

Populating the Fiscal Year

Informing Customer Support of Levy Process Completion

Step 25: After Levy

Appendix A-Installing a Post Script Printer