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Book Index

Checklist Levy Roll and Tax Statement Procedures

Print the following user guides. The Collections Rendition Penalty Processing Guide will be needed during the Levy Roll and Tax Statements procedures:

Task

Title

1

Perform the Fiscal Year Rollover (For more information, see the Fiscal Year Processing and Rollover user guide.)

 

2A

Verifying Appraisal Data and Imports

 

2B

Configuring Event Object Paths and Postscript Printer

 

3

Opening a Help Ticket

 

4

Preparing the System for Bill and Tax Statement Creation

 

5

Reviewing and Correcting Entity Tax Rates

 

6

Copying the Previous Year's Tax Rates

 

7

Modifying Tax Rates and Attorney's Fees

 

8

Performing the Freeze/Refreeze Process

 

9

Preparing the System for Bill/Tax Statement Creation

9a. Run monitors to check for duplications

 

10

Creating Tax Bills

 

11

Undoing the Creation of Bills

 

12

Printing Levy Totals

 

13

Balancing Levy Totals

 

14

Creating Rendition Penalty Bills

 

15

Setting Up Levy Entity Groups

 

16

Setting the Tax Statement Format for the New Tax Year

 

17

Setting Form Defaults

 

18

Creating Levy Statement Runs

 

19

Exporting / Printing Levy Statements

 

20

Printing Levy Roll

 

21

Activating Newly-Created Bills

 

22

Moving the System to a New Collections Year

 

23

Populating the Fiscal Year

 

24

Informing Customer Support of Levy Process Completion

 

25

After Levy

 

Applicable Law