Note: If properties have not been coded with Mortgage codes, this can be done at this time before you Create Levy Statement Runs.
Use this activity to specify parameters for levy statement runs based on entity groups, property types, and sort order.
Creating Levy Statements may require a large amount of data resources. We recommend that you do not have any other processes running simultaneously that could slow the process down. If you have access to the server we recommend that this step is run from the server.
The Levy Statements window is displayed.
The Levy Statement Wizard dialog box is displayed.
Enter the following data:
Property, the system prints one statement per property with no consideration of the owner. If you select
Owner, the system prints one statement per owner that includes all properties for a single owner.
Note The Owner option is intended for mineral statements only and is not available for other property types. If you have a large number of mineral properties, select the Owner option for your mineral properties. If you do this, you will need to create a second run of statements for the other property types and select Generate By Property.
Tip If you print statements in-house, and you plan to print the statements in a specific sort order, make a note of the sort order you selected. Selecting the same sort order later allows you to resume the print job from a particular statement ID if the print run is interrupted. You do not have this option if the print sort order is different from the generate sort order.
Note The options above are disabled if you chose to generate the statements by owner.
A message is displayed indicating that the system is creating the statements.
Levy statements are created. In the Levy Statements window, you can view details (such as statement count and sort order) about runs you have created.
You can now validate your tax statements by viewing the event at the property level for property-type statements. Owner mineral tax statements can be seen in events only after they are printed.
We recommend that you preview and manually calculate a representative sampling of property tax statement events to verify that all bills created correctly, including rendition penalties. Check all information listed on the statement to confirm that everything is accurate.
Note Mineral/owner statements can not be viewed at this time. They will be viewed after Step 19.