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Creating Levy Statement Runs

Purpose

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.

Caution Caution Icon

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.

Procedure

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

    The Levy Statements window is displayed.

  2. Right-click on a levy group and choose Create Levy Statements.
  3. The Levy Statement Wizard dialog box is displayed. The statement group displayed will be for the current tax year. The Entities that are listed will have statements created for them. Confirm the entities listed in this group are accurate before selecting NEXT.

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The Levy Statement Wizard dialog box is displayed.

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Enter the following data:

  1. To include comments in statement runs about delinquent taxes or an escrow balance on a property, select one or more of the following options.
  2. Click Finish.

    A message is displayed indicating that the system is creating the statements.

  3. A message is displayed indicating that the statements have been created. Click OK.

Result

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.