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Exporting / Printing Levy Statements

Purpose

Use this procedure to generate the levy statements for statement groups.

Tip Before printing, we recommend you spot check the statements that have been created for each property type, including those with business personal property penalties. Creating statements in the previous step generated statement events at the property level. If you haven't already done so, check statements for accuracy by viewing the event. Owner tax statements have to be printed to enable previewing of the event at the owner level.

Prerequisites

You must have done the following:

Procedure

Tip As with any major process that requires vast data resources, the exporting and printing of statements usually performs better when run from the server and not from an individual computer on the network, if possible.

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

    The Levy Statements window is displayed.

  2. Right-click a levy statement line item and choose Print Levy Statements.

    The Print Levy Statements Wizard dialog box is displayed.

    Note The following options are automatically retrieved from the settings made during the creation of levy statements: Statement Group, Sort Order, and Property Types.

  3. Select one of the following Print By options as required to print statements for:
  4. Click Next.

    Another Print Levy Statements Wizard dialog box is displayed.

  5. Select the agent, mortgage, and tax server printing options.
    1. Select one of the following print options:
      • Print Agent Statement Copy – Send a statement to the tax agent (and the taxpayer if required) that has authority over the property.
      • Print Mortgage Statement Copy – Send a statement to the mortgage company of the property (and the taxpayer if required).
      • Print Taxserver Copy – Send a statement to the tax server (and the taxpayer if required) of the property.
    2. Select the following agent, mortgage and taxserver printing options as required.
      • Print Agent/mortgage/tax server & Taxpayer Copy – If you want a copy of the tax statement to be printed to the taxpayer and any and all agents/mortgage companies/tax servers on a property, select this option.
      • Print Agent Copy Only – If you do not want the taxpayer to receive a copy of the tax statement, select this option, which generates statements only to the agents/mortgage companies/tax servers on a property.
      • Do not print Agent or Taxpayer Copy – To skip properties with an agents/mortgage companies/tax servers, select this option.

        Note: If you prefer to run your taxpayer statements in one group and your agent statements separately, select this option. You can then make a second print run and select Agents on the first Print Levy Statements Wizard screen.

  6. Select the following options as required to:

    If you are publishing an electronic tax statement, check the Publish Electronic Tax Statements checkbox on the second page of the Print Levy Statements Wizard dialog.  This checkbox will publish electronic tax statements for accounts that have an agreement, in effect to the web portal.

  1. Select print or export options.
  2. Click Finish.

    A message is displayed indicating that statements are being printed.

Next Steps

To view a property tax statement for a property after the statement has been generated, do the following:

  1. Open the property record. Then click the Event tab.
  2. In the Event filter, select TS (Tax Statement).
  3. In the pane listing the tax statements, select the statement you want to view and then click Details.

    The Event – Tax Statement dialog box is displayed.

  4. Either click Preview to view the statement, or click Print to generate a PDF or print the statement.
  5. If statements are printed we recommend you spot check multiple statements confirming all information and calculations are accurate.
  6. If statements were exported or printed to a .pdf file, we recommend that you open the file and view the data to confirm information is accurate before printing.

    Note For an owner tax statement, you can repeat the same steps from the Owner/Taxpayer record instead of the property record.