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.
You must have done the following:
Note If you have experienced time out errors with an export or print job in the past, we recommend you contact TA support and request that your data be re-indexed prior to the export / printing of statements.
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.
The Levy Statements window is displayed.
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.
Another Print Levy Statements Wizard dialog box is displayed.
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.
Note You may wish to use this option to send out zero tax due statements to elderly taxpayers that will use the zero tax statement as a receipt that they do not owe any taxes.
Tip Selecting the same print statement sort order as the generate statement sort order allows you to resume the print job from a particular statement id if the print run is interrupted. Is printer set to duplex - Check this box for printing statements sorted by property id. Mineral Statements can not be Duplexed.
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.
Note To print to PDF format, we recommend that you use PrimoPDF, and not Adobe Distiller or Adobe PDF Writer.
Note If you selected Include "Return Service Requested..." Comment on Statements in the Levy Statement Wizard and you are sending the export to a print vendor, you must inform the print vendor that he must include the comment.
A message is displayed indicating that statements are being printed.
To view a property tax statement for a property after the statement has been generated, do the following:
TS (Tax Statement).
The Event – Tax Statement dialog box is displayed.
Note For an owner tax statement, you can repeat the same steps from the Owner/Taxpayer record instead of the property record.