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Verifying Totals for Special Assessment Levies

Verifying Special Levies is a little different than verifying calculated tax totals.  Users will find it helpful to run reports showing totals for each of the Special levies.  In addition to the Tax Roll Balancing Report, run the Taxes Levied – User Selected report. This report contains a list of parcel numbers and the levy amount for the special levy you applied to the bill. The report is a useful tool when it’s used to compare the results against an audit report from the originator of any Special or Drain levies.

  1. Print the Taxes Levied – User Selected report.
    1. From the Reports menu, select Tax Bills then Taxes Levied from here the best report to use it titled Taxes Levied – User Selected.  
    2. Complete the Filter Options to define what data is included on the report.
      1.  On the Print By tab
        1. Select the Tax Period
        2. Ignore the parcel number, owner name, and property address range values.
        3. Set the Tax Unit(s) affected by the Assessment
        4. Choose All Districts.
        5. Select All Villages (unless verifying for a specific village during the ‘V’ tax period.)
        6. Leave the Select List of Parcels and Load Parcels from Ascii checkboxes unchecked.
      2. On the Authority Tab
        1. Select either Special or Drain from the tax Authority drop down
        2. From the list of taxes, select the specific taxes you want to review
          Note:  When selecting individual taxes, do not select more than 6 at a time, otherwise the data will wrap on the page and make the report difficult to read. 
      3. Ignore the Selection Tab.
      4. Ignore the Tax Bill Options Tab.
      5. Ignore the Values Tab.
      6. Ignore the Activity Types Tab.
      7. Click OK.
  2. Print the Original Tax Roll Balancing Report
    1. From the Reports menu, select Tax Bills then Tax Roll Totals from here the best report to use it titled Original Tax Roll Balancing Report.  
    2. Complete the Filter Options to define what data is included on the report.
      1.  On the Print By tab
        1. Set the Value Year to match the tax period being verified.
        2. Ignore the parcel number, owner name, and property address range values.
        3. Set the Tax Unit(s) affected by the Assessment
        4. Choose All Districts.
        5. Select All Villages (unless verifying for a specific village during the ‘V’ tax period.)
        6. Leave the Select List of Parcels and Load Parcels from Ascii checkboxes unchecked.
      2. Ignore the Selection Tab.
      3. Ignore the Tax Bill Options Tab.
      4. Ignore the Values Tab.
      5. Ignore the Activity Types Tab.
      6. Click OK.
  3. If you are calculating for multiple Tax Units, repeat steps one and two to print each of these reports for each additional Tax Unit.

 

 

 
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