TX Delinquent Notices

Purpose

Use the Collections Data Export described below to create files containing delinquency data that you can send to an attorney.

Prerequisites

The Print Delinquent Notices user right is assigned to your ID.

Procedure

1. In PACS Collections, choose File > Export > Collection Data.

   The Export Collection Information dialog box is displayed.

   

2. To export data for all entities, do not select the Entities check box. To specify entities for which to export data, select the Entities check box and choose the entities to include.
3. If required, choose a value for the year. You can choose current and/or delinquent years:
   • To include delinquency data both for the current year and prior years, do not select the Year checkbox.
   • To include delinquent data only for the current year, select Current.
   • To include delinquent data only for the delinquent years, select Delinquent.
4. If you need to exclude bills from the files that have a bill adjustment code (such as a bankruptcy code or suit filed code), select Exclude Bill Adjustment Codes and choose the codes to exclude.
5. In the Export Path field, select the path under which to save the text files.
6. Complete the As of Date field with the date of the last closed day.
   

   ---

   Note:  PACS will only generate the export as of the last closed day. If you select a day that is still open, a message is displayed with the date of the last closed day.

   ---

7. If you need to generate events on the property records, select Generate Event.
8. Click Export.

Result

Two text files are created that you can send to the attorney.

Purpose

This procedure is optional.

Use this procedure if you need to:

• Set up text to be printed on delinquent notices.
• Exclude bills for property types based on year.

Prerequisites

The Edit Delinquent Notice Parameters user right is assigned to your user ID.

Procedure

1. In PACS Collections, choose Activities > Assessment > Delinquent Tax Functions> Delinquent Notice Maintenance.

   The Delinquent Notice Maintenance dialog box is displayed.

   

2. If required, in the Delinquent Notice Comment section, enter the text to be printed on delinquent notices.
   

   ---

   Note:  If no text is entered, no additional text is printed on the form.

   ---

3. If required, Use the Exclude Bills If Older Than section to exclude bills from processing that are no longer collectible as specified by the Limitation on Collection of Taxes section of the Texas Property Tax Code.

   Example:  In 2009, to exclude personal property older than 4 years, enter 2004.

4. Click OK.

Purpose

Use this procedure to print delinquent (or “second”) notices for:

• One property
• All properties
• A group of properties based on selection criteria

Delinquent notices list 3 months of tax due amounts, starting with the notice date month.

Prerequisites

• The user right Print Delinquent Notices is assigned to your user ID.
• If required, you have set up print options for notices. For more information, see Setting Up Print Options for the Delinquent Notices.

Procedure

1. In PACS Collections, choose Activities > Assessment > Delinquent Tax Functions > Print Delinquent Notice.

   The Print Delinquent Notice dialog box is displayed.

   

2. In the Property Selection section, choose one of the following options to select records for which to print notices:
   • All – Prints notices for all delinquent bills.
   • Prop ID – Comma Separated– Enter property IDs separated by commas.
   • Prop ID – By Query – Enter a SQL query with which to retrieve property IDs.
   • Owner ID – Comma Separated – Enter owner IDs separated by commas
   • Mortgage Co – Prints notices for the mortgage company that you select.
3. In the Bill Options section, choose a value for the year. You can choose current and/or delinquent years:
   • To include delinquent notices both for the current year and prior years, do not select the Year check box.
   • To include delinquent notices only for the current year, select Current.
   • To include delinquent notices only for the delinquent years, select Delinquent.
4. In the Bill Options section, use the following options as required:
   • Entities – To print notices for all entities, do not select the Entities check box. To specify entities for which to print notices, select the Entities check box and choose the entities to include.
   • Exclude Bill Adj’s – If you need to exclude bills from printing that have a bill adjustment code (such as a bankruptcy code or suit filed code), select Exclude Bill Adj’s and choose the codes to exclude.
5. In the Include Property with section, either do not select the Property Types check box to include delinquent notices for all property types, or select the check box and choose a specific group of property types to include.
6. If required, in the Exclude Property with section, select exemptions for which notices should not be printed. (That is, if a bill is due on a property with an exemption that you specify, and a delinquent notice will not be created for the property.)
7. Make selections in the Notice Options section as required, including:
   • Select from the variety of exclusive print selection options in the drop list. Available options include the following:
     • None
     • Only Print Notices with Undeliverable Addresses
     • Only Print Notices with Foreign Addresses
     • Only Print Agent Notices
   • Include Addresses that are Undeliverable – Notices print for properties meeting your criteria, including those properties with undeliverable addresses.
   • Include Foreign Addresses – Notices print for properties meeting your criteria, including those properties with foreign addresses.
   • Include Agent Notice – For owners of properties included in your criteria that have an agent, a copy of the notice is generated for the agent.
   • Generate Notice to Taxpayer with Agent – For owners of properties included in your criteria that have an agent, a copy of the notice is generated for the taxpayer.
   • Notice Date – Defaults to the current date. You can select a different date if you need to change the penalty and interest amounts on the notice.
   • Heading – The heading that prints at the top of the notice.
8. Click one of the following options:
   • Export – Generates a data text file that you can send to a vendor.
   • Preview – Useful when you need to check the penalty and interest calculations.
   • Print – Prints notices in your office from the printer you specify.  This method would also be used if using a print vendor which is requesting a PDF version.  After the notices process, it will pause and you can select a printer or a PDF utility for the notices to output to.