1.Litigation Management
Use litigation features in PACS to track the progress of litigation involving unpaid taxes, bankruptcies, and related fees.
You can track various types of litigation. For example:
- Bankruptcy
Note Bankruptcy litigation tracking can be set up for Chapter 11 or Chapter 13 tracking.
- Judgments
- Seizures
- Sheriff sales
- Suits filed
The types of litigation that you track and the codes used for tracking are customizable. Your office can determine what data needs to be monitored, and can then set up the litigation module accordingly.
Note Currently reports are not available for litigation data in PACS. However, Harris Govern Client Services can assist you with developing queries to retrieve litigation data.
1.1.Setting Up Litigation Codes
1.1.1.Setting Up Collections Pursuit Categories
Purpose
Use this procedure to create or modify Collection Pursuit Categories, which represent the highest level of categorization for collections pursuit. Examples include judgment, deferral, distraint, foreclosure.
Prerequisites
- In order to perform this procedure, the following user right must be assigned to your ID:
- PACS Administrator > Code File Maintenance > Edit Code Files
Procedure
- In PACS.ADMIN, choose Tools > Code File Maintenance > Litigation. Then double-click Collections Pursuit Category.
- Click Add.
- Enter a code and a corresponding description. Click Save.
- If required, use the following options:
- To review an existing code, select the code and click Edit.
- To remove an existing code, select the code and click Delete.
- Repeat this procedure as required to set up the various collections pursuit categories.
1.1.2.Setting Up Collections Pursuit Types
Purpose
Use this procedure to create or modify a Collection Pursuit Type code, which further classifies a Collection Pursuit Categories. For example, a Collection Pursuit Type of Chapter 11
further classifies a Collection Pursuit Category of Bankruptcy
.
Prerequisites
- In order to perform this procedure, the following user right must be assigned to your ID:
- PACS Administrator > Code File Maintenance > Edit Code Files
- The Collection Pursuit Category has been created in PACS.ADMIN Tools > Code File Maintenance > Litigation > Collections Pursuit Category). For more information, see Setting Up Collections Pursuit Categories .
Procedure
- In PACS.ADMIN, choose Tools > Code File Maintenance > Litigation. Then double-click Collections Pursuit Type Maintenance.
- Click Add.
- Enter a code and a corresponding description. Then complete the following information as required:
- Category
- Property Types
- Exclude Deferral Properties
- Exclude Bankruptcy Properties
- Click Save.
- If required, use the following options:
- To review an existing code, select the code and click Edit.
- To remove an existing code, select the code and click Delete.
- Repeat this procedure as required to set up the various Collection Pursuit Type Codes.
1.1.3.Setting Up Collections Pursuit Status Codes
Purpose
Use this procedure to create or modify Collections Pursuit Status codes, which are used to identify the status of a Collection Pursuit Type.
Prerequisites
- In order to perform this procedure, the following user right must be assigned to your ID:
- PACS Administrator > Code File Maintenance > Edit Code Files
- The Collection Pursuit Type has been created in PACS.ADMIN ( Tools > Code File Maintenance > Litigation > Collection Pursuit Type Maintenance). For more information, see Setting Up Collections Pursuit Types.
Procedure
- In PACS.ADMIN, choose Tools > Code File Maintenance > Litigation. Then double-click Collections Pursuit Status Code.
- Click Add.
- Enter a code and a corresponding description. Then complete the following information as required:
- Code
- Description
- Pursuit Type
- Enable Fee
- Fee
- Enable Event
- Event
- Click Save.
- If required, use the following options:
- To review an existing code, select the code and click Edit.
- To remove an existing code, select the code and click Delete.
- Repeat this procedure as required to set up the various Collections Pursuit Status Code.
1.1.4.Setting Up Litigation Event Type Codes
Purpose
Use this procedure to create or modify litigation event type codes.
Prerequisites
- In order to perform this procedure, the following user right must be assigned to your ID:
- PACS Administrator > Code File Maintenance > Edit Code Files
Procedure
- In PACS.ADMIN, choose Tools > Code File Maintenance > Litigation. Then double-click Event Type.
- Click Add.
- Enter a code and a corresponding description.
- To create litigation events for property records when the event type is selected for litigation, select Show at Property Level.
- Click Save.
- If required, use the following options:
- To review an existing code, select the code and click Edit.
- To remove an existing code, select the code and click Delete.
- Repeat this procedure as required to set up the various Litigation Event Type Codes.
1.1.5.Setting Up Lien Type Codes
Purpose
Use this procedure to assign descriptions to lien holders to be used when lien holders are assigned to a property for foreclosures.
Prerequisites
- In order to perform this procedure, the following user right must be assigned to your ID:
- PACS Administrator > Code File Maintenance > Edit Code Files
Procedure
- In PACS.ADMIN, choose Tools > Code File Maintenance > Litigation. Then double-click Lien Type Codes.
- Click Add.
- Enter a code and a corresponding description. Then click Save.
- If required, use the following options:
- To review an existing code, select the code and click Edit.
- To remove an existing code, select the code and click Delete.
- Repeat this procedure as required to set up the various lien type codes.
Note You can view lien data on the Deeds and Sales panel of a property record.
1.1.6.Setting Up Tax Auction Status Codes
Purpose
Use this procedure to create or modify tax auction status type codes, which are used to describe and classify the different states of a property being sold through a tax sale.
Prerequisites
- In order to perform this procedure, the following user right must be assigned to your ID:
- PACS Administrator > Code File Maintenance > Edit Code Files
Procedure
- In PACS.ADMIN, choose Tools > Code File Maintenance > Litigation. Then double-click Tax Auction Status.
- Click Add.
- Enter a code and a corresponding description.
- If you need to designate the code status as sold, select Enable Sold. Then click Save.
Note Only one tax auction status code can have the Enable Sold check box selected.
- If required, use the following options:
- To review an existing code, select the code and click Edit.
- To remove an existing code, select the code and click Delete.
- Repeat this procedure as required to set up the various tax auction status codes.
2.Setting Up Bill/Fee Adjustment Codes
Purpose
Use this procedure to set up bill adjustment codes, which you can use to:
- Group bills together
- Change penalty and interest (P&I) calculations
- Excluding properties from collections data exports
- Alert users that an adjustment code has been applied to a property record when the record is opened.
Prerequisites
- In order to perform this procedure, the following user right must be assigned to your ID:
- PACS Administrator > Code File Maintenance > Edit Code Files
- If fees need to be split in half to support half payments, the Allow Half Pay check box must be selected in PACS.ADMIN (Tools > Code File Maintenance > Collections > Fee Type) for the fees involved.
Procedure
- In PACS.ADMIN, choose Tools > Code File Maintenance > General > Bill /Fee Code.
- In the Bill / Fee Code File Maintenance dialog box, click Add.
- In the Details section, complete the following fields as required:
- Code
- Description
- Penalty
- Interest/Month
- Alert User
- Partial Payment Indicator
- Display on Warning Panel
For example:
- Not Eligible for Half Pay
- Bankruptcy
- Deferral
- Click Save.
3.Creating a Litigation Record
3.1.Creating a Litigation Record and Entering Properties
Purpose
Use this procedure to create a litigation record.
Note A litigation record cannot be created from a property record, but once it is created, it can be modified from a property record.
Prerequisites
- In order to perform this procedure, the following user rights must be assigned to your ID:
- Litigation > Edit Litigation
- Litigation > View Litigation
- Litigation > Edit Litigation Images
Procedure
- In PACS 9.0, choose File > New > Litigation.
- In the Properties panel, complete the following options:
- Cause #
- Collector
- Collection Pursuit Type
- Collection Pursuit Status
- Click Add Properties to display the wizard with which you add the properties involved in the litigation and select the statements to be included in the litigation.
- In the Property Statement Search Wizard, choose from the following search options in the Property Selection section:
- All
- Property ID
- In the Bill/Fee Option section, choose from the following search criteria:
- Tax Year(s)
- Tax District(s)
- Special Assessment(s)
- Fee Type(s)
- Bill Type(s)
- Bill/Fee Code(s)
- Include Codes
- Exclude Codes
- Delinquent Due Date
- Click Next.
- To add an event to each of the properties associated with the litigation, locate the Event Options section, select Enable Property Event, then select the Event Type and Event Recheck Date.
- Select the Bill Code drop-down menu to apply a bill code to all statements selected in the Property Statement Search Wizard. Use the Comment field to add a comment to the bills of selected statements.
- Review the list of excluded properties in the Excluded Statements – Select Items to Include section. Select properties that should be included in the litigation as required.
Note Only excluded properties display in the grid in the wizard. Excluded properties include properties with bill/fee adjustment codes with bankruptcy or deferral attributes, property types that do not match the selected collection pursuit type code, and properties with active, locked, or pending payout agreements.
- Click the ellipses button next to the Accepted Count to view the list of accepted properties. Deselect or select properties for inclusion in the litigation record as required.
- Click Finish.
Result
The litigation record is created.
Troubleshooting: Adding Statements
- Statements with a zero balance cannot be added to the litigation records.
- A statement can be associated only with one litigation record at a time; you cannot place a statement on a litigation other than the one to which it is initially assigned.
3.2.Managing Statements Associated with Litigation
Purpose
Use this procedure to:
- Apply bill codes and bill code comments to statements associated with litigation
- Pay statements associated with litigation
Procedure
- In PACS 9.0, open a litigation record and expand the Properties panel
- To specify a bill code and enter a comment which will print on the litigation reports, click Set Bill Code in the Statements section. In the Set Bill Code Dialog, bill codes can be applied to a single statement, or to all statements associated with the litigation.
Note To remove all properties and their associated statements from the litigation, click Remove all Properties in the Properties section. Properties that have tax sales are not removed.
- To pay statements, highlight the property associated with the statement in the Properties grid, then select the available statements in the Statements grid and use the Pay H1/Next or Pay Full option.
- Review the payment information in the Payment Cart and click Post.
- In the Payment Information section of the Post Payment dialog box, complete the following options as required.
- Change Batch
- Drawer
- Paid Under Protest
- Paid By
- Change
- Amount Due
- Payment Code
- In the Amount Paid section, enter information about the tenders, one per row, used to make the payment.
- To add a tender, click Add.
- To delete a tender, select it and click Delete.
- To edit a tender, double-click it and complete the following fields as required:
- Tender Type
- Amount Tendered
- Ref. Number
- Desc. (Date, Name, etc.)
- DL Number
- DL State
- In the Amount Paid section, complete the following fields as required:
- Credit Card
- Type
- Last 4#
- Auth. Code
- CCCC
- Swipe
- Total Paid
- Balance Due
- Change Due
- In the Options section, select the following options as required:
- Print Receipt
- Copies
- Validate Checks
- Print Statement
- Click Post to post the payment.
- If you selected the
Overpayment Credit
payment code, in the Payment Distribution dialog box, specify the property or properties that should receive the credit and then click OK:Note If you need to select a property that is not listed, click Add to add the property to the list.
- If a slip printer is configured for your workstation, after any receipts have been printed, in the Validation dialog box, use the following options as required:
- Validate & Advance – Sends the validation line to the slip printer and advances the selection to the next row.
- Validate – Sends the validation line to the slip printer.
- Skip – Advances the selection to the next row.
3.3.Entering Litigation Court Information
Prerequisites
- In order to perform this procedure, the following user rights are assigned to your ID:
- Litigation > Edit Litigation
- Litigation > View Litigation
- If you need to use customized fields to track information related to litigation, the fields must have been created in PACS.ADMIN (Tools > User Table Management) for the
user_litigation
table.
Procedure
- In PACS 9.0, open a litigation record. Then expand the Miscellaneous panel.
- Complete the following fields as required:
- Court
- Judge
- Reason for Suit
- Complete the following fields as required:
Note If the following information is unknown, you can leave these fields blank.
- Date Filed
- Date Certified
- Trial Date
- Jury Type
- In the Comments area, we recommend entering the property IDs and the years associated with the litigation. Enter other comments as required.
- If customized fields have been set up for your office to track information related to litigation, complete values as required in the User Values grid.
- Click Save.
3.4.Adding Litigation Fees
Purpose
Use this procedure to add a fee to property records selected from search results.
Prerequisites
Fee types and amounts have been set up in PACS.ADMIN (Tools > Code File Maintenance > Collections > Fee Type).
Procedure
- In PACS 9.0, conduct a litigation search, right click a record, and select Add Property Fee.
- Complete the following information in the Add Fee Wizard as required:
- Fee Type
- Year
- Fee Amount
- Override
- Due Date
- Batch
- User
- In the Assigned To section, choose one of the following options as required:
- Property Tax Statement
- Statement ID 0
- In the Fee Options section, complete the following options as required:
- Apply Fee to Individual Properties
- Lump Fee
- Enter comments as required. Then click Next.
- Review and select the properties to receive the fee and click Finish.
Note The balance displayed for a property is the balance due on the total of the statements associated with the property.
Result
The fee is added to the property records.
3.5.Managing Litigation Events
Purpose
Use this procedure to:
- Add a litigation event
- Attach a file to a litigation event
- Specify re-check data for a litigation event
- Copy litigation events
Prerequisites
Litigation event types have been set up in PACS.ADMIN (Tools > Code File Maintenance > Litigation > Event Type).
Procedure
- Open a litigation record and expand the Fees/Events panel.
- Use the following options as required:
- To add a new event, do the following:
a. In the Events panel, click Add.
b. In the Edit Event dialog box, select the event type. Then click OK.
- To attach a file to a litigation event, do the following:
a. Select the event and click Details.
b. In the Attached Objects section of the Edit Event dialog box, click Add.
c. In the Open dialog box, select the file to attach to the event. Then click OK.
d. In the Edit Event dialog box, click OK again.
- To indicate that an event has been re-checked, do the following:
a. Select the event and click Details.
b. In the Edit Event dialog box, select a re-check date. Later, when the re-check is complete, select Re-Check Complete.
- To copy an event to other property records associated with the litigation, do the following:
a. Select the event and click Copy Event to Property.
b. In the Copy Event to Property dialog box, select the properties to copy the event to. Then click OK.
- To add a new event, do the following:
3.6.Managing Tax Sales
Purpose
Use this procedure to view tax sales or enter tax sales when a property associated with a litigation has been sold.
Procedure
- In PACS 9.0, open the Tax Sale panel of a litigation record.
- In the Tax Sale grid, use the following options as required:
- Click Add to add tax sale details to a property and do the following:
- Select the property in the Tax Sale Wizard.
- Enter the following information in the Tax Sale Wizard dialog box as required:
- Property ID
- Auction Date
- Auction Status
- Sale Description
- Delinquent Taxes and All Fees
- Current and Delinquent Taxes
- Sold
- Winning Bid Amount
Note Options in the After Tax Sale section are active when the Auction Status has the Enable Sold attribute selected.
- To view a record’s tax sale information, click Details in the Tax Sale grid, then review or modify information in the Tax Sale Details dialog box as required.
- To remove tax sale details from a property, highlight the property and click Delete.
- To open a property record associated with a tax sale, highlight the property ID in the Tax Sale grid and click Open Property.
- Click Add to add tax sale details to a property and do the following:
3.7.Adding Documents or Images to the Litigation Record
Purpose
If required, use this procedure to add images or documents, such as a bankruptcy document or abstract of judgment, to the litigation record.
Prerequisites
- In order to perform this procedure, the following user rights must be assigned to your ID:
- Litigation > Edit Litigation Images
- The Image Type, Record Type, and Sub Type codes that you need to use have been set up. For more information, see Setting Up Image abd Document Codes.
Procedure
- In PACS 9.0, open a litigation record. Then expand the Images panel.
- In the Add New Image dialog box, complete the following fields as required:
- Image Type
- Record Type
- Sub Type
- Scan Date
- Image Date
- Effective Year
- Either click Scan to scan the image or click Browse to select an existing image.
- Click OK.
3.8.Managing Ownership for Litigation
Purpose
Use this procedure to determine the current owner and, if necessary, change ownership.
Important Changes made to ownership elsewhere in PACS will not be reflected in this Owner History panel. To maintain an up-to-date owner history on this panel, you need to add new owners on this panel as required.
Prerequisites
- In order to perform this procedure, the following user rights must be assigned to your ID:
- Litigation > Edit Litigation
- Litigation > View Litigation
Procedure
- In PACS 9.0, open a litigation record. Then click the Owner History panel.
- Use the following options as required:
- To display the current owner record, click Open.
- To assign a different owner to the litigation, click Change and search for the new owner.
- Click Save.
4.Displaying Litigation Records from Search Results
Purpose
Use this procedure to search for and display litigation records in the system.
This feature is useful, for example, if you would like to review all litigation with an open status code.
Prerequisites
- In order to perform this procedure, the following user right must be assigned to your ID:
- Litigation > View Litigation
Procedure
- In PACS 9.0, within the Search band, choose Litigation.
- Enter search criteria as required. Then click Search.
- Review the litigation records that the system retrieved based on your search criteria.
- In the Litigation Search Results window, select a litigation record. Then right-click and choose Details.
5.Modifying Litigation Information from a Property
Purpose
Use this procedure to access, enter, and review a litigation record from a property record.
Prerequisites
- To edit a litigation record, the following user rights may be required:
- Litigation > View Litigation
- Litigation > Edit Litigation
- Litigation > Edit Litigation Images
Procedure
- In PACS 9.0, open a property record and expand the Litigation panel.
Note When a property has a bill or statement having a Bill/Fee Code with the Alert User attribute, you are prompted to confirm the code’s presence.
- In the Litigations section, review the litigation records associated with a property. To display a litigation record, select it and click Details.
- In the Litigation Contacts section and grid, click the Details button to view the selected contact’s record. To add a new/different contact, click Change Contact to open the standard account search wizard.
- In the Bankruptcy Case section, review or enter the following information as needed:
- File #
- Bankruptcy #
- Bankruptcy Status
- Date Filed
- Trial Date
- Court
- Judge
- Reason for Suit
- Litigation Status
- Comments
- View or edit Attorney or Trustee accounts as needed. To change the contacts attached to the property’s litigation, click the Change Attorney or Change Trustee buttons and use the account search wizard.
- Click Save.
6.Updating Bill Fee Codes on Properties in Litigation
Purpose
Use this procedure to update bill codes on more than one property when working within the Litigation view.
Procedure
- Open the Litigation record and expand the Properties panel.
- In the Properties grid, select the properties whose Bill Fee Codes you wish to modify. Then click the Bill Fee Code button on the grid toolstrip.
- Then, choose the desired code and enter comments as needed.
- Click OK.
7.Removing Properties from a Litigation Record
Purpose
Use this procedure to remove properties and the statements associated with a property from a litigation record.
Prerequisites
- The following user rights are assigned to your ID:
- Litigation > Edit Litigation
- Litigation > View Litigation
- The statements associated with the litigation record have been paid and the litigation has been dismissed.
Procedure
- In PACS 9.0, open a litigation record.
- Expand the Properties panel.
Caution Once you choose Delete in the next step, you must proceed in removing the property from the litigation record; there is not an option to cancel the deletion.
- Select the property to remove and click Delete.
- In the Bill Code drop-down list of the Set Bill Code dialog box, select the bill code. Then do one the following:
- To apply a bill code to the statements for the removed property, select a bill code, and if required, enter a comment, which is displayed in litigation reports. Then click OK.
- To remove the property without applying a bill code to the statements, click Cancel.
- Click Save.
Result
The properties that you selected are no longer displayed in the Properties panel, and statements for the properties are no longer displayed in the Statements panel.
8.Printing Litigation Letters
Purpose
Use this procedure to print letters for a litigation record.
Prerequisites
- The letter that you need to print must have been set up with type
LIT
in the Letter Processing module. For more information, see Letter Processing. - If you need to use a letter template to print a group of letters and/or forms, the letter template must have been set up in PACS.ADMIN (Tools > Letter Template Maintenance).
Procedure
- In PACS 9.0, open a litigation record. Then expand the Letters panel.
- Select the letter from one of the following drop-down list options as required:
- Letter
- Template
- Click Print.
Result
A log of letters that have been printed for the litigation record is displayed in the History section.
9.Lien Management
9.1.Adding Liens
Purpose
Use this procedure to add a lien to a property, or to add properties to a lien.
Prerequisites
- Lien Type Codes have been created in PACS.ADMIN. For more information, see Setting Up Lien Type Codes.
- If you are processing documents or letters with the lien, then the documents are set up through Letter Processing. For more information, see Letter Processing.
Procedure
- In PACS 9.0, open the property to which you want to add a lien, and expand the Deeds & Sales panel.
- In the Property Liens section, click Add. If the property already has a lien, and you wish to add properties to the lien, then select the lien in the Property Liens grid, click Details, and proceed to step 6.
- In the Lien dialog box, make the following selections as required:
- Lien Type
- Program
- Fee Type
- Year
- Acres Liened
- Effective Date
- To generate documents or letters, select the following as needed in the Documents section:
- Lien Document
- Taxpayer Letter
- In the Recording Information section, enter the following as needed:
- Volume
- Page
- Comment
- Recorded Number
Important After a value is entered in the Recorded Number field, and the Lien record is saved, you can no longer change the lien information or add properties to the lien, as these areas become read-only.
- To add a property to the lien, click Add in the Properties section and use the Property Search Wizard to search for and select properties. Repeat as needed.
Note When a property is added to a lien record, the lien displays in the Deeds and Sales panel of that property record.
- In the Legal Description panel of the Lien dialog box, enter descriptions as required in the Agricultural field, Designated Forest Land field, and/or Open Space/Timber field.
- In the Release panel, verify releases as required. For more information about releasing a lien from a property, see Releasing a Lien,
- Click OK or Apply.
- If you are printing lien documents, the Print Lien Letters dialog box displays. Select Cancel to exit the dialog, saving the lien without printing any lien documents. Or, select from the following options as needed and select Print.
- Print Lien Document
- Print Taxpayer Letter
9.2.Releasing a Lien
Purpose
Use this procedure to release a lien on a property.
Prerequisites
- If you are processing documents or letters with the lien, then the documents are set up through Letter Processing. For more information, see Letter Processing.
Procedure
- In PACS 9.0, open the property to which you want to add a lien, and expand the Deeds & Sales panel.
- In the Property Liens section, select the lien to be released and click Release.
- In the Release Lien dialog box, select one of the following:
- Complete Release
- Partial Release
- Verify metes and bounds information as needed.
- Click OK.
Note The lien is released from all properties associated with the lien.
9.3.Generating Lien Documents
Purpose
Use this procedure to generate lien documents or lien taxpayer letters from a lien record.
Prerequisites
- Lien documents and letters are set up through Letter Processing. For more information, see Letter Processing.
Procedure
- In PACS 9.0, open the property to which you want to add a lien, and expand the Deeds & Sales panel.
- In the Property Liens section, select the lien for which you are generating documents and click Documents.
- In the Lien Documents dialog box, select the following options as required:
- Create Lien Documents
- Create Taxpayer Letter
- Click Print or View to generate the documents.
Note On printing/previewing documents and letters, an event is created for each property.
9.4.Generating the Property Lien Report
Purpose
Use this procedure to generate the Property Lien Report which can be used to track liens recorded in PACS 9.0.
Prerequisites
- If you are processing documents or letters with the lien, then the documents are set up through Letter Processing. For more information, see Letter Processing.
Procedure
- In PACS 9.0, choose Reports > Property Lien Report.
- In the Property Liens dialog box, use one or more of the following search criteria:
- Lien Date
- Owner
- Legal Description
- In the Sort Order section, select one of the following options:
- Property ID
- Owner Name
- Legal Description
- Number of Acres
- Lien Date
- In the Output Settings section, do the following:
- In the Format drop-down list, select the report output format.
- In the Filename field, enter the report file name.
- In the Description field, enter a report description.
- Click Preview to preview the report. Click Post to generate the report and create a PACS inbox item from which you can view the report.
10.Generating the Annual Auditor Report
Purpose
Use this report to generate a list of personal and mobile home properties with uncollected taxes and the tax amounts due.
Procedure
- In PACS 9.0, choose Reports > Collections > Annual Auditor Report.
- Select the sort order, years, and property types.
- In the Output Settings section, do the following:
- In the Format drop-down list, select the report output format.
- In the Filename field, enter the report file name.
- In the Description field, enter a report description.
- Click Preview to preview the report. Click Post to generate the report and create a PACS inbox item from which you can view the report.
11.Generating a Bankruptcy Claim Form
Procedure
- In PACS 9.0, open the property record for which to generate a bankruptcy claim form. Choose Commands > Generate Bankruptcy Claim Form.
- Enter the name of the court involved in the claim in the Bankruptcy Claim Form field, and/or enter the Case Number.
- In the Output Settings section, do the following:
- In the Format drop-down list, select the report output format.
- In the Filename field, enter the report file name.
- In the Description field, enter a report description.
- Click Preview to preview the report. Click Post to generate the report and create a PACS inbox item from which you can view the report.
12.Generating the Bid List/Sold Property Report
Purpose
Use this report to list properties scheduled for sale on future auction dates, or properties that have been sold at auction.
The report displays:
- Auction Date
- Bidder name
- Bid amounts
- Property details
Procedure
- In PACS 9.0, choose Reports > Collections > Bid List/Sold Property Report.
- Complete the Report Options.
- In the Output Settings section, do the following:
- In the Format drop-down list, select the report output format.
- In the Filename field, enter the report file name.
- In the Description field, enter a report description.
- Click Preview to preview the report. Click Post to generate the report and create a PACS inbox item from which you can view the report.
13.Generating the Certificate of Delinquency
Purpose
Use this report to generate a certificate of delinquency document, which displays:
- Owner information
- Property information, including, if applicable, personal properties linked to the main property account
- Taxes due
Procedure
- In PACS 9.0, do one of the following:
- From a property record, choose Commands > Generate Certificate of Delinquency
- Choose Reports > Collections > Certificate of Delinquency
- Specify the Selection Criteria.
- In the Linked Properties grid, select linked properties for inclusion in the report as needed.
Note The grid displays linked properties with the same owner. Linked properties are excluded from the report when those linked properties have zero tax due, even if they are selected in the grid.
- In the Output Settings section, do the following:
- In the Format drop-down list, select the report output format.
- In the Filename field, enter the report file name.
- In the Description field, enter a report description.
- Click Preview to preview the report. Click Post to generate the report and create a PACS inbox item from which you can view the report.
14.Generating the Collection Review Report
Purpose
Use this report to generate a list of properties that have delinquent taxes and that qualify for the commissioner’s report.
The report displays:
- Bill code
- Base tax due
- Owner name
- Property ID
- Tax district / agency / fee type
Procedure
- In PACS 9.0, choose Reports > Collections > Collection Review Report.
- Complete the Report Options.
- In the Output Settings section, do the following:
- In the Format drop-down list, select the report output format.
- In the Filename field, enter the report file name.
- In the Description field, enter a report description.
- Click Preview to preview the report. Click Post to generate the report and create a PACS inbox item from which you can view the report.
15.Generating the Outstanding Balances Report
Purpose
Use this report to review data about taxes that have not been paid.
Note This report may take an hour or more to generate on some databases. The time needed depends on the amount of data and on the report criteria selected by the user.
Procedure
- In PACS 9.0, choose Reports > Outstanding Balances Report.
- In the Print Outstanding Balances dialog box, select one or more of the Report Options. To specify particular codes to be included or excluded in the report, click
and use the arrows to move items from the left column to the right column.
- Select either Include Codes to include the codes you selected, or Exclude Codes to exclude the codes you selected.
- Select one of the following option and complete the corresponding date:
- Details & Totals – Uses the Effective Date to calculate what is due on bills and fees, including penalties and interest.
- Totals Only – Uses the As of Date to retrieve transactions with a batch balance date before or equal to the As of Date.
- Select a sort option.
- In the Output Settings section, do the following:
- In the Format drop-down list, select the report output format.
- In the Filename field, enter the report file name.
- In the Description field, enter a report description.
- Click Preview to preview the report. Click Post to generate the report and create a PACS inbox item from which you can view the report.
16.Generating the Judgments Report
Purpose
Use this report to generate a listing of delinquent properties that require action either for the commissioner or the superior court.
The report lists properties as well as:
- Property type
- Base tax due and the corresponding tax year
- Bill adjustment code descriptions
Procedure
- In PACS 9.0, choose Reports > Collections> Judgment Report.
- In the Report drop-down list, select either
Commissioner's
orSuperior Court
. - Specify the years for which to retrieve data for the report. Then complete the following options:
- Specify whether to include or exclude the bill or fee codes you selected.
- Do one of the following:
- If you selected
Property IDs
as the Selection Type, in the Property ID(s) section, enter property IDs separated by a comma or a carriage return. - If you selected
SQL Query
as the Selection Type, in the SQL Query section, either enter a SQL query with which to retrieve property IDs or click Get Query to select a query.
- If you selected
- In the Output Settings section, do the following:
- In the Format drop-down list, select the report output format.
- In the Filename field, enter the report file name.
- In the Description field, enter a report description.
- Click Preview to preview the report. Click Post to generate the report and create a PACS inbox item from which you can view the report.
17.Generating the Pursuit Accounts Payment Report
Purpose
Use this report to review payment activity for accounts that are under pursuit.
The report lists the properties with pursuit types that you specify as well as totals for:
- Base amount
- Interest
- Penalty
- Total paid
- Refunds/overpayment
Procedure
- In PACS 9.0, choose Reports > Collections > Pursuit Account Payment Report.
- Use the Payment Date options to specify date criteria with which to retrieve the report.
- Specify the pursuit types with which to retrieve the report. Then specify the sort order.
- In the Output Settings section, do the following:
- In the Format drop-down list, select the report output format.
- In the Filename field, enter the report file name.
- In the Description field, enter a report description.
- Click Preview to preview the report. Click Post to generate the report and create a PACS inbox item from which you can view the report.
18.Generating the Pursuit Activity Report
Purpose
Use this report to generate a list of properties with delinquent taxes and review a report with:
- Information about actions taken for a property (such as phone calls made and delinquent notices mailed
- Number of payments received
- Percentage of delinquent taxes recovered
Procedure
- In PACS 9.0, choose Report > Collections > Pursuit Activity Report.
- Complete the following options as required:
- Activity Date
- Pursuit Type(s)
- Pursuit Status(es)
- Collector(s)
- Include Unworked Accounts
- In the Output Settings section, do the following:
- In the Format drop-down list, select the report output format.
- In the Filename field, enter the report file name.
- In the Description field, enter a report description.
- Click Preview to preview the report. Click Post to generate the report and create a PACS inbox item from which you can view the report.