WA Tax Statements

Purpose

Use this procedure to specify the information to be included on property statements and taxpayer statements.

Note The paper size on which statements print is not configurable. When printing tax statements, formatting is as follows:

– Property, Single payment coupon (Single Coupon selected in ADMIN): Letter-sized paper only

– Property, Multi payment coupons (single property w/ multiple owners, whether or not special assessments and fees are included: Multiple Coupons selected in ADMIN): Legal-sized paper

– Property, Coupon only (Single or Multiple Coupons selected in ADMIN): Letter-sized paper only

– Taxpayer, All statements: Legal-sized paper only

Important

Prerequisites

• In order to perform this procedure, the following user right is required:
  • Tax Statement > Statement Configuration

Procedure

1. In PACS.ADMIN, choose Tools > Statement Configuration.

   

2. Complete the following options:
   • Please Select a Year

     The years for which the configuration is effective.

   • Select Default Property Statement

     Indicates whether the configuration applies for either single coupon or multiple coupon property statements.

     The option selected here determines the default selection when generating a corrected tax statement (Activities > Generate Corrected Tax Statements), when generating an individual taxpayer statement from a property record (Commands > Create New Tax Statement), and when generating supplement statements (Activites > Supplement > Supplement Statement Maintenance).

3. In the Property Options section, specify the settings for property statements:
   • Print Levy Rates

     If this option is cleared, the rates will not print anywhere on the tax statement.

   • Print Taxable Value per levy

     If this option is cleared, the values will not print in the Voted and Non-Voted Levy grids.

   • Print Property Taxes Paid in Previous Year
   • Use Effective Date

     Applies to the multi-coupon statement only. When selected, the first coupon date displays the effective due date selected in the tax statement run. When not selected, the coupon date reflects the bill due date.

   • Select Items to Print on Back

     Select one of the following:

     • Print Comparison History
     • Print Information for Taxpayer – Prints information on the back of the statement such as treasurer/assessor office contact numbers, tax due dates, interest and penalty information, and protest information. For example:

     

     • Do not Print on Back of Statements – Sets the back of tax statements as blank.
     • Include Detailed Levy Data for Current Year

       Enabled when you choose Print Information for Taxpayer in the Select Items to Print on Back drop-down list. If you leave this option selected, then the tax statements that are generated will print the “Information for Taxpayer” text in a reduced font so that detailed levy data can fit below the information for tax payer.

       An example of detailed levy data follows:

       

       If you chose Print Information for Taxpayer and detailed levy data is not required on the back of the statement, clear this option.

     • Print Address Change template on back of payment coupons

       When selected, generates a form on the back of each payment coupon in which a taxpayer can complete change of address information:

       

4. In the Taxpayer Options section, do the following:
   1. Specify the settings for taxpayer statements:
      • Select Items to Print on Back

        Select one of the following:

        • Print Comparison History
        • Print Information for Taxpayer – Prints information on the back of the statement such as treasurer/assessor office contact numbers, tax due dates, interest and penalty information, and protest information. For example:

        

        • Do not Print on Back of Statements – Sets the back of tax statements as blank.
      • Print Address Change template on back of payment coupons

        When selected, generates a form on the back of each payment coupon in which a taxpayer can complete change of address information:

        

   2. In the Taxpayer Statement Message pane, type the message to be included in the message box on the tax statement.

      Note You can enter up to 525 characters.

5. Click OK.

Purpose

Use this procedure to create statement groups that are for the new year’s property taxes and/or special assessments. With this procedure, taxing jurisdictions are grouped together based on which taxing units will be sent out on a statement together.

Prerequisites

• In order to perform this procedure, the following user rights are required:
  • Tax Statement > Create Tax Statements
  • Tax Statement > Print Statement Run
  • Tax Statement > Tax Statement Group

Procedure

1. In PACS 9.0, choose Activities > Levy > Tax Statements > Tax Statement Group.
2. In the Levy Tax Statement Groups dialog box, click Create.
3. In the Tax Statement Group Maintenance dialog box, in the Description field, enter a description for the tax statement group.
4. In the Options section, complete the following options as required:

   

   • Include Property Taxes for all Tax Code Areas

     To include property taxes for all tax areas in the tax statement for the group, select this option.

   • Include Assessments to Appear on Statements

     To include assessments on tax statements for the group, select this option.

5. To add a new row for assessment data, click Create.
6. Complete the following options as required:

   

   • Assessment Code
   • Description
   • Type
   • Combine Assessment/Fees on Statement

     Select this option to combine the assessment and fees on one line on the statement.

     Example: Fire Patrol. Do you want it to combine the .50 with other assessments and fees so it would show ex. $17.70 instead of $17.20

   • Separate Assessment/Fees on Statement

     Select this option to print the assessment and fees on different lines on the statement.

     Note The Combine Assessment/Fees and Separate Assessment/Fees options are global settings and are applied throughout the system.

7. Click OK.
8. Close out the statements group.

Purpose

Use this process to create a new tax statement that displays the most current information on the property as of the last supplement with a Bills Created status.

Note Tax Statement formats are as follows:

– Property, Single payment coupon (Single Coupon selected in ADMIN): Letter-sized paper only

– Property, Multi payment coupons (single property w/ multiple owners, whether or not special assessments and fees are included: Multiple Coupons selected in ADMIN): Legal-sized paper (This statement fits Master’s Touch #10 Custom envelopes. Address info does not fully display in Standard #10 envelopes)

– Property, Coupon only (Single or Multiple Coupons selected in ADMIN): Letter-sized paper only

– Taxpayer, All statements: Legal-sized paper only

Prerequisites

• In order to perform this procedure, the following user right is required:
  • Tax Statement > Create Tax Statement

Procedure

1. In PACS 9.0, open the property record for which you need to create a new tax statement.
2. Choose Commands > Create New Tax Statement.

   

3. In the Tax Statement Group Selection grid of the Create New Tax Statement dialog box, select the tax statement group.
4. In the Statement Options section, select the Effective Date.
5. To print the payment coupon, select Print Payment Coupon Only.
6. Then choose the Statement Account Type option and the first half or second half payment options as required.
7. To generate an event on the property associated with this printing, select Generate Event.
8. To set the output settings, complete the following fields in the Output Settings section:
   • In the Filename field, enter the statement file name.
   • In the Description field, enter a statement description.
9. Choose one of the following options:
   • Click Print to print the statement directly to the default printer without having to preview the statement or generate an inbox item.
   • Click Preview to preview the statement
   • Click Post to generate the statement.

Purpose

Use this procedure to generate a tax statement directly from a property record.

Prerequisites

• In order to perform this procedure, the following user right is required:
  • Tax Statement > Print Individual Taxpayer Statement
• The tax statement group has been set up.
• The tax statement configuration has been set up.

Procedure

1. In PACS 9.0, do one of the following:
   • Open a property record and choose Commands > Create New Tax Statement.
   • Open a taxpayer record and choose Commands > Print Taxpayer Statement.

     

2. In the Create New Tax Statement dialog box, select the statement group.
3. Complete the following options as required:
   • Effective Date

     Effective date for the tax statements. This date is used in penalty and interest calculations.

   • Print Payment Coupon Only

     When Print Payment Coupon Only is selected, only the payment coupon is generated and not the tax statement.

   • Generate statement only for the owner
4. Select one of the following options:
   • Generate Statements for First Half Payment

     Sets tax statements to print the first half payment.

   • Generate Statements for Second Half Payment

     Sets the tax statements to print the second half payment.

5. If the statement should be printed as part of a template, which is a collection of letters and/or forms that can be printed as a group, select Print Template and choose the template.
6. 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.
7. 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.

   Note Previewing a statement does not generate copy in the Inbox.

Purpose

Use this procedure when there are ownership changes and you need to:

• Generate corrected tax statement run within a specific date range.
• Select specific properties for a designated corrected statement run.

Prerequisites

• In order to perform this procedure, the following user right is required:
  • Tax Statement > Corrected Tax Statement
• The tax statement configuration has been set up.
• If prior values were suppressed on notices and they also need to be suppressed on the statements, set the Suppress Prior Values on Tax Statement that were Suppressed on Appraisal Notice to True (Tools > System Configuration > System category > Tax Statement Configuration node).

  When set to True, this configuration is applied to statements for properties that have the Do Not Print Prior Year Values on Appraisal Notices check box selected in the Property Codes panel:

  

  • If a message needs to be printed on tax statements regarding the suppression of prior year values, the Suppress Prior Year Values attribute must be selected and a message entered in the Tax Statement Message code file Tools > Code File Maintenance > General > Tax Statement Messages). This attribute can be selected only for one tax statement message code.
• Messages that need to print on the tax statements have been entered and enabled as required in the Tax Statement Messages code file (Tools > Code File Maintenance > General > Tax Statement Messages).
  • If the supplement reason from the property needs to be displayed in the message area of the tax statement, the Supplement Reason attribute must be selected.

    The supplement reason to be used will be the reason for the most recent supplement group with outstanding bills, and the supplement group used will not be later than the year of the tax statement.

    Note The Supplement Reason attribute can be selected for only one tax statement message code.

Procedure

1. In PACS 9.0, choose Activities > Generate Corrected Tax Statement(s).
2. In the Generate Statement window, click Add to add a new corrected statement.
3. In the Statements for Properties with Ownership Changes dialog box, select the Begin Date, End Date, and Statement Group, and choose from the following check boxes as required:

   

   • Include Properties with Ownership Changes

     Properties for which the ownership ID has changed through a deed transfer are included. This option is selected by default.

   • Include Properties with Address Changes

     Properties for which the address has changed but the owner has not are included. This option is selected by default.

   • Include Properties with a 0 balance
   • If Paid By

     The default delinquency date. If selected, then choose a value from the drop-down list.

4. Select an option to generate statements either for first half payments or second half payments.
5. To prevent a system event for corrected statements from generating on the property/properties, deselect Generate Event.
6. Click Process to receive the list of properties from which to choose.
7. In the Property Results window, select the properties for which to generate the new tax statements for the ownership change.

   

8. Click OK to generate the corrected tax statements.

Note The paper size on which statements print is not configurable. When printing tax statements, formatting is as follows:

Property statement: Single Payment Coupon prints letter-sized paper only

Property statement: Coupon only prints letter-sized paper only

Property statement: Multi Payment Coupons for single property with multiple owners prints legal-sized paper whether or not special assessments & fees are included (This statement fits Master’s Touch #10 Custom envelopes. Address info does not fully display in Standard #10 envelopes.)

Taxpayer statement: All statements print legal-sized paper only

Prerequisites

• The corrected statement run has been generated. For more information, see Generating Correcting Tax Statement Runs.

Procedure

1. In PACS 9.0, choose Activities > Generate Correct Tax Statement(s).
2. In the Generate Statement window, right-click the statement run you need to print and choose Print Statements.
3. In the Levy Statement Print History dialog box, review the details of the statement run. Then do one of the following:

   

   • To send an existing print run to its previously selected output option, do the following:
     1. Click Details.
     2. Click Next to proceed through the Print Levy Statements Wizard,
     3. In the last dialog box of the wizard, click Finish to send the run to the previously selected output option.
   • To enter criteria for creating a new print run, click Add to open the Print Levy Statements Wizard, and proceed with the following steps:
4. In the Statement Information section, enter a description.
5. Choose one of the following Print By options:
   • Property – All properties within the statement group.
   • All Mortgage Companies – All the mortgage companies within the statement group.
   • Mortgage Company – Only for a specific mortgage company. Select the mortgage company from the drop-down list.
   • Agents – Properties with agent assignments.
   • Agent – A specific agent. Select the agent from the drop-down list.
   • All Taxservers – All tax server coded accounts.
   • Taxserver – A specific tax server.
   • Undeliverable – Property owners with addresses coded as undeliverable.
   • Foreign Address – Property owners with any address other than a U.S. address.
6. Choose from the Include on Statements and Exclude on Statements options as required:

   

   • Escrow Balance

     Either includes or excludes escrow balances greater than zero.

   • Accounts with Rollback Taxes Due

     Either includes or excludes accounts with rollback taxes due.

7. Select the agent, mortgage, and tax server printing options.
   1. Select one of the following print options:
      • Agent Statement Copy

        Sends a statement to the tax agent (and the taxpayer if required) that has authority over the property.

      • Mortgage Statement Copy

        Sends a statement to the mortgage company of the property (and the taxpayer if required).

      • Print Taxserver Copy

        Sends 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 & Taxpayer Copy

        If you want a copy of the tax statement to be printed to the taxpayer and to any and all agents 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 on a property.

      • Do not print Agent or Taxpayer Copy

        To skip properties with an agent, select this option.

      • Print Mortgage & Taxpayer Copy

        If you want a copy of the tax statement to be printed to the taxpayer and any and all mortgage companies on a property, select this option.

      • Print Mortgage 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 mortgage companies on a property.

      • Do not Print Mortgage or Taxpayer Copy

        When this option is selected, the main statement that goes to the taxpayer is printed, but the extra copy for a mortgage company or the taxpayer is not printed.

      • Print Taxserver & Taxpayer Copy

        If you want a copy of the tax statement to be printed to the taxpayer and any and all tax servers on a property, select this option.

      • Print Taxserver 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 tax servers on a property.

      • Do not print Mortgage or Taxpayer Copy

   

8. In the Print Options section, choose from the following:
   • Include Undeliverable Address

     Include statements in the run for property owners with addresses coded as undeliverable. (The status undeliverable indicates that the Mail returned check box is selected in the owner record.)

   • Include Foreign Address

     Includes statements in the run for property owners with any address other than the US.

   • Include Statements with Zero Tax Due

     Override the system default that suppresses statements from printing with zero tax due.

   • Include Statements with Zero Tax Due if SNR/DSBL

If selected, statements with total Tax Due equal to zero and having a SNR/DSBL exemption will print.

NOTE: Option to include statements with zero tax due already exists; this is in addition to that option for only properties having SNR/DSBL exemption

• Exclude Statements with Tax Due Less Than ________

Allow numeric value

Allow 2 decimal places

If selected, only statements with total Tax Due greater than or equal to the amount entered will print.

• Beginning Statement ID

  Reprints groups of statements starting with a specific statement ID number.

• Ending Statement ID

  Reprints groups of statements ending with a specific statement ID number.

• Sort Option – Select alphabetical, geographical or zip code order.

1. In the Advanced Print Options section, if statements should be printed as part of a template, which is a collection of letters and/or forms that can be printed as a group, select Print Template and choose the template.
2. Complete the Output options and click Finish.
3. Click Close to complete the process.
4. 

For complete information about the levy certification process, see Levy Certification.

Purpose

Use this procedure to generate tax statements.

You can create statements with:

• Single payment coupons
• Multiple payment coupons for a single property with multiple owners
• Multiple payment coupons for a taxpayer with multiple properties.

  Note The paper size on which statements print is not configurable. When printing tax statements, formatting is as follows:

  Property statement: Single Payment Coupon prints letter-sized paper only

  Property statement: Coupon only prints letter-sized paper only

  Property statement: Multi Payment Coupons for single property with multiple owners prints legal-sized paper whether or not special assessments & fees are included (This statement fits Master’s Touch #10 Custom envelopes. Address info does not fully display in Standard #10 envelopes.)

  Taxpayer statement: All statements print legal-sized paper only

  Important On printed tax statements for properties with more than seven assessments, information from the Assessments box may continue printing into the Amount Due box, which is displayed immediately below (Activities > Levy > Tax Statements > Create Tax Statements).

Prerequisites

• In order to perform this procedure, one of the following user rights are required:
  • Tax Statement > Create Tax Statement
  • Tax Statement > Print Statement Run
• The tax statement group has been set up.
• The tax statement configuration has been set up.
• 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.
• If prior values were suppressed on notices and they also need to be suppressed on the statements, set the Suppress Prior Values on Tax Statement that were Suppressed on Appraisal Notice to True (Tools > System Configuration > System category > Tax Statement Configuration node).

  When set to True, this configuration is applied to statements for properties that have the Do Not Print Prior Year Values on Appraisal Notices check box selected in the Property Codes panel:

  

• If a message needs to be printed on tax statements regarding the suppression of prior year values, the Suppress Prior Year Values attribute must be selected and a message entered in the Tax Statement Message code file Tools > Code File Maintenance > General > Tax Statement Messages). This attribute can be selected only for one tax statement message code.
• Messages that need to print on the tax statements have been entered and enabled as required in the Tax Statement Messages code file (Tools > Code File Maintenance > General > Tax Statement Messages).
  • If the supplement reason from the property needs to be displayed in the message area of the tax statement, the Supplement Reason attribute must be selected.

    The supplement reason to be used will be the reason for the most recent supplement group with outstanding bills, and the supplement group used will not be later than the year of the tax statement.

    Note The Supplement Reason attribute can be selected for only one tax statement message code.

Procedure

1. In PACS 9.0, choose Activities > Levy > Tax Statements > Create Tax Statements.
   • Tax Statement run history will be displayed.
2. In the Levy Statements window, click Create.
3. You will then be at the Create Levy Statement Wizard Tax Statement Group Selection. A historic listing of all tax statement groups that have been created in your system will display. Select the group tor this year that you will be creating tax statements for by highlighting it and then select Next. You will then be taken to the Create Levy Statements Wizard box.
4. In the Select Levy Criteria dialog, in the Property Type Information section, select the property type or types.

   

5. In the Statement Options section, select one of the following options:

   

   • Property Statements – Single payment coupon
     • Generate Statements for First Half Payment

       Sets tax statements to print the first half payment.

     • Generate Statements for Second Half Payment

       Sets the tax statements to print the second half payment.

   • Property Statements – Multiple payment coupons

     Generates multiple coupon statements for single properties with multiple owners. This statement prints on legal-sized paper whether or not special assessments & fees are included

   • Taxpayer Statements

     Generates multiple coupon statements for taxpayers with multiple properties. Statements are formatted for legal sized paper with multiple payment coupons. Statements are generated in property ID order.

     Select either Print Property ID or Print GEO ID to specify the ID to be printed on the statements.

     Notes

     –If there are 3 properties or less, then the tax statement is generated on a single page.

     –Two coupons will always be published. If a tax statement only has two properties with full payment status eligibility, coupon 2 will be blank.

6. Enter the effective date:
   • Effective Date

     Effective date for the tax statements. This date is used in penalty and interest calculations.

7. Click Finish.

Result

When the creation of statements is complete, you will receive notification in your PACS inbox.

Note Previewing a statement does not generate copy in the Inbox.

Purpose

Use this procedure to create a report that lists the properties in the tax statement run by property type, special assessment and tax statement message code.

Procedure

1. In PACS 9.0, choose Activities > Levy > Tax Statements > Create Tax Statements.
2. Select one of the levy statements that you wish to view the print statement run for and choose Print Statements.
3. In the grid that displays the print runs, select the print ID you wish to print totals for and click Totals.

   

4. In the Print Statement Run Totals window, select one of the following options:
   • Print Totals with Statement Run Summary Page
   • Print Totals Only
   • Print Statement Run Summary Page Only
5. To set the output settings, do the following in the Output Settings section:
   • 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.
6. Click Preview to preview the report. Click Post to generate the report.

Purpose

Use this procedure to print levy statements for a selected tax statement group.

Procedure

1. In PACS 9.0, choose Activities > Levy > Tax Statements > Create Tax Statements.
2. Click Print Statements.
3. In the Levy Statement Print History dialog box, either select the existing run to print and click Details, or click Add to create a new print run with the Print Levy Statements Wizard.
4. In the Statement Information section, enter a description.
5. Choose one of the following Print By options:
   • Property – All properties within the statement group.
   • All Mortgage Companies – All the mortgage companies within the statement group.
   • Mortgage Company – Only for a specific mortgage company. Select the mortgage company from the drop-down list.
   • Agents – Properties with agent assignments.
   • Agent – A specific agent. Select the agent from the drop-down list.
   • All Taxservers – All tax server coded accounts.
   • Taxserver – A specific tax server.
   • Undeliverable – Property owners with addresses coded as undeliverable.
   • Foreign Address – Property owners with any address other than a U.S. address.
6. Choose from the Include on Statements and Exclude on Statements options as required:

   

   • Escrow Balance

     Either includes or excludes escrow balances greater than zero.

   • Accounts with Rollback Taxes Due

     Either includes or excludes accounts with rollback taxes due.

7. Select the agent, mortgage, and tax server printing options.
   1. Select one of the following print options:
      • Agent Statement Copy

        Sends a statement to the tax agent (and the taxpayer if required) that has authority over the property.

      • Mortgage Statement Copy

        Sends a statement to the mortgage company of the property (and the taxpayer if required).

      • Print Taxserver Copy

        Sends 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 & Taxpayer Copy

        If you want a copy of the tax statement to be printed to the taxpayer and to any and all agents 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 on a property.

      • Do not print Agent or Taxpayer Copy

        To skip properties with an agent, select this option.

      • Print Mortgage & Taxpayer Copy

        If you want a copy of the tax statement to be printed to the taxpayer and any and all mortgage companies on a property, select this option.

      • Print Mortgage 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 mortgage companies on a property.

      • Do not Print Mortgage or Taxpayer Copy

        When this option is selected, the main statement that goes to the taxpayer is printed, but the extra copy for a mortgage company or the taxpayer is not printed.

      • Print Taxserver & Taxpayer Copy

        If you want a copy of the tax statement to be printed to the taxpayer and any and all tax servers on a property, select this option.

      • Print Taxserver 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 tax servers on a property.

      • Do not print Mortgage or Taxpayer Copy

   

8. In the Print Options section, choose from the following:
   • Include Undeliverable Address

     Include statements in the run for property owners with addresses coded as undeliverable. (The status undeliverable indicates that the Mail returned check box is selected in the owner record.)

   • Include Foreign Address

     Includes statements in the run for property owners with any address other than the US.

   • Include Statements with Zero Tax Due

     Override the system default that suppresses statements from printing with zero tax due.

   • Include Statements with Zero Tax Due if SNR/DSBL

If selected, statements with total Tax Due equal to zero and having a SNR/DSBL exemption will print.

NOTE: Option to include statements with zero tax due already exists; this is in addition to that option for only properties having SNR/DSBL exemption

• Exclude Statements with Tax Due Less Than ________

Allow numeric value

Allow 2 decimal places

If selected, only statements with total Tax Due greater than or equal to the amount entered will print.

• Beginning Statement ID

  Reprints groups of statements starting with a specific statement ID number.

• Ending Statement ID

  Reprints groups of statements ending with a specific statement ID number.

• Sort Option – Select alphabetical, geographical or zip code order.

1. In the Advanced Print Options section, if statements should be printed as part of a template, which is a collection of letters and/or forms that can be printed as a group, select Print Template and choose the template.
2. Complete the Output options and click Finish.
3. Click Close to complete the process.
4. 

This procedure is optional.

Procedure

1. In PACS 9.0, choose Activities > Levy > Tax Statements > Create Tax Statements.
2. Select one of the levy statements that you wish to remove the print statement run for and choose Print Statements.
3. In the grid that displays the print runs, select the print ID you wish to remove and click Delete.
4. Confirm that you wish to delete the selected print run.

Purpose

Use this procedure to create supplement statements.

Statement Groups

The statement groups referenced in this procedure are the ones created at the time levy statements were printed. You may have more than one statement group to choose from, depending on which entities were printed together on the levy statements.

Year Selection

The year defines the statement groups, and your tax office may have different groups for different years.

Prerequisites

• In order to perform this procedure, the following user rights are required:
  • Supplement > Supplement Statement Maintenance
• The tax statement configuration has been set up.
• If prior values were suppressed on notices and they also need to be suppressed on the statements, set the Suppress Prior Values on Tax Statement that were Suppressed on Appraisal Notice to True (Tools > System Configuration > System category > Tax Statement Configuration node).

  When set to True, this configuration is applied to statements for properties that have the Do Not Print Prior Year Values on Appraisal Notices check box selected in the Property Codes panel:

  

  • If a message needs to be printed on tax statements regarding the suppression of prior year values, the Suppress Prior Year Values attribute must be selected and a message entered in the Tax Statement Message code file Tools > Code File Maintenance > General > Tax Statement Messages). This attribute can be selected only for one tax statement message code.
• Messages that need to print on the tax statements have been entered and enabled as required in the Tax Statement Messages code file (Tools > Code File Maintenance > General > Tax Statement Messages).
  • If the supplement reason from the property needs to be displayed in the message area of the tax statement, the Supplement Reason attribute must be selected.

    The supplement reason to be used will be the reason for the most recent supplement group with outstanding bills, and the supplement group used will not be later than the year of the tax statement.

    Note The Supplement Reason attribute can be selected for only one tax statement message code.

Procedure

1. Choose Activities > Supplement > Supplement Statement Maintenance.
2. In the Supplement Statements Runs window, click Add.
3. In Create Supplement Statement Wizard, select the supplement group. Then click Next.
4. Select the tax statement group for the supplement.

   Important You must create statements for each year in your supplement group.

5. Click Next.
6. In the next dialog box, complete the following options as required:
   • Effective Date

     The date from which penalty and interest calculates.

   • Generate Statements for First Half Payment

     Sets tax statements to print the first half payment.

   • Generate Statements for Second Half Payment

     Sets the tax statements to print the second half payment.

7. Click Finish.

Purpose

Use this procedure to generate a property’s Statement of Account. The statement is a summary listing of transactions that have occurred on a property account for all years or for the current tax year, and may include the amount of levy that is currently due on the account.

Prerequisites

• In order to perform this procedure, the following user right is required:
  •  

Procedure

1. From a property record, select Commands > Statement of Account.
2. In the Print Statement of Account dialog box, user the Owner drop-down list to select the owner of the account for which you wish to generate the statement.

   

3. In the Effective Date field, enter the date from which records in the statement should date.
4. To generate an event on the owner record, select Generate Event.
5. In the Display Options section, make the following selections as needed:
   • Include Paid Bill Summary

     The pay history is displayed in the statement.

     • All Years
     • Current Tax Year Only
   • Include Paid Refunds Summary

     The refunds paid history is displayed in the statement.

     • All Years
     • Current Tax Year Only
   • Include Credits Due Summary

     The credits due history is displayed in the statement.

6. 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.
7. 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.