10.0.11 Release Notes

New Features

This release includes the following additions and modifications to functionality:

• TS 166451 (TFS 36164)
  • New Book Type Field

• TS 176871 (TFS 38801)

The non-Homestead Assessment Limitation Report and the Homestead Limitation Report are now added as DOR errors.

• Run the DOR Data
• View DOR errors and these will now show
  • Added Non-Homestead Assessment Limitation Edits 4 and 5
  • Added Homestead Assessment Limitation Edits 1 – 4
  • Removed existing Assessment Limitation Report

NOTE: The Non-Homestead Assessment Limitation errors will show up as Level = NHAL

NOTE: The Homestead Assessment Limitation errors will show up as Level = HAL

• TS 178050 (TFS 38862)
  • The DR 409 Roll Correction print dialogue will now allow the user to check the box to print the new DR 409 Roll Correction Tax Calculator Worksheet. The worksheet will have the property id, the primary owner name and address, assessed value, exemptions and amounts, taxable values, millage rates, and calculated tax amount. The Non Ad valorem associated with the property will also be on the new report.
• TS 178056 (TFS 38888) & TS 183699 (TFS 40079)
  • LAT exemption code to be included on the NAL.
  • Land Available for Taxes Worksheet – LAT worksheet – Added the DOR code of 82 and exemption LAT for Lands Available for Taxes – Map the LAT exemption to the statute 197.502 with the DOR code of 82 that is now represented on the DOR NAL and the export. Line 37 of the DR 489V and DR 403V will reflect the amounts of the DOR code 82 exemption of Land Available for Taxes. To set up the exemption LAT: Tools>Code maintenance>exemption>exemption definition.

• To print the LAT Worksheet
  • Simply go to the property and click commands
  • Print LAT worksheet – the property MUST have the LAT exemption for the year selected to print the worksheet.
  • The worksheet will include all the information regarding the LAT with all the tax areas and ad valorem and non ad valorem calculations.

• TS 177046 (TFS 38890)
  • Enhancement to the Multi parcel sales dialogue
  • Redesigned the grantees page on Ownership transfer wizard.
  1. Added a quick add owner toolbar on Grantees page to search or add grantee ids. Previously it was limited to search only.
  2. ‘Select All Include In Letter’ toolbar button to select/unselect all the property rows associated to a grantee.
  3. Enhanced grantees grid to make it more user friendly for property association. Properties can now be selected from child views by clicking (+) button on grantee row.
  4. On the child view there is a small magnifier button in top left corner of the view, which zoom-in the child view. Hence making it easier to work with larger properties list.
  5. Beside existing validations, a validation has been added to make sure all the properties are assigned to at least one grantee. A validation message listing all the unassociated properties will be prompted. User will not be able to proceed otherwise.
• TS 178605 (TFS 38902) and TS 178608 (TFS 38903) and TS 178619 (TFS 38904)
  • Added “As Of: to the following reports:
    • Special Assessment Summary, Special Assessment Roll, and Special Assessment Roll Bill
    • Added the options in the reports dialog to run as of Preliminary Certified, Certified and Final Certification or roll correction.
• TS 180622 (TFS 39427)
  • Enhanced the appraisal card to reflect the improvement order
  • Added functionality to maintain sequence number on improvement grid and made it effective on appraisal card report.
• TS 179581 (TFS 39577)
  • Senior Denial Form
  • System Configuration>Application>Print Property Appraiser Info on DR-490 if this is set to True current functionality will remain, if False the report will print the appraiser information as the client logged into pacs at that time.
  • We increase the size of the “Meet Other Statutory Requirements, specifically” field on the Senior Denial Form.
• TS 181439 (TFS 39733)
  • Appraisal Export – Add metes and bounds to the end of the existing Appraisal export
• TS 181464 (TFS 39820)
  • Ability to export a file as Pipe delimited for the monitors export with column headers. We also added column headers for the CVS and Tab delimited file options. Previously system was adding a blank row instead of column(s) name.
• TS 182985 (TFS 39919)
  • We corrected the Legal Acres Verification report to include the primary owners and remove any duplicate records
  • TFS 40046 – Jefferson County requested we add a System Configuration for the DR 409 to include non-ad valorem taxes
  • System Configuration>Roll Correction
  • DOR 409 to include non ad valorem taxes – Set to True the DR 409 will include the Non Ad valorem taxes. Set to False the non ad valorem taxes will not be included
  • DR 409 to include Penalties – Set to True the DR 409 will include penalty taxes in the total taxes for initial and current. Set to False no penalty taxes will be included in the totals

• TS 183716 (TFS 40419)
  • SA Assessment Calculation Comparison Report
    • We increased the window size on the comparison report to show 5 lines instead of 3 lines.

• TS 185577 (TFS 40555)
  • Add ‘Land Appraiser Last Inspection date’ field to the Appraisal info panel. Users can now enter a date in the Land appraiser last inspection date field added to the panel.
• TS 175450 (TFS 38786)
  • Tools>System Configuration>System – Go to Personal Property settings
  • Personal Penalty Calculation
  • Setting options are Total Market or Ad Valorem Tax Amount
  • If a user selects the system setting to be Total Market, PACS will use the existing calculation of the percentages calculated off the taxable value.

TOTAL MARKET SETTING

Tax Due = 75.57

Omitted Penalty Amount = (Omitted Assets Market Value Sum * 0.15) = say 135

Omitted Penalty Tax = Omitted Penalty Amount * Levy Rate / 1000 = (135 * 8) / 1000 = 1.08

Late Filing Penalty Amount = Market Value * Late Filing Penalty Percentage = 9400 * 0.05 = 470

Late Filing Penalty Tax = Late Filing Penalty Amount * Levy Rate / 1000 = 470 * 8 / 1000 = 3.76

Penalty Amount = Omitted Penalty Amount + Late Filing Penalty Amount = 135 + 470 = 605

Penalty Tax = Omitted Penalty Tax + Late Filing Penalty Tax = 1.08 + 3.76 = 4.84

Total Tax Due = Tax Due + Omitted Penalty Tax + Late Filing Penalty Tax = 75.57 + 1.08 + 3.76 = 80.41

• If a user selects the system setting to be Ad Valorem Tax Amount, PACS will use the Ad Valorem tax amount to calculate the penalties.
• Sample calculation:

AD VALOREM SETTING

Tax Due = 75.57

Omitted Penalty Amount = (Omitted Assets Market Value Sum * 0.15) = say 135

Omitted Penalty Tax = Omitted Penalty Amount * Levy Rate / 1000 = (135 * 8) / 1000 = 1.08

Late Filing Penalty Tax = (Tax Due + Omitted Penalty Tax) * Late Filing Penalty Percentage = 74.49 + 1.08 = 75.57 * 0.05 = 3.7785

NOTE: In the case of Ad Valorem Setting, as per Paula, the Late Filing Penalty Amount and Tax are the same, since the penalty is calculated based on the already determined taxes and not on the Market value.

Penalty Amount = Omitted Penalty Amount + Late Filing Penalty Tax = 135 + 3.7785 (rounded amount)

Penalty Tax = Omitted Penalty Amount + Late Filing Penalty Tax = 1.08 + 3.7785 = 4.8585

Total Tax Due = Tax Due + Omitted Penalty Tax + Late Filing Penalty Tax = 75.57 + 1.08 + 3.7785 = 80.4285

Fixes