1.8.1.19 Release Notes GA #

Released to Clients on 01/23/2014.

Help STAR

Description of Update

PACS Appraisal

135141

When Appraisal Notices were printed locally in-house, spacing within and between words were being added into the main body of the notification form.  Subsequently, these additional spaces caused a third blank page to be created. This issue has now been resolved.

New Features

This release includes the following additions and modifications to functionality:

General

  • Online Appeals Website Configuration – Changes have been made to the Website Configuration table to support Appraisal and Tax Office information and user agreements
  • HS Application – forms processing is now complete for the new application
  • ARB Notice of Protest Updates – form has been updated to match Comptroller form

Online Appeals

PACS Collections now has added Website Configuration settings for Electronic Tax Statements. Special care should be taken for Appraisal Districts and Tax Offices that share the TA Portal Website for electronic communication. The TA Portal will display the information for either PACS Appraisal or PACS Collection as appropriate, generally defaulting to the CAD name as entered for the Appraisal Website Configuration settings.

NOTE For an Appraisal District without a shared Tax Office, no changes should be experienced with this new functionality. However, please verify your settings after you receive the release.

The settings available from PACS Collections are shown on this dialog. The settings not in the list are shared with PACS Appraisal.

  1. Tax Office Name
  2. Tax Office Online Portal URL
  3. Tax Office Email Return Address
  4. Tax Office Contact Info
  5. Tax Office Email Agreement
  6. Tax Office User Agreement

With the new option for the Tax Office to maintain USER agreements, please be aware that the appraisal and collections user agreements will be shown to all users of the web portal if they exist.

  • All available User Agreements will display together, with each clearly identified as either APPRAISAL DISTRICT or TAX OFFICE.
  • The user will accept all user agreements together.
  • A change to any User Agreement, or the addition of a new User Agreement, will result in the user having to Re-accept all User Agreements.

With the new option for the Tax Office to maintain EMAIL agreements, please be aware that the appraisal and collections email agreements will be shown to all users of the web portal if they exist.

  • All available Email Agreements will display together, with each clearly identified as either APPRAISAL DISTRICT or TAX OFFICE.
  • The user will accept all email agreement together.
  • A change to any Email Agreements, or the addition of a new Email Agreement, will result in the user having to Re-accept all Email Agreements.

Agreements display on the TA Portal for:

  • New User Registration
  • Accepting new agreement
  • Maintaining agreement Profile menu> Waivers> Waiver Agreement

HS Application

Updates to Forms Processing have been completed for the new HS Application.

This allows users to enter exemptions as marked on the HS Application with the use of a full page scanner. The exemption wizard will be launched after scanning as prompted through Activities> Forms Processing.

Notice of Protest

The Notice of Protest has been updated to match the Comptroller form.

Changes included:

  • Modification of the following sections:
    • Instructions
    • Filing Deadlines
    • Assistance
  • Removal of Postponement section
  • Addition of new line for the year(s) protested
  • Addition of new line for printed name above signature line

Updates

Help STAR

Description of Update

134488

When a user viewed an owner with multiple properties while using the zip code, the Base Tax Due kept adding up. This occurred when printing second notices. (Activities>Assessment>Deliquent Notice Processing> Print Deliquent Notice). This has now been fixed.

Updates

Help STAR

Description of Update

133237

When manually supplementing and accepting bills with Rendition penalties, duplicate bills were created. This has now been resolved.

New Features

This release includes the following additions and modifications to functionality:

Appraisal

To comply with recent legislation passed, the following have been introduced:

  • ARB Notice of Final Order updates
  • ARB Order of Dismissal letter
  • Delinquent Notice updates
  • Exemptions
  • Homestead Application modifications
  • Interstate Personal Property Allocation Late File Penalty

In addition, new functionality relating to the following has been added:

  • Online Scheduling of ARB Protests

ARB Notice of Final Order

The Notice of Final Order and Order Determining Protest letters have been updated to comply with the Comptroller’s current version of the forms.

We combine the Notice of Final Order and Order Determining Protests into a single DLL file. PACS supports two separate ODP letters to represent a granted motion and denied motion. Once the file is received from True Automation, the file containing both letters needs to be accessed from Tools > Letter Processing Maintenance > Letter Download. This will download the letters to the PACS application. Please contact True Automation Support if you have not received the file.

The Instructions to download the letters to your system are outlined below:

  • Copy the ARB_Letters_ODP.dll to the user’s PC.
    • Retrieve the file from ftp://ftp.trueautomation.com/2014_ARB_DLL/
  • Rename the existing Order Determining Protest Denied (TA) and Order Determining Protest Granted (TA)
    • Go to Tools > ARB Maintenance > Letters > Maintenance
    • Highlight the Letter > Click the Edit Button
    • Rename under the Name and Description fields
      • Example: OLD_OrderDeterminingProtestDenied (TA)
      • Example: 2011_OrderDetermingingProtestGranted (TA)
  • Go to Tools > Letter Processing Maintenance > Letter Download
    • Select location of the ARB_Letters_ODP.dlll from the user’s PC.
    • This will add the updated ARB letters to PACS
  • A message is displayed indicating that two letters have been added to the PACS.

ARB Order of Dismissal Letter

A new ARB letter has been added to account for the Order of Dismissal separate from the existing Order Determining Protest letters. Once the file is received from True Automation, the file containing both letters needs to be accessed from Tools > Letter Processing Maintenance > Letter Download. This will download the letters to the PACS application. Please contact True Automation Support if you have not received the file.

The instructions to download the letters to your system are outlined below:

  • Copy the ARB Order of Dismissal Letter.dll to the user’s PC.
    • Retrieve the file from ftp://ftp.trueautomation.com/2014_ARB_DLL/
  • Go to Tools > Letter Processing Maintenance > Letter Download.
    • Select location of the ARB Order of Dismissal Letter.dll from the user’s PC.
    • This will add the updated ARB letters to PACS.

Note If you currently have a letter representing the Order of Dismissal, please ensure the name of this letter differs from this new letter downloaded.

  • A message is displayed indicating that the letter has been added to the PACS system.

Delinquent Notice

The Delinquent Notice now displays certain text required by legislation. Additional footnotes for House Bill 1597 and House Bill 1913 have been added.

Exemptions

The following new exemptions have been added:

  • DVCH (Disabled Veteran Charitable) has been added in response to House Bill 97 – Donated Residence Homestead of Partially Disabled Veteran
  • DVCHS (Disabled Veteran Charitable Spouse) has been added in response to House Bill 97 – Donated Residence Homestead of Partially Disabled Veteran

For the new DVCH and DVCHS:

  • Due to the transfer amount requirement, exemptions have been added as special exemptions in the same manner as the existing DVHS exemption.
  • Exemptions will be applied to property Homestead portions in the same manner as existing DVHS exemption.
    • When adding the exemption, only the amount and percent options will be available.
    • The available fields will have a default amount of 0.
    • The segment detail selection will not be available when adding the exemption as with the DVHS.

  • The new exemptions will be eligible for proration as existing exemptions in PACS.

NOTE At the client’s request, the eligible exemptions for prorations can be changed by True Automation Support.

  • At this time, there do not appear to be limitations on aggregating existing exemptions with the new exemptions. For example, the taxpayer can have the HS, OV65, any one of the DV (1-4) and new DVCH.
  • In the existing exemption order, the new exemptions should be calculated following the DVHS exemption.

Exemption Order #

DVHS DVHS 10

DVHSS DVHSS 11

DVCH DVCH 12

DVCHS DVCHS 13

MASSS MASSS 14

NOTE The DVHS or DVHSS should not be entered by the user on a property with this new exemption as that applies to a 100% disabled rating and this exemption applies to less than 100%. This will be the responsibility of the user to validate.

  • The amount transferred to a new property will be equal to the dollar amount of the original exemption. The user will be responsible for entering the correct amount after transfer occurs.
    • Multiple transfers may be possible, so the original exemption dollar amount must be tracked.
    • Example:
      • A taxpayer’s spouse transfers exemption $100,320 to a new residence valued at $95,000. The spouse moves again to a residence valued at $150,000. PACS should recognize the exemption amount of $100,320 on the second move.

  • The dollar amount of the exemption is the amount given in the last year the survivor received the exemption. The user will be responsible for entering the correct amount.
  • A transfer certificate (similar to the DVHSS Transfer Certificate) has been added. This will display the exemption amount for each entity.
    • The user will be responsible for entering a transferred exemption. The transferred amount should be entered as listed from the transferred exemption amount in order for possible subsequent transfers to be calculated correctly.

Example:

  • Appraisal District #1 generates a transfer certificate in the amount of $100,320. Appraisal District #2 will add transferred exemption on property of $95,000 with exemption amount $100,320.
  • The user should enter the exemption as a dollar amount equal on each entity associated with the property.
    • When an equal dollar amount is not entered on each entity, PACS will calculate using the dollar amount entered most often followed by the highest amount entered for generating the transfer certificate.
    • If the user enters a percentage for any entity, PACS will ignore the percentages in favor of the dollar amount entered most often.
  • PACS will not generate the application form(s) at this time.

MASSS (Member of Armed Services Surviving Spouse) exemption has been added in response to Senate Bill 163 – Residence Homestead of Surviving Spouse of Member of Armed Services Killed in Action

  • For the new MASSS:
    • Due to the transfer amount requirement, exemptions have been added as special exemptions in the same manner as the existing DVHS exemption.
    • Exemptions will be applied to property Homestead portions in the same manner as existing DVHS exemption.
      • When adding the exemption, only the amount and percent options will be available.
      • The Percent option will default to 100% for this exemption.
      • The segment detail selection will not be available when adding the exemption as with the DVHS.

  • The new exemptions will be eligible for proration as existing exemptions in PACS.

NOTE At the client’s request, the eligible exemptions for prorations can be changed by True Automation Support.

  • At this time, there do not appear to be limitations on aggregating existing exemptions with the new exemptions. For example, the taxpayer can have the HS, OV65, any one of the DV (1-4) and new MASSS.
  • In the existing exemption order, the new exemptions should be calculated following the DVHS exemption.

Exemption Order #

DVHS DVHS 10

DVHSS DVHSS 11

DVCH DVCH 12

DVCHS DVCHS 13

MASSS MASSS 14

  • The amount transferred to a new property will be equal to the dollar amount of the original exemption. The user will be responsible for entering the correct amount after transfer occurs.
    • Multiple transfers may be possible, so the original exemption dollar amount must be tracked

Example:

  • A taxpayer’s spouse transfers exemption $100,320 to a new residence valued at $95,000. The spouse moves again to residence valued at $150,000. PACS should recognize the exemption amount of $100,320 on the second move.

  • The dollar amount of the exemption is the amount given in the last year the survivor received the exemption. The user will be responsible for entering the correct amount.
  • A transfer certificate (similar to the DVHSS Transfer Certificate) has been added. This will display the exemption amount for each entity.
    • The user will be responsible for entering a transferred exemption. The transferred amount should be entered as listed from the transferred exemption amount in order for possible subsequent transfers to be calculated correctly.

Example:

  • Appraisal District #1 generates a transfer certificate in the amount of $100,320. Appraisal District #2 will add a transferred exemption on property of $95,000 with exemption amount $100,320.
  • The user should enter the exemption as a dollar amount equal on each entity associated with the property.
    • When an equal dollar amount is not entered on each entity, PACS will calculate using the dollar amount entered most often, followed by the highest amount entered for generating the transfer certificate.
    • If the user enters a percentage for any entity, PACS will ignore the percentages in favor of the dollar amount entered most often.
  • PACS will not generate the application form(s) at this time.

PPV (Personal Property Vehicle) exemption has been added in response to new PTAD reporting requirements.

  • This allows for Tax Code Section 11.254 Motor Vehicle Used for Production of Income and for Personal Activities, now coded as XO 11.254 by the PTAD. Exempt segments will be associated to the XO code for reporting to the PTAD.

NOTE The EX-XO standard exemption will remain in PACS but should not be used unless the entire property for all entities should be considered exempt, rather than a single segment.

  • Previously, this exemption may have been tracked using the checkbox Exempt Segment on personal property segments.

Homestead Application

The Homestead Application has been updated to reflect recent legislation regarding qualification and application documentation requirements. Although many reports exist for the homestead application due to various client requests, only two report forms will continue to be maintained by True Automation. These have been updated:

  • hs_application_barcode
  • hs_application_nobarcode

Interstate Personal Property Allocation Late File Penalty

House Bill 585 added a new section to indicate the assessment of a late file penalty for Interstate Personal Property Allocation applications. Functionality has been added to PACS to allow for this penalty.

  • The user will be responsible for tracking the Interstate Personal Property value as allocated.
    • User can currently enter allocated value on segment as a flat value.
    • User can use existing type code functionality to identify allocated segments. User will be responsible for reviewing the segment allocation each year. User can also utilize property group code to identify as Interstate Personal Property
    • PACS will retain the flat value in the New Year layer creation as the user is responsible for reviewing each year.
  • The user will indicate that a late application penalty should be assessed on a property.
    • A new field has been added to allow a user to enter the value subject to penalty at the segment level. This value will be used to calculate the penalty due.

  • If field has a value greater than 0, the late filing penalty should be calculated.
  • Field will be informational only, not to be used for valuation purposes.
  • Field will be tracked in the change log
  • Field not retained in New Year Layer creation
  • Field not retained in Copy segment
  • Field not retained in Copy Property to Year
  • Field not retained in Future Year Layer creation
  • Retain field in supplement property
  • The amount subject to penalty will be included in the Appraisal Data Export. Since the value will be entered at the segment level, this will be summed to report a total amount in the export.

EXAMPLE:

PP Segment 1 has a value subject to penalty of $1000

PP Segment 2 has a value subject to penalty of $0

PP Segment 3 has a value subject to penalty of $1500

Total value subject to penalty for property: $2500

NOTE Personal property segments are not exported in the Appraisal Data Export, and therefore are not imported. Total penalty value will be reported.

  • Functionality has been added to create the penalty in PACS Collections application.
    • The Penalty will be calculated as: [(Value Subject to Penalty x 10%) / 100] x entity tax rate
    • The Penalty will be added to each entity (similar to Late AG penalty).
      • A new configuration will allow an office to indicate if penalty should be added as I&S or M&O at the entity level.
      • Default to Interest & Sinking (I & S)

  • The Penalty will be displayed on Levy Totals, similar to the Ag penalty, as an additional line in Levy Information section of the report to list the total penalty.
  • Tax statement will include text regarding the possibility of late penalty.
  • Total Tax Due may include Additional Penalty up to 20% incurred on April 1 or July 1 of the year of delinquency (Tax Code Sec 33.11) or Additional Late filing penalty of 10% (Tax Code Sec 23.54, Tax Code Sec 21.10).
  • The user will be responsible for tracking the application and filing dates associated with the application.
  • The Asset Manager has not been modified for this new functionality.

Online Scheduling of ARB Protests

The conclusion of Online Appeals Phase II will offer the ability for the taxpayer to schedule or reschedule online a protest hearing. This project is intended to reduce Appraisal District intervention for scheduling protests.

  • The new process will allow protests to be scheduled online.

NOTE Once a protest is scheduled, it should behave or be managed in the same way as a protest scheduled from within the PACS application.

  • Only Property protests will be eligible for online scheduling.
  • Agent protests will be limited for online scheduling due to the behavior of agent hearings. Agent hearings usually involve multiple properties and protests.

NOTE This requirement is intended to limit hearing docket selection so that agent dockets are not displayed for selection online. Due to current online user creation and property association, an agent could possibly have access to online scheduling.

  • Agent hearing dockets should not be available for online scheduling.
  • For online scheduling purposes, the existing configuration should be ignored at this time (Tools > ARB Maintenance > System Settings).
  • If scheduled online, protests included in a protest group will be scheduled individually, without considering the other protests in the group.
  • Appraiser Meetings will not be available to schedule online.
  • A protest must exist in PACS in order to be available for online scheduling.

NOTE Configuration exists controlling which protests display online (Activities > Online Appeals > Website Configuration). If the configuration is set to display all protests created, all protests will be available to schedule online including those not filed online.

  • Once a protest is closed, it will not be available for online scheduling.

NOTE There are existing configurations to control processing of online protests. At this time, it is not appropriate to indicate that online scheduling should be limited by new functionality: online settlement, automatic settlement or automatic processing of online protests. If the protest is open and not closed, it should be available for online scheduling.

Changes in PACS

  • The process allows flexibility for Appraisal Districts who want to limit the eligible protests or do not want to allow online scheduling.

At the Appraisal District Level, a new configuration has been added (Activities > Online Appeals > Website Configuration). This will enable or disable Online Property Protest Hearing Scheduling.

  • Enable Online Scheduling – default will be not selected
  • Minimum Advance Time – Advance time, in hours, needed between the current day and time (at which the taxpayer is attempting to schedule online) and the first available hearing docket day and time for which a protest can be scheduled or rescheduled online.
    • Default to 24 hours
    • Minimum value equals 0 hours, meaning no advance time is needed
      • Scheduling will not allow a taxpayer to select a docket that is in progress
  • For example: Advance time is set to 0 hours. Taxpayer logs in to schedule on Thursday, October 10th at 1:00 pm. Docket exists for Thursday October 10th from 1:00 pm to 1:15 pm, and the next available hearing time should be after 1:15 pm on Thursday, October 10th.
    • Maximum value equals 999 hours.
    • Calculation of advance time begins when the taxpayer selects to schedule a hearing.
  • Taxpayer Remedies URL – provides the ability to direct taxpayers to documents through a hyperlink

Example:

  • Taxpayer remedies pamphlet, ARB Procedures. The hyperlink will be included in the automatic email sent after the hearing is scheduled. The documents included at that location are configurable and the responsibility of each client.

NOTE As an alternative, these documents can be included in the evidence packet for each protest.

Once online scheduling is enabled:

  • The Appraisal District can control which protests created after will be eligible for Online Scheduling from a new configuration. (Tools> ARB Maintenance > Online Scheduling Configuration).

  • Criteria available to limit online scheduling:
    • Property Type
    • Residential, Commercial or Both
    • Property Group Code
  • Once enabled, any new protest that meets the criteria configured will automatically allow online scheduling.
  • If multiple criterions are selected, only protests meeting all criteria will be impacted.

For Example:

Criteria selected: Property Type = Real

Account Type = Residential

Appraiser = John Doe

Protest, not enabled: Property Type = Real

Account Type = Residential

Appraiser = Jane Smith

  • This requirement represents the default behavior for the protest level indicator. If the protest meets the criteria, the indicator will be selected. At any point, the protest level indicator can be selected or deselected.
  • The section criteria should default to:
    • Property Type = Real
    • Account Type = Residential

The Appraisal District can control the statuses of protests scheduled online:

  • A new status code field has been added for protests scheduled online.
  • A new status code field has been added for protests re-scheduled online.

NOTE The status codes are required prior to releasing dockets for online scheduling

  • Further control is available at the protest level, similar to the Allow Taxpayer Upload configuration.

  • If the PACS user has user rights to edit a protest, the protest level indicator will be available to edit.
  • If the protest is identified as rescheduled (where only one reschedule is allowed), this protest level selection will remain available for edit. Online scheduling will not be available in this state.
  • If the protest is closed, this protest level selection will not be available to edit.

NOTE The ARB Protest General View presented when the protest is closed is different from the one presented when it is active.

  • Once selected, the process will allow the Appraisal District to limit the hearing date and times displayed to the taxpayer online.
    • An indicator has been added at the docket level (where start and end time are defined) to indicate that the docket will display online for scheduling.

  • If selected, the docket will be available to select online for properties meeting the docket criteria.
  • Dockets identified for online selection will not be limited to only online scheduling. For example, the Appraisal District may continue to use the docket to schedule through PACS.
  • The user will be able to modify the check box for all dockets created from Update All Dockets.

  • A new column has been added to the docket grid to indicate if the docket is available online.

  • Only hearing time made available through hearings and dockets will be available online. Hearings can be limited by:
    • Property Type
    • Residential, Commercial or Both
    • State Code
    • Appraiser

NOTE Agent dockets will not be available.

  • If hearing dockets have not been configured through PACS, online scheduling will not be available to the taxpayer online.
  • If hearing dockets are unavailable, online scheduling will not be available to the taxpayer online.
    • All dockets are full.
    • Dates for dockets have passed.
  • The Appraisal District will need to track protests scheduled online:
    • A protest event will be generated for protests scheduled or re-scheduled online.
    • This is in addition to the event that is created when the status code changes.

Online Changes: Taxpayer Experience

  • For the Appraisal Districts who do not enable Online Scheduling, the online portal will not reflect any changes referenced below for Online Scheduling.
  • A new column will display in the Protest Summary grid to allow for Online Scheduling.

  • The Schedule Hearing column can display as:
    • Schedule button– when no schedule information exists
    • Reschedule button– when the protest has been scheduled and is available to reschedule
    • Rescheduled Text Message– once the protest has been scheduled and rescheduled
  • Not available:
    • Pending Online Appeal- waiting for protest to be created within PACS
    • Allow Online Scheduling disabled at the protest level
    • Protest has been closed
  • Once the appropriate button is selected, the user will be able to schedule the protest hearing.

  • When selection of or reschedule to hearing date/time is within 15 days of the current date, the protester must waive his right to receive notice of protest 15 days before the hearing.
    • The process will prompt the protester to waive his right.

Sample Text for Waiver:

  • I understand that under Section 41.46 Property Tax Code, I have the right to 15 days notice before the Appraisal Review Board hears my protest. I wish to waive that right and meet with the Appraisal Review Board in less than 15 days. I hereby waive the right to a notice of hearing and agree to the following time and date of hearing: _______________, at _________________.
  • The 15-Day Waiver will be stored on the protest and display in PACS. There is an existing check box to indicate the 15 day waiver should be used for this purpose.
  • The 15-Day Waiver will be needed upon each schedule or reschedule regardless if the taxpayer has already waived his right on the original protest scheduling.
  • Taxpayers will be prompted to select from the configured hearing and dockets a date and time for the protest(s).
  • Taxpayers will be allowed to reschedule a hearing date and time one time, selecting from the configured hearing and dockets a date and a time for the protest(s).

NOTE If the Appraisal District would like to allow more than one reschedule, the user must utilize existing functionality to clear the hearing schedule information from the protest manually within PACS.

  • Email confirmation will be sent to the associated taxpayer’s email when the following events occur:
    • Once the protest is scheduled online successfully
    • Once the protest is re-scheduled online successfully
    • If the protest is not scheduled or re-scheduled online successfully
    • If the 15-day waiver is selected when scheduling or rescheduling online, include text in the email to reference the waiver is in effect.
  • At any time the Appraisal District may schedule the hearing. The Online Appeals page will display a disclaimer: The Chief Appraiser may choose to schedule this protest at any time. The protester may have a chance to reschedule the protest.
  • A protester will not be able to cancel a hearing online.

PACS Collections 8.1.19.0020 (GA)

Collections

Installment Agreement for Residence Homestead

In response to House Bill 1597, the Installment Agreement has been modified to account for new payment guidelines and those residence homestead properties protected in the recent legislation.

  • For all new Installment Agreements, regardless of residence homestead status:
    • Payment Installments must be monthly; selection of bi-monthly will no longer be an option.
    • Agreement must extend for at least twelve months.
    • Agreement must not extend past thirty-six months.
  • Due to client reporting and maintenance requirements, we have added the ability to track installment agreements created on residence homestead properties separately from non-homestead properties. Since clients have indicated differing qualifications for identifying a Residence Homestead, the user will be responsible for identifying a residence homestead property in PACS for purposes of the installment agreement.
    • A new column has been added in the Installment Agreement wizard to indicate a Homestead Exemption exists on the property. This is intended to aid in identifying Homestead Exempt properties.

  • As part of creating the installment agreement, a check box has been added to indicate Homestead Exempt (Residence Homestead Agreement).
    • Once selected, PACS will treat each property included as a residence homestead for the purpose of calculating installment payments.
    • Penalty will not accumulate.

  • Fields have been added to Installment Agreement Search (File > Open > Installment Agreement) to find Homestead Exempt agreements.

  • The details of an agreement will display the Homestead Exempt check box as selected when the agreement was created. The check box will not be editable.

NOTE Existing installment agreements will not be effected by this change for Residence Homestead legislation.

  • The amount due in an installment agreement for a homestead property will be calculated without including future penalty.
    • Penalty – do not calculate future penalty on properties included in a homestead exempt agreement
      • Existing Penalty accrued – Penalty and interest already accrued when the agreement is created will not be adjusted, this is interpreted as the unpaid balance as referred to in the legislation
      • Accumulating Penalty – does not accumulate future penalty on unpaid amount due for a property/bill once included in a HS installment agreement
      • Defaulted Agreement – If agreement is defaulted, start calculating penalty on unpaid balance as if property/bill was not included in an installment agreement.
      • Cancelled Agreement – If agreement is cancelled, start calculating penalty on unpaid balance as if property/bill was not included in an installment agreement.
    • Interest – should calculate without difference from existing PACS installment agreement
    • Fees – Attorney fees have not been modified at this point in time and will continue to be assessed.
  • No changes are intended for the existing Installment Agreement standard letter generated in PACS.
  • The Installment Agreement Letters should be utilized to create customized agreement worksheets. The following letter tags representing information from the installment agreement have been added:
    • Entities
    • Delinquent Year(s)
    • Property ID (s)
    • Legal Description

NOTE The property ID and legal description need to display together for when multiple properties are included in an installment agreement (PID: Legal Description). In order for the user to be aware of what the letter tag represents, the letter tag has been labeled Property Details rather than legal description.

  • Current Date
  • Owner ID

  • Installment Agreement Reports now have fields to search for the HS Residence agreements.
    • Current Report

  • Defaulted Report

  • Missed Report

What’s New in Documentation?

The User Guides mentioned below will be available the day of the 8.1.19.x GA Release:

  • Installment Agreements (modified)
  • Online Appeals and E-File (modified)

Exemption Processing (modified)

Updates

Help STAR

Description of Update

PACS Appraisals

118528

Users reported that the New Year Layer froze with the inability to finish the process. This issue has been resolved.

126834

Users reported misspelled words and grammatical errors on the Delinquent Notices. (Activities > Assessment > Delinquent Tax Function > Print Delinquent Tax Notice). These words have been corrected.

128037

After completing the conversion of EX exemption codes, users reported that the totals’ reports were difficult to read. This is a result of significant amounts of white space on the report. The reports have been modified to increase readability.

128480

When creating the New Year Layer, the process took longer than the expected time to complete. (Activities > Certify Appraisal Roll > Create New Year Layer). This issue has been fixed.

128687

User reported that the Preliminary Totals’ process would not finish despite the attempts to reboot the PACS server and the jobservers. This issue has been fixed.

130409

When running a Print Certified Roll, user reported a runtime error. This issue has now been fixed.

131702

After completing a new export for the School Tax Limitation report, users reported freeze totals not balancing. This issue has been resolved.

132107

When reprinting receipts from a batch, an error message appeared. (File > Open > Batch > Select Reprint Tax Receipts). This issue has been resolved.

132516

Users reported a Runtime error when trying to export the Appraisal Roll of mineral properties. (Reports > Certification > Print Certified Rolls > Set Year equal to 2013 > sup_num > Entities > Sort order geo_id > Property type equals Mineral). This issue has been fixed.

133212

Users reported errors when trying to set up the PTD Stratification ranges. (Reports > Sales Analysis > PTD Stratification > Set Year > Include Equals Sold Only Accounts > Sales Dates > Entities > Sale Type > Stratification Ranges). This issue has now been resolved.

133272

Users reported server errors and Runtime errors, which prevented Appraisal cards from printing. (Reports > Property > Next Inspection > Make Selection > Check Box to Print Cards). This issue has now been fixed.

133479

An error was reported when completing an Owner/Agent Import. (File > Import > Appraisal Data > Right Click on New Owner/Agent Import). This issue has been resolved.

133566

The Tax Due tab did not appear on a property on the Property Search site. This issue has now been resolved.

133576

When printing out totals to include ARB Approved Totals, Under ARB Review totals, and Grand Totals, users reported one set of Exemption Breakdown. The exemption breakdown should have been available for each set of totals. This issue has been resolved.

PACS Collections

118378

Users reported that the supplemental bills and levy bill accumulation of penalty, interest, and attorney fees were inaccurate after the July date was met. This issue has now been fixed.

119613

An Escrow Balance Report showed incorrect balances under the Bill Base Tax Due section. This issue has been resolved.

129477

Appraisal Import merge failed with a primary key constraint error on appraisal_import_owner_map. This issue has been resolved.

130697

When completing the Levy Roll, users reported the Collections Only properties missing from the roll. (Activities > Assessment > Levy Functions > Print Levy Roll). This issue has been resolved.

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