Client Preferences

Last Revision: June 9, 2010


 

Currently the SIT system includes these client preferences:

 

Client Code

Description

Definition

ACTVIT02_ADDITIONAL_PENALTY_MSG

Tax office verbiage

Enter the wording for additional penalty assessed on the late penalty letter.

ACTVIT02_CLOSING_S1

Tax office verbiage

Enter a closing statement for the late penalty letter.

ACTVIT02_PRINT_ENVELOPE_WORDS

Balance Due letters print 'Please submit your payment in the enclosed envelope'.

Set to Y to print the indicated sentence on balance due letter. Set to N to omit it. Default is Y.

APPR_DISTRICT_NAME

Appraisal district name

Enter the appraisal district name

ATTYFEE

Attorney fee percent

Enter the percentage to be charged for attorney fees

BALANCE_DUE_NAME

Signature name on Balance Due letter

Enter the name of the person to sign the Balance Due letter.

BALANCE_DUE_TITLE

Title under signature on Balance Due letter

Enter the title of the person entered in BALANCE_DUE_NAME

CC_FEE

Credit card fee percent

Enter the convenience fee percentage to be charged for credit card processing

CC_JURIS

Credit card fee jurisdiction

Enter the tax unit to use for credit card fees; this should be a 9000 series number

CERT_FEE

The certificate fee amount

Enter the amount to charge for a tax certificate

CK_CHANGE

Allow change due on a check remittance

Set to Y to allow change to be given on a payment made by check. Set to N to not allow change on payments made by check.

COUNTY_GF

Jurisdiction Number

Enter the jurisdiction number of the County General Fund

CPA

Name

Enter the Tax Assessor-Collector's name

CURR_YEAR

Four digit year

Enter the current SIT tax year

DECLARATION_LETTER_DATE

Month and date EX: MARCH 1ST

Enter the date to use in the SIT Declaration Letter

DEL_MON_PHONE

Phone for Delinquent Monthly letters

Enter the phone to use for Delinquent Monthly letters

FEES_FIRST

Pay fees first when applying a payment

Set to Y to pay any fees on the account first. Set to N to pay fees last.

HIDE_YTD_BAL_ON_RECEIPT

Hide the YTD balance on the receipt

Set to Y to not show the YTD balance on a receipt. Set to N to show the YTD balance on a receipt.

HP_IP

IP address

Contact ACT

INCLUDE_ESCROW_WITH_DISBURSEMENT

Include escrow with levy during disbursement

Set to Y to include the escrow with the levy during disbursement. Set to N to disburse escrow separately.

JUR_ADDRESS1

Jurisdiction address

Enter the jurisdiction's street address

JUR_CITY

Jurisdiction city

Enter the jurisdiction's city

JUR_STATE

Jurisdiction state

Enter the jurisdiction's state

JUR_ZIPCODE

Jurisdiction zip code

Enter the jurisdiction's mailing zip code

JUR_PHONE

Primary phone number

Enter a phone number for the jurisdiction

JUR_PHONE1

Secondary phone number

Enter a secondary phone number for the jurisdiction

JUR_EMAIL

E-mail address

Enter an e-mail address for the jurisdiction

JURIS_DISBURSE

Jurisdiction number

[unknown]

JURIS_REFUND

Jurisdiction number

Enter the tax unit to be used for refunds

LOAD_PATH

Contact ACT

Contact ACT

MICR

Use the micr line and check numbering

Set to Y to use a micr line and check numbering. Enter N if a micr line and check numbering is not to be used.

MIN_BALANCE_LETTER

Minimum balance due amount

Enter the minimum amount due for the Balance Due Letter to print

MISSING_SALES_CONTACT

Information for Missing Sales Letter

Enter information to include on Missing Sales Letter, batch menu no. 12307

MSDD_PENALTY

Daily penalty amount

Enter the daily penalty amount for dealers who fail to report monthly sales

MSMM_FINE

Monthly penalty amount

Enter the monthly fine amount for dealers who fail to report monthly sales

NAME

Client Name

Enter your tax office's name

NSF_AMOUNT

NSF amount

Enter the amount to charge for checks returned due to insufficient funds

OPAY_TOLER

Tolerance amount

Enter the amount to be used for overpayments within tolerance

OVER_AMT

 

[unknown]

OVERAGE_CURRENT_YEAR

This is used to determine which year’s tax rates will be used when allocating funds.  

Set to Y to use the the current tax year in the Tax Collection System or set to N to use the prior year (the year whose rates have been used in SIT for the past 12 months).  This is important when determining overage and spreading that overage across tax units.

OVERPAY

Overpayment jurisdiction

Enter the tax unit to be used for overpayment

PARENTUNIT

 

[unknown]

PRIM_JURIS

Jurisdiction Number

Enter the tax unit to use as the primary jurisdiction. This may be '0' in SIT

PRINT_MASK

Set mask for printing.

Set mask for printing (where hyphens are placed in the dealer or appraisal district numbers).. Contact ACT for assistance.

RECEIPT_MODE

 

[unknown]

RESERVE

Jurisdiction Number

[unknown]

RETURNADDR_POBOX, RETURNADDR_CITY, RETURNADDR_STATE, RETURNADDR_ZIP, RETURNADDR_PHONE

Return address information for letters and notices

Enter the desired return address for letters and notices

SI

 

[unknown]

SIT_DEPUTY_SIGNATURE

Print deputy signature on Delinquent Monthly letters

Enter Y to insert a line for e deputy signature on Delinquent Monthly letters or N to omit it.

SIT_RECEIPT_NAME

Object name of receipt

Enter FORMAT1 for the original receipt or FORMAT2 for the revised (El Paso County)

TCS_SAME_ACCOUNT

Denotes if the number in the Dealer No. field is a CAD number or not.

Set to Y if the CAD number is stored in the Dealer No. field, otherwise set to N.  This must be set to the same value as SIT_SAME_ACCOUNT, which is entered in TCS.

TX_SECONDARY_PHONE

Additional contact phone number

Additional contact phone number to be used on letters and notices

UPAY_TOLER

Tolerance amount

Enter the amount to be used for underpayments within tolerance

UPTV_CAPTION

Caption for the Factor

Enter a phrase to use on UPTV letters.

UPTV_CLOSING_PHONE1

Phone number 1

Enter the phone number to be used on UPTV letters

UPTV_CLOSING_PHONE2

Phone number 2

Enter the phone number to be used on UPTV letters

UPTV_CLOSING_S1

Tax Office verbiage

Enter a closing statement sentence 1  to be used on UPTV letters

UPTV_CLOSING_S2

Tax Office verbiage

Enter a second closing statement sentence   to be used on UPTV letters

UPTV_CLOSING_S3

Tax Office verbiage

Enter a third closing statement sentence to be used on UPTV letters

UPTV_CLOSING_S4

Tax Office verbiage

Enter a fourth closing statement sentence to be used on UPTV letters

UPTV_LETTER_RE

Tax Office verbiage

Enter the wording for the RE: on the UPTV letter

UPTV_OPENING_S1

Tax Office verbiage

Enter an opening statement sentence  to be used on UPTV letters

UPTV_OPENING_S2

Tax Office verbiage

Enter a second opening statement sentence  to be used on UPTV letters

UPTV_OPENING_S3

Tax Office verbiage

Enter the UPTV letter opening statement sentence 3

UPTV_OPENING_S4

Tax Office verbiage

Enter a third opening statement sentence  to be used on UPTV letters

UPTV_PRECISION

Number of digits following the decimal in the UPTV Factor

Set this to the number of digits to follow the decimal point in the factor calculation.  

USE_APPORT_IN_UPTV_FACTOR

Use apport tables when calculating the UPTV factor

Set to Y to use the apport tables when the UPTV factor is calculated. Set to N if not using the apport tables to calculate the UPTV factor.

USE_HC_RULE

Run the load_receivable_taxes procedure

This is used to determine whether to run the load_receivable_taxes procedure for Harris County or other clients. Harris County must set this preference to Y so that this procedure is called from batch menu no. 12907. If it is not set or if set to N,this procedure will not be called. The default is N.

VIT

Vehicle Inventory Tax

 

VIT_CLERK

VIT clerk name

Enter the name of the VIT clerk

VITRYEND

MMDD

Enter the month and date the VIT year ends

VITRYSTART

MMDD

Enter the month and date the VIT year starts

WEB_FILE

Contact ACT

Contact ACT for information.

YSDD_PENALTY

Penalty amount

Enter the amount of the daily penalty for failing to file an Annual Declaration.

YSMM_FINE

Fine Amount

Enter the amount of the monthly fine for failing to file an Annual Declaration.

YSSTART_MMDD

MMDD

Enter the start month and day for fine/penalty for failing to file an Annual Declaration.

ZERO_BAL_DUE_ON_RECEIPT

Show balance on tolerance accounts

Set to Y to show a 0.00 balance due if amount due after payment is within tolerance. Set to N to show the actual balance.