Viewing and Changing Owner Information

Viewing and Changing Owner and Contact Information

Last Revision: July 23, 2009

The Owner Master screen gives all the relevant information about the owner of the account, including an alternate address or DBA name. Any changes to the address or owner prior to a change from the Appraisal District should be entered in the Alternate Address"DBA" fields.

Double-click Owner Master on the Main Menu screen or select Owner Master from the Go To list. The Owner Master screen will appear.

If you are carrying an account number from another screen it will appear in the Dealer No. field along with the owner information. If the account number field is blank, enter a number in the space provided and press F8. If you would like a different number, press F7, key in the new one, then press F8.

You can search for both a year and/or an account number if you wish. Press F7, enter the year and/or account number, then press F8.

Notes: If you do not know the account number, select Account Search in the Go To list. For more information, see Searching for an Account. Write down or copy the account number, then enter it into the Owner Master screen.

Whatever year is entered will carry over to other screens in the SIT system if you use the Go To list. For example, if you enter 2002 in Owner Master screen, then the Account Search, Account Status, and Notes screens will also display information for only 2002. If you return to the Main Menu, the year resets to the most current one.

The following information for this account will be displayed.

FIELD	DESCRIPTION
Year	The current escrow year for special inventory accounts.
Dealer No.	A unique number assigned to the account.
Active	If checked, this is an active account; if blank, it's an inactive account.
Hold Delinquent Letter	Check this box to prevent Delinquent Monthly Notices and Notices for Non-Receipt of Annual Declaration from being sent to this account.
Appraisal District Delete	Authorized users can check this box to delete this account. After saving this change, no payments or other changes to the account can be made. A note is created when this checkbox is saved.
Mail Flag	Send statements and receipts either to DBA (alternate owner), OWN (certified owner), or FID (fiduciary), or CON (contact).
Notes	If notes for this account already exist, this button will be red. It can be clicked to add notes about the account.
Account No.	Appraisal District Number for this dealer and property.
Situs	Parcel address of the property
Business Name and Location	Dealer's certified name and address
Same Address	Click this box to enter the certified Business Name and address in the Alternate Owner DBA fields. The DBA information can still be changed after this is done.
Alternate Address "DBA"	Name and address of the dealer if different from the certified dealer's name and address. You can enter an alternate dealer name or address here if necessary.
Dealer Type	Number and type of dealer (auto, boat, etc.).
Start Date	Date that the tax units placed levies on the account.
End Date	Date that the tax units stopped the levies on the account.
Tax Units	The jurisdictions that place levies on the account.
Rates	System-generated – the tax rate charged by each jurisdiction. The rates used are those for the prior year.
Total Rate	System-generated – obtained by adding together all of the individual tax unit rates for this account.
Factor	System-generated – used in calculating the amount owed by the certified dealer. The factor is calculated by dividing the total tax rate by 12 (the number of months in a year), then dividing this by 100. A client preference, USE_APPORT_IN_UPTV_FACTOR, can be set to Y if some accounts are less than 100% apportioned for all units.
Changed Date	System-generated – records the date of any change made to the account.
Operator	System-generated – records who made the change.

To change any of the information on the Owner Master screen (available only to authorized users):

Click in the field you wish to change. The current information will be highlighted.
Type in the new information. (You cannot change the year or dealer number).
Click the Save button on the screen (or the one on the toolbar). A Transaction Complete message will appear in the status bar.

To view Contact information, click the Contact tab. The following information is displayed:

FIELD	DESCRIPTION
Business Name	Dealer's certified name
Contact Name	Name of the person designated as the dealer's primary contact.
Address	Mailing address for the contact. This includes the city, state, and zip code.
Day Phone, Ext	Contact's phone number
Evening Fax	Contact's fax number, if any
E-mail	Contact's e-mail address
Changed Date	System-generated – records the date of any change made to the account.
Operator	System-generated – records who made the change.

To change any of the information on the Contact screen (available only to authorized users):

Note: You cannot delete all the information in a field; you can only edit what is there.

Click in the field you wish to change. The current information will be highlighted.
Type in the new information. (You cannot change the year or dealer number).
Click the Save button on the screen (or the one on the toolbar). A Transaction Complete message will appear in the status bar.

Next to the Save button is the New Account button. If you need to enter a new account into the SIT system, see Adding an Account.