Introduction to Remittances
Last Updated June 8, 2010
The Remittance module allows tax offices to track and distribute property tax or Special Inventory collections based on their specific rules and requirements. Remittances to both taxing jurisdictions and attorneys are handled here. Collection amounts, which are derived from payments made in the ACT Tax Collection or Special Inventory systems, are loaded into TaxLedge by the user. Users are able to view the total collections due for each jurisdiction and attorney, limit the data range of collections displayed, adjust the amounts to be remitted that day, and cancel payment requests that have been sent to be printed in the Check Writer module. Note that remittance payments already processed in the Check Writer must be voided in that module before being cancelled in the Remittance module.
Various reports can be generated from this module. Users can also view the details of each transaction and each load that has occurred in the module.
The following roles and user entitlements should be set in the Tax Collection System for users needing access to the Remittance program in TaxLedge.
Remittance Screen Roles
GLTAXLEDGE_FOUNDATION - Allows access to the TaxLedge database tables. Restrictions are made by removing entitlements to users.
Remittance Screen Entitlements
ACTGL_REMIT – Allows access to the Remit screen.
GLLOAD_REMITTANCES – Enable the Load and Void Load buttons on the Remit screen.
GLATTYREMITDETAIL - Allows access to the Attorney Remittance Detail screen.
GLLOADSUMMARY - Allows access to the Load Summary screen.
GLREMITADJUST - Allows access to the Adjustment screen.
GLREQUEST_REMITTANCES - Allows users to see the Process button on the Main Remittance screen.
GLTUREMITDETAIL - Allows access to the Tax Unit Remittance Detail screen.
GLUPDATELOAD - Activates the Update Load button on the Load Summary screen.
Note: There are code preferences that must also be set by ACT related to the GLUPDATELOAD role.
To activate the Bank Date field on the Main Remittance and Load Summary screens, the preference for requiring the bank date to be entered is needed. The codeset requiring the bank date to be entered must also be granted to users.
To activate the Liquor Total field on the Main Remittance and Load Summary screens, the preference for setting the liquor percent is needed. Currently only Bexar County is using the bank date and liquor fields. The codeset requiring the liquor percent to be entered must also be granted to users.
Contact ACT for assistance in setting these roles for individual users.. The various combinations of these roles will be shown on the individual help documents listed below. Click here to see what buttons, etc. are affected by each entitlement.