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This report lists payment activity and appraisal district changes for a specified account.  The data is shown for each rec type, year, and tax unit, although the data can be restricted to a single year or single unit if desired.  If no appraisal district changes have been made for the account, just the certified information will be printed.  Ag rollbacks and quarter pay accounts that have been split are displayed separately from regular tax levy data.  Fees have their own unit number and thus are also shown separately within each rec type.

The Certified Owner will always be the owner for the current tax year.

The payment portion of the report lists payments beginning with the most recent one.  The payments are sorted by validation number.  The following information is shown in this portion of the report:  year, tax unit, rec type (TL, OS, etc.), deposit number, validation number, remit sequence number, deposit and receipt dates, paid levy, discount, penalty, interest, collection fees, refund, variance, total paid, and fiduciary number (payer).  If no payments have been made for a particular year, unit, and rec type, a message to that effect will be printed on the report. This part is sorted in descending chronological order.

For the appraisal district change portions of the report, the following information is provided: rec type, receipt number, gross value, homestead total amount, revision code, HOVDFAER exemption info, exemption amount, taxable value, levy, levy change, date of change, and operator code of the person who made the change.  This part is sorted in descending chronological order.

This report is also available from the Payment History screens: a report produced from the Payment Summary screen lists all years and units; a report produced from the Unit Transactions screen shows data only for the year displayed on that screen.

Some clients want to have a page print at the end of the report that can be signed and used if refunds are pending.  If you want this page, set the client preference SIGNATURE_YES to Y.  Otherwise, set it to N.  Set the COLLECTOR preference to the name you want to use as the signature on the left side of the page. Set the CPA preference to the name to use on the right side. The title on the right side, under the CPA name, is created by using both the COUNTY_NAME and CPA_TITLE preferences.

User Entitlements

The following user entitlements must be set for each user who needs access to the Batch Menu and Batch Request screens. They are part of the Run Batch Processes task.  See Tasks, Entitlements, and Jobs for more information. The user entitlement for each batch menu no. mentioned below must be set to Y for each authorized user. Batch menu nos. default to N when they are added.

BATCH_MENU - access to the Batch Menu to generate the reports.

BATCH_REQUEST - access to the Batch Request screen to see the reports.

To run an Account History Report:

1. From the Main Menu, click on Products, then Batch Products.  The ACT Batch Menu will appear.  
2. Click on the Account History Report line, batch menu no. 10.
3. Press Enter.  The parameter screen for this report will appear.
4. Enter your tax office's Client ID number.
5. (Optional) In the Tax Year field, enter one or more tax years, separated by comma, if you want to see data for just those years.
6. Enter an Account Number.
7. (Optional) Enter a Tax Unit number if you want to see data for just one unit.
8. Click Submit Job.
9. Click OK on the "OK to Submit Job" message.
10. To preview and print your report, see Previewing and Printing Reports.  Note the report sequence number at the top of the first page.