Open topic with navigation

Use the Account Master screens to add an account.  

User Entitlements

The following user entitlements must be set for each user who needs to add an account using the Account Master screens. They are part of the Make Owner Detail Account Master Changes, Make Value and Levy Account Master Changes, and View Only Major Screens tasks.

Users having any job can view this screen. Changes can be made with these jobs: CAD Changes Save and Calc AG Rollback or CAD Changes Owner Address. See Tasks, Entitlements, and Jobs for more information.

ACT8002: Allow users to view the Account Master screens.

PRIOR_YEAR_BUILD: Allow users to click the Prior Year button.

ACCTM_SAVE_AND_CALC_BUTTON:Allow users to click the Save and Calculate button.

ACCTM_ACCOUNT_DETAIL_UPDATE: Allow users to change and insert information on the Account Detail tab. This includes the legal detail and parcel address fields on the Summary tab.

ACCTM_OWNER_DETAIL_UPDATE: Allow users to change and insert information on the Owner Detail tab. This includes the owner and exemption flags (HOM, O65, DRH, VET)  on the Summary tab.

ACCTM_PROPVAL_DETAIL_UPDATE: Allow users to change and insert information on the Property Value  tab. This includes the value fields on the Summary tab.

ACCTM_JURISDICTIONS_UPDATE: Allow users to change and insert information on the Jurisdictions tab. This includes the jurisdiction fields on the Summary tab.

ACCTM_EXEMPTIONS_UPDATE: Allow users to change and insert information on the Special Exemptions tab. Includes the fields on the Summary tab as well.

ACCTM_ALLOW_CURR_YEAR_PLUS1: Allow users to create a record for the current year plus one. The default is unchecked (not allowed).

Client Preferences

ADD_CW_UNITS_ACCT_MSTR_JURIS: Set to Y to allow the units in the preference CW_UNITS (county-wide units) to be added to an account when Save and Calculate Levy is clicked and the unit entered in the PRIM_JURIS preference is first entered manually (a confirmation message appears if these conditions are met). Set to N to force every unit to be entered manually.

GENERATE_HARRIS_EBILL_KEY: Set to Y to allow an 8-digit E-Bill Code to be created with the certified roll load to use with statements. This code should be created when the certified roll is loaded, if a new account is created, or if a name change occurs (and the preference USE_OWNER_DATE is set to Y). Set to N (the default) to not do this.

First -- You will need to complete the Account Master Summary screen.  To move from field to field, press the Tab key.

1. From the Main Menu, click the Account Master () button or select Update, then Account Master, or click the Go To drop-down list and select Account Master.  The Account Master Summary screen will appear.

Note: Fields that you must fill in will have "REQUIRED" at the beginning of the step.

2. If you have carried an account number to this screen. Press F6(Insert) to clear the screen.  You are now in Insert mode.

Notes: When in Insert mode, asterisks (*) will appear by the required fields.  

Press Tab between each field unless otherwise instructed to do so.

3. If you did not carry an account number over (the screen is blank), press F7 (Execute), then Ctrl+Q.  You are now in Insert mode.
4. *REQUIRED.  Enter the new Account Number provided to you by the Appraisal District.
5. Enter the Appraisal District No. if you know it.
6. Enter the Scan Line No. if you know it. When adding a new account and saving and calculating, the scan line number may change to fit your tax office's scan line rules.  Changes made to this number on the Account Detail screen remain when a save and calculate is done.
7. *REQUIRED.   Type the Year the new account was activated.  

Note:  If you are adding an account for a prior year, you must also fill out the Account Master Summary screen for the current year, entering $0.00 for the property values.

8. *REQUIRED.  Provide a Legal Description of the property.
9. *REQUIRED.  Enter the Roll Code.

Note:  Type R for Real Property, P for Personal Property, M for Mobile, or N for Mineral.

10. *REQUIRED.  Click the Star button () next to the Account Status field and select NA for New Account.
11. Provide the Parcel Address.
12. If the Tax Units are 100% apportioned, then they can be entered in the Summary screen.  Click in the Tax Unit fields individually, and select the unit from the Pop-up list that appears.

Note: If the tax units are not 100% apportioned, you must use the Jurisdictions tab.

12. If this entire account is to be totally exempt (as opposed to only one of its owners being totally exempt), check the Exempt Entire Account checkbox.
13. *REQUIRED.   Tab to the Certified Owner Address field and provide the owner's name and physical address of the property.

Notes:  Type the city, state, and zip code in the last line of the field.  If you enter a 9-digit zip, do not enter a dash.

Foreign zip codes requiring a mix of letters and numbers are also accepted.

14. Verify that 0 (zero) is entered for the Owner No. field, unless this is a multi-owner account.
15. Enter the Owner Percentage amount.  It will default to 100% ownership if nothing is entered.

Note:  1.0 means the property is 100% owned by the owner listed.

16. Enter a Y if Homestead, Over 65, or Disabled exemptions apply for this account.

Note:  To flag only this owner as totally exempt from taxes, click the Exempt This Owner checkbox.

17. To add or change a veteran exemption, click the Veteran drop-down list and select the value provided by the Appraisal District.
18. Enter the Property Values and Category for the account.

Second -- You may want to complete the Account Detail screen if you need to enter information not added in the Summary tab.  To move from field to field, press the Tab key.

19. Click the Account Detail tab.  The Account Detail screen will appear.
20. Enter the Appraisal District No, if available.
21. Click the asterisk next to Property Class and select the appropriate code, or enter the code manually.
22. *REQUIRED for non-lien clients.  Enter the 3-digit County Code for the property.
23. Enter the Map Vol/Page, Subdivision, Block, and Lot information, if available.
24. The Last Certified Date will be auto-filled with the current date.  You can edit this as necessary.  This will automatically set the delinquency date for this account.
25. If the property is a mobile home, complete the Mobile Home Serial No., Label, and Lien Date.

Third -- You may want to complete the Owner Detail screen if you need to enter information not added in the Summary tab.  To move from field to field, press the Tab key.

25. Click the Owner Detail tab.  The Owner Detail screen will appear.
26. To add a partial exemption, see Adding Partial Exemptions.
27. To add a deferral, see Adding, Changing, or Removing a Deferred Account.

Fourth -- You may want to complete the Property Value Detail screen if you need to enter information not added in the Summary tab.  To move from field to field, press the Tab key.

Note:  You may choose to enter $0.00 for the property values if you will be creating only agricultural rollback receivables for this account and the Appraisal District has not provided property values yet.

28. Click the Prop Value Detail tab.  The Property Value Detail screen will appear.
29. Enter acres for Homesite, Agricultural, and Non-qualifying.
30. Provide Market AG Land value, Timberland Value, and Special Value if necessary.
31. If this account is being added because it is an omitted property for this tax year, check the Omitted Property checkbox.  

*REQUIRED. Fifth -- You will need to complete the Jurisdictions screen if you need to add tax units that do not have 100% apportionment, that will need an ag rollback levy created for this account, or that you have not otherwise entered in the Account Master Summary screen.  To move from field to field, press the Tab key.

32. Click the Jurisdictions tab.  The Jurisdictions screen will appear.
33. Click the Star button (), select a Tax Unit, then click OK.
34. If the preference ADD_CW_UNITS_ACCT_MSTR_JURIS is set to Y, a message appears asking if you want all of the county-wide units to be added automatically. Click Yes or No.
35. Click inside the Tax Unit field, then Tab to have the remaining information auto-populate.
36. The Calc Type defaults to TO, which will calculate the levy only for both tax levy and agricultural rollback receivables.

Note:  TO is not a rec type.  

• To calculate for  tax levy receivables, click the Star button () and select TL, then click OK.
• To calculate only for agricultural receivables, click the Star button (), select OS, then click OK.

37. Repeat steps 2-4 for each jurisdiction you need to add.

Sixth -- You may need to complete the Special Exemptions screen if you have exemptions to add in addition to what you added in the Account Master Summary screen or if you entered an 'X' for non-default calculations.  To move from field to field, press the Tab key.

38. Click the Special Exemptions tab.  The Special Exemptions screen will appear.
39. Enter the special exemptions for this account, if necessary.  See Adding, Changing, or Removing Special Exemptions for instructions.

Seventh -- Now that all screens contain the necessary information, you need to save and calculate the levy.

40. Click the Summary tab.  The Account Master Summary screen will appear.
41. Click Save and Calculate Levy.

Note:  If a required field was omitted, a message box will appear asking you to fill in the required information.

42. Click OK to the confirmation message. The new account information will now be showing on your screen.
43. Return to the Account Status and Receivable screens to verify that the account exists and that tax units are associated with the new account.