Open topic with navigation

You can add or remove total exemptions from the Account Master Summary screen.  When you add a total exemption, the Base Levy and Taxable Value will be zeroed out and a XMP exemption will be created.  Any pre-existing exemptions will be removed.  

Levy is not calculated for PID units even if the other units on the account are totally exempt.

User Entitlements

The following user entitlements must be set for each user who needs to view, add or change exemptions on the Account Master screen. They are part of the 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 the CAD Changes Save and Calc AG Rollback job:. 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_CHNG_DELQ_DATE_BUTTON: Allow users to click the Change Delinquency Date button and make changes to the dates.

ACCTM_ACCOUNT_DETAIL_UPDATE: Make changes on the Account Master Account Detail screen

Client Preferences

ROUND_VALUE_FACTOR: If you want exemption values rounded to the nearest $5.00 or $10.00, set this to 5 or 10.  If you do not want any rounding, set it to 1. This client preference is also used for taxable value amounts.

ADJUSTMENT_REFUND_TU,  ESCROW_DA_TU: To use refund money to pay off levy increases caused by adjustments, enter the escrow or refund tax units  (separated by comma) from which funds will be taken.

ADJ_REFUND_STATUS: To have refunds created by levy adjustments placed on hold automatically, set to OH. On hold refunds can be transferred to pay levy due as a results of an another adjustment.  To not have these refunds set on hold, it is best to expire the client preference.

ADJREF_OH_NAMECHANGE_EXISTS, ADJREF_OH_REF_EXISTS_SAMEYEAR, ADJREF_OH_REF_LARGERTHAN_1PAY, ADJREF_OH_REF_FOR_MULTIPAY: Set to Y to put adjustment refunds on hold (OH) at the time of the adjustment. To have these preferences take effect, ADJ_REFUND_STATUS must be expired.

CREATE_ADJUSTMENT_RECORDS: If this is set to N at the time an adjustment was created, any refunds generated by the adjustment will be put in the normal tax units, not the 8000 series of refund units.

ACT8006_SHOW_VETERAN_NULL: Enter Y to leave the V in HOVDFAER blank if the account has no Veteran exemption; enter N to show a 0.

CALCULATE_LEVY_YEAR:  If this is set to a prior year, you cannot recalculate levy for the current or future year. You can make the changes on the Account Master screens, but the Save and Calculate button will be disabled. You can use the Save (F10) button but this will not recalculate the levy.

MOVE_ADJUSTMENT_TO_OWNER: Set to Y to allow adjustment refunds to be assigned to the owner even if an alternate payer made the original payment. Set to N to keep the refund recipient and the payer the same.  

SMOOTH_DATES: Set to Y to extend due date for all units even if only one unit had a change that required it; set to N to change the due date on only the single unit.

REFUND_PI_SWITCH: Set to Y to allow penalty & interest to be refunded; set to N to allow just levy to be refunded.

REVISION_CODE_REQUIRED: Set to Y to require the Revision Code field to be filled in on the Property Value tab before you press Save and Calculate Levy; set to N to not require this.  Whatever is entered in this field is also put on the Revision field of the Receivable screen.

DEPCTL_OPERATOR: Enter the name to be put on deposit control records for RF deposits.  Expire this preference to use the user's login name.

USE_APPORT: Set to Y to force users to use the Jurisdiction screen in the Account Master to make all value changes. The default setting is N, which allows users to make changes in the Property Value or Jurisdiction screens.

If an account has been written off due to a legal situation such as a judgment or bankruptcy, you will get a warning message if you try to make a levy change on the Account Master screen.

If an account had any partially paid rendition penalty prior to running batch menu no. 10993, Convert Rendition Penalty to Individual Units, and a change needs to be made on Account Master that affects levy, a popup message will appear asking that you contact ACT for assistance.

1. From the Main Menu, click the Account Status () button or select Inquiry, then Account Status, or click the Go To drop-down list and select Account Status.  The Account Status screen will appear. Check the current levy.
2. If the account has carried over from a previous screen, the screen will fill with data.  
   
   If the Account Number field is blank, enter the account number, press F8, then go to the next section.
   
   If you need to enter a different account number, press F7, key in the new account number, press F8, then go to the next section.

Note: If you don't know your account number, see Locating an Account.

3. From the Go To list, select Account Master.  The Account Master Summary screen will appear.
4. If you need to view the summary of an account for a prior year, use the scroll bar on the right side of the screen. A popup will appear just before you get to the last year available if additional years have been archived (moved to a different part of the database to allow faster querying in the main database).
5. If you want to view a year that is not available on the screen, follow the steps below:

   3. ---

a.  Click Prior Year(s).  

b.  Using the drop-down list, select the year to view.  The list contains only those years that have been archived. If you want to see another year, key in that year in the year field.

c.  Click OK. The Account Master Summary screen will display.

WARNING: If you want to view data for a paid account in a prior year and your tax office has had its paid account data loaded into ACT's archive tables, the property values and jurisdictions for the rebuilt year will be inserted. Please check them for accuracy. Enter any exemptions into either the Account Master Summary or Special Exemptions tabs.  Remember to return to the Account Master Summary screen and press F10 (Save).

For unpaid prior year accounts and paid accounts that haven't been put into the archive tables, zeroes will show in the value fields for the year you rebuild if the client preference POPULATE_EQUAL_VALUES is set to N.  If the preference is set to Y, the property values will be populated with data from the Receivable and Property Value screens.   If no values exist for that year in those screens, $0.00 values will be inserted. Please check the values for accuracy.  Remember to enter any exemptions, then press F10 (Save).

A Receivable is not created unless it existed in the archive tables or in the regular production tables before doing this Prior Year rebuild.

To add a total exemption for an entire account:

1. Click the Exempt Entire Account checkbox in the top portion of the Account Master section.

Note:  The Exempt checkbox in the Account Detail screen will be automatically checked.

2. Click Save and Calculate Levy to save the changes.

To add a total exemption for an owner:

1. Click the Exempt This Owner checkbox in the Owner Master section.

Note:  The Exempt checkbox in the Owner Detail screen will be automatically checked.

2. Click Save and Calculate Levy to save the changes.

To add a total exemption for individual units instead of an entire account, or to change the exemption to one valid for less than one year (assuming that not all units have this exemption):

1. Leave the Exempt Entire Account and Exempt This Owner boxes unchecked.
2. Click the Special Exemptions tab.
3. If an XMP exemption exists and you need to pro-rate the value, enter the End Date for the exemption and unit.
4. Enter the re-calculated Exemption Amount (clicking Save and Calculate will not re-calculate the exemption amount.
5. Click Save and Calculate Levy to save the changes. Note that if all units have an XMP exemption and the Exempt Entire Account box is not checked, these exemptions will be removed. If not all units have this exemption, it will not be removed.

To remove a total exemption:

1. Click the Exempt Entire Account or Exempt This Owner checkbox in the Account Master Summary screen.

Note:  The Exempt checkbox in either the Account Detail and Owner Detail screens will be automatically unchecked.

2. Click Save and Calculate Levy to save the changes.