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Before printing Delinquent Tax Reminder statements, it is sometimes necessary to load pertinent accounts into a temporary database table.  To do this, you can use the Create Delinquent Reminder/Notice Data process on the batch menu.

The 33.08 dates must be set after running this process.  You can do this by running the Change Due Date process.  ACT will set 33.07 dates after the tax office runs the process below to select the appropriate accounts.

The 33.08 account selection process will choose accounts only if their due date is 6/01/(tax year + 1) or later or if the due date is later than the 33.07 or an existing 33.08 date on any jurisdiction.  Failure to send a 33.07 notice on accounts having a due date between 2/1 and 5/31 does not mean that a 33.08 notice can be sent as a substitute. However, if the client preference 3308_NOTICE_ON_CURR_DUEDATE is set to Y, 33.08 notices can be sent on any receivable that does not have a 33.07 date.

The accounts selected for 33.07 notices can be delinquent for any year but must have due dates between 2/1 and 5/31 of tax year + 1 unless they have a '33.07' date in April, indicating a 33.11 notice was sent. Accounts are selected if receivables exist even if account detail information is missing.

  Notices for payment agreements should be generated via separate processes because 33.07 dates cannot be set for them.

If 33.11 fees were charged for all tax units on an account, a 33.07 notice will not be generated, but if some but not all units assessed 33.11 fees, a 33.07 notice will be sent and will list all tax units. To select accounts for 33.11 notices, see batch menu no. 685, Set 33.11 Dates.

Inactive accounts (those having an account status of IA or XA) will not be selected.

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.

Client Preferences:

3308_NOTICE_ON_CURR_DUEDATE - If set to N, then 33.08 notices cannot be sent on prior year receivables where the due date is between 2/1 - 5/31 of the current tax year + 1. If this preference is set to Y, then 33.08 notices can be sent on these receivables. The default is Y. This preference does not apply to current year receivables.

SET_PERS_WITH_3307_WO_FEB1: Set to N (the default) to not select accounts otherwise eligible for 33/11 dates (with P as a roll code and a due date after February of the current year). Set to Y to include these accounts.

To load data for delinquent reminders:

1. From the Main Menu, click on Products, then Batch Products.  The ACT 7 Batch Menu will appear.  
2. Click on the Create Delinquent Reminder/Notice Data line, batch menu no. 1033.
3. Press Enter. The parameter screen appears.
4. Enter your ACT 7 Client ID.
5. Leave the Request Sequence No. field blank or enter any unique number that you want to use.
6. In the Accounts per Batch field, enter the number of statements per batch you want to print. To print everything in one batch, enter a number that is more than the number of statements.
7. In the Statement Type field, enter 1 for delinquent statements, 2 for the May 33.07 reminder notice, 3 for 33.08 notices, or 4 for a Notices of Tax Lien (all units will be on the statement unless an Attorney ID is selected below.  Since this process selects accounts but not all of the data about each one, it can also be run for current statements; ACT recommends entering 1 for this option.  The statements have payment coupons at the bottom.

If 2 is entered, mobile home accounts will be included if the roll code on the Account Detail screen is M and the property is also considered a real (not a personal) property.

If 2 is entered and the client preference SET_PERS_WITH_3307_WO_FEB1 is set to Y, delinquent personal property accounts that have a P as a receivable roll code in the Roll Code Maintenance screen and a due date after February of the current tax year will also be selected. These are typically late certified accounts.

8. Enter the Delinquency Date to be used for deciding which accounts are delinquent. (for ex., 05/31/yyyy for 33.07 notices, 02/01/yyyy for 33.11 notices).  This is an 'As Of' date, meaning that accounts having delinquency dates later than what is entered will not be selected. An account will be selected if at least one of its tax units has a due date on or before the date entered.
9. In the Minimum Levy Amount field, enter the lowest levy balance for deciding which delinquent accounts will be sent statements. If a specific year is entered (see below), the levy balance is checked against that year only, otherwise the levy for the entire account will be considered.
10. In the Maximum Levy Amount field, enter the highest levy balance for deciding which delinquent accounts will be sent statements.
11. In the Current Year or Delinquent Years, enter C to get only accounts that have amounts due for the current year or D to retrieve only accounts having prior year amounts due (current year amounts due, even if the current year is delinquent, are not included if D is entered).  Leave blank for all years.  A C is required for 33.07 notices.  For 33.08 notices, prior years can be included if you enter D or leave this field blank.

Note: If you choose C, the Levy Owed amounts will reflect all years due unless a specific year is entered. To see just current year amounts due, enter the current year in the Specific Year field (see below). If you enter C and a prior tax year in the Specific Year field, no data will be retrieved.

 If you choose D but want to see amounts due for only one prior year, enter that year in the Specific Year field. If you enter D and the current tax year in the Specific Year field, no data will be retrieved.

12. In the next several fields, enter Y (yes) to include the account type or N (no) to exclude such accounts.  Remember that this process selects all delinquent accounts, not just those that are marked Y for inclusion.  However, if set to N, such accounts will not be selected.
13. Bad Addresses Only: if Y, only accounts having an bad address (indicated by a 'BA" code in the Address Status field in the Owner Detail screen) will be selected.  If N, accounts not having an bad address ( (indicated by a 'BA" code in the Address Status field in the Owner Detail screen) will be excluded.  If A, all accounts will be selected. For accounts having a 'BA' status, the alternate owner/address will be used in the report and in the trigger table if available; otherwise the certified information will be used.
14. Zip Codes of All Zeroes: if Y, include accounts having zip code of '00000'
15. Exempt Accounts: if Y, include accounts that are totally exempt.  If the Current Year or Delinquent Yearsis left blank or set to D, prior year exempt accounts will be included, even if the current year is not exempt.
16. Lawsuit Accounts: if Y, include accounts having a cause number and a legal status of active (A) or lawsuit pending (L) for the current year
17. Judgment Accounts: if Y, include accounts have a cause number and a legal status of judgment (J) for the current year.
18. Bankruptcy Accounts: if Y, include accounts having a bankruptcy number for the current year
19. Payment Agreement Accounts: if Y, include accounts having active payment agreements (enter N for 33.07 notices)
20. Include Bill Suppress Accounts: if Y, include accounts having any value in the Bill Suppress field except H (half pay), Q (quarter pay), or MD (military deferrals). If N, include only accounts with no split pay flag (except H, Q and MD). Note that H and Q designations are normally in the Split Pay Flag field, not the Bill Suppress field.
21. Half Pay Accounts: if Y, include accounts having H in the Split Payment Flag field
22. Quarter Pay Accounts: if Y, include accounts having Q in the Split Payment Flag field. If N, accounts will be excluded if the Q exists for any delinquent year, not just the current year.

13. In the Roll Code field, enter R for real property or P for personal property. (For 33.11 notices, remember to enter P). These codes come from the Receivable screen.
14. In the Ag Rollback field, enter Y to include ag rollback accounts.
15. In the Inactive Accounts field, enter Y to include inactive accounts (IA or XA in the Account Status field on the Account Detail screen).
16. In the Over65 Accounts field, enter Y to include accounts with an over65 exemption.
17. In the Deferral Accounts field, enter Y to include accounts with one of the following in the current year Owner Detail screen: (1) a deferral start date but no end date,(2) a deferral end date where the current date is less than 180 days after that date, or (3) a deferral start date that is later than the deferral end date. Enter N to include such accounts..
18. In the Tax Unit(s) field, leave the default of ALL to see data for all units, or enter the unit numbers wanted, separated by commas.

Note: If you are selecting accounts for 33.11 notices, but not all units assess 33.11 penalties, you enter ALL, but on batch menu no. 1034, enter N in the Include All Units parameter. This will pull only those units that assess 33.11 penalties. This results in a partial bill, not a complete bill of all money owed.

19. In the No. of Top Dollar Accounts field, enter the number of accounts you want to have on the report.  For ex., if you enter 10, only the 10 accounts owing the most money will be on the report.
20. In the Specific Year Only, enter a specific year to include amounts due only for that year or 0 to see the amount due for all years. (Harris County Tax Office only may enter a range of years, for ex. 2020-2021.)
21. (optional) In the Attorney ID field, enter the unit code for the delinquent attorney (for ex., 8301) if you want to limit the accounts and regular tax units selected to those associated with the attorney.  Leave this blank if you have only one delinquent attorney or you do not need to limit the units selected.  This is valid only if you entered 5 in the Statement Type field.
22. In the Include SIT Accounts field, enter Y to include accounts that have the SIT Account box checked in the Account Detail screen, or N to exclude these accounts.  A Q is used to identify SIT accounts. This is valid only if you entered 5 in the Statement Type field.
23. In the Include Mineral Accounts field, enter Y to include such accounts or N to exclude them. Mineral accounts are, by default, identified by a roll code of N in the Account Detail screen. If other Account Detail roll codes need to be recognized as mineral accounts (for ex., E), then ALL roll codes for mineral accounts, including N, must be entered in the Roll Code Maintenance screen and an M must be entered in the ACT Property Type column.  
24. In the Process Option field, enter E for Edit or U for Update.
25. In the Exclude 42.08 Accounts field, enter Y to exclude accounts with PEND in the Source field in the Property Value Detail screen, or enter N (the default) to include them. Harris County should be the only tax office setting this to Y, since it is the only office using a process to use PEND in the Source field. If a year was entered in the Specific Year Only field, only that year will be checked for 42.08 accounts.
26. In the Exclude Military Deferral Accounts field, enter Y to exclude accounts with (1) an MD in the Bill Suppress field, (2) a military deferral start date but no end date,(3) a military deferral end date where the current date is less than 60 days after that date, or (4) a military deferral start date that is later than the military deferral end date. Enter N to include such accounts.
27. In the Include Disaster Accounts field, enter Y to include disaster accounts or N (the default) to exclude them.
28. Click Submit Job to start the report process.  
29. Click OK on the "OK to Submit Job" pop-up screen.  
30. To preview and print a report of the loaded data, see Previewing and Printing Reports.  The report lists the accounts, owner number, certified owner name, levy due, and total amount owed. A total number of accounts selected and the number of batches needed to print statements for them is given at the end.  

For 33.11 notices, only the current year amounts are given.

28. To create a file of data about these accounts that can be sent to a printer, you must next run the Load Statement Accounts Table from Statement Trigger Table process, then go to Create Data File for Delinquent Statements/Notices.  This can be done for delinquent reminders, 33.07 and 33.08 notices.

To print these reminders in-house, see Delinquent Tax Reminders/Notices.