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For omitted properties and ag rollback accounts, 33.07 notices can be sent even though the years that are delinquent are not the current year. The due date for the accounts (or receivables) must be 2/1/[tax year + 1].  The process below selects the appropriate accounts and puts them in the trigger table. For omitted property, the account is selected if any year has a 'Y' in the Penalty Control field on the Receivable screen. Ag rollbacks accounts must have a rectype of 'OS'.  Accounts must also have current year owner information.

The 33.07 dates must be set after running this process if necessary. These dates are set only for the year(s) of the omitted property and the receivables/year(s) of ag rollbacks. From there, the notices either printed or a file can be generated to send to a printing company.

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 select these accounts:

1. From the Main Menu, click on Products, then Batch Products.  The ACT 7 Batch Menu will appear.  
2. Click on the Create Omitted/Ag Rollback 33.07 Notice Data line, batch menu no. 1027.
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 omitted property or 2 for ag rollback.
8. In the Minimum Levy Amount field, enter the lowest levy balance for deciding which delinquent accounts will be sent statements.
9. In the Maximum Levy Amount field, enter the highest levy balance for deciding which delinquent accounts will be sent statements.
10. 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.

12. Bad Addresses Only: if Y, accounts having an bad address (indicated by a code in the Address Status field in the Owner Detail screen and the first line of the Alternate Owner in the Owner Detail screen filled in) will be selected.  If N, accounts not having an bad address (no code in the Address Status field) will be selected.  If A, all accounts will be selected.
13. Zip Codes of All Zeroes: if Y, include accounts having zip code of '00000'
14. Current Year Exempt Accounts: if Y, include accounts that are totally exempt for the current year.
15. 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
16. Judgment Accounts: if Y, include accounts have a cause number and a legal status of judgment (J) for the current year.
17. Bankruptcy Accounts: if Y, include accounts having a bankruptcy number for the current year
18. Payment Agreement Accounts: if Y, include accounts having active payment agreements (enter N for 33.07 notices)
19. Bill Suppress Non-H, Non-Q: if Y, include accounts having any value in the Bill Suppress field except H or Q (for ex., for military deferrals).
20. Half Pay Accounts: if Y, include accounts having H in the Split Payment Flag field
21. 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.

11. 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.
12. In the Inactive Accounts field, enter Y to include inactive accounts (IA or XA in the Account Status field on the Account Detail screen).
13. In the Over65 Accounts field, enter Y to include accounts with an over65 exemption.
14. In the Deferral Accounts field, enter Y to include deferral accounts.
15. 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.
16. 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.
17. (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 that attorney.  Leave this blank if you have only one delinquent attorney or you do not need to limit the units selected.
18. In the Process Option field, enter E for Edit or U for Update.
19. Click Submit Job to start the report process.  
20. Click OK on the "OK to Submit Job" pop-up screen.  
21. 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, and total levy owed (for ag rollbacks, only rollback levy is included). A total number of accounts selected and the number of batches needed to print statements for them is given at the end.  
22. To print these reminders in-house, see Delinquent Tax Reminders/Notices. You should include prior years when running these notices.