DCAD_LOAD_JURIS_PAIR: Enter comma delimited pairs of units, for ex. 1002:1041,1003:1051. If the first unit of each pair exists in TCS but the second one does not, the information in TCS for the first unit is duplicated to create the second unit of the pair. Each unit must be in the Jurisdiction CAD Relation screen, which is
part of the Tax Unit Maintenance screens. Expire this preference (the default for all offices except Dallas County) to avoid creating these additional jurisdictions.
PA_CAN_LOCATION: Set to GEO to load the ACT account number field with the GEO number or PID to load the same field with the Parcel ID (PID) number.
PA_LOAD_JURIS_PAIR: Enter comma delimited pairs of units, for ex. 1:2,3:5. If the first unit of each pair exists in TCS but the second one does not, the information in TCS for the first unit is duplicated to create the second unit of the pair.
SWD_USE_GEOID: Enter
Y (the default) to use the long account
number or N to use the appraisal district
number for Southwest Data processing.
TA_2525_CODE: Enter value(s) used in True Automation files to indicate 25.25d accounts.
TA_4208_CODE: Enter value(s) used in True Automation files to indicate 42.08 accounts.
TA_LEFT_PAD_ZEROES: Enter Y to allow leading zeroes to be
added to create a 12-digit account number for True Automation loads;
enter N to not allow this.
For properties crossing county lines, when a duplicate long
(geo) account number is encountered when the CAD Relationship screen
is loaded, ACT uses the short (prop ID) as the account numbers and
assigns leading zeroes to it to create a 12 digit account number.
This will also be used by lockboxes, because the account number
in an OCR line must be a standard length.
TA_CAN_LOCATION: Enter GEO
if the tax account number (the long geo number) should be in the Account No.
field and the property ID in the Appraisal District No. field; enter PID if the geo number should be
in the Appraisal District No. field and the property ID in the Account No. field). This is used when
determining the ACT_CAN in the CAD Relationship table and in other
processes.
TA_DELAY_OMIT_PROP_VALUES: Enter the values used to designate omitted values on True Prodigy files.
TA_NC_CONSIDER_REC_TYPE_OTHER: Set to N (default) to not load accounts into the staging tables where the change reasons on True Automation name change files is set to 'other'. Set to Y to load these accounts.
TA_CALC_PORTED_CEILING: Set to Y to calculate a frozen levy if, in the CAD file, the port percentage is not 0 and the freeze year is 0. Set to N to not calculate a frozen levy in this situation.
TA_ENTITY_AGENT_AS_FIDO: Set to N to use ACT-generated fiduciary numbers for agents in True Automation files. Set to Y (the default) to use the agent numbers provided in the file.
TA_ENTITY_MORTGAGE_ID_AS_FIDO: If TA_LOAD_MORTGAGE_FIDUCIARIES is set to Y, set this to Y to use the MORTGAGE_CO_ID in the TA_ACCOUNTS file as the fiduciary number. Set to N (default) to not do this. The MORTGAGE_ACCT_ID in the file becomes the GF Number.
TA_FREEZ_USE_0_AND_100_PORTPCT: Set to Y to set True Automation ported freezes to $0.00 if the freeze transfer percentage in the file is '0' and set freezes to full calculated amount if the transfer percentage in the file is '100'. Set the preference to N to ignore percentages of 0 and 100 and treat the accounts as normal frozen accounts.
TA_HEA_SUP_CD: If your tax office contracts with the homestead exemption audit program for erroneous homestead exemptions, set this preference to the code the CAD will populate for the erroneous homestead accounts (for ex., 11.43H). These accounts will be treated as omitted properties. By default, this is expired and thus ignored.
TA_LEGAL_DESC_MINERAL_INTEREST: Set to Y show the mineral interest percent and type in the legal description.
Set to N (the default) to not show this.
TA_LOAD_MORTGAGE_FIDUCIARIES: Enter N (default) to not load fiduciaries for mortgage companies on True Automation files. Enter Y to load this information.
TA_NC_OBSERVE_DEED_DATE: For True Automation name change files, set to Y to update the due date if the deed date is before 1/1/curr year + 1 AND the change date is after 1/10/curr year + 1 AND this new due date is after the current due date on the accounts' receivables; N - ignore this restriction.
TA_NMCH_LOAD_TAX_AGENT_RECORDS: Set to N (the default) to not load agent information when processing a True Automation name change file in stage one of batch menu no. 14091. Set to Y to include agent information during name change processing.
TA_NMCH_VALIDATE_CAD_RELATION: Set to Y to update account information in the CAD tables only if the same account appears in the CAD Relationship screen. Set to N (default) to always update account information when processing True Automation name change files.
TA_TIF_AS_ENTITY: Set to Y to retrieve the TIF zone information from the ENTITY_CD field on the True Automation file. Set it to N (the default) to pull the same information from the TAX_INCREMENT_ZONE_CD field.
UPDATE_ALT_ADDR_ONLY_TA_NMCH: For True Automation name change files, set to Y to update only the alternate address. Set to N (the default) to update certified owner addresses.
UPD_DEF_NOT_IN_ACCOUNTS_FILE:For True Automation files, set to Y to update the deferral dates during stage 8 even if the eligible accounts are not in the accounts file of the supplement but are in the deferral file. A separate report of these accounts is created. Set to N to update only the accounts in the accounts file.
TP_2525_CODE: Enter value(s) used in True Prodigy files to indicate 25.25d accounts.
TP_4208_CODE: Enter value(s) used in True Prodigy files to indicate 42.08 accounts.
TP_CAN_LOCATION: Enter GEO
if the tax account number (the long geo number) should be in the Account No.
field and the property ID in the Appraisal District No. field; enter PID if the geo number should be
in the Appraisal District No. field and the property ID in the Account No. field). This is used when
determining the ACT_CAN in the CAD Relationship table and in other
processes.
TP_DELAY_OMIT_PROP_VALUES: Enter the values used to designate omitted values on True Prodigy files.
TP_NC_CONSIDER_REC_TYPE_OTHER: Set to N (default) to not load accounts into the staging tables where the change reasons on True Automation name change files is set to 'other'. Set to Y to load these accounts.
TP_CALC_PORTED_CEILING: Set to Y to calculate a frozen levy if, in the CAD file, the port percentage is not 0 and the freeze year is 0. Set to N to not calculate a frozen levy in this situation.
TP_ENTITY_AGENT_AS_FIDO: Set to N to use ACT-generated fiduciary numbers for agents in True Prodigy files. Set to Y (the default) to use the agent numbers provided in the file.
TP_FREEZ_USE_0_AND_100_PORTPCT: Set to Y to set True Prodigy ported freezes to $0.00 if the freeze transfer percentage in the file is '0' and set freezes to full calculated amount if the transfer percentage in the file is '100'. Set the preference to N to ignore percentages of 0 and 100 and treat the accounts as normal frozen accounts.
TP_HEA_SUP_CD: If your tax office contracts with the homestead exemption audit program for erroneous homestead exemptions, set this preference to the code the CAD will populate for the erroneous homestead accounts (for ex., 11.43H). These accounts will be treated as omitted properties. By default, this is expired and thus ignored.
TP_LEFT_PAD_ZEROES: Enter Y to allow leading zeroes to be
added to create a 12-digit account number for True Prodigy loads;
enter N to not allow this.
For properties crossing county lines, when a duplicate long
(geo) account number is encountered when the CAD Relationship screen
is loaded, ACT uses the short (prop ID) as the account numbers and
assigns leading zeroes to it to create a 12 digit account number.
This will also be used by lockboxes, because the account number
in an OCR line must be a standard length.
TP_LEGAL_DESC_MINERAL_INTEREST: Set to Y show the mineral interest percent and type in the legal description.
Set to N (the default) to not show this.
TP_NC_OBSERVE_DEED_DATE: For True Prodigy name change files, set to Y to update the due date if the deed date is before 1/1/curr year + 1 AND the change date is after 1/10/curr year + 1 AND this new due date is after the current due date on the accounts' receivables; N - ignore this restriction.
TP_NMCH_LOAD_TAX_AGENT_RECORDS: Set to N (the default) to not load agent information when processing a True Automation name change file in stage one of batch menu no. 14091. Set to Y to include agent information during name change processing.
TP_NMCH_VALIDATE_CAD_RELATION: Set to Y to update account information in the CAD tables only if the same account appears in the CAD Relationship screen. Set to N (default) to always update account information when processing True Prodigy name change files.
TP_TIF_AS_ENTITY: Set to Y to retrieve the TIF zone information from the True Prodigy file. Set it to N (the default) to pull the same information from the TAX_INCREMENT_ZONE_CD field.
UPDATE_ALT_ADDR_ONLY_TP_NMCH: For True Automation name change files, set to Y to update only the alternate address. Set to N (the default) to update certified owner addresses.
UPD_DEF_NOT_IN_ACCOUNTS_FILE:For True Automation files, set to Y to update the deferral dates during stage 8 even if the eligible accounts are not in the accounts file of the supplement but are in the deferral file. A separate report of these accounts is created. Set to N to update only the accounts in the accounts file.
TSG_ACCOUNT_START_POSITION: Enter
the starting position of the account number in a TSG file (for ex.,
4).
TSG_APPORT_VALUES_FULL_PARTIAL: Set to PARTIAL (the default) to apply apport percentages from TSG files to homesite and non-qualifying land and improvement values. Set to FULL to ignore these percentages and load the values given in the files.
TSG_CAN_LOCATION: Enter GEO
if the tax account number (the long number) is in the Account No.
field; enter PID if it is
in the Appraisal District No. field (and the appraisal district no.
- the Prop ID - is in the Account No. field). This is used when
determining the ACT_CAN in the CAD Relationship table and in other
processes, such as name change file loads.
TSG_MINERAL_ACRES_ZERO: Set to Y to zero out the legal acres field
for accounts starting with N. These are mineral accounts; for some
tax offices, royalty interest is being put in the legal acres field
in error. Set to N to not
zero out the legal acres field. Default is N.
TSG_LEFT_PAD_ZEROES: Enter Y to allow leading zeroes to be
added to create a 12-digit account number for Software Group loads;
enter N to not allow this.
TSG_NC_OBSERVE_DEED_DATE: For TSG name change files, set to Y to update the due date if the deed date is before 1/1/curr year + 1 AND the change date is after 1/10/curr year + 1 AND this new due date is after the current due date on the accounts' receivables; N - ignore this restriction.
MULTI_REQUEST_SEQ: Set to Y to use multi-request sequence
numbers in the CAD Inquiry screens; set to N
to delete the existing CAD data when loading new files there.
CERT_PRESET_3311: Set to Y
to set 33.11 dates on all personal property accounts when the certified
roll is loaded; set to N if
you want to set these dates later. The default is Y.
The dates are set when receivables are created in the CAD tables (stage
6 of the appraisal district wizard).
CERT_PRESET_3307: Set to Y
to set 33.07 dates on all accounts when the certified roll is loaded;
set to N if you want to set
these dates later. The default is Y.
If 33.11 are preset, they will not be overwritten with 33.07
dates. The dates are set when receivables are created in the CAD tables
(stage 6 of the appraisal district wizard).
USE_CAD_REL: (only for tax offices
using Harris County appraisal districts files) Set to Y
to use the CAD Relationship CAD table to determine the correct account
numbers to use when dealing with multiple appraisal districts; set
to N to not do so. The default
is Y. Tax offices that use
the wizard should set this to Y.
Tax offices (Harris
County, for ex.) that convert the account numbers given by an appraisal
district to a different account number in ACT (within a CAD file, not
across multiple CAD files) have the option of setting this to N to use
the existing account number conversion routines to update the ACT_CAN
field in the staging tables.
USE_JUR_CAD_REL: (only for tax offices
using Harris County appraisal districts files) Set to Y
to have the processes below look at the Jurisdiction CAD Relationship
screen to determine the relationship between a tax unit and an appraisal
district. Set to N to
not do so. If you deal with more than one appraisal district, you
must be set this to Y. Also,
if you are using the wizard described below, you should set this to
Y. Tax offices that do not use the wizard but that convert the
tax unit given by the appraisal district to an existing unit may set
this to N to use the existing Appraisal District Code field on the
Tax Unit Maintenance screen.
ALL_UNITS_IN_CAD: Set to Y
to copy missing tax units from the production tables to the CAD tables
for accounts in the CAD tables that do not have all of their units.
If this is set to Y,
units are brought over from production only if the Compute Taxes box
is checked on the Tax Unit Maintenance screen for that unit (this
excludes PID levy units). Set to N
to not do this 'copy' and allow accounts to process only the units
that are in the CAD tables. Only the Harris County Tax Office
should set this to N. At the
current time, other appraisal districts send all units on their files
and should set this to Y; however, True Automation file processing
ignores this field. (This is used in stage 8)
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.
NC_ALT_OWNER_REMOVE: (name changes
only) Set to Y to remove the
existing alternate owner information and the Bad Address flag for all accounts in the file; set
to N to remove only the Bad
Address flag and retain the existing Alternate Owner information.
ADD_NOTE_ON_BAD_ADDRESS: Set to
Y to create notes when BA
address statuses are added or removed. Set to N
to not create these notes.
UPDATE_BA_FROM_CAD_IN_NC: Set to Y to change the Address Status flag to BA for accounts on True Automation name change files that are flagged as bad address accounts. The default is N.
The Address Status flag is always updated to BA for similar accounts on True Automation supplement/correction files, without considering this preference.
UPDATE_ADDR_FLAG_FROM_CAD_FILE: Set to Y to change the Address Status flag to BA for accounts on any certified, supplement or name change file that are flagged as bad address accounts. The default is N , to not update the flag.
AUTOUPD_DUEDATE: For supplements
and corrections that result in increased levies, the delinquency date
will be automatically extended if this is set to Y.
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: Refunds created
by corrections are automatically transferred to pay off any amounts
due. If this preference is set to OH, any remaining refund amount
will be place on hold. If a refund is pending before the corrections
file is processed, and that refund has an In Transit (IT) status,
the refund amount will not be automatically transferred to pay off
amounts due.
If an adjustment is
to be applied to an account for which multiple payments have been made
for the same tax year and the adjustment results in a refund, the refund
will draw from the payment having the most recent receipt date first.
If there are multiple payments with the same receipt date, the program
will look at the most recent remit sequence number.
ADJ_REFUND_PAY_ONLY_SAME_YEAR: Set
to Y to have adjustment refund
monies pay off only amounts due for the same year as the refund. Set
to N to allow adjustment refund
monies to pay all years. The default is Y. This occurs only when the
refund is created during the adjustment process; it does not affect
pre-existing refunds.
SMOOTH_DATES: Set to Y
to extend due dates for all units even if only one unit had a levy
change that required it. The account must be fully paid at the time
of the change (unless the SMOOTH_UNPAID_UNITS preference is set to Y or unless a new unit is being added to the account, in which case all units will be smoothed). If the account is not fully paid, only the paid unit
having the levy increase will have the due date changed. Set to N to change the due date on only
the single paid unit. This is valid starting with the 2005 tax year.
This also works for supplement/correction loads.
SMOOTH_UNPAID_UNITS:
Enter Y to allow unpaid units
to have due dates extended if a paid unit has a levy increase or a new
unit is added to an account. Due dates will be extended only for the same rec type (for ex., TL, Q2) as the paid unit whose levy was adjusted. Enter N to allow
just the unit with the levy increase to have an extended date. The default
is N.
PROCESS_LITIGATED: Set to Y to process
litigated refund accounts as part of the supplement/correction update.
CAP_AMOUNT: This should be set to
WHOLE if the appraisal district
gives you the full capped value of the account, and set to PARTIAL
if the district gives the amount of the difference between the full
capped value and the appraised value. The CAP exemption amount is
the amount given by the appraisal district.
HOMESTEAD_CAP: If set to Y, local option homestead exemption
calculations are based on and subtracted from the capped + DVR (disasater reappraised) amounts (assuming
that CAP_AMOUNT is set to PARTIAL). If HOMESTEAD_CAP is
set to N, local option homesite
exemption calculations are based on and subtracted from the gross
homesite value of the account. Note that increases in value during
a year will increase the appraisal cap value by the amount of the
increase (the cap exclusion amount does not change, in other words).
If set to one or more 3-digit county codes, for accounts in those counties only, local option homestead exemption
calculations are based on and subtracted from the capped and DVR amounts (same as Y). For other counties, local option homesite
exemption calculations are based on and subtracted from the gross
homesite value (same as N).
CEILING_WITH_HOMESTEAD: Enter Y to allow frozen levies only if
the account has a homestead exemption. Enter N
to allow freezes if the account has either an O65 or DRH.
COMPARE_CEILING: Calculate freeze
levy by comparing 1st and 2nd years. Set to Y
to allow the system to compare the levy between the first and second
years an account is eligible for a freeze, and set the freeze to the
lowest of the levies. Set to N
to always have the freeze year and levy set to the what is on the
account the first year of the O65 or DRH.
CEILING_FRWRD_ON_EXCODE_CHANGES:
Set this preference to Y to
continue the freeze on accounts where a freeze exists in the current
year and the exemptions have changed for the new year. The owner is
the same for both years. Set to N
to create a new freeze if the exemptions have changed for the new
year, even if the change is just from O65 to S65, for ex.
CEILING_FRWRD_ON_NAME_CHANGES: Set
to Y to continue the freeze
on accounts where a freeze exists in the current year and a name change
has occurred for the new year. This name change may be
as simple as adding a middle initial. Set to N
to create a new freeze if the name changes even if the exemptions have not changed for the new
year. If this is set to N and the exemptions have been removed
for the new year, the freeze is also removed.
HCAD_DEL_ZERO_VAL_ACCTS: Set to
N. (Only the Harris
County Tax Office will set this to Y,
which updates the Account Status field in the Account Detail to 'XD'
when all apport values for an account are $0.00.
HCAD_BATCH_UPD_OWNER_INSERT_NOTE: Set to Y to insert a note for accounts in Harris County CAD loads and batch menu no. 615, Load Harris County Litigation File, that has owner or freeze changes. Set to N to not insert a note.
HCAD_AGENT_DFLT_LOCATION: (Harris County Appraisal District file processing only) Set to the directory path to use for storing the agent file. The default setting is '/usr2/upload'.
HCAD_AGENT_DFLT_FILENAME: (Harris County Appraisal District file processing only) Set to the file name for the agent file. The default is ' agent.txt.
HCAD_ADD_FIDOREQUEST_FOR_AGENT: (used by Harris County Tax Office only) Set to Y to create fidicuary requests for accounts having agents on the Harris County agent file. Set to N to not create these requests.
OWNER_EXEMPTION_EFFECTIVE DATE: If this is set to EXEMPTION, the Start Date for HOM, O65, DRH, and VTX exemptions is required on the Account Master screen. If the date is after 1/1/yyyy, partial exemption codes will be used (PRH instead of DRH, P65 instead of O65, and PAH instead of HOM). The allocation factor on the Special Exemptions screen also will be adjusted. The Owner Effective Date will change when a Save and Calculate Levy is done. If this is set to OWNER or is expired, the owner effective date is not changed when a Save and Calculate Levy is done.
Entering OWNER means the
program will use the owner effective date as the primary criteria
for determining whether a name change has occurred when comparing
the production to the CAD tables. Expiring the preference allows the program
to compare the certified owner name as the primary criteria.
The Owner Effective Date on the Owner Detail tab of Account Master can be changed when a Save and Calculate Levy is done only if the user has been granted the ACCTM_UPDATE_OWNER_EFF_DATE entitlement. Expire this preference to allow the program to look for changes in the certified owner name when setting new freezes.
CAP_WITHOUT_HOMESTEAD: Set to Y to allow a capped exclusion to
be calculated even if the account has no homestead exemption. Set
to N to require the homestead exemption. If set to N,
a CAP exemption will still appear as a special exemption, but the
amount will not be considered when calculating levy. This is
needed to balance to the appraisal district.
FREEZE_CALC_METHOD: Set to APPRAISED to use appraised homesite
value when calculating freezes. Set to TAXABLE
to use taxable homesite value (appraised minus exemptions) for freeze
calculations. See Frozen Levy Overview for more information and sample
calculations.
OBSERVE_OH_ON_TRANSFER: Set to Y to prevent transfers of refunds
on hold, set to N to allow
such transfers. This currently applies to the loading of supplement/correction
files form the CAD tables to the production tables, to save and calculate
on Account Master, and to batch menu no. 512, Apply Escrow to Levy
by Unit.
MIN_ACCT_NBR_LNGTH: Enter the number
that matches the minimum account length for your tax office. The default
is 4. This affects the ACT_CAN
in the CAD Relationship CAD screen.
DAYS_EXEMPT_NUM_DAYS_TO_ADJUST:
Set to the number of days needed to adjust the calculation of PRO
exemptions to match the amount given by each appraisal district. These
numbers are not consistent from one district to another. The default
if 0, but it could, for ex., be set to 1, 2, or -1, -2.
NQ_CAP_ADJUSTMENTS - Set to Y to deduct cap amounts from both
qualifying and non-qualifying values. The default setting is N, which deducts cap exclusions
from qualifying homesite values only.
APPR_DIST_SPLIT_NEW_IMPR: Set to
N (the default) to prevent
new improvement value from being split between qualifying and non-qualifying
values. Tax offices that process Harris County Appraisal District
files may set this to Y to
allow this split when the homestead percentage is less than 100%.
In these cases, the homestead percentage is multiplied times the new
improvement value to determine the homesite new improvement value.
The remainder of the new improvement value is put in the non-qualifying
new improvement value in the Property Value and Apport tables. If
the preference is expired, the exemption is not listed.
SRH_FREEZE_UNIT_TYPE: Enter the
unit types from the Tax Unit Maintenance screen for which freezes
can be given on SRH (surviving disable spouse) exemptions. The default
is SCHOOL,CITY,COUNTY,COLLEGE.
On the Frozen Amount screen, SRH will appear in the Exemption drop-down
list for units having one of these types. Some tax offices may not
want to include School in this preference listing.
WEEKEND_LOGIC_SET_DUEDATE: Set to
Y to move the delinquency
date to the following Tuesday if the last day of the month falls on
a weekend. For ex., if 1/31 is on a Saturday or Sunday, the due date
would be changed to the following Tuesday (2/2 or 2/3). Set this
preference to N always put
the delinquency date on the first of the month. This change is effective
for changes made in both Account Master and in the CAD tables. The
default is Y.
SYNC_DEFERRAL_DATES_FROM_PROD: (True
Automation only) Set to Y
to copy deferral dates from the production tables to the CAD tables
on stage 8. Set to N to keep
the deferral dates from the files.
ENFORCE_ACCOUNTING_CONTROLS: If
this is set to Y to use accounting
controls, an AC deposit must be open in order to move supplemental/correction
data from the CAD tables to the production tables (stage 8 of the
wizard).
UPDATE_NAME_ADDR_ON_MH3_NOS: If the preference is set to Y, accounts with account numbers beginning with both 3 and 6 will be updated. If the preference is set to N, only accounts with account numbers beginning with 6 will be updated.
COUNTY_CODES_NO_UPDATE_PORT: If expired (the default), allow ported freezes to be updated for al counties. Otherwise, enter the county codes (separated bycomma) for counties not wanting ported freezes to be updated as a result of an appraisal district load .
FRZ_RESET_NO_HOM_CNTY_CODE: If the USE_OWNER_DATE preference is set to Y, enter the county code(s) for the counties that require a new freeze to be created if an ownership change occurs and the homestead exemption is removed (even if the CEILING_WITH_HOMESTEAD preference is set to N). The scenario driving this change is that the appraisal district determines the property (which had an existing freeze for a prior owner) was vacant on 1/1/yyyy, so a homestead could not be granted to the property owner. If FRZ_RESET_NO_HOM_CNTY_CODE is expired, it will be ignored, and, depending on how other preferences are set, a freeze could be carried forward on ownership changes where the homestead exemption is also removed.
TC501_SHOW_REAL_PERS_MINERAL: Set to Y to show a breakdown of the parcel count and market value into real, personal, and mineral. This breakdown is derived by considering the ACT Property Type given in the Roll Code Maintenance screen. If this screen is not used, the Roll Code on the Account Detail is considered instead. Set this to N to not show this breakdown.
COUNTY_CODES_FOR_MULTI_O65_EXM: Enter the county codes (separated by comma) for which accounts can be given multiple O65 exemptions (for ex., O65, S65). Expire this preference to permit only one such exemption to be granted per account and year. For batch processing, all exemptions will be granted; a 'Multi_over65_rpt' report is created that lists any accounts with multiple over 65 exemptions. When doing a Save and Calculate Levy on the Account Master screen, a warning message appears if this preference is expired or does not exist and the levy calculation is not completed. You must either remove one of the O65-type exemptions or enter the county code of the account in the client preference, then un-expire it.
COUNTY_CODES_PRORATE_COUNT_365: Enter the county code(s) that use a 365 day calculation for pro-rations even if for leap years. If it is a leap year and the preference is either expired or does not contain the county code for the account, the program will use a 366 day calculation. This is used for pro-rating over 65 exemptions, also.
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.
TC501_ALLOW_MULTI_EXEMPTIONS: Set to Y to allow partial and full exemptions of the same type (for ex., HOM and PAH or DRH and PRH) on same account. Set to N to have the report look at the last exemption found for each type.
CAD_LOAD_UPDATE_IF_NO_CHANGE: Set to Y (the default) to always update the receivable from CAD load even if names, values and exemptions do not change. Set to N to not update the receivable if only the certified levy, fiscal period levy, or revision code are changed. Certified and fiscal period levies are not changed during a correction load when applied to the real tables. Several fields are ignored because they are not present in either the CAD or the real tables: rendition penalty flag, change control operator, change control date.
FORCE_DEP_DATE_CURRENT_MONTH: If set to Y, a deposit date within the current month must be entered for step 8, batch menu no. 14008. If any other date is used, the process will abort and the log report will display the reason for the error. When set to N (the default), this requirement is not enforced.
TIF_FROM_COUNTY_CODES: List the county codes that include TIF data on CAD files. Currently this is only for Software Group and True Automations supplement files.
TIFDTL_NONCOMPLIANT_FLAG: Show the Non-Compliant column on the TIF Detail screen. If checked, the TIF Taxable and TIF Levy values will be $0, as TIF levy is not collected for non-compliant accounts.
LEGISLATIVE_CHANGE_CONTROL_YR: Year(s) for which to calculate SB1 comparison data (default is 2015) for accounts with homestead exemptions and school district units.
HOM_SPLT_PCT_MANDATED_ONLY: Y - use homestead % for mandated but not for local homestead exemptions; N (default) - use homestead % for mandated and local homesteads.
REMOVE_OMIT_CODE_WHEN_SUPP_NUL - (considered for Dallas County files only) Set to Y (the default) to remove the omit code on supplement loads if the supplement reason code in the database is not J or E (see current_journal_entry); set to N to not remove existing omit codes in this situation.
REMOVE_ALT_OWN_INFO_ON_BA_NMCH: Set to Y to remove alternate owner information when bad address information is removed on a name change file. Set to N (the default) to keep this information.
ACCTM_VIEW_MULTI_OWNER: Set to
(Y) to show the Create Multi-Owner and Multi-Owner buttons on Account Master. Set to N (the default) to not show these buttons. Set to one or more 3-digit county codes to show the button only for accounts in those counties.
SUPP_PRESET_3308_DATES: Set to N (the default) to not reset 33.08 dates, or set to the number of months following the due date that you want to set the 33.08 date if the due date is 6/1/(tax year + 1) or later. This preference is considered only if the SUPP_PRESET_3307_3311_DATES preference is also set to Y. The due date to use is the greater of the dates in the Receivable screen, the Receivable CAD screen, or the date entered in the New Delinquency Date field in the parameter screen for stage 8 of the appraisal district wizard.
SUPP_PRESET_AFTERFEB_3311_DATES: Set to the number of months following the due date that you want to set the 33.11 date for accounts having a due date other than 2/1/[tax year + 1]. If this preference is expired, the dates are not adjusted. This preference is considered only if the SUPP_PRESET_3307_3311_DATES preference is also set to Y.
SUPP_PRESET_3307_3311_DATES: Set to Y to set and adjust 33.07 and 33.11 dates during the appraisal district file load process. Set to N (the default) to leave attorney dates unchanged. 33.48 dates will change if the delinquency date changes regardless of how this preference is set.
If these preferences are set to Y, the following rules are followed for 33.11, 3307, and 3308 dates:
33.11 or 33.08? For personal property accounts that have jurisdictions accepting 33.11 penalties and a delinquency date before 4/1/[tax year + 1], the 33.11 date for the current year only will be set to the date entered on the Tax Unit Maintenance screen. Only the units accepting 33.11 penalties should be changed to this date. If the same accounts have a delinquency date after 4/1, a 33.08 date will be set to the number of months in the SUPP_PRESET_3308_DATES client preference that are after the delinquency date.
For delinquent prior years on accounts with the same 33.11 jurisdictions, the 33.08 date is set to the number of months in the SUPP_PRESET_3308_DATES client preference that are after the delinquency date for these years regardless of when the delinquency date is.
33.07 or 33.08? For non-personal property accounts and for jurisdictions on personal property accounts that do not accept 33.11 penalties, where the delinquency date is before 6/1/[tax year + 1], the 33.07 date is set to 7/1/[tax year + 1]. If the same types of accounts have a delinquency date 6/1 or after, a 33.08 date will be set to the number of months in the SUPP_PRESET_3308_DATES client preference that are after the delinquency date.
For delinquent prior years or for current year accounts whose delinquency date is 6/1 or after, a 33.08 date will be set to the number of months in the SUPP_PRESET_3308_DATES client preference that are after the delinquency date. 33.07 dates will be removed if 33.08 dates are added.
User Entitlements