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Removing Frozen Levies

Last Revised: February 7, 3035

 

Table of Contents

Use the Frozen Amount screen to remove frozen levy information for specific years and accounts.

ClosedUser Entitlements

The following user entitlements must be set for each user who needs access to the Frozen Amount screen. They are part of the  Make Frozen Levy Account Master Changes and View Only Major Screens tasks.

Users having any job can view the Frozen Amount screen. Changes can be made with the CAD Changes Save and Calc AG Rollback and CAD Wizard jobs, although the latter job only allows changes to be made in the CAD tables. 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_FROZEN_AMOUNTS_UPDATE: Allow users to change and insert information on the Frozen Amounts tab.

OVERRIDE_FREEZE_CALCTYPE: Check this to allow users to manually change the Calculation Type on the Frozen Amount screen. Uncheck this to forbid users to change the Calculation Type; this field will be grayed on the screen. ACT recommends that this be unchecked for each user.

ACCTM_PART_OWN_FRZ_COMP_UPDATE: Update the Partial Owner Frozen Compression field on the Account Master Frozen Amounts tab

ClosedClient Preferences

OWNER_EXEMPTION_EFFECTIVE DATE: (used to be USE_OWNER_DATE): Enter OWNER to use the owner effective year as the primary criteria for determining whether a name change has occurred when comparing the production to the CAD tables.   Enter EXEMPTION to use the begin date of the qualifying exemption to determine if a new freeze should be entered. If this is set to EXEMPTION, the Start Date for HOM, O65 and DRH exemptions is required. Freeze will be deleted instead of expired if no qualifying exemption exists. Expire this preference to allow the program to look for changes in the certified owner name when setting new freezes.

If the OWNER_EXEMPTION_EFFECTIVE_DATE preference is set to OWNER or is expired and the CALCULATE_FREEZE_ONLINE preference is set to Y, freezes without qualifying exemptions will be expired in the Frozen Amount tab when the exemption is removed on the Account Master screen. The expiration should take effect when the next roll year is loaded.

CALCULATE_FREEZE_ONLINE: Set to Y to calculate frozen levy when pressing Save and Calculate Levy. If the qualifying exemption is removed and OWNER_EXEMPTION_EXEMPTION_DATE is set to EXEMPTION, the freeze is also removed. Set to N to not calculate frozen levy from the Account Master screen, in which case frozen levies must be removed on the Frozen Amount tab ofthat screen.

(V1 security only) Some tax offices may need to give users the ACT_DELETE_FREEZE role; tax offices using the assessors or head cashier do not need to set this extra role.

 

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.

The instructions below should be followed only if the CALCULATE_FREEZE_ONLINE preference is set to N.

  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.
  2. If the account has carried over from a previous screen, go to step 3.  

    If the Account Number field is blank, enter the account number, press F8, then go to step 3.

    If you need to enter a different account number, press F7, key in the new account number, press F8, then go to step 3.

Note: If you don't know your account number, see Locating an Account. Check the current levy and current tax units.

  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.
  2. If necessary, scroll down to view the correct year.
  3. Click the Frozen Amounts tab.  The Frozen Amounts screen will appear.
  4. Press Shift+F6 () to delete the frozen levy information.

Note:  Use the scroll bar to reach the year you need to delete.

  1. Click the Summary tab.
  2. Click Save and Calculate Levy.  
  3. Click OK to the confirmation message.

Notes:  The system will recalculate the levy based on the frozen levy removal.  

For each year that is affected by the frozen levy removal, you will need to click the Save and Calculate Levy button to recalculate the levy.

  1. From the Go To list, select Account Status to verify that the levy has changed as expected.