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Reprinting a Receipt

Last Revised: April 29, 2023

 

Table of Contents

When you reprint receipts in ACT 7, each payment will appear on a separate page.  You can request a receipt for one payment or more than one payment for the same account.

ClosedUser Entitlements

The following user entitlements must be set for each user who needs access to the Reprint Receipt screens. They are part of the Print Receipts task.

Only users with these jobs can print receipts: Accounting,Cashier1, CashierNo2, Head Cashier, Liens User. See Tasks, Entitlements, and Jobs for more information.

ACT500 - See Online Product screens.

ACT500_REPRINT_RECEIPTS - Reprint receipts.

REPRINT_ORIGINAL_RECEIPT - Reprint original receipts.

PRINT_VOIDED_RECEIPT - Reprint receipts for voided and reversed payments (the transaction type field in the Payment Distribution screen must be RV or RX).

VIEW_RECEIPTS_DEPSTATUS - Allow ability to view receipts on the Deposit Status screen.

 

ClosedClient Preferences

JUR_PHONE, JUR_PHONE: Tax office phone numbers. For same offices, these will print at the top of the receipt. See also PHONE_TRAILER.

PHONE_TRAILER:  If this is set to Y, the phone number(s) for the tax office will print at the bottom of the receipt (using the entries in the preferences JUR_PHONE and JUR_PHONE1).  If this is set to N, no phone numbers will print at the bottom of the receipt.

SHOW_PHONE_NUMBERS_ON_RECEIPT:   If this is set to Y, the phone number(s) for the tax office will print at the top of the receipt (using the entries in the preferences JUR_PHONE and JUR_PHONE1).  If this is set to N (the default), no phone numbers will print at the top of the receipt.

PRINT_PAYER_ON_RECEIPT: Set to Y to include the payer's name and address on receipts; set to N to omit them.

PRINT_PAIDNFULL: Set to Y to print the phrase 'Paid in Full' on receipts for fully paid accounts; otherwise, set to N.  The phrase is never printed on receipts for payments made only to escrow tax units.

RECEIPT_CAUSENO: Enter Y to print the cause number on receipts; enter N to omit this number.

TOTAL_TENDERED_ON_RECEIPT: Enter Y to include the two "Total Tendered" lines on original receipts;  enter N to omit these lines. See TOTAL_TENDERED_REPRINT_RECEIPT for reprint receipts.

TOTAL_TENDERED_REPRINT_RECEIPT: Set to Y to print the total tendered line on reprinted receipts. Set to N to not print this.

RECEIPT_DUP_NO_CHK_NUM: Set to Y to prevent check numbers from being printed on duplicate receipts. Set to N to include these numbers.

RECEIPT_PRINT_OVERPAYMENT: Set to Y to list all escrow units (8xxx) on receipts. Set to N to omit them.

RECEIPT_VERBIAGE_BALANCE_DUE: Set to Y to have the balance due amounts and other text printed on receipts. Set to N to not print this.

RECEIPT_BALANCE_DUE_STRING: Enter the desired text for the second line of receipt's balance due text. RECEIPT_VERBIAGE_BALANCE_DUE must be set to Y for this text to appear. If JUR_PHONE is also set, the tax office phone number will also appear within this text.

ACCOUNTS_OMIT_RECEIPT_BAL_DUE: Enter account numbers (separated by commas, but without spaces) for which the balance due amounts will not appear. A 'Remaining Balance' message is printed instead. Expire this preference if you have RECEIPT_VERBIAGE_BALANCE_DUE set to Y but do not wish to exclude any accounts.

CLIENT_LETTERHEAD_TYPE: Enter HEADER to use an image for the entire header of print products (statements, receipts); enter LOGO to use client preferences such as CPAand CPA_TITLE.

TAX_RECEIPT: Set to TAX_RECEIPT to print the generic ACT receipt. Set to BC_TAX_RECEIPT to print the Bexar County receipt. Set to TAX_RECEIPT_FORMAT2 to print a generic receipt with a coupon on the bottom. Set to TAX_RECEIPT_FORMAT3 to have the phone number and web site URL at the top and to have different verbiage about balances due.

ENV_6x9:  Set to Y to print a receipt for 6 x9 envelope, set to N to print one for a regular size 10 envelope.

RECEIPT_FOR_VOIDS_REVERSALS: Set to Y to allow receipts to be reprinted for voided payments, reversed payments, and transfers where more than one transfer within the same account is done in the same deposit (and a validation number is not entered); set to N to not reprint these receipts. For transfers from one account to another,a composite receipt can always be printed. If this preference is set to N, you cannot print a duplicate receipt for a transfer within the same account; a blank page will appear instead. You should choose Composite Receipt in these cases.

SHOW_YTD_PAID_ON_ESCROW: Set to Y to show the sum of escrow payments made year to date on receipts if the receipt is only for an escrow payment. Set to N to not show these payments.

TOTAL_TENDERED_REPRINT_RECEIPT: Set to Y to show the total tendered amount on reprinted receipts or set to N to omit this amount.

RECEIPT_APP_DISTRICT_NO: Enter Y to print the appraisal district number on receipt. Enter N to omit this number.(not available for Bexar County or Harris County receipts).

RECEIPT_APPR_DIST_NO_LABEL: Enter the label to use for the appraisal district number on receipts. The default is 'Appr. Dist. No.'  This preference is considered only if RECEIPT_APP_DISTRICT_NO is set to Y.

USE_MULTIPLE_RECEIPTS: Enter Y if your tax office uses more than one receipt format, with each user using one of them exclusively. Enter N (the default) if the office uses just one receipt. If you enter Y, ACT must do additional set up behind the scenes for each user who will be using tax receipt format2. This receipt format prints once for each remit sequence in the transaction because each OCR line is for an individual remit seq. no. Also, the top of the page above the coupon contains data only for the first page. All users who do not have the special set up done will use the generic tax receipt. The client preference TAX_RECEIPT should remain set to tax_receipt. (Technical note: this set up is to assign a user default setting of 'TAX_RECEIPT_FORMAT2' for batch menu no. -1. When this preference is set to Y, the program looks in the user_parameter_items table first for the user, and if there, always prints TAX_RECEIPT_FORMAT2. If the user is not in user_parameters items, the program will use the receipt version given in the TAX_RECEIPT preference.

RECEIPTS_SHOW_FIDO_NUM: Set to Y to include the fiduciary number on the receipts (only when the preference TAX_RECEIPT is set to TAX_RECEIPT). Set to N (the default) to omit this number.

RECEIPTS_LAWSUIT_VERBIAGE: Set to Y to include verbiage about pending lawsuits for accounts having active lawsuits. Contact ACT to provide the verbiage your tax office wants. Set to N to omit this verbiage.

TIME_ZONE_REGION: Set to US/Mountain or US/Central (the default) to show the correct time of payment.

RECEIPT_SHOW_CURR_YEAR_DUE: Set to Y to show the current year amount due above the total amount due on the generic ACT tax receipt. Set to N to avoid showing this amount.

DISCOUNT_REPORT: Set to Y to show the discount column on the receipt. Set to N to not show this column.

RECEIPT_BASIC: Set to Y to use the fast receipt on the Advanced Payment screen. Set to N (the default) to use the original receipt. Both look identical; the only difference is in the printing speed.

PRINT_CURR_OWN_INSTEAD_UNKNOWN: Set to Y to print the current year owner as the payer on receipts for payments where the payer is otherwise unknown. This normally occurs only in payments for prior or converted years. Set to N to print 'Unknown' as the payer instead. This preference is not considered if RECEIPT_BASIC is set to Y.

EMAIL_PAYMENT_RECEIPT: Set to Y to allow users to email receipts to taxpayers from the Advanced Payment screen. Set to N (the default) to not permit this.

FROM_EMAIL_FOR_PAYMENT_RECEIPT: Enter an email address to serve as the 'from' address for a receipt emailed from the Advanced Payment screen.

INCL_INACTIVE_TU_BAL_RECEIPT: Set to Y (the default) to include units in the 7000-7999 range on receipts. Set to N to exclude these units.

RECEIPT_ENVELOPE_TITLE: If RECEIPT_BASIC is set to Y, set this preference to the word to be printed on the bottom of receipts just above the actual payer name (for example, Payer). If this prefernce is expired, that word is not printed.

The tax calculation message is not printed on duplicate or original receipts, only composite receipts. Credit card authorization numbers will appear on the receipt.

Receipts do not include amounts due for years greater than the year in the CURR_YEAR preference.  

For accounts loaded in True Automation files (other than Bexar County), the undivided interest percentage will print at the top of the statements if the percentage is between 0 and 1 (100%).

  1. From the Main Menu, click the Online Products button (), or select Products, then Online Products.
  2. Click the Reprint Receipt tab; the Reprint Receipt screen will appear.
  3. If the Prev Selected and Next Selected buttons are blue, you can see the previous and next accounts in the group of accounts you selected in the Account Search screen. To leave the 'selected' group, go back to the Account Search and search for a different account.  If you remain on the Online Products screen and search for a new account, you will remain within the 'selected' group after the search is completed.
  4. If you want to select more than one payment for a specific account,
  5. Enter the account number.
  6. Click Print Multiple Tax Receipts.
  7. The popup window displays all payments for the account. Check the box next to the one(s) for which you want a receipt, or click Check All to select all of them.
  8. Click Print/Submit. If you selected more than one payment, you are given a request sequence number for the Batch Request screen. If you selected only one payment, it will print without having to go to the Batch Menu
  9. To print multiple receipts, go to the Batch Request screen (from the Batch Menu) and locate your request sequence.
  10. Print the.pdf file that was created. The receipts are sorted by receipt date, descending.
  1. For individual receipts printed without using the Multiple Tax Receipts button, you must enter the Deposit Number and Account No. All other values are optional. The deposit number will auto-populate if only one deposit exists for that account and year. The validation number will also auto-populate if only one exists for that account and deposit. If you do not specify an account number, appraisal district number, validation number, all receipts for that deposit will be printed.

Note:  If you know your Deposit Number or Account Number, skip to step 4.

If the payer has been changed on the account, you must use the change payer deposit number, which begins with 'CP', and the validation number from the change payer transaction, because that deposit is where the money is now.

  1. If you do not know the account number, see Locating an Account.
  2. Enter the Year of the payment(s). Exemptions for that year will appear on the receipt.
  3. If you do not know the deposit number.
  1. If the validation number is not already filled in and you want to print a receipt for a particular transaction, click the Star button ( ) next to Validation No. to see a list of payments to choose from.  Highlight the payment you want, then click OK. This is especially important for transfers.

Note:  To find the validation number, print a Deposit Proof List for that deposit.  

  1. If you want to reprint an original receipt and you have the role REPRINT_ORIGINAL_RECEIPT, click the Original Receipt checkbox.  The receipt will say 'Original' at the top. The certified owner and address will be those from the deposit date of the payment.
  2. If the certified owner's address has changed since the payment was made, a receipt can be printed with the new information by clicking the Use Current Address checkbox. This box can be used alone or with the Original Receipt checkbox to produce an 'Original' receipt with the new owner information.

Note: If both the Original Receipt and Use Current Address boxes are checked,  the title of the receipt will change to  'Corrected Original Receipt' and the current owner and address will be used.

  1. If you want the receipt to appear as a .pdf in a separate window instead of printing to a printer, check the PDF Only box.
  2. Click Reprint Tax Receipt

Notes:  The receipt will print on your desktop printer. Each payment will be on a separate page.  If the entire account is paid, an 'Account Paid in Full' message is printed at the bottom.

All fees will show on your reprinted receipt, with the exception of the Tax Certificate fee (9500).

The payer named on the receipt should be the original payer, even if the property has been sold or a name change or change payer has been made since the time of the payment  An exception to this occurs if the payment has been transferred to another account or if the name change is done the same day the payment was made. In the latter case, the payer will be the new owner.

The certified owner and address on receipts is the owner and address as of the deposit date of the payment.  If the receipt date for a prior year payment is before the date the owner changed and ACT does not have the owner information for that prior year, the owner will be taken from the current year.

The operator code displays the user who took the payment unless an overpayment authorization has been done. In that case, the user name for the person who approved the overpayment is used and is appended with either 'UNPW' if a password was entered during the authorization, or the authorization code if one was used (for ex., 'username-UNPW' or 'username-xxxx', where xxxx is the authorization code.

The check number area will include whatever is in the Check No. field in the Deposit Status Remittance screen. This includes money order numbers.

Receipts for ag rollback payments will display both the rollback acres and legal acres.  If there is more than one ag rollback receipt, the rollback acres will be the sum of the acres on all receipts, and the total amount paid on all receipts is displayed (if those payments are in the same deposit). Also, the taxable value will show as $0.00 for those units that are part of more than one ag rollback receipt.

If there is no data available or a wrong number was entered, a "No data found for the requested year" message will appear.

Page numbers will be printed on the receipt if an account number is entered; otherwise, there will be no page numbers.

If a payment was remitted with more than one payment type (for ex., cash and check), separate remit sequence numbers are generated for each type.  If more than two remit sequence numbers were generated for a single payment, asterisks will appear in the Remit Seq. No. area of the receipt.

Each quarter paid on a split quarter pay account shows on a separate line along with the specific quarter paid.

The 'Total Tendered' is the total amount paid for all accounts in this transaction.  The ' for accounts paid on mm/dd/yyyy' phrase uses the receipt date.

The program finds the remit sequence no. for the account number, deposit, and/or validation number, then finds the check numbers for that remittance only.