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Normally statements or notices for special liens are printed at the time a lien is added or updated, but they can also be printed at other times as needed.

User Entitlements

The following user entitlement must be set for each user who needs access to the Special Liens screens. They are part of the View Special Liens task.

Only users having the Lien Users job can view or make changes to this screen. See Tasks, Entitlements, and Jobs for more information.

LIEN_MASTER: Grants users access to the Lien screens.

Client Preferences :

CPA, CPA_TITLE, JUR_ADDRESS, JUR_ADDRESS1, JUR_ADDRESS2, JUR_ADDRESS3, JUR_ADDRESS4, JUR_PHONE, JUR_PHONE1.

LIEN_PRINT_OBJECT: set this to the object name for lien notices. Currently this is either LIEN_NOTICE_RPT or C_AFFIDAVIT_LIEN_30DAYS. The latter is for the City of Corpus Christi only.

LIEN_SHOW_INACTIVATE_BUTTON: Set to Y to show the Inactivate/Activate button on the Lien Detail screen.

LIEN_STMT_IF_NO_ACTIVATED_DATE: Set to Y to print statements for liens that have no Activation Date. Set to N to exclude these liens.This is also used on batch menu nos. 1537, Load Lien Accounts into Trigger Table, and 1538, Create Date File for Lien Statements.

LIEN_NUM_DAYS_EXPIRE: Set to the number of days to consider when setting the expire date on pre-lien notices.

LIEN_STMT_BY_ACCT_PAYABLE_TO: For the Statement of Lien by Account, enter the name or company to use with the Payable To line. If expired (the default), this information does not print.

COUNTY_NAME: Enter the name of the tax office.

To print these statements and notices:

1. From the Main Menu, select Products, then Special Liens.  The Lien Search screen will appear.
2. Search for an account or lien number on this screen or by account number on the Lien Master screen. See Searching for a Special Lien for instructions.
3. Click the Lien Master tab. The Lien Master screen will appear.
4. If the account has more than one lien, click in the line for the lien you want to print, or click the Print All Liens button to print all active lien notices at once instead of selecting them individually.
5. Click the Print Liens button on the Lien Master screen.  The Lien Print screen that appears shows the certified owner and address, alternate address (if available), the address status (BA - bad address) and legal description of the account. These cannot be changed on this window.
6. In the Lien Printscreen, check one of the available options on the right side of the screen. The list of available options varies by tax office. Once you have checked an option, you will be brought to the Batch Menu parameter screen for that print product. Most if not all of the parameters will be auto-populated.
7. Statement of Lien by Account (batch menu no. 1540) - lists all active liens for the account. In the Include Inactive field, enter Y to include the amounts on inactive liens or N to exclude these amounts. The As Of Date defaults to the current date. Change this if you want penalty and interest calculations for a different month.
8. Payoff Quote (batch menu no. 1541) - for estimated balances. The Lien ID field lists the most recent lien. You can change the Account No., Lien ID, and As of Date as needed. Leave the Lien ID field blank to return all liens for the account.
9. Judgment Statement (batch menu no. 1542 - for liens that have been taken to court and cannot be charged the normal release lien fee. You can change the Account No., Lien ID, and As of Date as needed. Leave the Statement Type as J.  Leave the Lien ID field blank to return all liens for the account.
10. Release of Erroneous Lien - Houston (batch menu no. 1543) - for canceled liens. You can change the Account No. and Lien ID as needed. Leave the Lien ID field blank to return all liens for the account.
11. Amended Notice of Lien - Houston  (batch menu no. 1544) - for amended liens. You can change the Account No. and Lien ID as needed. Leave the Lien ID field blank to return all liens for the account.
12. Release of Lien - Houston (batch menu no. 1545) - for released liens (that are fully paid). The Account No., Lien ID, and certified owner's name and address can be changed as needed. The note that is inserted contains the name and address that was changed. Leave the Lien ID field blank to return all liens for the account.
13. Notice of Lien - Houston (batch menu no. 1546) - for new liens that have a work date but not a file date. A second page called Attachment A will be included if the legal description is too long for the first page. You can change the Account No. and Lien ID as needed. Leave the Lien ID field blank to return all liens for the account.
14. Release of Lien - Corpus Christi (batch menu no. 1547) - for released liens (that are fully paid). The Account No., Lien ID, and certified owner's name and address can be changed as needed. Leave the Lien ID field blank to return all liens for the account. To print an alternate signature and title, enter Y in the Alternate Approver Only field. To print two releases, one with the primary approver and one with the alternate approver, enter Y in the Primary & Alt Releases field.
15. Release of Lien Write Off - Corpus Christi (batch menu no. 1548) - for released liens that have not been fully paid (although the program does not validate this). The Account No., Lien ID, and certified owner's name and address can be changed as needed. Leave the Lien ID field blank to return all liens for the account. To print an alternate signature and title, enter Y in the Alternate Approver Only field. To print two releases, one with the primary approver and one with the alternate approver, enter Y in the Primary & Alt Releases field.
16. Release of Lien by Account - Corpus Christi (batch menu no. 1549) - for accounts having released liens (that are fully paid). The Account No., Lien ID, and certified owner's name and address can be changed as needed. Leave the Lien ID field blank to return all liens for the account. To print an alternate signature and title, enter Y in the Alternate Approver Only field. To print two releases, one with the primary approver and one with the alternate approver, enter Y in the Primary & Alt Releases field. Leave the Lien Nos. to Exclude field blank if you want to print all of the lien numbers for a particular account. To exclude some of the liens from the statement, enter those lien numbers in the Lien Nos. to Exclude field.
17. Affidavit of Lien - Corpus Christi (batch menu no. 1550, 1564, or 1569)  for any lien that has been delinquent 30 or more days (although the program does not validate this). The Account No., Lien ID, and certified owner's name and address can be changed as needed. Leave the Lien ID field blank to return all liens for the account.
18. Lien Judgment Statement by Account - Houston (batch menu no. 1553) shows all active liens on an account that have been taken to court. This statement does not include release lien fees. You can change the Account No. and As of Date as needed. In the Include Inactive field, enter Y to include the amounts on inactive liens or N to exclude these amounts. The Include Release Fee field must be set to N.
19. Pre-Liens Eligible for Pre/Cert Notice/Activation - Castle Hills (batch menu no. 1554) lists which pre-liens are eligible for preliminary notices, certified notices, work statements, or lien affidavits
20. Lien Preliminary Notice - Castle Hills (batch menu no. 1555) prints preliminary notices for pre-liens.
21. Lien Certified Notice - Castle Hills (batch menu no. 1556) prints certified notices for pre-liens.
22. Lien Work Statement - Castle Hills (batch menu no. 1558) prints work statements for pre-liens.
23. Lien Affidavit (batch menu no. 1559) prints affidavits for pre-liens.
24. Lien Release - Castle Hills (batch menu no. 1560) prints releases for liens. It uses the client preferences LIEN_RELEASE_PRIMARY_APPROVAL and CPA_TITLE2. The legal description comes from the Lien Master, not the Account Master. The first date is the current date and the second date is the lien release date. The Original Amount is the lien amount + 25% administrative cost.
25. Lien Release by Attorney - Corpus Christi (batch menu no. 1561) prints releases for liens.
26. Certified Lien Statement - Houston (batch menu no. 1563) prints a certified statement for a single active lien or all active liens associated with a single account. The lien number is auto-populated; blank this out to print a statement for all liens on the account. If the Use Alternate Signature field is set to Y, then the name and titles entered in the remaining parameters (Alternate Name, Alternate Title, Alternate Department, Alternate Division) will be used on the statements. Ir it is set to N, then hard-coded values are used.
27. Liens Release Letter - El Paso (batch menu no. 1567) prints letters for sanitation liens (type HE) that have been released (the Release Date is populated). If the Lien ID field is left blank, all liens for the given account number will be included on the letter. The Date of Resolution is the File Date on the Lien Search and Lien Info Detail screens. The Recorded Document Number is the File Number on the Lien Info Detail screen. The fee for preparation of legal documents is stored in unit 9111.
28. Liens Resolution Letter - El Paso (batch menu no. 1568) prints a letter for an individual sanitation lies (type HE) that has not been released (the Release Date is blank). The Date of Resolution is the File Date on the Lien Search and Lien Info Detail screens. The Recorded Document Number is the File Number on the Lien Info Detail screen.

7. Click Submit Job, then click OK to the confirmation message. A note is automatically inserted into the Notes screen for each lien; the year of the note is set to the current tax year.
8. To view the note, click the green Exit button ( ) to return to the Lien Master screen, then click the Notes button at the top of the screen.