Finding an Account Balance

The following user entitlements are used on this screen. They are part of the Public Users and View Only Major Screens tasks, which are part of most jobs. See Tasks, Entitlements, and Jobs for more information.

ACT8006: Allows users to use the Account Status screen.

SHOW_PREV_NEXT_OWNER_BUTTON: (public users only): Allows the Previous Owner/Next Owner buttons to be displayed on the Account Status and Account  Master screens.

ACT_DOCUMENTS: Allows the Documents button to be visible on the Account Status screen.

DOCUMENT_VIEW_ALL: Allows users to view restricted documents.

STMT_LOG: Allows users to view a list of statements, receipts, and notices printed for this account ( part of Print Statements task)

ACT8006_SHOW_REFUND_BUTTON: Allows users to see the Current Refunds button, which shows data about voids and refunds processed in TaxLedge.

CHECKBOOK_VIEW: Allows user to see the Checkbook View screen, which lists levy changes, transactions, and name changes by year and unit. Clicking the links on the screen allows users to see additional details.

VIEW_ONLY_NEW_CERT_YEAR: Allow users to view data for the new certified year before the CURR_YEAR preference is changed to that new year. If granted, accounts that exist only for the new certified year will be displayed. If not granted, these new accounts will not be displayed.

EVENT_COMPARISON: Allow users to view the Event Comparison screen. If this entitlement is not granted, the SB2 Values button is not visible

CURR_YEAR_PAY:  Set to FIRST to order the years from most recent to oldest in the Account Status, Payment History, and Receivable screens.  Set to LAST to order the years from oldest to newest.  This preference does not determine which years are paid first; the preference CURR_YEAR_PAY_SCREEN is used for payment order.

CW_UNITS: If you want the ability to display only amounts for county tax units, enter those units in the\is client preference.

DISCOUNT_WRITE-OFF_FEES:  Data for one of the columns on the Account Status Detail screen can differ depending on how you set this preference.  If set to 1, the column heading is Discount and discount amounts will be shown.  If set to 2, the column heading changes to Write-Off and the levy amount written off for each year is shown. If set to 3, the column heading becomes Fees and fee amounts from the 9000 units are shown in this column instead of being added to the base levy amounts. Tax certificate fees are not included. If set to 2 or 3, the base levy and paid levy will be displayed as if no discount amounts exist.

VALUE_IN_SYSTEM: Enter GROSS VALUE, APPRAISED VALUE, or MARKET VALUE, whichever one you want as the title of the value column in this screen. The value displayed is the highest value shown in the Receivable screen for that account and year, for units less than 1000.

SHOW_ARCHIVE_DATA: If set to TRUE or Y, all data in the archive tables will display.  The archive tables include fully paid accounts from prior year. To not show archive data, set this preference to FALSE or N. Contact ACT to find out what years have been archived for your tax office.

FORMAT_SCREEN_CAN: If set to Y, the account number will display with hyphens and/or slashes.  If set to N, no such formatting is displayed.

ALERT_WARNINGS_FEATURE: Set to Y to see the Alert button on the Account Status Detail screen. Set toN to disable this button.  If this is set to Y, other client preferences can be set to determine what messages will display in the Alert window, what other screens will have an Alert button, and whether the Alert window will appear automatically. See Viewing Alert Messages for more information.

ACCT_STATUS_INTERNET_BUTTON: Set to Y to display the Internet Payment button on the Account Status Detail and Advanced Payment screens when a credit card or eCheck payment has been taken on an ACT 7 web site. Set to N to always hide this button.

ACT8006_SHOW_VETERAN_NULL: Enter Y to leave the V in the HOVDFAER columns blank if the account has no Veteran exemption; enter N to show a 0.

SUMMARIZE_TOTAL_ACCOUNT_DUE: Enter Y to allow multi-owners to be shown individually and as a totality on the Account Status screen; enter N to allow only the first owner in a multi-owner account to be shown.

SHOW_RECEIVABLE_CURRENT_DUE: Set to Y to allow users to double-click in the Payment Detail popup and see another popup showing the year, unit, receipt no., rec type and levy due.  Set to N to not show this popup (this code is currently for Dallas only).

ACT8006_ADDR_LINE : Set to ADDR to keep the owner address in the address line area of the Account Status Detail screen, set to PARCEL to show the parcel address instead of certified owner address, or set to LEGAL to show the legal description in the address lines. The default is ADDR. The client preference ACT8006_USE_PARCEL_ADDR is obsolete as of 5/29/2009.

WEEKEND_LOGIC_FOR_PANDI: If set to N, penalty and interest will always increase on the first day of the month. If this is set to Y, penalty and interest will not increase until the second business day of the new month if the last day of the month is on a Saturday or Sunday. This applies to current and prior year delinquent amounts.

DEF_SHOW_EXEMPTION: If set to Y (the default), the $0.00 DEF exemption will be created in the Account Status screen, regardless of the levy balance on the account. If set to N, the exemption is created only  if there is still a levy balance on the account.  Deferral exemptions display for all years.  If a deferral end date exists, the exemption is removed, even if the account is within the 180 day grace period for paying without penalty.

ACCT_STATUS_SHOW_ALL_REFUNDS: Set to Y to show all refund amounts on Account Status. Set to N to not show refund amounts in units marked as Non-Refundable on the Tax Unit Maintenance screen. The drill-down window shows all refunds regardless of this preference setting.  The default is Y.

SHOW_OWNER_OR_CAD_NUM: Set to OWNER to show the Owner Number or set to CAD to show the appraisal district number for the account. The default is OWNER.

STMT_IMAGE_AVAILABLE: Set to Y if.pdf images of individual certified statements are available for viewing at your tax office. Set to N if this is not available for your office. If set to Y, make sure the preference STMT_IMAGE_URL has the correct URL setting for your tax office [http://[server name or IP address/act_images/statements/[client ID]/. The default is N. If batch menu no. 998, Load Statement Image Data, was used to load statement data information to TCS, enter 'file:' as the STMT_IMAGE_URL.

ACT8006_SHOW_UNITS_ABOVE_1000: Set to Y to show market and appraised values for units between 1000 and 4999. Set to N (the default) to show $0.00 for the value of these units.

ACCOUNT_SUMM_RPT_ADD_DELQ_DATE: Set to Y to include a statement about the current tax delinquency date on the Account Summary Report. Set to N to omit this line.

PENDING_PAYMENT_DAYS_TO_KEEP: (Dallas County only) Enter the number of days to keep the 'pending payment' message for credit card and eCheck payments.

ACT8006_SHOW_SIT_CLIENT_ID: Enter the Client ID for SIT at your tax office, which will cause an SIT Payments button to be visible. If this is expired, this button will be hidden. By clicking the button, a pop up that shows SIT payments for the current SIT year appears.

ACT8006_FUTURE_YR_ESCROW_POPUP: Set to Y (the default) to give an alert message for future year escrow payments; set to N to not display a message.

ACT8006_EXCLUDE_FEE_TU_LIST: Enter the tax units to hide from the Account Status payment detail screen. The default is to expire this preference.

1. Certified Statements: If the client preference STMT_IMAGE_AVAILABLE is set to Y, click Statements at the top of the screen, then select Statement Images to see the certified statement for this account. A Statement/Notices popup window appears. Click the page icon ( ) on the right side. Your statement will appear as a.pdf file. Click Close Window on the Statements/Notices popup to return to the Account Status screen.
2. Statement Log (Dallas County only): Click Statements at the top of the screen, then select Statement Log. This lists all of the statements (including current statements printed from the tax office web site), receipts, and notices that have been created for this account. To see the address where the statement was sent, double-click any row. (Currently only current_statement_format15 works with this screen.)
3. Current and Delinquent Statements: If you have the ACT500_PRINT_STATEMENT user entitlement, you can click Statements at the top of the screen, then select Current/Delinquent Statements.
4. The Statement Portal popup window appears. The As Of Date defaults to today's date. You can change this if you wish.
5. For both current and delinquent statements, the checkboxes at the top right for adding a message about over 65 owners and generating the statement in pdf format only (that is, not printing the statement immediately) are defaulted to checked. The Create Notes box is checked by default. Uncheck it to avoid creating a note when the statement is printed.
6. For current statements,

• The Year defaults to the current tax year. To print a current statement for a different year, change this year.
• Check the History Page box if you include the 5-year history page with the current statement.
• Click Print Current Statement.

7. For delinquent statements

• Select the Statement Type: Summary, Detail, Certified, Certified Expanded, Judgment, or Detail Expanded
• Click Print Delinquent Statement.

• Base Levy:  Miscellaneous fees are stored in the Base Levy column.  Attorney and collection fees are stored in the Fees column.  Tax certificate fees do not appear in either the Base Levy or Fees column.   ACT 7.0 allows you to remove the fees from the Base Levy column, if desired.  

To remove fees from the base levy, click Remove Fees.

To list fees back into the base levy, click Restore Fees.

Notes:  The Amount Due column will be shaded in blue if fees are associated with an account, even if the fees have been paid in full.

The Remove Fees/Restore Fees step should be done before using the Multi-Select options on this screen, as it affects whether or not fees will be shown after selecting other years, units and rec types.

• If any amount is still owing on an account, the amounts displayed on the Account Status screen are as follows for any particular year:

Paid Levy:  Sum of levy and miscellaneous fees (except for Tax Certificate fees) paid to date (if Remove Fees has not been grayed out).  If Remove Fees has been grayed out, only the levy paid to date will be displayed.

Discount:  Discount still eligible to be applied if the account is paid off in a discount month.  This column appears only when the DISCOUNT_WRITE-OFF_FEES client preference is set to 1.  The discount is calculated from the base levy.

Remaining Levy:  Amount of levy and miscellaneous fees still due. (if Remove Fees has not been grayed out).  If Remove Fees has been grayed out, only the levy still due will be displayed.   During a discount month, this levy will take the discount into account and show only what is due that month.

Fees:  Penalty, interest, attorney fees and collection fees still due on the account.  (For more information, see Viewing Fees for an Individual Account.)  

Note:  The system will automatically move refund funds to pay off existing levies  within a particular year.  Refunds available for one year are not able to pay off another year.

2. If the account is fully paid, the amounts shown on this screen are as follows for any particular year:

Paid Levy:  Total amount of levy and miscellaneous fees paid (if Remove Fees has not been clicked).  If Remove Fees has been clicked, only the levy paid will be displayed.

Discount:  Total amount of discount applied.  The discount is calculated from the base levy.  This column appears only when the DISCOUNT_WRITE-OFF client preference is set to 1.  Paid Levy + Discount equals Base Levy - Miscellaneous Fees if the Remove Fees button is not grayed out; if that button is enabled, Paid Levy + Discount equals Base Levy.

Fees:  Total amount of penalty, interest, and attorney fees and collection fees paid on the account.

 

• Amount Due As Of: To see amounts due as of a date that is not the current date, enter that date in the Amt Due As Of field, then press Enter.  For unpaid accounts, the data displayed will be recalculated as of the date you entered.  For paid accounts, the data does not change.
• Agricultural Rollback: The Ag Included field is grayed out if an account has no agricultural rollback.  If the account has an ag rollback, the field defaults to Ag Included, and the amounts shown are the total of all rec types (levy and ag rollback, plus any applicable fees).   From the drop-down list, either Ag Only or Ag Excluded can be chosen, depending on what amounts you want to display.

The same options are available by using the drop-down lists or the Multi-Select button on the far right of the screen (OS indicates an agricultural rollback).   Further instructions are given below.

• SIT Payments for current year: If the SIT Payments button is visible, you can click it to see SIT payments for the current SIT year. The Paid Levy on this window is the sum of the Escrow Paid and Escrow/Refund from the SIT Account Status screen. The receipt date of each payment is provided.
• County Wide Units only:  Check the Countywide box if you want to see amounts for county tax units only.  You must have set the CW_UNITS client preference first.  

The same options are available by using the Multi-Select button on the far right of the screen and selecting specific tax units.   Further instructions are given below.

• Select Years and/or Units:

There are two ways to see information for only selected years, tax units, and/or rec types on the Account Status screen (also see information about the Remove Fees/Restore Fees button above):

• You can click the Multi-Select button to display the Multi-Select window, or
• You can select data from the drop-down lists for Tax Unit, Year, and Rec Type.

Explanations are given below:

Multi-Select Window

You can select certain years, tax units, and rec types all at once in the Multi-Select window, which you can view by clicking the Multi-Select button.

1. For each of the three main groupings (year, tax unit, and rec type) in this window, you can include one or all of them in your selection by highlighting a year, unit, or rec type (OS - Ag Rollback; TL - Tax Levy) in the Available column, then clicking one of  the following buttons:

-  Include one (for ex., one year). You can then add another year, unit,  or rec type by highlighting another line in the Available columns, then clicking this button again.

 - Include all (for ex., all years)

2. Once you have included years, units, and/or rec types in the Selected column, you can adjust your selections further by highlighting a year, unit, or rec type in the Selected column, then clicking one of  the following buttons

 - Remove one  (for ex., one year). You can then remove another year, unit,  or rec type by highlighting another line in the Selected column and clicking this button again.

 - Remove all (for ex., all years)

For example, if you want to see data for only one year (2001), highlight that year, then click the Include One button ().

3. After you have made all your selections, click the Filter Data button.  The Account Status Detail screen will show data for only the years, units, and rec types that you selected.

Note:  You can click the Close Window button at any time to stop the selection process.

Drop-Down lists

You can also include a year, unit, or rec type from the data on the Account Status screen by using the drop-down lists.

Year - Click the Year drop-down list and click the year to include.

Unit (including the unit forevery year) - Click the Tax Unit drop-down list and click the tax unit to exclude.

Rec Type (OS - Ag Rollback; TL - Tax Levy) - Click the Rec Type drop-down list and select the rec type to include.

Note: To Include years or units you have previously excluded, return to the drop-down list and select the blank line at the bottom.

• Balances and payments by tax unit:  Double-click a Year line; a Payment Detail by Tax Unit window containing data for the selected year will appear.  Exemptions for this account are also displayed here.  An 'X' in the Tax Unit Deleted column indicates that the unit was deleted either on the Account Master screen or via a correction file. Since the receivable still exists, the levy will be $0.00 in this screen. Deleted units that are archived will retain the 'X'.

If the client preference SHOW_RECEIVABLE_CURRENT_DUE is set to Y, you can double-click in the Payment Detail window to see more information, including the receipt number and rec type for each unit. (This functionality is available for Dallas only.)

• Refunds and voids processed in TaxLedge: If you have the ACT8006_SHOW_REFUND_BUTTON entitlement, a Current Refunds button will be shown if you double-click a Year line on the main Account Status screen. The button is on Payment Detail by Tax Unit popup window. A new Current Refunds window appears with information pulled from TaxLedge.
• Tax unit name:  Click a tax unit; the name of the unit will appear in the Tax Unit Description field.
• Exemptions: Homestead, Over65, Veteran and Disabled (DRH) exemptions are indicated by a Y in the HOVD fields. For 100% disabled veteran (VTX), 100% surviving spouse veteran (STX), and 100% surviving spouse active duty (MSS) exemptions, an X is put in the Veteran column. For surviving veteran exemptions, a Q is displayed in the Veteran column. Other exemptions and conditions can be seen by clicking the Exemptions button. If this button is grayed out, the account has no other exemptions or special conditions.  Conditions such as deferrals, 25.25d, HB366, omitted property, litigated (42.08), and late ag are shown with 0.00 placeholder exemptions.  Deferral exemptions display for all years. If a deferral end date exists, the exemption is removed, even if the account is within the 180 day grace period for payment without penalty. If a surviving spouse veteran, STX, or MSS exemption exists, the Veteran row(s) will be highlighted in orange.
• Fees: If an account has a fee unit (9xxx), the Remove Fees/Restore Fees button on the Status Detail screen will be enabled. If the button reads Remove Fees, then the Total Due field for the year with the fee will be blue and the fee amount will be included in the total; the field will be blue even if the fee has been paid.  You can double-click to see the fee unit (if you have multi-selected units, you must select the fee unit to see fee data).  If the button reads Restore Fees, then the Total Due is not in blue and the total amount does not include fee amounts.  If the button reads Restore Fees, fee amounts still due will not be displayed on the drill-down window.