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Viewing Account Information (Account Detail Screen)

Last Revised: July 13, 2017

 

Table of Contents

The Account Detail screen contains information about the legal description for a particular account.  Also on this screen are various status codes pertaining to the account.  This information can be changed as necessary for both current and prior years.

ClosedUser Entitlements

The following user entitlements must be set for each user who needs access to the Account Detail screen. They are part of the Make Owner Detail Account Master Changes, Manage Public Users.Manage Split Pay Flag and View Only Major Screens tasks.

Users having any job can view this screen. Changes can be made with this job: CAD Changes Owner Address. 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_CHNG_DELQ_DATE_BUTTON: Allow users to click the Change Delinquency Date button and make changes to the dates.

ACCTM_ACCOUNT_DETAIL_UPDATE: Allow users to change and insert information on the Account Detail tab. This includes the legal detail and parcel address fields on the Summary tab.

ACCT_INACTIVATE_PROCESS: Allow users to click the Inactivate button.

ACCTM_OWNER_DETAIL_UPDATE: Allow users to change and insert information on the Owner Detail tab. This includes the owner and exemption flags (HOM, O65, DRH, VET)  on the Summary tab.

ACCTM_SPLIT_PAY_UPDATE: Allows user to change the Split Payment Flag on the Account Master screen.

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

VIEW_ONLY_NEW_CERT_YEAR: Allow users to view but not change data for the new certified year before the CURR_YEAR preference is changed to that new year.

UPDATE_ACCTM_NEW_CERT_YEAR: Allow users to update owner and address information, but not Save and Calculate Levy, if the VIEW_ONLY_NEW_CERT_YEAR entitlement is also granted.

ClosedClient Preferences:

CHANGE_BLOCK_LABEL_COUNTY_CODE: If expired, leave the label for the Block field (below Lot) as is. If 101, change 'Block' to '% Homestead'.

  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.
  1. 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.

  1. If you need to view the summary of an account for a prior year, use the scroll bar on the right side of the screen. A popup will appear just before you get to the last year available if additional years have been archived (moved to a different part of the database to allow faster querying in the main database).
  2. If you want to view a year that is not available on the screen, click the Rebuild Prior Years link below:

ClosedRebuild Prior Years
  1. Click Prior Year(s).  
  2. Using the drop-down list, select the year to view.  The list contains only those years that have been archived. If you want to see another year, key in that year in the year field.
  3. Click OK. The Account Master Summary screen will display.

WARNING: If you want to view data for a paid account in a prior year and your tax office has had its paid account data loaded into ACT's archive tables, the property values and jurisdictions for the rebuilt year will be inserted. Please check them for accuracy. Enter any exemptions into either the Account Master Summary or Special Exemptions tabs.  Remember to return to the Account Master Summary screen and press F10 (Save).

For unpaid prior year accounts and paid accounts that haven't been put into the archive tables, zeroes will show in the value fields for the year you rebuild if the client preference POPULATE_EQUAL_VALUES is set to N.  If the preference is set to Y, the property values will be populated with data from the Receivable and Property Value screens.   If no values exist for that year in those screens, $0.00 values will be inserted. Please check the values for accuracy.  Remember to enter any exemptions, then press F10 (Save).  

A receivable is not created unless it existed in the archive tables or in the regular production tables before doing this Prior Year rebuild.

  1. Click the Account Detail tab; the Account Detail screen appears.

The table below provides descriptions for each field.

Account No Account number.
Year Year for which account information is shown. This is a display-only field.
Legal Description Property description provided by the Appraisal District.
Parcel Address Situs address (usually the physical address of the property).
County Code The 3-digit code identifying the county responsible for appraising the property. Changes to this number can be made through the CAD Relation or CAD Relationship CAD screens. Double-click to see the appraisal district's name and address.
Map Vol/Page, Subdivision, Block, Lot. Information for these items will be shown if provided by the Appraisal District.
Appraisal Dist No Number of your Appraisal District account. For some tax offices, this is the same as the account number.
SIT Account If checked, the property is a special inventory dealer.
Scan Line No. The number to be inserted in the OCR line on statements and notices. If you enter this number on the Account Detail screen, the change or addition will be preserved. If done on the Account Master Summary screen, the number changes to match your tax office's scan line rules. The number to be maintained as a reference number. It may be a former account or appraisal district number.
Alias Key A number to be maintained as a reference number. It may be a former account or appraisal district number.
Roll Code Code for the type of property (real, personal, mobile, mineral).
Legal Acres Acreage amount.
Property Class These codes are supplied on the Appraisal District update tapes. They can also be found at this web site.
Parent No When the account has been split from an existing account, the parent number is the account number that originally encompassed the land. Two account numbers now exist for the original land:  the parent account and the account split from the parent.
Split Year Year the account was split from its parent.
TIF No. TIF/TIRZ number
Annexed Tax Unit Contains the unit number for an entity that has changed to a different entity. This is not updatable from the Account Master screen.
Roll Forward Account A 'Y' appears for accounts that have been rolled forward. If updated by a supplement file, the 'Y' is removed.
Lockbox Jurisdiction Indicates the jurisdiction in which all monies paid via lockbox will be put.
Acct Status Account Status codes.
Inactivate/Activate Account Some tax offices move individual accounts to an active status if they determine that the taxes for this account are not going to be paid.  When an account is inactivated, the unpaid base levy is moved from the original tax units to the inactive tax units, which are in the 7000 range.
Special Status The client will decide what code(s) to use.
Installment Agreement AC - An installment agreement exists for this account.
Block Account for Payment No payment can be made on this account if a Y is entered. A client preference, PAYMENT_BLOCK_ENFORCE, can be set to ACCOUNT to block payments for an entire account or to YEAR to block payments only for specific years of an account. The Block Acct.for Payment flag must be set in the Account Detail screen for each year if the preference is set for YEAR.
Bill Suppress Codes used to suppress tax statements from mailing.  Contact ACT to add new codes.
Legal Suppression Codes for attorneys to use for informational purposes.
Split Payment Flag Indicates half pay (H), quarter pay (Q), or disaster (D) status. If you press Save and Calculate Levy after adding a Q, the account and year will be divided into quarter receivables if a qualifying exemption also exists (a qualifying quarter payment is not needed in this case). The preference QP_DIVIDE_NUM_PRIOR_YEARS is considered.
Law Suit Filed Lists the lawsuits on file for this account that have been entered in the Delinquent Status screen.
Last Certified Certification Date (in YYYYMMDD format), normally  provided by the Appraisal District. It can be changed by the user to extend the delinquency date.
Message Code Not Available.
Change Date The date of the change.
Operator ID Operator's name.
Mobile Home Serial No. Mobile home serial number.  This can be entered and saved in this screen.
Label Mobile home label.  This can be entered and saved in this screen.
Lien Date Beginning date of the mobile home lien.
See Linked Accounts If the client preference, SEE_LINKED_ACCOUNTS is set to Y and the account has 'child' accounts, this button will be enabled. Click it to see a list of the child accounts.