Personal Property Tax Bills Instructions

You can print Personal Property Tax Bills up to four times within a tax year, depending on the number of billings used by the municipality.  The print program does not update the data in Tax Billing.

Notes:

• This report is also known as Print Tax Bills.

• For guidelines about when to print tax bills, refer to the Tax Billing and Lien Notice Runbook .
  Tip:  If Northern Data Systems prints the tax bills for you, refer to the Laser Tax Bills Runbook.

• For the first billing, you must print the tax bills before running Post Tax Bills.

• Some municipalities that use a multiple billing option print the tax bills once per year with tear-off stubs for each billing.

• For information about the tables used by this program, click More.

  • TXFORM controls the alignment of the tax amounts.

  • TXOPTION controls printing of full or net tax amounts for the first tax billing.

  • TXPRINT controls printing of full or net tax amounts for the second, third, and fourth billings.

  • TBDIST determines how to divide the tax amounts among multiple tax billings.

  • PPBILL contains the descriptions for the value fields Machinery Value, Furniture & Fixture Value, Watercraft Value, and Miscellaneous Value.

   

• For more information about running reports, see Print View.

Directions:

• To see instructions for opening Personal Property Tax Bills, click More.

   

  1. Click Tax Work from the Menu Bar.

  2. Click Print Tax Bills.

  3. Click Personal Property.

  4. Or, use the keyboard shortcut:  [ALT] [a] [r] [p]

   

• At the tax bill prompt window, choose the selections.  To see the prompt options, click More.

  Note:  For your convenience, most of the values for the prompt options are saved and appear again the next time you run the tax bills.

  Personal Property Tax Bill Prompt Options
  Billing Option	Click one of the following options in the drop-down list.  Each billing option corresponds with the number of Due Dates in the tax year.  Required. One Bill System Two Bill System Three Bill System Four Bill System Note:  The number of billing amounts printed relates directly to the option you specify.
  Current Billing	To specify the billing for which you are currently printing tax bills, click one of the following numbers in the drop-down list: 1 - First Billing 2 - Second Billing 3 - Third Billing 4 - Fourth Billing
  Account Number Range	To limit the printed tax bills to a specific range of Tax Account Numbers, enter the Tax Account Numbers in the From and To fields.  (up to 6 characters) Note:  To include tax bills for all accounts, leave the From and To fields blank.
  Machinery	To include the Machinery Value on the tax bills and in the calculations for tax amount due, click the box so the check mark appears. Note:  You can tailor this field name in the PPBILL Table, therefore the software field name may not match the documentation.
  Furniture & Fixture	To include the Furniture & Fixture Value on the tax bills and in the calculations for tax amount due, click the box so the check mark appears. Note:  You can tailor this field name in the PPBILL Table, therefore the software field name may not match the documentation.
  Watercraft	To include the Watercraft Value on the tax bills and in the calculations for tax amount due, click the box so the check mark appears. Note:  You can tailor this field name in the PPBILL Table, therefore the software field name may not match the documentation.
  Miscellaneous	To include the Miscellaneous Value on the tax bills and in the calculations for tax amount due, click the box so the check mark appears. Note:  You can tailor this field name in the PPBILL Table, therefore the software field name may not match the documentation.
  Sort By	To specify the sort sequence for the printed tax bills, click one of the following options: Account Number:  Tax Account Number Owner Name:  Owner Name 1 (used in conjunction with the Subtotal by Letter option) Zip Code:  Postal Code
  Tax Year	Enter the Tax Year for the tax bills.  (4.0 YYYY)  Required. Note:  The program uses the Tax Year value to calculate the effect of  prepayments if printing the balance due on the tax bills.  The tables TXOPTION and TXPRINT control if the balance due is printed. Example:  2003
  Tax Rate - General	Enter the mill rate (dollars and cents per $1000 of valuation) used to calculate the General taxes printed on the tax bills.  (2.2) Note:  The General Tax Due Amount prints only if you specified Y(es) for Separate Tax Bill Revenue $ in the Company Control Options for the Tax System.
  Tax Rate - School	Enter the mill rate (dollars and cents per $1000 of valuation) used to calculate the School taxes printed on the tax bills.  (2.2) Note:  The School Tax Due Amount prints only if you specified Y(es) for Separate Tax Bill Revenue $ in the Company Control Options for the Tax System.
  Tax Rate - County	Enter the mill rate (dollars and cents per $1000 of valuation) used to calculate the County taxes printed on the tax bills.  (2.2) Note:  The County Tax Due Amount prints only if you specified Y(es) for Separate Tax Bill Revenue $ in the Company Control Options for the Tax System.
  Tax Rate - Total	Enter the mill rate (dollars and cents per $1000 of valuation) used to calculate the Total taxes printed on the tax bills.  (2.2) Note:  For consistency, the General, School, and County Tax Rates should sum up to the Total Tax Rate, however the program does not enforce the relationship.
  Assessment Ratio	Enter the municipality's assessment ratio (sales:valuation).  (3.1)
  Interest Rate	Enter the text for the monthly interest rate to print on the tax bill.  (up to 20 characters) Example:  1.50% PER MONTH Note:  This print-only value does not affect any calculations for interest charges.
  Per Annum	Enter the text for the annual interest rate to print on the tax bill.  (up to 14 characters) Example:  18.0% ANNUAL Note:  This print-only value does not affect any calculations for interest charges.
  Interest Date	Enter the text to indicate the date at which interest starts being charged.  (up to 18 characters) Examples:  05/23/2003 or May 23, 2003 Note:  This print-only value does not affect any calculations for interest charges.
  Due Date - Billing 1	Enter the date to print next to the amount due for the first billing.  (up to 11 characters) Examples:  03/01/2003 or MAR 03 2003 Note:  Although this date is only for printing purposes, you should enter the same date as the Due Date assigned to the tax detail transactions by the Post Tax Bills process.
  Due Date - Billing 2	Enter the date to print next to the amount due for the second billing, if you have chosen an option for multiple billings.  (up to 11 characters) Examples:  06/01/2003 or JUN 01 2003 Note:  Although this date is only for printing purposes, you should enter the same date as the Due Date assigned to the tax detail transactions by the Post Tax Bills process.
  Due Date - Billing 3	Enter the date to print next to the amount due for the third billing, if you have chosen an option for multiple billings.  (up to 11 characters) Examples:  09/01/2003 or SEP 01 2003 Note:  Although this date is only for printing purposes, you should enter the same date as the Due Date assigned to the tax detail transactions by the Post Tax Bills process.
  Due Date - Billing 4	Enter the date to print next to the amount due for the fourth billing, if you have chosen an option for multiple billings.  (up to 11 characters) Examples:  12/01/2003 or DEC 01 2003 Note:  Although this date is only for printing purposes, you should enter the same date as the Due Date assigned to the tax detail transactions by the Post Tax Bills process.
  Print on All	Enter a global message to print on all tax bills.  In some installations, this field is used as the heading for the General, School, and County Tax Rates.  (up to 27 characters) Example:  TAXABLE YEAR 2003 or GEN   SCH   CTY
  Office Hours 1 - 3	Enter up to three lines of text to describe the office hours.  (up to 25 characters each line) Example:   Line 1 - MON - THUR:  8 AM TO 5 PM Line 2 - FRI:  10 AM TO 3 PM Line 3 - SAT & SUN:  CLOSED
  Subtotal By Letter	To specify whether to print subtotals for each letter in the alphabet, click one of the following options in the drop-down list: Y(es) - Print sub-totals. N(o) - Do not print sub-totals. Notes: This option is available only if you specified to sort by Owner Name. Subtotals make it easier to reconcile with the Assessing module Commitment Book (Assessed Valuation & Taxes Report ).
  Message 1 - 4	Enter up to four lines of text to print on the tax bill.  (up to 42 characters each line) Example: Line 1 - WITHOUT STATE AID FOR EDUCATION AND STATE Line 2 - REVENUE SHARING, YOUR TAX BILL WOULD HAVE Line 3 - BEEN 59% HIGHER. Line 4 - *** NO GRACE PERIOD BEYOND THE 15TH *** Note:  The first two or three lines of text are often used for the required state message.
  Restart Value	To restart printing tax bills that failed to finish printing, click Restart Values so the check mark appears. Tips: To print the tax bills from the beginning, clear the check box. Enter the Last Account value when you specify Restart. When you restart the tax bills, be sure to use all of the same prompt options that you originally specified.
  Last Account	If this is a restart, enter the Tax Account Number for the last tax bill that printed properly and the program will start printing at the next tax bill.
  Printer	Displays the default printer number.  For more information, see Printing Options.
  	To generate the report, click Print or press [ENTER] if the button is in focus. Keyboard shortcut: [ALT + p]
  	To escape from the print routine, click Cancel. Keyboard shortcut: [ALT + c]

• At the print alignment prompt window, choose the selections.  To see the prompt options, click More.

  The alignment page prints XXXs, nines and zeros in key areas to help you align the tax bills on your printer.  After the alignment page prints, the program displays the Print Test Alignment prompt again.  Then you can print the tax bills by clicking No.

  Example:

  Print Alignment Prompt Options
  	To print a page with an alignment test pattern before printing the tax bills, click Yes, or press [ENTER] if the button is in focus. Keyboard shortcut:  [ALT + y]
  	To print the tax bills without printing an alignment page, click No. Keyboard shortcut:  [ALT + n]
  	To print the tax bills without printing an alignment page, click Close.

• To see the tax bill and summary page samples, click More.

  Example:  Tax Bill Alignment

  Example:  Tax Bill

  Selection Parameters for this Report Sample:
  Billing Option = Two Bill System	Current Billing = 2
  Account Number Range = A0043p to A0295P	Machinery = selected
  Watercraft = selected	Furniture/Fixture = selected
  Misc/Other = selected	Sort By = Account Number
  Tax Year = 2003	Interest Rate = 1.50% MONTHLY
  Per Annum = 18% ANNUAL	Interest Date = 06/01/2004 INT
  General Tax Rate = 18.50	School Tax Rate = 2.00
  County Tax Rate = 1.00	Total Tax Rate = 21.50
  Billing 1 Due Date = MAR-01-2003	Billing 2 Due Date = SEP-01-2003
  Billing 3 Due Date = blank	Billing 4 Due Date = blank
  Print on All = PERSONAL PROPERTY TAX BILL	Office Hours 1 = MON - THUR: 8AM TO 5PM
  Office Hours 2 = FRI:  10AM TO 3PM	Office Hours 3 = SAT & SUN: CLOSED
  Subtotal By Letter = N	Message Line 1 = WITHOUT STATE AID FOR EDUCATION AND STATE
  Message Line 2 = REVENUE SHARING, YOUR TAX BILL WOULD HAVE	Message Line 3 = BEEN 59% HIGHER.
  Message Line 4 = *** NO GRACE PERIOD BEYOND THE 15TH ***	Restart Value = not selected
  Last Account = blank	Printer = 5
  Table Settings for this Report Sample:
  TXFORM Table = N (new)	TBDIST Table = 50.00, 50.00
  TXOPTION Table = YES	TXPRINT Table = NO
  PPBILL Table = M MACHINERY, F FURN/FIXTURE, W WATERCRAFT, O MISC/OTHER
  Company Control Options for this Report Sample:
  Separate Tax Bill Revenue $ = N

  Example:  Tax Bill Summary for First Billing

  Example:  Tax Bill Summary for Second Billing

• To see descriptions of the tax bill fields, click More.

  Notes:

  • For the first billing, the program prints the personal property data from the Assessing module.  For any subsequent billings, the program prints the data from the Tax Billing module.

  • The layout of the tax bills can vary among installations.

  Personal Property Tax Bill Fields
  Print on All	Prints the specified global message. Note:  For some installations, this contains the headings for the General, School, and County Tax Rates.
  Tax Year	Prints the specified Tax Year.
  Tax Rate - General	Prints the specified General Tax Rate. Note:  This amount is used to calculate the General Tax Due for the Year.
  Tax Rate - School	Prints the specified School Tax Rate. Note:  This amount is used to calculate the School Tax Due for the Year.
  Tax Rate - County	Prints the specified County Tax Rate. Note:  This amount is used to calculate the County Tax Due for the Year.
  Tax Rate - Total	Prints the specified Total Tax Rate. Note:  This amount is used to calculate the Total Tax Due for the Year.
  Tax Account Number	Prints the Tax Account Number.
  Machinery Value	Prints the Machinery Value if specified. Note:  You can tailor this field name and the abbreviation in the PPBILL Table, therefore the report field name may not match the documentation.
  Furniture & Fixture Value	Prints the Furniture & Fixture Value if specified. Note:  You can tailor this field name and the abbreviation in the PPBILL Table, therefore the report field name may not match the documentation.
  Watercraft Value	Prints the Watercraft Value if specified. Note:  You can tailor this field name and the abbreviation in the PPBILL Table, therefore the report field name may not match the documentation.
  Miscellaneous Value	Prints the Miscellaneous Value if specified. Note:  You can tailor this field name and the abbreviation in the PPBILL Table, therefore the report field name may not match the documentation.
  Location	Prints the Lot Location Street Number and Lot Location Street Name.
  Total Tax Due for the Year	Total Tax Due = [Machinery Value + Furniture & Fixture Value + Watercraft Value + Miscellaneous Value] X Tax Rate Total/1000 Note:  Only the values specified at the prompt are used in the calculation.
  General Tax Due for the Year	General Tax Due =  [Machinery Value + Furniture & Fixture Value + Watercraft Value + Miscellaneous Value] X General Tax Rate/1000 Notes: Only the values specified at the prompt are used in the calculation. This value prints only if you specified Y(es) for Separate Tax Bill Revenue $ in the Company Control Options for the Tax System.
  School Tax Due for the Year	School Tax Due =  [Machinery Value + Furniture & Fixture Value + Watercraft Value + Miscellaneous Value] X School Tax Rate/1000 Notes: Only the values specified at the prompt are used in the calculation. This value prints only if you specified Y(es) for Separate Tax Bill Revenue $ in the Company Control Options for the Tax System.
  County Tax Due for the Year	County Tax Due =  [Machinery Value + Furniture & Fixture Value + Watercraft Value + Miscellaneous Value] X County Tax Rate/1000 Notes: Only the values specified at the prompt are used in the calculation. This value prints only if you specified Y(es) for Separate Tax Bill Revenue $ in the  Company Control Options for the Tax System.
  Message Lines 1-4	Prints the text specified for Message Lines 1 through 4.
  Office Hours Lines 1-3	Prints the text specified for Office Hours Lines 1 through 3.
  Owner Information	Prints the following assessed owner information: Owner Name 1 Owner Name 2 Address 1 Address 2 City State Zip Code (Postal Code)
  Interest Rate	Prints the specified Interest Rate text. Note:  This value does not affect any calculations for interest charges.
  Per Annum	Prints the specified Per Annum text for the interest rate. Note:  This value does not affect any calculations for interest charges.
  Interest Date	Prints the specified Interest Date text. Note:  This value does not affect any calculations for interest charges.
  Billing Date 1-4	For each billing that applies, prints the specified Billing Date text.
  Tax Amount 1-4	For each billing that applies, prints the Tax Amount calculated. Tax Amount = Total Tax Due for the Year X % in TBDIST table Note:  If the TXOPTION table is set to YES, and this is the first billing, this prints the net tax due, which subtracts prepayments.  Prepayments are represented by a negative balance in the Balance for Current Year.
  Amount Due	Prints the calculated amount due for this billing. Note:  If the TXOPTION table is set to YES, and this is the first billing, this prints the net tax due, which subtracts prepayments.  Prepayments are represented by a negative balance in the Balance for Current Year.
  Legend	The legend lists the abbreviation and the field names for Machinery Value, Furniture & Fixture Value, Watercraft Value, and Miscellaneous Value. Note:  Because you can tailor these field names in the PPBILL Table, the field names in the legend may not match the documentation.

• To see descriptions of the summary page fields, click More.

  Personal Property Tax Bills Summary Page Fields
  Total # of Bills	Prints the number of tax bills printed.
  First Bill Amount Due	For the first billing, prints the total amount due for all of the printed tax bills.
  Second Bill Amount Due	For the second billing (if applicable), prints the total amount due for all of the printed tax bills.
  Third Bill Amount Due	For the third billing (if applicable), prints the total amount due for all of the printed tax bills.
  Fourth Bill Amount Due	For the fourth billing (if applicable), prints the total amount due for all of the printed tax bills.
  Total # of Pre-Paid Bills	Prints the number of printed tax bills with prepayment amounts.
  Total Pre-Paid Amount	Prints the total pre-paid amount for the printed tax bills.
  Total Tax	Prints the total tax amount for the printed tax bills.