Introduction

This wizard steps you through creation of Notices of Arrears.  Since most tax collectors send out more forceful letters as the arrears get older, you can create separate letter for each Arrears level and you must print them each separately.  If you only want to send out notices to rolls with third year arrears, this will save you time.  You can also change the report title at will.

While this page breaks the wizard down into 5 steps, if you have already selected your options,  are happy with the existing letters, and have assigned letters to their proper Arrears level, then you can skip Steps 2 and 3.  No matter what, you will always begin at Step 1.
 

Step 1:  Tax Notice Selections

To get to step 2, you have to click on the Options button.  Step 3 is accessible via the Notices button; however, if your options and notices have already been set up, you could just select an arrears level and click the Next button to go directly to Step 4.

It is important to note that if you select the third year arrears level, then the notices available will only contain rolls with third year Arrears.  The second year arrears level will produce notices for only rolls that have second year arrears, but not third year arrears.  It follows that the first year option will generate a report with roll with first year arrears but not second or third.  finally, the Current option will make notices for rolls without Arrears.
 

Step 2:  Options

There are 4 options from which to choose.  The first will determine how you want the list boxes sorted in the Step 3.  The report will also print out sorted according to this option.

The second option will determine whether or not you want registered properties to get a notice.  If you select Yes, only registered properties that are in the range of roll numbers that you select in Step 3 and that match the arrears level chosen in step 1 will be printed.

The third option will allow you to include rolls that have signed up for your Pre-Authorized Payment Plan.  If you do not allow PAP, ignore this option.

The final option is there for your convenience.  If you do not want property owners calling you or their Ward Councilor for receiving a letter reporting an outstanding amount of $0.82, then you can put a limit here.  If you choose a limit of 4, a rolls that owe exactly 4 dollars or less will not receive a letter.
 

Step 3:  Notice Letter Editor

A.  Adding, Editing, and Deleting Letters

This is the letter editor.  You can add in as many different letters as you wish, but you can only assign one letter to each arrears level.  To edit an existing letter, choose that letter by clicking on its name in the left pane then edit the body of that letter in the right pane.  You can add a new letter by clicking the New button then typing in a name for the new letter; the Delete button will delete the letter currently selected in the left pane.  Clicking the Assign button will open the window discussed in Section B for the currently selected letter.

Note: If no letters are selected in the left pane, as in the picture above, the first letter is showing and is the currently selected letter.
 

B.  Assigning Letter Arrears Level

Clicking the Assign button from the Notice editor will bring up the screen on the right.  The currently selected notice shows on this screen in the white box near the top.

Once on this screen, just choose the desired arrears level for which you want to send a Notices of Arrears with this currently selected letter at the bottom.  You can also stop it from being put onto any Notice of Arrears by choosing Unassigned.  You can only assign one letter to each Notice Assignment level.  To set the Notice Assignment for another notice, you will have to go back to the Notice editor, select another letter from the list on the left, and click the Assign button again.

Clicking the Assign button always sends you back to the Notice Letter Editor.  Once all letters have been entered and assigned, you can close the Notice Letter Editor using its Close button or the x in the top right corner and proceed to Step 4.
 

Step 4:  Selecting Rolls

This screen allows you to choose a range of roll numbers that you want to receive a notice.  You will get to refine your choices in the next step, but this is a quick way to cut down on the number of rolls that appear if you want to process them by municipality, division, or subdivision.  By default the first and the last rolls in your roll book have been selected.  All rolls within the range you chose that also match the chosen arrears level will show up on the next screen. 
 

Step 5:  Print the Notices of Arrears

This screen allows you to fine tune your selection of rolls.  All properties that are overdue according to your Notice Option selection in step one, and that are within the range of rolls that you selected in the previous screen, step four, will appear in the list.  If there are some rolls that you do not wish to receive a letter, make sure to remove the check mark in the box beside their name.  If the check mark is removed, a letter will not be printed for that owner.  When you are done choosing which to print, click the Finish button to view the report on the screen.