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Introduction The Tax Inquiry has been designed to give you essential information about each property. This is available through the Cash Receipts Menu as well as in the Cash Receipts Entry screen. There are several tabs along the top through which you can access a different aspect of the Roll. There is also a Search button for finding an existing roll. At the bottom exists a group of buttons that function as a record selector. If you wish, rather than use the search button, you can manually scroll through the different rolls in the system using the record selector controls. The records will be in the order according to the Sort by field in the bottom right corner of the screen. Unless you used the Inquiry button from the Tax tab of the Cash Receipts Entry form, the first screen you see when you go into the Tax Inquiry is the Search screen. Use this to find the roll you need by choosing a roll from one of the lists.
Inquiry It is useful to be able to look up the current status of any roll. The Inquiry tells you the outstanding amount for each property. There are four different views: Transactions, Distributions, Due Date and Postdated Cheques. These views are described below. Transactions
The transaction view shows a list of events that are easy to explain. A property owner looking at this screen will quickly understand what they were charged and how their payments were applied; however, the Amounts to not add up to the total. Note: The asterisk denotes a pending transaction. Distributions
This screen shows all transactions. This is used when the property owner does not understand why the Transactions screen does not add up. For some reason, the Credit Taken entries seem to confuse many people, so we have made them available, but they do not show up by default. Installments
The Installments screen simply shows the current outstanding amounts with their due dates. If more than one batch was run, then you could see multiple Interim First entries. There will be one per batch. Final and Supplementary billings will appear here as well if the current roll was included in those billing runs. Postdated Cheques
If any postdated cheques have been received for this roll, then they will be listed here. When a postdated cheque is processed during the End of Day routine, the cashier will probably change then, but for now, the cashier listed is the person who entered the receipt.
To change the information of someone associated with a Roll number, perform the following steps: 1. Bring up the Tax Inquiry. Changing the Owner
1. Click the Delete All button. A Roll must have a name/occupant with a sequence number of 001 and an occupancy status of Owner for a bill to be generated and for them to appear on the Collector's List.
This is just the mailing address. This can change during the SAS Update, and you can use the Address Changes form and report to view a list of the addresses that have changed addresses. That report is useful to send to the Municipal Property Assessment Corporation rather than writing them all out by hand. This will make sure no addresses are missed.
This screen contains the voting and location information. Most municipalities use the Street Name, Street Number, Direction, and Unit Number for the 911 addresses. The problem is this data is overwritten during the SAS update. If the data is wrong or incomplete, then someone has to re-key it in. Instead, the Baker and Associates 911 system will keep track of the 911 addresses and will update the data on this screen when instructed. As well, the 911 system can maintain more than one 911 address unlike this screen which can only track one location. This is important for rolls that have more than one driveway like a ski hill that has one main driveway and another to a maintenance shed.
The information here indicates the value and tax billing information on each property or portion. Some of the fields are described below:
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[Cash Receipts] [Receipt View] [Tax Inquiry] [Water Inquiry] |
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