AA505HI – Report Of Top TAXPAYERS

 

This report lists Tax, Land area, Assessed value and Taxable value by Tax Payer Groups. Tax Payer Groups are groups of OWNDAT records which may have different names or addresses. They are set up using the AEDIT (SY11) screen and OWNDAT.LINK field.

 

The report includes or excludes report lines and can be printed in different sequences based on the parameters entered.

 

There are five reports that have the same format but different contents. All five reports are generated in the same run and consist of:

 

·      Report 1: Total Real Property Taxes (over $xxxxxx). Parameters: Minimum Tax Due Amount, Maximum number of report lines, Owner Type1, Parcel Type to be excluded.

·      Report 2: Total Real Property Land Area (over xxxx sq. ft.). Parameters: Minimum Land Area, Maximum number of report lines, Owner Type1, Parcel Type to be excluded.

·      Report 3: Total Real Property Assessed Value (over $xxxxxx). Parameters: Minimum Assessed Value, Maximum number of report lines, Owner Type1, Parcel Type to be excluded.

·      Report 4: Total Real Property Taxable Value (over $xxxxxx). Parameters: Minimum Taxable Value, Maximum number of report lines, Owner Type1, Parcel Type to be excluded.

·      Report 5: Total Real Property Tax, Land Area, Assessed Value, Taxable Value (Tax Due over $xxxxxx OR Land Area over xxxx sq. ft. OR Assessed Value over $xxxxxx OR Taxable Value over $xxxxxx). Parameters: Minimum Tax Amount, Minimum Land Area, Minimum Assessed Value, Minimum Taxable Value, Maximum number of report lines, Owner Type1, Parcel Type to be excluded.

 

NOTE:  The specific fields with permissible entries to be filled in or left blank are listed below. Ignore fields that are not in the list next to the screens.

Figure 1. SY41 (TOP)

Figure 2. SY 41 (BOTTOM)

 1. Job: Report name should always appear here. For example, AA505HI.

 2. Server Name: Keep the server name that first appears.

 3. Printer_Name: Select a valid printer or keep the displayed printer if one is present.

 4. Jurisdiction: Enter your jurisdiction.

 5. Tax Year: Enter the current Tax Year.

 6. Spool File Name: Enter the spool file name. (Enter .PDF file extension for PDF formats.)

 12. ALT2: Enter Restrict3 values in single quotes separated by commas to exclude these types of parcels. For example: ‘C’,’H’ (C = condos, H = Hawaiian homelands).

 13. FCU: Formatting code. Enter the format to be used. Valid types for this report: HPLL132 (default), HPLL132D, or PDF.

 14. WHERE_STMT: Enter Owntype1 in single quotes separated by commas. Default is ‘IA3’,’1A’.

 16. ORDER BY: Order can be ascending (asc) or descending (desc). If only the number (2 to 8) is entered, that number defaults to ascending order. Choose from 14 sort codes:

2 ASC:    Sort by Owner, ascending order.

2 DESC: Sort by Owner, descending order.

3 ASC:    Sort on Taxes (For Report 1), Area (Report 2), Assessed Value (Report 3), Taxable Value (Report 4), No Report 5, ascending order.

3 DESC: Sort on Taxes (For Report 1), Area (Report 2), Assessed Value (Report 3), Taxable Value (Report 4), No Report 5, descending order.

4 ASC:    Sort by total taxes, ascending order.

4 DESC: Sort by total taxes, descending order.

5 ASC:    Sort by area, ascending order.

5 DESC: Sort by area, descending order.

6 ASC:    Sort by assessed value, ascending order.

6 DESC: Sort by assessed value, descending order.

7 ASC:    Sort by taxable value, ascending order.

7 DESC: Sort by taxable value, descending order.

8 ASC:    Sort by Number of parcels by Tax Payer Group, ascending order.

8 DESC: Sort by Number of parcels by Tax Payer Group, descending order.

Examples:

To sort by group xxxxx with highest value on the first line of each group: 3 desc. (Group here means data group - i.e., report data columns for taxes, area, Assessed Value or Taxable Value).

The default is 3 desc. See the code shown in Order By Setup below for further details.

 17. PARAM1 Taxable Amts Over:

Enter the minimum Taxable Amount to include. All owners having taxes over this entry will be included. Default is 100,000.

 18. PARAM2 Square Feet Over:

Enter the minimum Square Footage or Land Area to include. All owners with square footage, or land area over this entry will be included. Default is 25 million sq. feet.

19. PARAM3 Assessed Value Over:

Enter the minimum Assessed Value or Minimum Taxable Value to include. All owners with assessed values over this entry will be included. Default is $30,000,000.

 20. PARAM4 Display # of Rows:

Number of rows to print per category. Default is 999,999.

 21. PARAM5 Rolltype(RP/GV/ALL):

Enter a valid rolltype. Or leave blank or enter “ALL” to report on all rolltypes.

 

Press [Submit Job]. The system will notify you when the report is finished.


Parameter examples for the different reports

Parameter

Description

Report 1

Report 2

Report 3

Report 4

Report 5

JUR

 ‘4’ for Kauai

All parcels belonging to selected Jurisdiction.

TAX YEAR

2002

All parcels belonging to selected Tax Year.

ALT ID2 (Parcel type)

Restrict3 code, i.e., ‘C’, ‘H’

All parcels that have (PARDAT.RESTRICT3) NOT IN (PARAM.ALTID2)

PARAM1

Minimum Tax Amount, i.e., 10000. Default is 100,000.

SUM (ADJUST.AMOUNT) > = PARAM.PARAM1

 

 

 

{[SUM (ADJUST.AMOUNT) > = PARAM.PARAM1] OR

[SUM (LAND.SF) > = PARAM.PARAM2)]

OR

[SUM (ASMT.VAL11) > = PARAM.PARAM3]

OR

[SUM (ASMT.VAL13) > = PARAM.PARAM3)]}

AND

[COUNT (Report Lines) >= PARAM.PARAM4]

 

PARAM2

Minimum Land Area, i.e., 1000. Default is 25 million

 

SUM (LAND.SF) > = PARAM.PARAM2)

 

 

PARAM3

Minimum Assessed OR Minimum Taxable value, i.e., 50000. Default is 30 million.

 

 

SUM (ASMT.VAL11) > = PARAM.PARAM3)

SUM (ASMT.VAL13) > = PARAM.PARAM3)

PARAM4

Maximum number of report lines, i.e., 20.

Default is 999,999.

COUNT (Report Lines) >= PARAM.PARAM4

COUNT (Report Lines) >= PARAM.PARAM4

COUNT (Report Lines) >= PARAM.PARAM4

COUNT (Report Lines) >= PARAM.PARAM4

PARAM5

Roll Type, i.e., RP. Default is “ALL”.

All parcels belonging to selected Rolltype.

WHERE STMT

Owner Type1, i.e., ‘1A3’, ‘1A’

All parcels that have (OWNMLT.OWNTPE1) IN (PARAM.WHERE_STMT)

Order By Setup

ORDER BY

 

2 Asc/Desc

Owner Name

3 Asc/Desc

(Default)

Tax Amount

Area (Sq. Ft.)

Assessed Value Amount

Taxable Value Amount

Not used

4 Asc/Desc

Tax Amount

5 Asc/Desc

Area (Sq. Ft.)

6 Asc/Desc

Assessed Value Amount

7 Asc/Desc

Taxable Value Amount

8 Asc/Desc

Count of Number of Parcels by Tax Payer Group

Report Sample

Report 1. Minimum taxes breakout (Sorting on total taxes).

Report 2. Minimum area breakout (Sorting on total area).

Report 3. Minimum assessed value breakout (Sorting on assessed value).

Report 4. Minimum taxable value breakout (Sorting on taxable value).

Report 5. Taxes by name


Setup

The following SY11 screen shows how different owners can be grouped together as one owner. In the first row owners A and BHI are combined in the LINK field of the OWNDAT/OWNMLT table as “A&BHI”. They will be reported as one entity called A & B – HAWAII INC in the report:

 

 

Updated 7/21/2006