DR520 - Tax Roll Program

 

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)

 1.    Job: Report name should always appear here. For example, DR520.

 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 DR520.LIS to create the file in text format.

 9.    ID1: Enter the minimum Parcel ID to include in the report or zero to include all parcels. Enter IDLIST to run the report on a specific list of parcels.

 10. ID2: If ID1 = minimum Parcel ID, enter the maximum Parcel ID associated with the parcels to include in the report. If ID1 = zero, enter all nines for all parcels. If ID1 = IDLIST, enter the SETNAME of the IDLIST.

 13. FCU: Formatting code. Keep the default printer setting that is present when the screen appears. If blank, enter HPLP132.

 14. WHERE_STMT: Enter your desired report heading.

 17. PARAM1 ROLLTYPE: Enter ‘REAL’ for Real Estate or ‘PP’ for Personal Property.

 18. PARAM2 COUNTY: Enter county.

 19. PARAM3 SCHOOL: Enter school.

 20. PARAM4 CITY: Enter city.

 21. PARAM5 TAX DISTRICT:

          Enter tax district.

 

Figure 2. SY 41 (BOTTOM)

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

 

NOTE: To print a paper copy of the tax roll, execute the DR520PRINT program.

 

An explanation of the DR520 program follows:

 

  1. The comment on the top left hand corner of the report, below the date and run time, is the name that was entered in the ‘Where Statement’ on SY32.

 

  1. The program will only include parcels that have a PROCNAME on AA13 of ‘FINALYYYY’ where YYYY is the tax year (i.e.‘FINAL2001’).

 

  1. The program checks for a status code on OWNDAT (AA11) of ‘F’ to determine which ownership records to include.

 

  1. The taxes are calculated based on the information set up on the Tax Authority Maintenance screen (RT12).  After the taxes are calculated, the amounts for each authority are summed from the ADJUST table so that the total tax amount is shown on the report. An explanation of how to set up the Grouping Codes on RT12 and a screen capture follows:

 

County:             rtauth.substr (Grp 5, 2,2) = ‘01’ 

City:  rtauth.substr (Grp 5, 2,2) = ‘02’

School:  rtauth.substr (Grp 5, 2,2) = ‘03’

Tax District:  rtauth.substr (Grp 5, 2,2) = ‘04’

 

Example of Tax Authority Maintenance Screen (RT12) showing the placement of Grouping Codes.

 

 

The penalty tax is also found in the Adjust table. The TX02 screen shows a Summary page for each tax year and a Detail page for each tax calculation.  All records with an action of ‘BEG’ and a code of ‘PEN’ and where projno is NULL will be calculated for the penalty amount.  The screen captures below show where these fields can be found.

 

The total tax is the sum of the amounts from the Adjust table where action is ‘BEG’.

Example of Summary page showing location of Code and Action fields from Adjust table:

 

 

Example of the Details page showing location of the projno field:

 

 

 

A Special Assessment requires that a record be setup on the TR01 screen.  The det type should be ‘SASMT’ and the repdet should be the PROJNO.  The special assessment records would also require the PROCNAME be set to ‘FINALYYYY’ (i.e. sasmt.procname =FINAL2001).

 

An Exemption value requires the PROCNAME be set to ‘FINALYYYY’ (i.e., exval.procname = FINAL2001). Additionally, exemptions will satisfy the nvl(nvl(apother,exother),0) <> 0 criteria.

 

Updated 12/3/2007