DR520FLLEO - Tax Roll Program

NOTE: Funds with no rate entered on RT12 will not show on the tax roll.

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, DR520FLLEO. 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 DR520FLLEO.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 ZZ for all parcels. If ID1 = IDLIST, enter the SETNAME of the IDLIST. 11. ALT1: Enter ‘Y’ (Yes) if process should check for Procname = FINALYYYY. Else, ‘N’ (No) and process will only check the ASMT table where Cur = ‘Y’. 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 DIST’.

Figure 2. SY 41 (BOTTOM)

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

An explanation of the DR520FLLEO 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.

2. If Alt ID 1 = ‘Y’, the program will only include parcels that have a PROCNAME on AA13 of ‘FINALYYYY’ where YYYY is the tax year (i.e.‘FINAL2001’).

If Alt ID 1 = ‘N’, the program will include all parcels in the ASMT table where Cur = ‘Y’ and Tax Year is equal to the year entered in the Tax Year Param.

NOTE: Funds with no rate entered on RT12 will not show on the tax roll.

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 7/21/2006