tx401 - Batch tax Calculation

The Tax Calculation Program calculates the charges for the next collection cycle.

See Tax Calculation and Rollover Flow Diagram for more information on this report.

Special Instructions: Florida Counties will be required to update the DUPLYR on TX43 prior to executing the TX401 program. A screen shot is provided below with details.

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, TX401.

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 TX401.LIS to create the file in text format.

7. Beginning Date: Enter the effective date.

8. Ending Date: Enter the business date (both are usually the same for the tax calculation.)

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. ALT ID1 (Y/N): Enter Y to update TEDUPLYR.CALCDATE when using IDLIST or RANGE option. Default is N.

12. ALT ID2 (Y/N): Enter Y to remove abstract freeze.

17. PARAM1 ROLLTYPE: The valid roll types to include on the report.

18. PARAM2 BILL ROLL: Enter billroll. This parameter is only for Pennsylvania clients.

19. PARAM3 UPDATE PROCESS NAME:

` If “Y”, process name (TAX CALC) updates ASMT, SASMT, LEGDAT, and AGVAL tables.

If “N”, process name (TAX CALC) updates only ASMT and SASMT tables. Default is “Y”.

20. PARAM4 CALC CHARGE FLAG(Y/N):

If “Y” it will call CALC CHARGE to create TX12 (CHARGE) records.

If “N”, the user needs to run TX451 with the appropriate parameters. See TX451 Run Guide. Default is “Y”.

21. PARAM5 PROCESS NAME TO UPDATE ASMT_ALL:

Enter the process name previously used.

Figure 2. SY 41 (BOTTOM)

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

Florida Client Special instructions:

The following steps MUST be taken prior to running this update:

1. Make sure TEDUPLYR on TX43 is set to the current tax year for each rolltype.

2. If you have done tax calculation tests in production, you will need to clear out the ‘calcdate’ in TEDUPLYR on TX43 for each rolltype.

3. If you have done tax calculation tests in production, you will need to clear any records from the ADJUST and CHARGE tables for the current tax year. It will also be necessary to clear the procname and procdate. This is updated by the program and will appear in ASMT and ASMT_HIST as ‘TAX CALC XXXX’ where XXXX is the current tax year.