tx404 - End of Year Tax Charges Rollover Program Batch tax Calculation

 

The End of Year Tax Charges Rollover Program (TX404) prepares the system for the next year of tax collection by transferring the records of unpaid accounts to the next tax collection year, indicated by the input parameter.

 

The program cycles through each parcel with a tax due and sets the tax year on the corresponding records to the new year of collection. The PRIORYR field in the record remains set to its current year, indicating to the system that the record represents delinquent taxes. The program also rolls the tax due records for each parcel to the next processing year.

 

Program will also roll records maintained on TX13 (Tax Adjustment Maintenance) and TX14 (Tax Refund) if TX14 Roll (PARAM5) is set to ‘Y’.

 

If Unsettled Roll (PARAM4) is set to ‘Y’ the program will roll all DT12 (Tax Claim and Charges Maintenance) records regardless of paid status if the Settleflag is null.

 

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

 

The program will also roll additional parcel level tables:

Always Rolled

Rolled if Unsettled Roll = ‘Y’:

DEFTAX

 

·                            All ADJUST records where SETTLEFLAG IS NULL.

·                            TAXADJ Rolled if PARAM5 = “Y’

·                            TAXREF

·                            TAXREFDET

 

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, TX404.

 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 rollover tax year (New tax year).

 6.    Spool File Name: Enter TX404.LIS to create the file in text format.

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

 16. ORDER BY: Enter Settleflags to check for. If they exists for rolled over records, they will error out and produce a list of parcels. (Enter Settleflags in quotes separated by commas, e.g., 'H', 'T'). (Ohio specific.)

 17. PARAM1 ROLLTYPE: Enter one rolltype to roll-over to the new year or leave null to roll-over all rolltypes.

 18. PARAM2 UPD COUNTY.DUPLYR:

          Update current cycle on the county record. (Used in Soil Valuation.) Default is “N” (No).

 19. PARAM3 CALCULATE TX12(Y/N):

          Yes/No flag to indicate recalculation of CHARGE records is to take place. Default is “Y” (Yes).

 20. PARAM4 UNSETTLED ROLL(Y/N):

          In addition to unpaid parcels if ‘Y’ then the program will roll unsettled parcels and update REFYR (OHIO). Default is “N” (No).

 21. PARAM5 TX14 ROLL(Y/N):

          Rollover TAXADJ, TAXREF, TAXREFDET to the new year.

          Enter "Y" to roll the TAXADJ table and the refund tables.

          Enter "TAXADJ" to roll only the TAXADJ table, but not the refund tables.

          Enter "REFUND" to roll only the TAXREF and TAXREFDET tables for refunds, but not the TAXADJ table.

          The Default is “N” (No) so that none of these three tables are included in the rollover.

 

Figure 2. SY 41 (BOTTOM)

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

 

NOTES:

The program will reset the TEDUPLYR record to indicated the next processing year if a FEEDEF ‘ORG’ record is found for the tax year.

 

The following fields are updated if the a FEEDEF is found:

DUPLYR = new Tax Year

CALCDATE = NULL

CURCYLE = beginning cycle for new tax year

 

The following fields are update if no FEEDEF is found:

DUPLYR = new Tax Year

CALCDATE = NULL

 

Updated 6/12/2008