Adding a New Tax Unit

Last Revised:  July 3, 2019

Authorized users can add a new tax unit on the Tax Unit Maintenance screen.  

Note:  If you begin adding a new unit, then decide to leave the screen without saving the information you will get a 'record must be entered or deleted first' message.  To avoid this, click Record on the menu bar at the top of the screen, then Clear.

User Entitlements

The following user entitlements are used on this screen. They are part of the Manage SI Jurisdictions task, which is part of the SI Client Admin job. See Tasks, Entitlements, and Jobs for more information.

SI_SECURITY_MAINTENANCE: Use the Maintenance screen (depending on user entitlements for the individual options).

SI_ACT8038V: Ability to query the Tax Unit Maintenance screen

SI_TAX_UNIT_MAINT_UPDATE: Ability to make changes/additions to tax units

  1. From the Main Menu, click the Maintenance tab, then double-click Tax Unit Maintenance.  A blank Tax Unit Maintenance screen will appear.
  2. Press Ctrl+Q to leave search (query) mode, or,

If information for an existing tax unit is displayed on the screen, press F6 to get a blank screen.

  1. Enter a Tax Unit number.
  2. Enter the Year to be associated with the tax unit.  To have a tax unit apply to multiple years, you need to add a tax unit for each year.

Note: Remember that tax units are not normally added for the current Special Inventory year. The exceptions to this are the refund, fines/penalties, and NSF tax units that are specially set up by each tax office-— these must be for the current year.

  1. (Optional) Enter a Tax Rate. Remember that tax rates are not available for the current Special Inventory year, since the factor and tax rate for the current year are based on the previous year's data.
  2. Enter a Type.  This is required for refund tax units (overpayments are OWN_RFD and disbursements to the Appraisal District are APPR_RFD), fines/penalties units (these are FEES type), and returned item charges (NSF_FEES).  Fines/penalties and NSF units must be numbered 9000 or higher.
  3. Enter the name, address, phone numbers, and tax assessor name for the unit, if applicable.
  4. (Optional) Enter information in the Contact Information section. Currently this is used only for Bexar County's TaxLedge SIT remittance letters.
  5. Click the Save button on the toolbar.