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This report and process updates the ACT 7 CAD tables with the adjusted freeze levies were mandated by the 2007 Texas Legislature (HB 5).  These adjustments to school districts' frozen levies are being made to provide senior citizens with the same tax cut benefits that were made available to taxpayers who do not have frozen levies. The freeze year is updated to 2007 for those accounts whose frozen levies were changed.

This process updates those accounts whose freeze year is 2006.  For accounts having earlier freeze years, run the Freeze Adjustment Report and the Freeze Adjustment Process.

Before running this process, tax rates for 2007 must be entered into ACT 7.  If you want to report new improvements for the new year, these should be loaded into the CAD tables. The 2007 frozen account data must also be in the CAD tables.  Accounts that had a freeze in the CAD tables but were not compressed are listed at the end.

For each account having a frozen levy in 2006, the following information is given:

• Certified Owner Name
• 2006 Frozen Levy (from the Frozen Amount screen)
• 2006 Levy (from the Receivable screen). This may include agricultural and non-qualifying values in addition to homesite values.
• 2006 Homesite Levy. This is the lower of the 2006 calculated homesite levy or the 2006 frozen levy
• 2007 New Improvement.  This is the tax levy imposed on any 2007 new improvement value on the account. The client preference NI_LOCAL_PCT is considered.
• 2007 Adjusted Ceiling. This is the lesser of:
• The value derived from multiplying the 2006 Adjusted Tax Ceiling times (2007 tax rate/2006 tax rate) + Ceiling Adjustment for 2007 New Improvement.  The value of 2007 tax rate/2006 tax rate is labelled RF2 on the report.  (This occurs if RF2 is less than 1.0) OR
• The 2006 Adjusted Tax Ceiling + Ceiling Adjustment for 2007 New Improvement (this occurs if RF2 is greater than 1.0)
• 2007 Adjusted Impact. This is the difference between the 2006 Homesite Levy and the 2007 Adjusted Ceiling.

These client preferences must be set:

NI_LOCAL_PCT:  Obsolete as of January 2008

FREEZE_ADJ_LOCAL_PCT: Obsolete as of January 2008

User Entitlements

The following user entitlements must be set for each user who needs access to the Batch Menu and Batch Request screens. They are part of the Run Batch Processes task.  See Tasks, Entitlements, and Jobs for more information. The user entitlement for each batch menu no. mentioned below must be set to Y for each authorized user. Batch menu nos. default to N when they are added.

BATCH_MENU - access to the Batch Menu to generate the reports.

BATCH_REQUEST - access to the Batch Request screen to see the reports.

To run this process:

1. From the Main Menu, click on Products, then Batch Products.  The ACT Batch Menu will appear.
2. Click on the Freeze Adjustment Report - 2006 Freeze Start Year line, batch menu no. 1921.  
3. Press Enter.  The parameter screen for this report appears.
4. Enter your tax office's Client ID.
5. Enter the Year in CAD Tables. This should be the most recent year or, for certified loads, the year of the new tax rates.
6. In the Process Option field, enter E for edit or U for update.
7. In the Staging Tables Request Seq. No. field, enter the request sequence number generated when you loaded the name change file to the staging tables or leave the default of 0 if you do not use multi-request sequence numbers.
8. Click Submit Job to start the process.
9. Click OK on the "OK to Submit Job" pop-up screen.  
10. See Previewing and Printing Reports. When the process is complete, start and end times will appear.
11. The updates created by this process are made in the CAD tables.  At the current time, the next thing you should do is  run the Regenerate Receivable CAD process (batch menu 719) to recreate the receivables and adjust the receivable levies.  When you run this, set the 'Do You Want to Regenerate the Frozen Records' parameter to N.