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This report provides information about the adjustments to school districts' frozen levies that have been mandated by the 2007 Texas State legislature (HB5). These adjustments 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. A separate process will update the ACT 7 database with the adjusted ceilings. This process will also run as part of supplement/correction loads.

Before running this report, 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.  The report assumes that the two preceding years (2005 and 2006) have frozen account data in the production tables.

These client preferences must be considered:

NI_LOCAL_PCT:  Obsolete as of January 2008

FREEZE_ADJ_LOCAL_PCT: Obsolete as of January 2008

For each account having a frozen levy in 2005, the following information is given, in addition to the certified owner:

• 2005 Levy (from the Receivable screen). This may include agricultural and non-qualifying values in addition to homesite values.
• 2005 Homesite Levy.  This is the lower of the calculated homesite levy or the 2005 frozen levy
• 2005 Frozen Levy (from the Frozen Amount screen)
• 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.
• Adjusted Taxes for 2005.  This is the lesser of:
• The value derived from multiplying the 2005 homesite levy times (2006 tax rate/2005 tax rate).  The value of 2006 tax rate/2005 tax rate is labelled RF1 on the report (this occurs if RF1 is less than 1.0) OR
• The 2005 homesite levy value  (this occurs is RF1 if greater than 1.0)
• Ceiling Adjustment for New Improvement. This is the tax levy imposed on any 2006 new improvement value on the account. The client preference FREEZE_ADJ_LOCAL_PCT is considered.
• Adjusted Tax Ceiling for 2006. This is the Adjusted Taxes for 2005 + Ceiling Adjustment for New Improvement
• Adjustment Impact 2006. This is the different between 2005 Homesite Levy and Adjusted Tax Ceiling for 2006
• 2006 Homesite Levy. This is the lower of the 2006 calculated homesite levy or the 2006 frozen levy
• New Improvement for 2007.  This is the tax levy imposed on any 2007 new improvement value on the account.
• Adjusted Ceiling for 2007. 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)
• Adjusted Impact 2007. This is the difference between the 2005 Homesite Levy and the 2007 Adjusted Ceiling.

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 line, batch menu no. 1917.
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 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.
7. Click Submit Job to start the process.
8. Click OK on the "OK to Submit Job" pop-up screen.
9. See Previewing and Printing Reports. When the process is complete, start and end times will appear.
10. After verifying the data on the report, run the Freeze Adjustment Process to update the database with the new adjusted frozen levies.