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This report provides a list of accounts whose freeze levies were changed during a specified date range and that also have a freeze in the current year in the ACT 7.0 production database.  The report looks at the current year and the two most recent prior years. The report looks at changes made for the prior years, not for the current year.

This report lists, for each account, the years having freezes that were changed, certified owner name, tax unit, frozen levy, base levy, and the change date (this date is not given for the current year because the report looks at changes made for the prior years).

Tax offices should research these accounts and then run the appropriate freeze adjustment processes, Freeze Adjustment Process (batch menu no. 1918),  Freeze Adjustment Process - No History Available (batch menu no. 1920) and Freeze Adjustment - 2006 Start Year (batch menu no. 1921).

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 appea
2. Click on the Freeze Accounts Updated in Prior Year line, batch menu no. 1922.
3. Press Enter. The parameter screen for this report appears.
4. Enter your tax office's Client ID.
5. Enter the Current Tax Year for which you want to see freeze information.
6. Enter the Begin and End Change Dates.  The program looks at the dates of the last changes made on the Frozen Amount screen.
7. (optional) In the Tax Unit(s) field, enter a tax unit number or leave it blank to look at all units that accept freezes.
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.