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If a personal property owner applies past the freeport filing deadline, the owner is responsible for penalties equal to 10% of the base levy.  Use the Property Value Detail screen to enter either of these two penalties.

• Late Freeport Filing Penalty (FFL): A late fee assessed due to filing a late freeport application. The certified owner of the freeport goods is assessed a penalty of 10% of the difference between the levy calculated with the freeport exemption included and the levy as it would be calculated without a freeport exemption. ACT adds this penalty to the base levy and stores the amount on the Penalty Detail tab on the Receivable screen.
• Late Freeport Documentation Penalty: A late fee assessed due to filing documentation for a freeport application late. The certified owner of the freeport goods is assessed a penalty of 10% of the difference between the levy calculated with the freeport exemption included and the levy as it would be calculated without a freeport exemption.ACT displays this penalty to the base levy and stores the amount on the Penalty Detail tab on the Receivable screen. Penalties for all years are displayed on the Penalty Detail screen.

Note: ACT can link levy changes to the exemptions listed in the Tax Unit Maintenance Exemptions screen. Make sure the correct exemptions for each unit are listed in this screen.

The Freeport Allowed box must be checked in the Exemption tab of the Tax Unit Maintenance in order for freeport penalties to be calculated.

If an account has been written off due to a legal situation such as a judgment or bankruptcy, you will get a warning message if you try to make a levy change on the Account Master screen.

User Entitlements

The following user entitlements must be set for each user who needs to view, add or change exemptions on the Account Master screen. They are part of the Make Value and Levy Account Master Changes and View Only Major Screens tasks.

Users having any job can view this screen. Changes can be made with the CAD Changes Save and Calc AG Rollback job.  See Tasks, Entitlements, and Jobs for more information.

ACT8002: Allow users to view the Account Master screens.

PRIOR_YEAR_BUILD: Allow users to click the Prior Year button.

ACCTM_SAVE_AND_CALC_BUTTON: Allow users to click the Save and Calculate button.

ACCTM_CHNG_DELQ_DATE_BUTTON: Allow users to click the Change Delinquency Date button and make changes to the dates.

ACCTM_ACCOUNT_DETAIL_UPDATE: Make changes on the Account Master Account Detail screen

ACCTM_PROPVAL_DETAIL_UPDATE Allow users to change and insert information on the Property Value tab.

Client Preferences

ROUND_VALUE_FACTOR: If you want exemption values rounded to the nearest $5.00 or $10.00, set this to 5 or 10.  If you do not want any rounding, set it to 1. This client preference is also used for taxable value amounts.

ADJUSTMENT_REFUND_TU,  ESCROW_DA_TU: to use refund money to pay off levy increases caused by adjustments, enter the escrow or refund tax units  (separated by comma) from which funds will be taken.

ADJ_REFUND_STATUS: To have refunds created by levy adjustments placed on hold automatically, set to OH. On hold refunds can be transferred to pay levy due as a results of an another adjustment.  To not have these refunds set on hold, it is best to expire the client preference.

ADJREF_OH_NAMECHANGE_EXISTS, ADJREF_OH_REF_EXISTS_SAMEYEAR, ADJREF_OH_REF_LARGERTHAN_1PAY, ADJREF_OH_REF_FOR_MULTIPAY: Set to Y to put adjustment refunds on hold (OH) at the time of the adjustment. To have these preferences take effect, ADJ_REFUND_STATUS must be expired.

CREATE_ADJUSTMENT_RECORDS: If this is set to N at the time an adjustment was created, any refunds generated by the adjustment will be put in the normal tax units, not the 8000 series of refund units.

CALCULATE_LEVY_YEAR:  If this is set to a prior year, you cannot recalculate levy for the current or future year. You can make the changes on the Account Master screens, but the Save and Calculate button will be disabled. You can use the Save (F10) button but this will not recalculate the levy.

MOVE_ADJUSTMENT_TO_OWNER: Set to Y to allow adjustment refunds to be assigned to the owner even if an alternate payer made the original payment. Set to N to keep the refund recipient and the payer the same.  

SMOOTH_DATES: Set to Y to extend the due date for all units even if only one unit had a change that required it; set to N to change the due date on only the single unit. This is valid starting with the 2005 tax year.

REFUND_PI_SWITCH: Set to Y to allow penalty & interest to be refunded; set to N to allow just levy to be refunded.

FRZ_ADJ_REFUND_TU: Enter the tax unit to use to store adjustment refunds on accounts with frozen levy.  This can be the same unit as used for ADJUSTMENT_REFUND_TU.

REVISION_CODE_REQUIRED: Set toY to require the Revision Code field to be filled in on the Property Value tab before you press Save and Calculate Levy; set to N to not require this.  Whatever is entered in this field is also put on the Revision field of the Receivable screen.

DEPCTL_OPERATOR: Enter the name to be put on deposit control records for RF deposits.  Expire this preference to use the user's login name.

USE_APPORT: Set toY to force users to use the Jurisdiction screen in the Account Master to make all value changes. The default setting isN, which allows users to make changes in the Property Value or Jurisdiction screens.

EXCLUSION_CODES: Enter the exemption codes that you want to display in the Exclusion column of the Receivable screen. The values for these exclusions will not be included in the appraised values of properties. The default is 'OSP,CAP'.

1. From the Main Menu, click the Account Status () button or select Inquiry, then Account Status, or click the Go To drop-down list and select Account Status.  The Account Status screen will appear.
2. If the account has carried over from a previous screen, go to step 3.  
   
   If the Account Number field is blank, enter the account number, press F8, then go to step 3.
   
   If you need to enter a different account number, press F7, key in the new account number, press F8, then go to step 3.

Note: If you don't know your account number, see Locating an Account.

3. On the Account Status screen, note the Gross Value, Base Levy, and Total Due amounts.
4. From the Go To list, select Account Master.  The Account Master Summary screen will appear.
5. If you need to view the summary of an account for a prior year, use the scroll bar on the right side of the screen. A popup will appear just before you get to the last year available if additional years have been archived (that is, moved to a different part of the database to allow faster querying in the main database).
6. If you want to view a year that is not available on the screen, follow the steps below:

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1. Click Prior Year(s).  
2. Click Prior Year Rebuild
3. Click Prior Year(s)
4. Using the drop-down list, select the year to view.  The list contains only those years that have been archived. If you want to see another year, key in that year in the year field.
5. Click OK. The Account Master Summary screen will display.

WARNING: If you want to view data for a paid account in a prior year and your tax office has had its paid account data loaded into ACT's archive tables, the property values and jurisdictions for the rebuilt year will be inserted. Please check them for accuracy. Enter any exemptions into either the Account Master Summary or Special Exemptions tabs.  Remember to return to the Account Master Summary screen and press F10 (Save).

For unpaid prior year accounts and paid accounts that haven't been put into the archive tables, zeroes will show in the value fields for the year you rebuild if the client preference POPULATE_EQUAL_VALUES is set to N.  If the preference is set to Y, the property values will be populated with data from the Receivable and Property Value screens.   If no values exist for that year in those screens, $0.00 values will be inserted. Please check the values for accuracy.  Remember to enter any exemptions, then press F10 (Save).  

A Receivable is not created unless it existed in the archive tables or in the regular production tables before doing this Prior Year rebuild.

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7. A receivable is not created unless it existed in the archive tables or in the regular production tables before doing this Prior Year rebuild .
8. Click the Prop Value Detail tab.  The Property Value Detail screen will appear.
9. Click the checkbox(es) next to Late Freeport Filing Penalty and/or Late Freeport Documentation Penalty.
10. Click the Summary tab.
11. Click Save and Calculate Levy.
12. Click OK to the confirmation message.
13. From the Go To list, select Account Status.  The Base Levy will be the sum of the actual new levy and the late freeport penalty or penalties.
14. From the Go To list, select Receivable, then click Penalty Detail.  This screen displays data for the penalty added due to the levy on the tax units that accept these penalties.  If a Late Freeport flag has been removed, the Penalty Detail screen will show $0.00 amounts.