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This process sets 33.07 dates for delinquent accounts for a specified tax year, levy balance, and rec type.  The date will always be set to 07/01 of the year following the year entered.  These dates will not be set for fully paid accounts or tax units greater than 8000. Furthermore, 33.07 dates cannot be set on any tax unit on an account that has a 33.11 date or should have had the 33.11 date based on the Tax Unit Maintenance information. The only exception is for personal property mineral accounts. To identify these, we are using the mapping in the Roll Code Maintenance screen. If this screen is not populated, a mineral account is assumed to be those with an Account Detail roll code of N.

If the accounts to be changed have been loaded into a trigger table and the request sequence no. entered in the Req. Seq. No. from Trigger Table parameter, the 33.07 date will be changed even if the due date is later than an existing 33.07 date (for ex., it will change from 4/1 to 7/1). if the Req. Seq. No. from Trigger Table parameter is left blank, the 33.07 dates will not change as this type of account.

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 report:

1. From the Main Menu, click on Products, then Batch Products.  The ACT Batch Menu will appear.
2. Click on the Set 33.07 Dates line, batch menu no. 631.
3. Press Enter.  The parameter screen for this process appears.
4. Enter your tax office's Client ID.
5. Enter the Tax Year for which to set the date.  If you enter a Req. Seq. No. (see below), enter the year that is in the trigger table for those accounts. Normally, this is the current tax year.
6. In the Levy Balance per Tax Unit, enter the minimum levy per tax unit to use when setting the 33.07 dates. Only those units have that minimum balance will have the date set.
7. In the Rec Type field, enter TL (levy) or OS (agricultural rollback). Leave this blank to see all rec types.
8. (optional) In the Req. Seq. No. from Trigger Table field, enter the request sequence number for a group of accounts entered in the statement (trigger) table. This group of accounts can be created by running batch menu no. 1033, Create Delinquent Reminder/Notice Data.
9. In the Process Option field, enter E for edit or U for update.
10. Click Submit Job to start the report process.  
11. Click OK on the "OK to Submit Job" pop-up screen.  
12. To preview and print your report of accounts changed, see Previewing and Printing Reports.