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Set 33.11 Dates

Last Revised:  November 3, 2022

 

Table of Contents

This process sets 33.11 dates on delinquent personal property accounts that have a P as a receivable roll code in the Roll Code Maintenance screen but do not have an E (for mineral) in the Account Detail screen. This process looks for accounts with delinquency dates in February, March, or April of the current tax year + 1. Accounts already having a 33.11 date will have that date removed if the due date is after the existing 33.11 date. Prior year delinquencies having these delinquency dates will have 33.11 dates set with this process.  All accounts with a 33.11 date for the current tax year are put into a trigger table having the same request sequence number that was generated when this is run on the batch menu.

In the Attorney tab of the Tax Unit Maintenance screen, the following fields must be entered for all units assessing 33.11 penalties. This must be done for every year that the units assess these penalties.

The Roll Code Maintenance screen must be used to link roll codes in the Account Detail screen to the P in the Receivable Roll Code field that qualify for 33.11 dates. Contact ACT for assistance.

The 33.11 dates will be set only for those units that have the above information entered.  These dates will override any 33.07 date for that year (it is put in that column on the Change Delinquency Date screen) and will ignore 33.08 dates.

For the Harris County tax office, the 33.11% will be 20% for units 40, 41, and 43, and for tax year 2021 only, units 42 and 44..

ClosedUser 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 33.11 Dates  line, batch menu no. 685.
  3. Press Enter.  The parameter screen for this process appears.
  4. Enter your tax office's Client ID.
  5. In the Delinquent Month field, enter FEB, MAR, APR, or MAY (33.11 notices can be sent for accounts having due dates in these months).
  6. In the As Of Date field, enter the date to use for calculating penalty and interest owed (use mm/dd/yyyy format).
  7. In the 33.11 Date to Insert field, enter the 33.11 date to insert. It should be 60 days after the delinquency date of the accounts.
  8. In the No. of Accts. in Batch < = $10,000 field, leave 0 or 1 to put all accounts having a total balance due that is less than or equal to $10,000 into one batch for printing purposes. Enter a different number to indicate the number of batches you want to use (if greater than 1). Enter 0 to not select any accounts matching this criteria.
  9. In the No. of Accts. per Batch > $10,000 field,  leave 1 to put all accounts having a total balance due that is more than $10,000 into one batch for printing purposes. Enter a different number to indicate the number of batches you want to use (if greater than 1). Enter 0 to not select any accounts matching this criteria.
  10. In the Process Option field, enter E for edit or U for update.
  11. (optional) In the Attorney ID field, enter the attorney tax unit number to set the date only for the units and years having a delinquent tax collection contract with that attorney.  
  12. In the Tax Year field, enter a specific year to update only that year or leave the field blank to update all delinquent years for accounts that are selected.
  13. (optional) In the Minimum Amount Due field, enter a minimum balance to use for selecting accounts (numbers only, no $ sign). If a tax year was entered, the minimum amount considered will be what is due on that year. If no year is entered, the minimum amount is what is due on the entire account.
  14. In the Include BIll Suppress Accounts field, set to Y to include accounts having any value in the Bill Suppress field except H (half pay), Q (quarter pay), or MD (military deferrals). Set to N to include only accounts with no split pay flag (except H, Q and MD). Note that H and Q designations are normally in the Split Pay Flag field, not the Bill Suppress field..
  15. In the Include Quarter Pay Accounts field, enter Y to include accounts flagged with a Q in the Split Pay Flag field in Account Master or N to omit them.
  16. In the Include SIT Accounts field, enter Y to include accounts that have the SIT Account box checked in the Account Detail screen, or N to exclude these accounts.
  17. In the Exclude 42.08 field, enter Y to exclude accounts with PEND in the Source field in the Property Value Detail screen, or enter N (the default) to include them. Harris County should be the only tax office setting this to Y, since it is the only office using a process to use PEND in the Source field.
  18. In the Exclude Military Deferral accounts field, enter Y to exclude accounts with (1) an MD in the Bill Suppress field, (2) a military deferral start date but no end date,(3) a military deferral end date where the current date is less than 60 days after that date, or (4) a military deferral start date that is later than the military deferral end date. Enter N to include such accounts.
  19. In the Include Disaster Pay accounts field, enter Y to include accounts flagged with a D in the Split Pay Flag field in Account Master or N to omit them.
  20. Click Submit Job to start the report process.  
  21. Click OK on the "OK to Submit Job" pop-up screen.  
  22. To preview and print your report, see Previewing and Printing Reports. The log file includes a list of the account numbers changed. In the trigger table, the Status field is marked 'SELECT_3311_ACCOUNTS' and the Opercode is the user who ran this process.
  23. To print the 33.11 notices in-house, run the Delinquent Tax Reminders/Notices, batch menu no. 1034, entering 5 in the Statement Type field.

To send a file of these accounts to an outside printer, run the Load Statement Accounts Table from Statement (Trigger) Table process, batch menu no. 1058, then run the Create Data File for Delinquent Reminders/Notices process, batch menu no. 1035.  At this point, the file is created and can be sent to the printer.