Management Reports

The Owner Name Listing prints a report on properties for a specific owner or a range of owner by name.  The report is run by property type.

The Owner Mailing Labels provides the ability to print mailing labels for specific property owners.  Among other things labels can be generated off specific exemptions and/or state propterty tax code designation.

The Account Status Listing provides a listing of accounts based of the current account status assignment.  The listing is run in Account No, PIDN or Owner Name order.  Listing can be limited to a specific status or all status and whether or not taxes are due on the account.

The Accounts By Mortgage Company Listing provides a listing of accounts based of the current mortgage company assignment.  The listing is run in Account No, PIDN or Owner Name order.  Listing can be limited to a specific mortgage company or all mortgage companies.

The Return Mail Status Listing provides a listing of accounts based of the current return mail status assignment.  The listing is run by a specific Return Mail Status.

The Frozen Account Analysis is a report that analysis the impact of frozen accounts on the overall levy for a specific tax year and tax entity. 

The Quarterly Payments Report reports on the status of accounts currently under a quarterly payments contract with the tax office.  The accounts listed are sorted by account number and are listed for specfic tax year and entity.  An option to print only accounts past due.

The Snap Shot Report provides a view of the current status of a specifice tax year and tax entity.  Included in the report is the total of all values, exemptions, tax levy and tax due.  The report also breaks down the value by State Property Tax Board use codes.

The Levy Change Listing provides detail by account of the changes made to the tax levy for a specific date or date range.  The report can be run for a specific tax year and tax entity and is printed in Account Number, PIDN or Owner Name order.

The Recap Report provides a summary by tax year and tax entity for all changes to tax levy and tax due for a specific fiscal year and month.  The report is run by beginning fiscal year date and month date or date range.  Report can be generated for a single tax entity.

The Ownership Changes Report lists the before and after information for any changes made to ownership name or address fields.  The report is selected by date range and can be listed in Account No, PIDN and Owner Name order.

The Other Amounts Report lists what other amounts have been applied to tax records.  The report can be sorted by Account No, PIDN or Owner Name and include/not include amounts previously paid.  There are several other filters that can be applied to the listing including; State Property Tax Board use code or specific (upto 3 per run) other amount codes.

The Top Taxpayers Report list the top property value owners.  Multiple properties owners are combined to give a single taxpayer amount or run by individual account.  The report can run based of; Total Levy, Total Value, Total Due or Total Net Taxable.  The number of records desired is determined by the user.

The Snap Shot Report by Date, provides a view of the current status of a specifice tax year and tax entity as of a date that you specify.  Included in the report is the total of all values, exemptions, tax levy and tax due.  The report also breaks down the value by State Property Tax Board use codes.

NOTE: This report may take a little longer than normal Snap Shot Reports because of the type of query used.

The Snap Shot Report by Batch provides a view of the current status of a specifice tax year and tax entity as of a Batch you specify.  Included in the report is the total of all values, exemptions, tax levy and tax due.  The report also breaks down the value by State Property Tax Board use codes.

The Recap Report by Batch provides a summary by tax year and tax entity for all changes to tax levy and tax due for a specific fiscal year and month as of a date that you specify.  The report is run by beginning fiscal year date and month date or date range.  Report can be generated for a single tax entity.

NOTE: This report may take a little longer than normal Recap Reports because of the type of query used.

The Freeze Validation Report is a report that will give you account that have an "over 65/diabled person" exemption but are not frozen, or accounts that are frozen but do not have one of those expemptions.

The Account by Agent ID Listing will produce a listing of accounts for a particular Agent ID.

The Agent ID Mailing Labels will produce a standard mailing label file (each page with 30 labels, 3 across 10 down) for a particular Agent ID.

The Mortgage Company Mailing Labels will produce a standard mailing label file (each page with 30 labels, 3 across 10 down) for a particular Agent ID.

The Accounts With An Alternate Delingquency will produce a list of accounts with an Alternate Delinquency Date that is greater than or equal to the Alternate Due Date specified

The State Excel Freeze Report produces the excel spreadsheet that goes to the appraisal district and the State.

Coming soon...

The Mass Quarterly Letters function allows you to choose how to print the quarterly letters for all constituents within your office.

 

Choose which letters to print via the Select Page drop down. It will open a new window and create an Adobe Acrobat file with all the letters.