TAX ROLL PROCESSING – ASSESSMENT ADMINISTRATION 1 SACVI AA A A ROLL PROCESSING

After all fields are entered and selected, “Save”. Once delivered to this screen, click on “Current Level”

Steps will run sequentially. Any failures (see Slide 8) must be reported to Aumentum immediately.

Steps will run sequentially. Any failures that we cannot resolve (see Slide 8) must be reported to Aumentum immediately. Upon resolution, re-start process at failed step.

ERROR: In UAT05 testing, the second step failed. When a failure or “completes with errors” message displays, Click on Details to see error log. [In this case, a failure occurred and was submitted to Aumentum.]

Click on Line to View Batch Process Details; then click on Errors.txt to see information with errors.

To view information pertaining to PINs on Error Log, Click on “description” of roll from Maintain Assessment Rolls screen. On the next screen, click on “View Values” (See next slide to continue).

Once “Search” is clicked, this is information that will display. Check Assessed Value and Exemptions. Verify appraised, assessed, and taxable values as well as exemptions as needed for any errors. When finished, Close this screen and proceed to Lock Level

Once values and exemptions are verified (previous slide) close screen and proceed to Lock Level.

See next slide for selection of fields. In order to balance, the following report must be generated and used to populate the ad valorem balancing sheet. (Slide 18) Clarification: Do we run report BEFORE Lock Step? These are from UAT and this does not follow Tax Roll Calendar steps. TESTING: Must Lock first, then make any necessary corrections (i.e. Exemptions that are incorrect in values, duplicated) ???????????

1.Assessment Year = New assessment year 2.Assessment Rolls = Current Roll 3.Level = Highest level 4.Tax Year = Same as assessment year 5.Roll Types = Select only Centrally Assessed Property, Personal Property and Real Property 6.Tax Authority Categories = Leave all checked except IGNORE CRITERIA, SPASS, County (SPASS), Municipality (SPASS) and Independent special district (SPASS) entries 7.Class Code/Use Code = IGNORE CRITERIA 8.Tax Authorities = IGNORE CRITERIA 9.Value Type Criteria = IGNORE CRITERIA 10.TAGs = IGNORE CRITERIA 11.UNCHECK Display by Tax Authorit 12.CHECK Display by TAF

Copy of Balancing sheet below is from previous year; purple starts indicate columns to be populated from Assessment Roll Summary w Attributes – FL report (previous pages). Once this is balanced, then the roll can be closed. See next slides.

Closing the AA Roll