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assessor:rebates:add_a_rebate [2021/07/26 14:09 UTC] – samuel | assessor:rebates:add_a_rebate [2021/07/26 14:41 UTC] – [Entering Corrected Values] samuel | ||
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+ | ======Adding a Rebate====== | ||
+ | |||
=====Opening "Add Rebate" | =====Opening "Add Rebate" | ||
- | To add a rebate, you must first open the "Add Rebate" | + | To add a rebate, you must first open the "Add Rebate" |
- | 1. Navigate to the bottom-left corner of the " | + | - Navigate to the bottom-left corner of the " |
+ | - Click on the grey "Add Rebate" | ||
+ | - The "Add Rebate" | ||
- | 2. Click on the grey "Add Rebate" | + | =====A Look at the "Add Rebate" |
+ | Let's take a look at the "Add Rebate" | ||
- | {{https:// | + | **The Red Section: |
+ | |||
+ | {{https:// | ||
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- | 3. The following form should appear: | + | The "red section" |
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+ | * A field to input the property owner' | ||
+ | * The start date (effective date) of the rebate | ||
+ | * An uneditable end date that is calculated based on the next assessment, next tax period, or if the parcel has been eliminated/ | ||
+ | \\ | ||
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+ | **The Blue Section: | ||
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+ | {{https:// | ||
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+ | The "blue section" | ||
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+ | * A matrix that stores the Original, Corrected, and Reduction amounts of the assessment that a rebate is being created on. | ||
+ | * Within the matrix, two corrected value fields: one for corrected land value and one for corrected improvement value. | ||
+ | * A field to input the reason for the rebate. | ||
+ | * An "Add Rebate" | ||
+ | * A " | ||
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+ | \\ | ||
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+ | =====Entering Owner Information===== | ||
+ | - Enter a Control Number into the " | ||
+ | - Enter a Start Date into the "Start Date" field. For this demonstration, | ||
+ | - Press Enter and the current assessment information will load into the form. | ||
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+ | =====Original Assessment Information===== | ||
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+ | {{https:// | ||
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+ | **In the Cyan Box: **The property owner(s)' | ||
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+ | **In the Yellow Box: **The date and reason of the current assessment the rebate is taking effect on (in this case, the property owner' | ||
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+ | **In the Purple Box: **The current assessment' | ||
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+ | **In the Red Box: **The original land and improvement assessment values and their total sum. | ||
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+ | \\ | ||
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+ | =====Entering Corrected Values===== | ||
+ | Imagine a large, dead tree fell during a heavy snowstorm and landed on the property owner' | ||
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+ | **In the Blue Matrix:** | ||
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+ | The land assessment has not changed, so we can enter the same value as the original value into the " | ||
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+ | \\ | ||
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+ | The improvement assessment // | ||
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+ | Notice how the running " | ||
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+ | {{https:// | ||
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+ | =====Entering Reason for Rebate and Adding the Rebate===== | ||
+ | At the bottom-left corner of the blue matrix, we can add our reason for the rebate in the field. Let's put, "tree collapsed roof, storm damage." | ||
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+ | {{https:// | ||
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+ | Before clicking "Add Rebate," | ||
+ | |||
+ | * The Control Number | ||
+ | * The Rebate Start Date | ||
+ | * The Corrected Land Value | ||
+ | * The Corrected Improvement Value | ||
+ | * The Reason for Rebate\\ | ||
+ | \\ | ||
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+ | {{https:// | ||
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+ | If you have filled all the required fields you can click the grey "Add Rebate" | ||
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+ | **Note:** This will cause the "Edit Rebate" | ||
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+ | =====Data You Cannot Enter===== | ||
+ | **You cannot enter the following | ||
+ | |||
+ | - A rebate start date that exists more than seven years ago | ||
+ | - A rebate start date that exists before a recorded assessment | ||
+ | - A rebate start date that exists after a parcel has been eliminated or merged | ||
+ | - An unfinalized rebate that shares the same start date | ||
+ | - A future date | ||
+ | - Blank fields | ||
- | {{https:// | ||