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assessor:rebates:add_a_rebate [2021/07/26 14:19 UTC] – [Opening "Add Rebate" Form] samuel | assessor:rebates:add_a_rebate [2021/07/26 14:36 UTC] – [Data You Cannot Enter] samuel | ||
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=====A Look at the "Add Rebate" | =====A Look at the "Add Rebate" | ||
+ | Let's take a look at the "Add Rebate" | ||
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+ | **The Red Section:** | ||
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+ | {{https:// | ||
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+ | 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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+ | 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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+ | =====Entering Owner Information===== | ||
+ | Let's add a new rebate. | ||
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+ | 1. Enter a Control Number into the " | ||
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+ | 2. Enter a Start Date into the "Start Date" field. For this demonstration, | ||
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+ | 3. Press Enter and the current assessment information will load into the form: | ||
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+ | =====Original Assessment Information===== | ||
+ | Let's analyze the information the "Add Rebate" | ||
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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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+ | =====Entering Corrected Values===== | ||
+ | For this demonstration, | ||
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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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+ | The improvement assessment // | ||
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+ | Notice how the running " | ||
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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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+ | Before clicking "Add Rebate," | ||
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+ | * The Control Number | ||
+ | * The Rebate Start Date | ||
+ | * The Corrected Land Value | ||
+ | * The Corrected Improvement Value | ||
+ | * The Reason for Rebate\\ | ||
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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 data into the "Add Rebate" | ||
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+ | - 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 | ||
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