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assessor:rebates:add_a_rebate [2021/07/26 14:27 UTC] – [Original Assessment Information] samuel | assessor:rebates:add_a_rebate [2021/07/26 14:43 UTC] – [Entering Reason for Rebate and Adding the Rebate] samuel |
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=====Opening "Add Rebate" Form===== | =====Opening "Add Rebate" Form===== |
To add a rebate, you must first open the "Add Rebate" form. | To add a rebate, you must first open the "Add Rebate" form.\\ |
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1. Navigate to the bottom-left corner of the "Rebate Search Results" lookup form. | - Navigate to the bottom-left corner of the "Rebate Search Results" lookup form. |
| - Click on the grey "Add Rebate" button. |
2. Click on the grey "Add Rebate" button. | - The "Add Rebate" form will appear |
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{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/6c86bcdc-7287-4ef2-b0fa-6e3e98bce6f1-02.png?width=500}} | |
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3. The following form should appear: | |
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{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/0c525db0-4a31-4fb0-b023-1ec535665320-01.png?width=500}}\\ | |
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=====A Look at the "Add Rebate" Form===== | =====A Look at the "Add Rebate" Form===== |
**The Red Section:** | **The Red Section:** |
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{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/4d20ad97-8ff0-4e41-b07f-2d96e7fb25d0-01.png?width=500}} | {{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/4d20ad97-8ff0-4e41-b07f-2d96e7fb25d0-01.png?width=250}} |
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**The Blue Section:** | **The Blue Section:** |
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{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/5db84713-7d58-47ab-9275-0deae33854ff-02.png?width=500}} | {{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/5db84713-7d58-47ab-9275-0deae33854ff-02.png?width=250}} |
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=====Entering Owner Information===== | =====Entering Owner Information===== |
Let's add a new rebate. | - Enter a Control Number into the "Control #" field. |
| - Enter a Start Date into the "Start Date" field. For this demonstration, let's imagine a rebate needed to take effect starting at the beginning of the 2015 municipal tax billing year. |
| - Press Enter and the current assessment information will load into the form. |
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1. Enter a Control Number into the "Control #" field. | =====Original Assessment Information===== |
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{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/3c5732c1-367d-4d4a-b9e3-58a718544ac5-01.png?width=500}} | |
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2. Enter a Start Date into the "Start Date" field. For this demonstration, let's imagine a rebate needed to take effect starting at the beginning of the 2015 municipal tax billing year. | |
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{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/ae1e8ee9-dbd8-4dba-9eee-81f0bdc09ae1-02.png?width=500}} | |
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3. Press Enter and the current assessment information will load into the form: | |
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{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/51b02fb8-41b6-4e7a-aeb0-95ed64f1ca56-03.png?width=500}} | |
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=====Original Assessment Information===== | |
Let's analyze the information the "Add Rebate" form displayed.\\ | |
{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/14377b1c-726e-454f-94f8-c42e1566223b-01.png?width=500}} | {{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/14377b1c-726e-454f-94f8-c42e1566223b-01.png?width=500}} |
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=====Entering Corrected Values===== | =====Entering Corrected Values===== |
For this demonstration, let's imagine a large, dead tree fell during a heavy snowstorm and landed on the property owner's house. The house suffered severe damages and needs to be re-roofed. Upon reevaluation of the property, its improvement value has been reassessed to $125,000. | Imagine a large, dead tree fell during a heavy snowstorm and landed on the property owner's house. The house suffered severe damages and needs to be re-roofed.\\ Upon reevaluation of the property, its improvement value has been reassessed to $125,000. |
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**In the Blue Matrix:** | * The land assessment has not changed, so we can enter the same value as the original value into the "Corrected Land" field. |
| * The improvement assessment //has //changed, so we can enter the new, corrected value of $125,000 into the "Corrected Improvement" field |
| * Notice how the running "Reduction" total is displayed in bold as this is the amount the rebate will be calculated on. |
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The land assessment has not changed, so we can enter the same value as the original value into the "Corrected Land" field. | |
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{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/7bf4c007-ceb0-4382-a54f-eac9fc8e74b9-01.png?width=500}} | {{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/d2a501eb-7ca8-455e-b008-ffc2cfe82462-03.png?width=500}} |
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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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The improvement assessment //has //changed, so we can enter the new, corrected value of $125,000 into the "Corrected Improvement" field\\ | |
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{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/7323ed1f-2719-44f8-89d7-282f6341641a-02.png?width=500}} | |
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\\ | Before clicking "Add Rebate," let's ensure we filled in all the information we need: |
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| * The Control Number |
Notice how the running "Reduction" total is displayed in bold as this is the amount the rebate will be calculated on.\\ | * 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" button. |
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| **Note:** This will cause the "Edit Rebate" form to open. |
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| =====Data You Cannot Enter===== |
| **You cannot enter the following data into the "Add Rebate" form:**\\ |
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{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/d2a501eb-7ca8-455e-b008-ffc2cfe82462-03.png?width=500}} | - 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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