assessor:rebates:add_a_rebate

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assessor:rebates:add_a_rebate [2021/07/26 14:27 UTC] – [Original Assessment Information] samuelassessor:rebates:add_a_rebate [2021/07/26 14:46 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.\\ 
  
-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
- +
-{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/6c86bcdc-7287-4ef2-b0fa-6e3e98bce6f1-02.png?width=500}} +
- +
-\\ +
- +
-3. The following form should appear+
- +
-{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/0c525db0-4a31-4fb0-b023-1ec535665320-01.png?width=500}}\\ +
  
 =====A Look at the "Add Rebate" Form===== =====A Look at the "Add Rebate" Form=====
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 **The Red Section:** **The Red Section:**
  
-{{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:**
  
-{{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'add new rebate.+  - Enter a Control Number into the "Control #" field.  
 +  - Enter a Start Date into the "Start Date" field. For this demonstration, let'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.
  
-1. Enter a Control Number into the "Control #" field.  +=====Original Assessment Information=====
- +
-{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/3c5732c1-367d-4d4a-b9e3-58a718544ac5-01.png?width=500}} +
- +
-\\ +
-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. +
- +
-{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/ae1e8ee9-dbd8-4dba-9eee-81f0bdc09ae1-02.png?width=500}} +
- +
-\\ +
-3. Press Enter and the current assessment information will load into the form: +
- +
-{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/51b02fb8-41b6-4e7a-aeb0-95ed64f1ca56-03.png?width=500}}+
 \\  \\ 
- 
-=====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. 
  
-**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. 
 +\\
  
-The land assessment has not changed, so we can enter the same value as the original value into the "Corrected Land" field. 
  
-{{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}}
  
-\\+\\ 
  
-The improvement assessment //has //changedso we can enter the newcorrected value of $125,000 into the "Corrected Improvement" field\\ +=====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 (E.g."tree collapsed roofstorm damage.").
  
-{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/7323ed1f-2719-44f8-89d7-282f6341641a-02.png?width=500}}+Before clicking "Add Rebate," let's ensure we filled in all the information we need:
  
 +  * The Control Number
 +  * The Rebate Start Date
 +  * The Corrected Land Value
 +  * The Corrected Improvement Value
 +  * The Reason for Rebate\\
 +\\ 
 +If you have filled all the required fields you can click the grey "Add Rebate" button.
 \\ \\
 +**Note:** This will cause the "Edit Rebate" form to open.
 +\\ 
  
 +=====Data You Cannot Enter=====
 +**You cannot enter the following data into the "Add Rebate" form:**\\ 
  
-Notice how the running "Reduction" total is displayed in bold as this is the amount the rebate will be calculated on.\\ +  - 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 
-{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/d2a501eb-7ca8-455e-b008-ffc2cfe82462-03.png?width=500}}+  A future date 
 +  Blank fields
  
  
  
  • assessor/rebates/add_a_rebate.txt
  • Last modified: 2021/07/26 16:11 UTC
  • by samuel