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assessor:rebates:amending_and_deleting_a_rebate [2021/07/26 15:41 UTC] – created samuel | assessor:rebates:amending_and_deleting_a_rebate [2021/07/26 16:07 UTC] – [View/Edit Rebate: The Difference] samuel | ||
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======Amending/ | ======Amending/ | ||
=====Amending a Finalized Rebate===== | =====Amending a Finalized Rebate===== | ||
+ | **Hypothetical scenario:** A finalized rebate was sent to the taxing districts with correct rebate amounts enclosed;\\ | ||
+ | however, it is now known that the rebate start date was incorrect. The property reassessment did not take effect\\ | ||
+ | until February 15th, 2015, and **not** the submitted January 1st, 2015 date! \\ | ||
+ | |||
+ | Let's amend the rebate [[assessor: | ||
+ | |||
+ | - Open the " | ||
+ | - While the finalized rebate is selected, click the "Amend Rebate" | ||
+ | - The "Add Rebate" | ||
+ | |||
+ | Notice how the " | ||
+ | This is because we are currently rebating on a finalized rebate, so it enters the database\\ | ||
+ | as an effective assessment.\\ | ||
+ | |||
+ | **We need to first revert our changes** - if we were to change the start date to February 15,2015\\ | ||
+ | at this point, our original values would be incorrect.\\ | ||
+ | |||
+ | - Leave the "Start Date" as is and enter in the Original values that existed before the rebate was added ($31,700 in Land and $140,500 in Improvement) | ||
+ | - Finally, in the " | ||
+ | |||
+ | Your form should look like this:\\ | ||
+ | |||
+ | {{https:// | ||
+ | |||
+ | \\ | ||
+ | |||
+ | - Click "Add Rebate" | ||
+ | - Fill in the same " | ||
+ | - The Rebate Worksheet should " | ||
+ | - Open the " | ||
+ | - Exit "Edit Rebate." | ||
+ | - Open " | ||
+ | | ||
+ | - the most recent amended assessment. **The most recent assessment if on the same day will exist as the official, effective assessment. **\\ | ||
+ | |||
+ | //This activity has been lengthy and a little bit complicated, | ||
+ | \\ | ||
+ | ---- | ||
+ | **Create New Rebate with Correct Start Date:**\\ | ||
+ | |||
+ | - Click "Add Rebate" | ||
+ | - Type in 109150 as the control number and 2/15/2015 as the start date, then press enter. | ||
+ | |||
+ | |||
+ | **If your form looks like this, congrats! **\\ \\ | ||
+ | You've amended the invalid rebate. Notice how the Original values are back to how they were before\\ | ||
+ | we added the first rebate.\\ \\ | ||
+ | |||
+ | The message explains that a rebate was amended due to its invalidity. From here on out, you would do\\ | ||
+ | the entire rebate process over now that we have reset the original values as of 1/1/2015, but instead,\\ | ||
+ | you would use the start date of 2/15/2015. | ||
+ | |||
+ | \\ | ||
+ | |||
+ | {{https:// | ||
=====Deleting an Unfinalized Rebate===== | =====Deleting an Unfinalized Rebate===== | ||
- | =====View/ | + | Deleting an unfinalized rebate is pretty straightforward. Let's walk through the process.\\ \\ |
+ | |||
+ | **Create an Unfinalized Rebate:**\\ | ||
+ | |||
+ | - Open the " | ||
+ | - Once the "Add Rebate" | ||
+ | - Click "Add Rebate" | ||
+ | - The "Edit Rebate" | ||
+ | - Return to the " | ||
+ | - Click the refresh button in the top-right corner to retrieve an accurate selection of created rebates. | ||
+ | - Upon refreshing, you should see your newly created, unfinalized rebate. We can tell it is\\ unfinalized due to a lack of a " | ||
+ | |||
+ | ---- | ||
+ | **Delete the Unfinalized Rebate: | ||
+ | |||
+ | - Click once on the unfinalized rebate record so that it is selected. | ||
+ | - Look to the bottom of the " | ||
+ | - Click on " | ||
+ | - A prompt should appear asking if you are certain that you would like to delete the record. | ||
+ | - Pressing " | ||
+ | - **Press " | ||
+ | |||
+ | \\ \\ | ||
+ | **Congrats! **The record is deleted and should be removed from the form records. | ||
+ | |||
+ | ======View/ | ||
+ | Similar to the " | ||
+ | " | ||
+ | |||
+ | **If a selected rebate is finalized**: | ||
+ | |||
+ | * This is because the only way to change a finalized rebate is by amending it.\\ | ||
+ | You may only View a finalized rebate. | ||
+ | * Clicking on "View Rebate" | ||
+ | are still locked and the " | ||
+ | * Viewing any of the reports **will not **create a new finalized rebate. This is only\\ | ||
+ | | ||
+ | |||
+ | \\ \\ | ||
+ | |||
+ | **If a selected rebate is unfinalized: | ||
+ | |||
+ | \\ | ||
+ | |||
+ | Clicking "Edit Rebate" | ||
+ | You would click this button to finalize a rebate. \\ \\ | ||
+ | |||
+ | //For a refresher on how to use the "Edit Rebate" | ||