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assessor:rebates:rebate_reports [2021/07/26 15:19 UTC] – created samuel | assessor:rebates:rebate_reports [2021/07/26 15:32 UTC] – [Finalizing a Rebate] samuel | ||
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=====Rebate Worksheet===== | =====Rebate Worksheet===== | ||
====Opening and Analyzing==== | ====Opening and Analyzing==== | ||
+ | Let's open the Rebate Worksheet.\\ | ||
+ | |||
+ | From the "Edit Rebate" | ||
+ | \\ | ||
+ | The " | ||
+ | |||
+ | **The Rebate Worksheet: | ||
+ | |||
+ | Where numbers are assigned in the picture, read the details for each section where the numbers relate. | ||
+ | |||
+ | - Owner information, | ||
+ | - Original, corrected, and reducted assessment values and their totals | ||
+ | - Each tax payment detail record and how the rebate amount for each tax bill was calculated. Can be verified by the user by completing the calculations displayed left to right. | ||
+ | - The running totals of the individual school, county, and municipal rebate amounts along with the sum of all three for a total rebate amount. | ||
+ | |||
+ | {{https:// | ||
+ | ** | ||
+ | |||
====Payment Periods and Days Subject==== | ====Payment Periods and Days Subject==== | ||
+ | **Payment Periods: | ||
+ | |||
+ | For the sake of demonstrating the rebate worksheet, the payment periods for our scenario have been varied\\ | ||
+ | (previously, | ||
+ | |||
+ | Let's look at how each payment period type affects the values on the " | ||
+ | |||
+ | {{https:// | ||
+ | |||
+ | \\ | ||
+ | The payment period exists as a number with a decimal whose value changes depending on which\\ | ||
+ | payment period was selected. For instance, a payment period of " | ||
+ | as no penalty nor discount exist. A payment period of "not paid" will always be 0.00.\\ | ||
+ | |||
+ | For the school tax year of 2015, the penalty percentage is 10%; therefore, the "Pmt Period" | ||
+ | value we multiply by is 1.1, which adds the penalty to the running number. The same is true\\ | ||
+ | for the 2% discount, except its value exists as the percentage amount less the value of 1.00. \\ | ||
+ | ---- | ||
+ | |||
+ | **Days Subject: | ||
+ | |||
+ | The "Days Subject" | ||
+ | |||
+ | For the school bill in 2014, we can see that the running number is multiplied by the operation, 181 divided by 365.\\ | ||
+ | This means, that since our rebate started January 1st, 2015, we are accounting for the days within the 2014 school\\ | ||
+ | bill that the rebate takes effect on (which would be January 1st - June 30th of 2015). \\ | ||
+ | |||
+ | The days in the 2014 school bill between July 1st, 2014 and December 31st, 2014 are not subject to the rebate, so\\ | ||
+ | they are excluded from the operation.\\ | ||
+ | |||
+ | {{https:// | ||
+ | |||
+ | |||
=====Rebate Letter===== | =====Rebate Letter===== | ||
====Opening and Analyzing==== | ====Opening and Analyzing==== | ||
+ | //Generate a rebate letter with the rebate amounts to be sent to the taxing districts.// | ||
+ | |||
+ | From the "Edit Rebate" | ||
+ | "Tax Payment Details" | ||
+ | |||
+ | **The Rebate Letter:**\\ | ||
+ | |||
+ | Where numbers are assigned in the picture, read the details for each section where the numbers relate. | ||
+ | |||
+ | - The header - recipient' | ||
+ | - Property owner(s)' | ||
+ | - Corrected amounts/ | ||
+ | \\ | ||
+ | {{https:// | ||
+ | |||
====Report Types==== | ====Report Types==== | ||
+ | At the bottom of the " | ||
+ | |||
+ | \\ | ||
+ | Clicking the right arrow will cycle through the three pages that should be returned.\\ | ||
+ | Each page is a separate report for each of the taxing districts: | ||
+ | |||
+ | * Page 1 is the County Rebate | ||
+ | * Page 2 is the Municipal Rebate | ||
+ | * Page 3 is the School Rebate | ||
+ | |||
+ | As you cycle through the reports, you will notice the relevant values will be in bold.\\ | ||
+ | |||
+ | //Also, the recipient' | ||
+ | |||
+ | |||
=====Finalizing a Rebate===== | =====Finalizing a Rebate===== | ||
+ | //Caution: finalizing the rebate prevents you from directly editing the rebate from the "Edit Rebate" | ||
+ | |||
+ | The last step in the rebate process is to finalize the rebate. Here's how:\\ | ||
+ | |||
+ | - Open the rebate letter from the "Edit Rebate" | ||
+ | - Close out of the report. You will see the following prompt: | ||
+ | -//On clicking " | ||
+ | - If the letter has been printed correctly and you are ready to finalize the rebate, click " | ||
+ | - After clicking " | ||
+ | - Underneath the " | ||
+ |