tax_coll:get_data_files_form

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tax_coll:get_data_files_form [2020/06/25 20:51 UTC] – created miketax_coll:get_data_files_form [2022/02/28 20:55 UTC] (current) – [Municipal Data Files] samuel
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 {{:tax_coll:get_data_files-municipal.png?250|Get Data Files dialog (Municipal)}}  {{:tax_coll:get_data_files.png?250|Get Data Files dialog (School)}} {{:tax_coll:get_data_files-municipal.png?250|Get Data Files dialog (Municipal)}}  {{:tax_coll:get_data_files.png?250|Get Data Files dialog (School)}}
  
-Sometimes new tax collectors want to download a previous year's tax file to use as a "sandbox" to play around in.  If you want to do that, you can click on the "Show advanced options..." text and choose a different year.  Additionally, if this is the first time running the program on a new computer, you will have to specify your County and District number because the program won't know that information yet.+<wrap hide>Sometimes new tax collectors want to download a previous year's tax file to use as a "sandbox" to play around in.  If you want to do that, you can click on the "Show advanced options..." text and choose a different year.  Additionally, if</wrap>If this is the first time running the program on a new computer, you will have to specify your County and District number because the program won't know that information yet.
  
 {{:tax_coll:get_data_files-advanced.png?250|Get Data Files dialog (Advanced options)}} {{:tax_coll:get_data_files-advanced.png?250|Get Data Files dialog (Advanced options)}}
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-{{:tax_coll:change_dist_year_btn.png?250|Change Dist/Year button}} -> {{:tax_coll:enter_new_year.png?250|Enter new year}}  +{{:tax_coll:change_dist_year_btn.png?250|Change Dist/Year button}} -> {{:tax_coll:enter_new_year.png?250|Enter new year}} 
 + 
 +=== Adams County Addendum === 
 +Adams County tax collectors may need to repeat steps 2 ([Import New Bills]) and 3 ([Add New Bills])  for additional files.  There may be as many as four total files for each Adams County collector.  This is a list of the four different file types and what information should be entered for each import: 
 + 
 +  - Interim Municipal File 
 +    - "Municipal" 
 +    - "3/1/yyyy" 
 +  - Interim School File 
 +    - "School" 
 +    - "3/1/yyyy" 
 + 
 +If you are not sure which files you received, you can try importing each of the four variations above.  There's no harm done if you don't have one of the files and you try to import it anyway.  If a file does not exist, you will get a message that says: 
 + 
 +> File Not Found {filepath}
  
 ===== School Data Files ===== ===== School Data Files =====
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 === Add the Bills to the Program === === Add the Bills to the Program ===
 +When you click on this button, the billing information is moved from the temporary review table into the permanent data file.  Before moving the data, the program will check to make sure you have not previously imported the records in the temporary review table.  If the program detects that you have already imported these bills, you will receive the following warning:
  
 +> You are trying to add bills with duplicate numbers so this process will not continue.
 +
 +Assuming there are no duplicates, the program will add the new bills to the permanent data file.
 +
 +For interim and supplemental bills in Adams County, the program will ask you to enter a "Ledger Date."  This date will be used when creating an entry in the ledger as part of the bill import process.  
  
 === Adams County Addendum === === Adams County Addendum ===
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     - //This is the regular school file that every tax collector gets.//     - //This is the regular school file that every tax collector gets.//
   - Interim School File   - Interim School File
-    - +    - "School" 
 +    - "7/2/yyyy" 
 +  - Supplemental Municipal File 
 +    - "Municipal" 
 +    - "7/1/yyyy" 
 +  - Interim Municipal File 
 +    - "Municipal" 
 +    - "7/2/yyyy" 
 + 
 +If you are not sure which files you received, you can try importing each of the four variations above.  There's no harm done if you don't have one of the files and you try to import it anyway.  If a file does not exist, you will get a message that says:
  
 +> File Not Found {filepath}
  
 ===== Troubleshooting ===== ===== Troubleshooting =====
  • tax_coll/get_data_files_form.1593118274.txt.gz
  • Last modified: 2020/06/25 20:51 UTC
  • by mike