Tax Management

Real Estate and Personal Property

The Tax Management Modules (Real Property and Personal Property) manage the detailed information associated with recording, tracking and calculating taxes. The module allows for great flexibility in managing tax information. Seamless integration with the Financial Management, Bank Reconciliation, Collections, and Budget Preparation Modules ensures data consistency. User-defined tables, expressions, and formulas process supplements, unique taxes, or charges. The system provides a powerful editor that simplifies the task of editing individual records, such as change of mailing address.

Features:

  • Powerful on-line editor updates taxpayer, property and assessed value data on-line
  • Print detail and summary reports on demand
  • User-defined codes and classifications simplify data management
  • Land books and property books supported
  • Automatically computes tax levies, late payment penalties and simple interest due
  • Interface with 3rd party assessors packages to import/export data
  • Information accessed via property ID, owner name or property location or  user-defined criteria
  • Creates and maintains detailed records for each transaction including:
Property ID
Owner
Transaction Date
Tax/Charge Amount
Payment Charge
  • Tracks unlimited number of information years
  • Prior year information is secure and available for review and analysis
  • Tracks exemptions
  • Master files contain the following information, and more:
District
Exempt Amount
Market Value
Taxable Value
Class Code
Digest Reference Numbers
Tax Relief Code
Description
Bill Number

Standard Reports:

  • Personal Property Master
  • Real Estate Master
  • Land Book
  • Property Book
  • Tax Bills
  • Summary Reports
  • Delinquent Report
  • Property Type Report


In addition, User Defined Reports are available using the Report Generator.