How do I filter personal property tax statements by account balance?
Set up the Personal Property Tax Statements to print statements based on the account balance, current tax period balance, or prior tax period balance.
Filter Personal Property Tax Statements by Account Balance to generate statements only for accounts that meet specific balance criteria. This allows you to focus on accounts with outstanding amounts due, zero balances, credit balances, or other targeted groups of accounts. Filtering by balance helps improve efficiency, reduce unnecessary printing and mailing, and ensure statements are sent to the appropriate recipients.
Examples:
- Print statements only for accounts with outstanding balances that require payment.
- Exclude accounts with zero balances to avoid sending unnecessary statements.
- Identify accounts with credit balances for review or refund processing.
- Generate statements for delinquent accounts with balances above a specified amount.
- Create targeted statement runs for collection efforts or account reconciliation.
By filtering tax statements by account balance, you can streamline statement processing, reduce costs, and ensure account information is communicated to the appropriate property owners.
Filtering personal property tax statements by account balance
These instructions show you how to filter property tax statements by the account balance; however, you can filter by the current tax period balance or prior tax period balance by substituting [Report].Personal Property Current Tax Balance or [Report]. Personal Property Prior Period Balance.
Do this...
1. Open Connect Property Tax Collection > Reports > Personal Property Tax Statements.
The current period displays as the date range. The current date is the default billing date.
2. Set up the report options as usual.
To learn how to set up Personal Property Tax Statements, click here.
3. Click on the Columns header to add [Report].Personal Property Balance to the Selection Criteria.
To learn how to add a column to the Selection Criteria, click here.
4. Set up the Value assigned to [Report].Personal Property Balance.
To learn how to change the value, click here.
5. Click GO (CTRL+GO).
Connect uses the options that you have selected to print the personal property tax statements.
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