Property Tax Adjustment Window

Use the Property Tax Adjustment window to change the amount of property tax issued on a vehicle. You might want to adjust the property tax when an incorrect class code, vehicle weight or tax exemption was entered for the vehicle.

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Detailed Description

Common Area

The common area at the top of this window displays basic information about the active transaction. Likewise, the buttons on the bottom are for the window as a whole, regardless of which tab is showing.

Property Tax Adjustment window, common area element descriptions

Window element	Usage
VIN	Displays the vehicle identification number of the active vehicle. Click to open the Vehicle Maintenance window and view or edit vehicle details.
	Click to refresh the window.
Vehicle	Displays the year, make, and model of the active vehicle.
Vehicle Type	Displays the kind of vehicle, such as Passenger, Rugged Terrain, Van, and so on.
Location	Select the location through which you want to process the transaction. The locations that you can select are limited based on your user login.
Set	To save the transaction in an existing set containing other transactions, select the set number. Otherwise, select New Set.
Pay Now/Commit	If a payment is due click the Pay Now button to process payment for the transaction immediately. The Payment Manager - Statement window appears. If there are no charges the Commit button appears. Click it to complete the transaction.
Pay Later	Click to save the transaction and process payment later. You can recall saved transactions using the Payment Manager - Transactions window.
Close	Click to close the window.

Adjustment Detail Tab

Use this tab to view and edit the property tax adjustments related to this transaction.

Property Tax Adjustment window, Adjustment Detail tab element descriptions

Window element	Usage
Property Tax Segment History	Registration Start Date—The date the yearly registration begins for the corresponding vehicle. Registration End Date—The date the yearly registration ends for the corresponding vehicle. Property Tax Segment Type—Displays the status of the adjustment either current or prior. Class Code—Displays a three digit identifier representing the value of the vehicle based on MSRP. Mill Levy Rate—Displays the current assessed property tax rate. Property Tax Exemption—Displays the type of exemption given for the vehicle, if any were allowed. Property Tax Disposition Type—Displays the disposition type of the property tax adjustment such as refund, credit, adjusted or blank for the current record. Property Tax Adjustment Reason—Displays the reason for the property tax adjustment on the vehicle listed for the property tax segment type. Property Tax Disposition Date—Displays the effective date for the tax adjustment transaction. Total Property Tax Due—Displays the total property tax due on the vehicle listed for the property tax segment type. Override Class Code—Displays the adjusted three digit identifier representing the value of the vehicle based on MSRP. Override Weight—Displays the adjusted weight of the vehicle. Override Property Tax Exemption—Displays the adjusted exemption given for the vehicle, if any were allowed. Override Property Tax Due—Displays the adjusted property tax due.
Property Tax Paid	MSRP—Displays the manufacturer's suggested retail price for the vehicle. Class Code—Displays a three digit identifier representing the value of the vehicle based on MSRP. Mill Levy Rate—Displays the current assessed property tax rate. Property Tax Exemption—Displays the type of exemption given for the vehicle, if any were allowed. Weight—Displays the actual weight of the vehicle. Property Tax Segment Type—Displays the status of the adjustment either current or prior. Registration Use—Displays the vehicle's registered usage; such as regular or farm. Tax Amount Due—Displays the total amount of tax due for the corresponding vehicle.
Adjusted Property Tax	MSRP—Displays the manufacturer's suggested retail price for the vehicle. Class Code—Displays a three digit identifier representing the value of the vehicle based on MSRP. Mill Levy Rate—Displays the current assessed property tax rate. Property Tax Exemption—Displays the type of exemption given for the vehicle, if any were allowed. Weight—Displays the actual weight of the vehicle. Property Tax Segment Type—Displays the status of the adjustment either current or prior. Registration Use—Displays the vehicle's registered usage; such as regular or farm. Taxable Value—Displays the taxable dollar amount of the vehicle. Tax Amount Due—Displays the total amount of tax due for the corresponding vehicle. Override MSRP—Displays the adjusted manufacturer's suggested retail price for the vehicle. Override Class Code—Displays the adjusted three digit identifier representing the value of the vehicle based on MSRP. Override Weight—Displays the adjusted weight of the vehicle. Override Tax Amount Due—Displays the adjusted amount of tax due for the corresponding vehicle. Override Property Tax Exemption—Displays the adjusted exemption given for the vehicle, if any were allowed. Adjusted Amount—Displays the total dollar amount for the tax adjustment. Adjusted Reason—Select the reason from the list for making this tax adjustment.

Documents Tab

Use this tab to review the documents required for the transaction or to add a document presented by the customer to support the transaction.

Property Tax Adjustment window, Documents tab element descriptions

Window element	Usage
Required	Displays a check mark if the corresponding document is mandatory for completing the transaction.
Received	Select to indicate the customer presented the corresponding document to support the transaction.
Document Description	Displays an explanation of any documents required for the transaction, such as Bill of Sale, Damage Disclosure Statement, or Ownership Document. If you add a new document, select the appropriate description.
Document Reference #	Enter the reference number for the supporting document.
Comment	Enter a remark about the document. For example, you might use this field to indicate the required document was received and on file.
Scanned	Select to indicate that the document has been scanned.
Scan Later	Select to indicate that the document will be scanned later.
Remove	Click to remove the selected document from this transaction.
Scan	Click to scan a document for this transaction.
Scan All Later	Click to indicate the documents for this transaction will be scanned at a later time. The system places a check mark in the Scan Later box for the documents that have been marked as received. When the transaction is finalized, the system generates an image cover sheet which contains a bar code related to this transaction. You can use this image cover sheet to collect and organize the documents that are designated to be scanned at a later time.
Add	Click to insert a line to add a supporting document.

Mailing Tab

Use this tab to review the mailing addresses of each customer associated with the vehicle and to specify mailing instructions.

Property Tax Adjustment window, Mailing tab element descriptions

Window element	Usage
Customer Identification No	Displays the primary identification number for each customer and security interest holder that is associated with the vehicle.
Customer Identification Type	Displays the identification type that corresponds to the customer identification number, such as Drivers License.
Legal Name	Displays the name of each customer and security interest holder that is associated with the vehicle.
Residency Address	Displays the primary address for each customer and security interest holder that is associated with the vehicle.
Vestment Type Val	Displays the relationship of each customer and security interest holder with the vehicle.
Priority	Displays the priority of each customer and security interest holder in relation to the other customers who have the same association with the vehicle.
Vehicle Ownership Control Type Value	If there is more than one customer, displays whether the relationship to the vehicle is and or or. If it is and, then each customer must be involved in transactions regarding the vehicle. If it is or, then one customer or the other can be involved in transactions regarding the vehicle.
Mailing Instructions	Mail To—Displays the primary customer who receives mail correspondence per this registration. Deliver To—Displays the name of the customer to whom the item will be delivered unless Other has been selected in the Mail To field. In that case, enter the name of a different recipient in the Deliver To field and enter that person's address in the address fields. Address Type—Displays the type of address at which the customer receives mail, Mailing or Residency. Address Line 1—Displays the address that corresponds to the selected customer and address type. Address Line 2—Displays the address that corresponds to the selected customer and address type. City—Displays the city that corresponds to the selected customer and address type. State—Displays the state that corresponds to the selected customer and address type. Zip Code—Displays zip code that corresponds to the selected customer and address type. Country—Displays the country that corresponds to the selected customer and address type.