Refund Registration & Property Tax Window

Use the Refund Registration & Property Tax window to issue refunds for registration or property taxes due to the customer.

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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.

Refund Registration & Property Tax 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 open the Notes Management window and add or edit a note related to this vehicle.
	Click to refresh the window.
Vehicle	Displays the year, make, and model of the active vehicle.
Reg	Displays the current registration period for the active vehicle.
Veh Type	Displays the kind of vehicle, such as Passenger, Rugged Terrain, Van, and so on.
Usage/Tons	Displays the vehicle usage and weight.
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.
Capture Signature	Click to open the Customer Signatures window, where you can specify which customer is signing and launch the electronic signature software. The signature captured will be associated with both the transaction and the customer record.
Validate	Click to check the transaction information for errors and discretionary edits. If any are found, the Error Worksheet window appears. Otherwise, a message appears notifying you that the transaction validated successfully.
Commit	Click to submit the refund request.
Pay Later	Inactive.
Hold	Click to save the transaction to complete it later. You can recall held transactions using the Payment Manager - Transactions window.
Revert	Click to revert the window information to the values that appeared when it opened.
Cancel	Click to close the window without saving.

Application Tab

Use this tab to view the customer, vehicle, and registration information associated with the customer to whom you are issuing a refund.

Refund Registration & Property Tax window, Application tab element descriptions

Window element	Usage
Received Date	Select or enter the processing date for the transaction.
Renewal Customer	Displays the renewal customer.
Reason	Displays the reason for the transaction, such as Renewal.
Tracking #	Displays the tracking number of the vehicle.
Fleet #	Displays the fleet number of the vehicle.
Replace Plate Fee	Displays whether a plate fee was charged.
Registration	Exp Date—Displays the date the registration will expire. If this is a vehicle that is eligible for quarterly registration you will can select a date for the current quarter or for the full year. Registration County—Displays the county in which the vehicle was registered. Usage—Click the vehicle usage for the registration. Weight—Displays the vehicle weight. List Price—Displays the original list price of the vehicle. Color—Displays the color of the vehicle. Color 2—Displays any secondary color on the vehicle. Sq Footage— Annual Fee—Displays the total annual fee of the registration. Exemption Type—Click to select the registration exemption type. Declared Weight—Pre-populated for some vehicle types. If applicable to the vehicle type, enter the declared weight of the vehicle to be used in determining registration fees. Note: The system rounds up the weight for some vehicles based on the vehicle class usage. Start—Displays the start date of the renewed registration. End—Displays the expiration date of the renewed registration. Usage—Click the usage for the vehicle under the renewed registration. Plate Type—Displays the license plate on the vehicle. Fee Description—Displays a description of the applicable fees. Annual Fee—Displays the total annual fee of the registration. Fee Amount—Displays the amount of the fee actually charged. Priority—Displays a check mark if the transaction has a priority status.
Customer	—Click the Note icon to view or enter notes pertaining to the associated customer. Customer ID—Displays the primary identification number for the primary customer that is associated with the vehicle. ID Type—Displays the identification type that corresponds to the customer identification number. Legal Name—Displays the name of the customer. Click to open the Customer Maintenance window and view or edit customer details. Residency Address—Displays the primary address for the customer. Date of Birth—Displays the birth date of the customer. Relationship—Displays the relationship of the customer to the vehicle. Priority—Displays the priority of the customer in relation to any other customers associated with the vehicle. Ownership Status—Applies only to owners and transfer on death designees. If there is more than one customer listed in a category, this field displays whether the relationship between the listed customers, in relation to the vehicle, is and or or. If it is and, then both customers 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. This field applies only to the customer to whom it is assigned and the one immediately after. For this reason, a value for this field is not assigned to the final listed customer. For more information about the Ownership Status field, see Understanding Ownership Status. Note that priority becomes irrelevant when the customer's ownership status is set to or.
Refund Information	Refund Reason—Select the reason the customer requested the refund. Registration Refund—Displays the refund due to the customer for the registration. Property Tax Refund—Displays the refund due to the customer for property taxes. Total Refund—Displays the total amount of the refund.

Fee Detail Tab

Use this tab to view and adjust fees related to this transaction.

Refund Registration & Property Tax window, Fee Detail tab element descriptions

Window element	Usage
Fee Type	Displays the kind of each fee, such as Registration Fee.
Comment	Displays more information about the corresponding fee.
Annual Fee	Displays the yearly cost of the corresponding fee, if the fee is annual.
Fee Amount	Displays the actual dollar amount of the corresponding fee.
Adjustment	Displays the amount of any changes made to the corresponding fee.
Add Adjustment	Inactive.
Total	Displays the total fee amount and adjustments for all listed rows.
Amount Due	Displays the total fee amount when adjustments are included.

Taxes Tab

Use this tab to view taxes related to this transaction.

Refund Registration & Property Taxes window, Taxes tab element descriptions

Window element	Usage
Class Code	Displays a three-digit identifier representing the value of the vehicle based on MSRP.
Mill Levy Rate	The current assessed property tax rate.
Property Tax Exemption	If the vehicle qualifies for an exemption, select the exemption reason.
Current Year Tax	The current years calculated tax on the vehicle.
Prior Year Tax	The previous years calculated tax on the vehicle.
Prior Year Interest	Displays any penalty interest accrued if the prior year taxes were delinquent.
Total Due	The total amount due from the customer
Tax Unit	Displays the numerical code of the tax unit (geographical area) used to calculate taxes for residents of that area.
Prior Mill Levy Rate	The previous assessed property tax rate.

Mailing Tab

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

Refund Registration & Property Tax window, Mailing tab element descriptions

Window element	Usage
Customer ID	Displays the primary identification number for each customer and security interest holder that is associated with the vehicle.
ID 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.
Date of Birth	Displays the birth date for each customer who is associated with the vehicle.
Relationship	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.
Ownership Status	Applies only to owners and transfer on death designees. If there is more than one customer listed in a category, this field displays whether the relationship between the listed customers, in relation to the vehicle, is and or or. If it is and, then both customers 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. This field applies only to the customer to whom it is assigned and the one immediately after. For this reason, a value for this field is not assigned to the final listed customer. For more information about the Ownership Status field, see Understanding Ownership Status. Note that priority becomes irrelevant when the customer's ownership status is set to or.
Security Interest Tracking Number	Displays a unique number assigned by the security interest holder to reference the lien on this vehicle.
Vested Party Release Reason Type ID	Displays the reason the security interest was released, if applicable.
Security Interest Type ID	Displays the type of security interest relationship.
Security Interest Mailing Address ID	Displays the mailing address information for the security interest record.
Name Changed	Select to indicate the name has changed.
Name ID	Displays the correct name at the time of title. This ensures that the name on the title matches the name on the registration, regardless of any names changes that may have occurred in the system.
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.

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.

Refund Registration & Property Tax 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 Document	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.

Registration Detail Tab

Use this tab to view details of each segment of the registration.

Refund Registration & Property Tax window, Registration Detail tab element descriptions

Window element	Usage
Registration Decals	Decal Number—Displays the decal number assignment type. Decal Type—Displays the decal type. Usage—Displays the usage type of the vehicle. Reprint—Displays whether the registration was reprinted. Assign New Decal—Displays whether a new registration decal was assigned.
Registration Plates	Get Reg Plate Button—Inactive. Plate #—Displays the plate number. Plate Type—Displays the plate type. Plate Disposition—Displays the plate disposition type. Usage—Displays the usage type of the vehicle.
Renewal Preference	Renewal Preference Type—Displays the customer's preferred renewal method, such as email or postcard.
GVW	GVW Class—Displays the GVW class. Declared Weight—If applicable to the vehicle type, displays the declared weight of the vehicle to be used in determining registration fees. If a declared weight was previously entered for the vehicle, the field will display that value. The declared weight can be modified during registration renewal. The declared weight cannot be less than the vehicle's empty weight. End Date—Displays the GVW end date.