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Focusing on the Future2013 ACT User Conference

Jim Brod

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Legislative Changes Payment Processing Interface SIT Portal Frozen Accounts Refunds & Agents New Reports & Calculations Re-Sizing Screens Calendar Main Menu Enhancements What’s Coming in ACT?

Overview

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Legislative Changes HB 1597-Allows an individual to pay

installment payments on the taxes imposed on the residence homestead of the individual in four equal installments without penalty or interest if the first installment is paid before the delinquency date and is accompanied by a notice to the taxing unit that the person will pay the remaining taxes in three equal installments.

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Legislative Changes HB 585-If the collector for a taxing unit does not respond to

an application for a refund on or before the 90th day after the date the application is filed with the collector, the application is presumed to have been denied. Not later than the 60th day after the date the collector for a taxing unit denies an application for a refund, the taxpayer may file suit to compel the payment of the refund. If the collector collects taxes for more than one taxing unit, the taxpayer shall join in the suit each taxing unit on behalf of which the collector denied the refund. If the taxpayer prevails in the suit, the taxpayer may be awarded costs of court and reasonable attorney’s fees in an amount not to exceed the greater of: $1,500; or 30% of the total amount of the refund determined by the court to be due.

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Legislative Changes HB 97-

◦ Provides for the exemption from ad valorem taxation of part of the appraised value of the residence homestead of a partially disabled veteran or the surviving spouse of a partially disabled veteran if the residence homestead was donated to the disabled veteran by a charitable organization.

◦ Provides for the continuation of exemptions for surviving spouses and the transfer to a new homestead

◦ Clarifies that disabled veterans are eligible for installment plans for property tax payments

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Legislative Changes HB 1712-Provides a person is entitled to an

exemption from taxation of the personal property the person owns or leases that is used, constructed, acquired, stored, or installed solely as part of an offshore spill response containment system, or that is used solely for the development, improvement, storage, deployment, repair, maintenance, or testing of such a system, if the system is being stored while not in use in a county boarding on the Gulf of Mexico or on a bay or other body of water immediately adjacent to the Gulf of Mexico.

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Legislative Changes HJR 562-Proposes a constitutional

amendment authorizing the legislature to provide for an exemption from ad valorem taxation of all or part of the market value of the residence homestead of the surviving spouse of a member of the armed services of the United States who is killed in action.

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Legislative Changes HB 2712-Provides for an exemption from ad valorem

taxation of energy storage systems used for the control of air pollution in a nonattainment area. Defines “energy storage system”. Provides that a school district is entitled to additional state aid for the exemption of an energy storage device. The bill is bracketed for an area designated as a nonattainment area of the federal Clean Air Act; and a municipality with a population of at least 100,000 adjacent to a municipality with a population of more than two million.

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Legislative Changes SB 1792-Requires a county assessor-collector to

refuse to register or renew the vehicle registration of a motor vehicle if it has received written notice from a toll project entity that the owner of the vehicle has been determined to be a habitual violator

SB 546-Requires a county assessor-collector to complete 20 hours of continuing education, including 10 hours of instruction on laws relating to the assessment and collection of property taxes; and continuing education courses on ethics and the constitutional and statutory duties of the county assessor-collector annually.

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Payment Processing Interface New interface with RT Lawrence Remittance

Solution

Scanners automatically process tax payments and attach images of checks stubs and documentation to ACT accounts

Reduces manual payment processing for both property tax and Motor Vehicles

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SIT Portal New solution for dealerships to enter information and pay their accounts online

Increases efficiency and reduces errors in calculations

Entry available for motor vehicles, heavy equipment, retail manufactured housing, and vessels and outboard motors

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SIT Portal

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Users will be able to select the dealership they want to view tax statement history for by selecting the radio button next to the dealership they want to view and click the “Select.” To submit a Tax Declaration users can click the “Annual Declaration Link.”

Select Dealership

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Motor Vehicle Inventory DeclarationUsers can enter their breakdown of sales, sales amounts, and enter the market value of their motor vehicle inventory. The Market Value will also be calculated.

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Yearly SummaryInformation from past Tax Statements that have been filed, saved, or completed and paid off will be displayed here. Users will be able to file a new sales report, edit saved tax statements that have not been finalized, or pay the statements on this screen.

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Motor Vehicle Inventory Tax StatementUsers can enter their breakdown of sales, sales amounts, and enter

the market value of their motor vehicle inventory. The Market Value will also be calculated.

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Create New Sales RecordsUsers can provide the following information about each vehicle sold during the reporting month, including year, make, VIN number, and sale information.

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Motor Vehicle Inventory Tax Statement Users can provide information of their total sales for the month,

calculate, and receive a total amount due.

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Heavy Equipment Inventory Tax StatementA list of each piece of heavy equipment that’s been sold, leased, or

rented according to the user will be displayed on this screen.

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Users can provide information of their total sales for the month, calculate, and receive a total amount due.

Heavy Equipment Inventory Tax Statement

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Users can enter their breakdown of sales, sales amounts, and enter the retail manufactured housing inventory. Provides calculations for the housing inventory.

Retail Manufactured Housing Inventory Declaration

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A list of each manufactured housing that’s been sold according to the user will be displayed on this screen. Users can add new sales records or edit this statement they can click on save.

Retail Manufactured Housing Inventory Tax Statement

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Users can provide information of their total sales for the month, calculate, and receive a total amount due.

Retail Manufactured Housing Inventory Tax Statement

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Users can provide information of their total sales for the month, calculate, and receive a total amount due.

Retail Manufactured Housing Inventory Tax Statement

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Frozen Accounts When you click save and calculate:

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Frozen Accounts New Screen to Compare Freeze Info:

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Frozen Accounts Choose Years to recalculate:

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Frozen Accounts View changed levy before saving:

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Frozen Accounts Access to Comparison Screen from Frozen Amounts Tab

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Refunds & Agents Agents are tied to accounts if Agent No. flag is

populated on Owner Detail screen. For litigated refunds, the 42.43 Fiduciary No. field should also be populated.

Fiduciary Master◦ Adj Refund Use Address - checks are made payable to the

owner, but use the agent address◦ Adj Refund Use Name/Address - checks are made payable

to the owner, but use the agent address◦ Adj Refund On Hold - all adjustment refunds for this

fiduciary placed on hold◦ 42.43 Refund Fiduciary – indicates this fiduciary is a 42.43

fiduciary (info only)

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Refunds & Agents

BMI 326 (TC536 Refund Report) – new parameters◦ Agent Control (N – no change, Y – use agent

control logic)◦ Agent No.

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New M&O Breakdown Report

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New Omitted Property Calculations

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Currently, TCS screen automatically re-size when a user moves from one screen to another

If a user has shrunk the Account Status screen, it will automatically revert to a larger size when you look at the account master

Screens also automatically move to the top left corner of the monitor

Re-Sizing Screens

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Re-Sizing Screens

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We are currently working on changing each screen in the TCS system.

If a user shrinks a screen, they will be able to move to a different screen without the size expanding.

TCS screens will also not automatically revert to the to left corner of the monitor, allowing user to more efficiently use double monitors

Re-Sizing Screens

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Re-Sizing Screens

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Calendar

Interactive features?

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Main Menu Enhancements Release notes Upgrade notices Tax Office & ACT messages

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New Look & Feel

This is the old

What will the new design be?

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Waiting Room Queue System?

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Email Alerts?