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Description of Issue

Need to create a file to import Special Assessments. 

Context
  • Property Tax Billing
  • Special Assessments (txspasmt)
Cause

Would like to import a list of Special Assessments to add to tax bills. 

Resolution

The Special Assessments Import uses a Space Delimited Import File. Basic instructions for creating a Space Delimited Import File can be found here: How to Create a Space Delimited Import File in Excel

The Import File created must be in the following format: 

FIELDData TypeSizePositionsDescriptionFormatNotes
ParcelCharacter301-30Parcel Id

This is a required field. This field should be left justified. There must be a Current Parcel record with a matching Parcel Id

in the Parcels (txremast) program, or the import will fail. 

YearNumeric431-34Year of Assessment9999This is a required field. 
Special Assessment Principal Charge CodeCharacter635-40Principal Assessment Charge

This is a required field. This field should be left justified. There must be a Charge Code with a matching Code and with the Activity of SPAP - Special Assessment Principal, otherwise, the import will fail. If a new Charge Code needs to be created, please see: Add a Charge Code

Special Assessment Principal Charge Code AmountDecimal (11,2)1241-52Principal Amount999999999.99This is a required field. This field should be right justified. 
Special Assessment Interest Charge CodeCharacter653-58Interest Assessment Charge
Not a required field. This field should be left justified. There must be a Charge Code with a matching Code and with the Activity of SPAI - Special Assessment Interest, otherwise, the import will fail. If a new Charge Code needs to be created, please see: Add a Charge Code
Special Assessment Interest Charge Code AmountDecimal (7,2)859-66Interest Amount99999.99Not a required field. This field should be right justified. 
Application DateCharacter1067-76If blank space, then default's to today's date.mm/dd/yyyyNot a required field. 
Apportionment DateCharacter1077-86If blank space, then default's to today's date.mm/dd/yyyyNot a required field. 
Bill DateCharacter1087-96If blank space, then default's to today's date.mm/dd/yyyyNot a required field.
Interest Calculation DateCharacter1097-106If blank space, then default's to today's date.mm/dd/yyyyNot a required field.
AppliedCharacter1107Y (for "Yes") if the Special Assessment has already been added to a bill.
N (for "No") if the Special Assessment has not already been added to a bill.

This is a required field. If the Special Assessment needs to be added to a bill, this value should be N.
Paid AmountDecimal (10,2)11108-118The amount of the Assessment that has already been paid. 99999999.99Not a required field. This field should be right justified. 
Date PaidCharacter10119-128The day any payments were made. mm/dd/yyyyNot a required field. 


A file in the correct format with just the required fields would look like so: Special Assessment Import Example - Required Fields Only

A file in the correct format with all the fields would look like so: Special Assessment Import Example - All Fields

If a created file is not importing, please open one of these examples and copy a line from the file into it. Then, compare the positioning and be sure that the values match exactly. 

Additional Information






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