Owner Update On Tax Bills

• Owners need to be updated on tax bills.
• Need to update owner information.
• Would like to update owners on a monthly basis.

• Property Tax Billing
• Real Estate
• Personal Property

Owners need to be updated on tax bills.

Use the following step to update current owners:

1. Property Revenues >  Property Tax Billing > Region > State > Assessor Processing and Reports > Import Real Estate CAMA to Munis OR Import Personal Property CAMA to Munis.
2. Click Define.
3. Choose your Assessing system and formatting option.
4. Browse for newest import file containing the most current owners.
5. Choose your Jurisdiction code 
6. If Multi - Rate choose the Charge codes.
7. Select "Current" under the Update section.
   1. NOTE: Sites using Vision Y2K as their assessing package and managing ownership in Vision under Future should choose "Future" rather than "Current".
8. Check "Move current owner names".
9. Uncheck "Move current values" and "Make parcels inactive".
10. Click Accept.
11. Click Process.
    1. When process is complete, close the Import Real Estate CAMA to Munis program.
12. Open the Bill Adjustments program: Property Revenues >  Property Tax Billing > Region > State > Collection Processing > Bill Adjustments.
13. Click Owner Update.
14. Click Define. Complete the required fields: Tax year range, AR Category, and Bill type.
15. Click Accept.
16. Click Select.
    1. The Bill headers selected field will increment to show you the number of bills that will be updated with new owners.
17. Click Process. 
    1. You will be given the opportunity to print a report showing which records will be updated.
18. After printing or archiving the report, a prompt will appear telling you the number of bill that will be updated. If the information on the report looks correct, click Yes to complete the update.

If additional assistance is needed, please contact Tax Support for the appropriate region.