Delete Unapplied Special Assessments



Description of Issue
  • Need to know how to delete an unapplied Special Assessment.

  • Would like to know how to an remove older Special Assessments that was unapplied during a bill run.

Context
  • Property Tax Billing

  • Special Assessments (txspasmt)

Cause

A Special Assessment that was not applied needs to be deleted.

Resolution

This process can have negative impacts in LIVE if done incorrectly, Support advises testing these steps thoroughly in a refreshed TEST or TRAIN environment before proceeding in LIVE. 

  1.  Navigate to the Special Assessments program either by searching or via the following path: Property Revenue > Property Tax Billing > Region > State > Assessor Processing and Reports > Special Assessments

  2. Click Search.

  3. Enter the Parcel and Year for the unapplied Special Assessment that needs to be deleted. 

  4. Click Accept. 

  5. If multiple records return, use the arrows at the bottom of the screen to flip between the records. 

  6. Once the correct Special Assessment record has been located, make sure that the Applied box is not checked. A Special Assessment that has been applied should never be deleted.

  7. If the Special Assessment record has multiple years and only some of those years need to be deleted, follow these steps:

    1. Click Update

    2. TAB into the Year of the unapplied Special Assessment. 

    3. Once the unapplied year is highlighted, click Delete in the toolbar. That year should be removed from the Special Assessment record. 

    4. Repeat steps 7b-7c for any unapplied Special Assessment years that needs to be deleted from the record.

    5. Click Accept to finalize the delete. 

  8. If all years listed under the Special Assessment record need to be deleted, follow these steps: 

    1. Click Delete. 

    2. A message will pop up: This will delete ALL years associated with: Parcel: XXXXXXXXX Charge Code: XXXXXX Note: to delete a single year, first select Update. Execute delete? 

      1. Selecting Yes, Delete will delete the entire Special Assessment record on screen including all years listed under the Special Assessment. 

      2. Selecting No will cancel the delete. 

Additional Information

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