Abatement is Calculating the Wrong Amount

When entering an abatement in Abatement Entry, the abatement is not automatically calculating the correct amount. 

• Property Tax Billing 
• Abatement Entry (txabtent)
• Exemption Codes (arexdmnt) 

There is a setup issue on the exemption code being used to create the abatement. 

1. Navigate to the Exemption Codes program either by searching or using the following path: Property Revenue > Property Tax Billing > Region > State > Assessor Setup > Exemption Codes
2. Click Search. 
3. Enter the Code that is not calculating correctly. 
4. Click Accept. 
5. If multiple records return, use the arrows at the bottom of the screen to flip through the records and find the correct code. 
6. Check the Group listed on the Exemption Code. Exemptions that belong to the Statutory Exemption Code group are calculated using the statutory calculation. This compares the property's tax last year to the current year's tax to arrive at the abatement amount. 
   1. If an Exemption Code should not be calculated using the statutory calculation, but it is listed as in the Statutory Exemption Code group, then follow these steps: 
      1. Click Update. 
      2. Click the Group dropdown. 
      3. Select (NULL) instead of Statutory Exemption Code. 
      4. Click Accept. 
7. Next, check the Method. A method of Percent calculates a percentage of the tax to abate. A method of Amount calculates an amount of the tax to abate. 
   1. If the Method is incorrect, follow the steps below to update it: 
      1. Click Update. 
      2. Select Percent or Amount for the Method as desired. 
      3. Click Accept. 
8. Verify that Amount/percent is correct. This is the Amount/percent that will automatically be used when creating new abatements with this code. (Note: If the Method is Amount, then this field represents the amount to abate. If the Method is Percent, then this field represents the percent to abate.) 
   1. If the Amount/percent is incorrect, follow the steps below to update it: 
      1. Click Update. 
      2. Enter the desired Amount/percent. 
      3. Click Accept. 
9. If a Maximum amount is specified, then abatements can be created using this reason code up to that amount. Abatements will still populate the value in the Amount/percent field, but each abatement can be manually changed using the steps found here: Change or Update an Abatement Amount
   1. To change the Maximum amount, follow the steps below: 
      1. Click Update. 
      2. Enter the desired Maximum amount. 
      3. Click Accept. 
10. In the Applies to field, make sure the appropriate selection has been made.
    1. If an abatement applies to Principal/Tax, then it is a flat tax dollar based abatement. For example, an Exemption Code with a Method of Amount and an Amount/percent value of 400 that applies to Principal/Tax will decrease a tax bill by $400 (as long as the bill is equal to or greater than $400). 
    2. If an abatement applies to Assessment, then it is a reduction of the taxable value of a property. In this case, an Exemption Code with a Method of Amount and an Amount/percent value of 40,000 will abate 40,000 x tax rate / 1,000 in tax dollars (as long as the bill is equal to or greater than the result of that equation). 
    3. To change what an Exemption Code Applies to, follow the steps below: 
       1. Click Update. 
       2. Select Assessment or Principal/Tax from the Applies to dropdown. 
       3. Click Accept. 
11. If the Allow exemption to exceed max percentage box has been checked, then any abatements created with this Exemption Code can exceed the maximum exemptible amount set in Tax Year Settings. 
    1. If the Exemption Code should or should not be able to exceed the maximum percentage, follow the steps below: 
       1. Click Update. 
       2. Uncheck or check the box as desired. 
       3. Click Accept. 
12. If the maximum exemptible percentage is incorrect, then follow the steps outlined here: Update or Change the Maximum Allowable Exemption Percentage for Taxes
13. If the abatements are not affecting the correct charges, follow the steps outlined here: Exemption or Abatement Affected the Wrong Charges
14. If abatements created with this code should or should not apply any remaining amount to other charges on the bill after they have reduced the charges on the bill in the exemption charges tp $0, then follow the steps below: 
    1. Click Update. 
    2. Uncheck or check the box to Apply excess exemption as desired. 
    3. Click Accept. 
15. If none of the above updates resolved the issue, double check the bill amount the abatement is being created for. An abatement should never be able to abate a bill or charge below $0. In cases where the abatement amount exceeds the billed amount, the abatement amount is reduced to the billed amount.  
16. After making any of the above changes, close and re-open Abatement Entry. New abatements utilizing the recently updated code should automatically populate the updated amount. 

• For all information regarding Abatements, please see: Master Article - Abatements
• If additional assistance is required, please contact tax support for the appropriate region.