Property Tax Record Versions

What are the tax bill versions?

What is versioning tax? 

How does tax bill versions work through a bill run? 

• Munis

• General Tax

• Versioning Tax

Real Estate and Personal Property tax processes can maintain several versions of a property record, depending on where you are in the tax process. 

0 - Current

• Current records are up-to-date versions of RE and PP master records and are not associated with bills or a specific bill run.

• Bills cannot be generated from Current records.

9 - Working

• Working records are copies of the Current records and are created when you run the Initiate Bill Run program.

• Working records are short-lived and are used to calculate tax and to create bills for a specific year.

• When the Generate AR program is run to create bills, the program does the following with Working records:

  • Creates Tax Records from the Working Records

  • Creates Original Records from the Working Records

  • Optionally, updates Current Records with Working Record information

  • Deletes Working Records

1 - Tax

• Created from Working or Subsequent records and are specific to a bill run. 

• Tax Records can be updated during corrective bill runs or through the tax correction process. 

• Bills are printed using the information from these records so that printed bills always represent corrected data.

10 - Original

• Created from Working or Subsequent records and are specific to a bill run.

• Represents the property as it was when it was originally billed.

• Original records cannot be changed by programs or users once created.

7- Subsequent

• Subsequent records are nearly identical to working records.

• Short-lived records used to calculate tax and produce subsequent bills.

• Created when a record is added to the Subsequent Billing program and tied to a specific bill run.

• During the GL post, the program does the following with Subsequent records:

  • Creates the Tax record from the Subsequent record

  • Creates the Original record from the Subsequent record

  • Optionally, updates the Current record with information from the Subsequent record

  • Deletes the Subsequent record

8 - Correction

• Correction records are short-lived records created from tax records when a record is added in the Tax Corrections program.

• After changes are made to the Correction record, the program compares the Correction record to the existing Tax record and makes changes to the bill.

• During the GL post, the program does the following:

  • Updates the Tax record from the Correction record

  • Optionally, updates the Current record with information from the Correction record

  • Deletes the Correction record