Add Delinquencies to the Statements:

  1. go to the Transactions Dashboard
  2. click StatementBatches
  3. scroll down until you see the record where the Commissioner created the first StatementBatch for the current Tax Year. Be sure to select the correct records. Omitting the first StatementBatches for any tax type (Real Estate, Personal Property, Public Service, etc) will result in errors. Please double-check the selected StatementBatches before moving to next step.
  4. select this record and all records above it where the Statement Batch Type column is Create Statement
  5. right-click
  6. Add Delinquencies to Statements. Leave this screen up until you see a pop-up message indicating that the process is finished. This may take several minutes (15+ min).  To prevent being logged out, you must move your mouse every so often on the current tab, or open another tab and continue working in the system. *this process can be run multiple times if needed.

Generate the Printer File:

  1. go to Transactions Dashboard again
  2. click Create Statement Printer File
  3. set the Tax Year dropdown to the current Tax Year
  4. set the StatementGroup to the desired type of taxes (IE: Personal Property, or Real Estate)
  5. set the Due Date to the desired Due Date for these Statement
  6. the Interest and Future Interest fields will default to the Due Date. This will add estimated Interest to the Delinquent Amounts on the Statements
  7. click Create Statement Printer File
  8. you can either leave this screen up, or close the Process Information pop-up message, navigate away from the Create Statement Printer File screen and resume working. To view the process status, go to the Administrative Dashboard, then click Processes. You should see a record in the Processes TV
  9. Repeat Steps 1-8 for the other tax type (IE: Real Estate, or Personal Property)

View the Statement Printer File:

  1. go to the Reports Dashboard
  2. click E-Files at the bottom
  3. you should see the newly-created Statement files at the top of the TV
  4. select the desired E-File
  5. right-click
  6. View E-File
  7. You can browse this file to review the data. Changes made to this file may not save correctly for the printing company. If you need to make changes to the data, do it in the tax system, then rerun the Statement file. This can be done as many times as needed