The Personal Property tax module offers a highly intuitive workflow for importing monthly or weekly DMV files. The import process utilizes automated logic to know when to delete existing records and create new records based on ownership changes, minimizing the need to manually create new vehicles or other property.
Import DMV File: Click Select File, find and select your DMV file, then click Import File, then click Confirm
Create Billables: "Tax All" of the monthly records, regardless of the Action Type.:
The Adds will match on existing Billables (if one is found), and create new Billables.
The Moves are treated as an Add or as a Delete, depending on the Res Juris Cd column and the Disposal Date and the Move-In Date.
The Deletes are going to match on existing Billables in Tax Year, and soft-delete them.
Edit Imported Billables: Select a billable, right-click and use the Context Menu to make edits.
Delete Moved Out Billables: Select a billable, right-click and use the Context Menu to make edits.
Set Active Flags: Click Run Process to Set Flags