July
delinquent statement file (Add Delinquencies to Statement Batches first) due
import monthly Vet file into current Tax Year Pet License
have development update DMV Use on 2022 records based on 2021. AUTO/TRUCK only
update Districts on 2022
export files to NADA
import NADA file
import GIF file
Compute Interest for PPD, PPS, RE
Schedule Interest Compute Jobs for each month. Remember to account for Leap Year and Feb's 28 days. Reference: https://rdasystems.freshdesk.com/a/tickets/94354
August
Depreciate PPS and PPD billables
modify Exemption Configuration amounts
CAMA import transfers, roll billables, import ALL
import MH file (every 5 years)
Set up Compute Groups
Set up Statement Groups
Rollovers
import monthly Vet file into current Tax Year Pet License
Compute Interest for PPD, PPS, RE
September
Change sys parm 98 to False when ready for Due Now to reflect Billing Period 1 only
Generate PP book
Generate RE book
Compute Interest for PPD, PPS, RE
import monthly Vet file into current Tax Year Pet License
October

Generate PP statement file (Add Delinquencies to Statement Batches first)
Change the Account Code to Delinquent Taxes on the Accounting Setups for the current year Class Configurations. 
go to Configuration Dashboard
Class Configuration Core
Accounting Setups
filter Description column Contains: 2021 (or whatever the current year is)
you should see the Accounting Setups for Real Estate, Personal Property, Machine & Tools, Merchant Capital, Public Service, and Mobile Home
select the record for 2021 Real Estate
right-click
Edit Rev Accounting
click the magnifying glass next to Account Code
search for the Delinquent accounting code desired
click Save
repeat for the PP, Machine & Tools, etc
Statement File instructions below! (the csv "old way")
Generate RE statement file (Add Delinquencies to Statement Batches first)
Generate PS statement file (Add Delinquencies to Statement Batches first)
Change System Parameter ID 96 to the new Tax Year for the Portal/Due Now
Change sys parm 98 to False when ready for Due Now to reflect Billing Period 1 only
Change Due Date in Cash Drawer sys parm  21 to 100

Rollover the Prepaid Program records (after the COR has handed over the Books)
go to Configuration Dashboard. Click Rollovers. Click Prepaid Program. 
Compute Interest for PPD, PPS, RE
import monthly Vet file into current Tax Year Pet License
November

Rollover Lifetime Pet License billables and Duplicates that have a License Number into next Tax Year. Don't roll Kennels.
1) set your Tax Year dropdown to current Tax Year for Pet License
2) go to Configuration Dashboard
3) click Rollovers (bottom-left)
4) click Billables
5) Tax Year: (current)
60 Next Tax Year: (the year you are preparing for)
7) Billable Type: Pet License
8) Class: DOG TAG LIFETIME
9) click Roll Billables
10) change Class: to DOG TAG DUPLICATE
11) click Roll Billables 
rollover PPD and PPS billables
catch up on monthly DMV imports since July
Compute Interest for PPD, PPS, RE
import monthly Vet file into current Tax Year Pet License
December
import monthly DMV files
Dec 5th Due Date
turn off Portal while processing mail payments (System Parameter ID 245)
generate PP delinquent statement file (Add Delinquencies to Statement Batches first)
generate RE delinquent statement file (Add Delinquencies to Statement Batches first)
Compute Interest for PPD, PPS, RE
import monthly Vet file into current Tax Year Pet License
January
import monthly DMV files
delinquent statement file (Add Delinquencies to Statement Batches first) due
Compute Interest for PPD, PPS, RE
import monthly Vet file into current Tax Year Pet License
February
import monthly DMV files
import semiannual DMV file
import semiannual GIF file
Apply Admin Fees
run IRMS file
begin DMV Stops
Compute Interest for PPD, PPS, RE
import monthly Vet file into current Tax Year Pet License
March
import monthly DMV files
New Supplements created will need June 5th Due Date
begin sending TACS files for PP and RE
import monthly Vet file into current Tax Year Pet License
Compute Interest for PPD, PPS, RE
April
import monthly DMV files
Generate PP statement file (Add Delinquencies to Statement Batches first)
Generate RE statement file (Add Delinquencies to Statement Batches first)
Generate PS statement file (Add Delinquencies to Statement Batches first)
New Supplements created will need June 5th Due Date
Change Due Date in Cash Drawer sys parm  21
Change sys parm 98 to True when ready for Due Now to be updated (this takes some time, run close of day)
rollover Class Configs, Exemptions Configs
modify Class Configs and Exemption Configs
renew yearly certificate for QZ applet for check validator
import monthly Vet file into current Tax Year Pet License
Compute Interest for PPD, PPS, RE
May
import monthly DMV files
import monthly Vet file into current Tax Year Pet License
Compute Interest for PPD, PPS, RE
June
import monthly DMV files
June 5th Due Date
turn off Portal while processing mail payments (System Parameter ID 245)
generate PP delinquent statement file (Add Delinquencies to Statement Batches first)
generate RE delinquent statement file (Add Delinquencies to Statement Batches first)
import monthly Vet file into current Tax Year Pet License
Compute Interest for PPD, PPS, RE
Run uncollected reports for PPD, PPS, Plate, RE for end of year
last day of month change Account Code on current year Accounting Setups to Delinquent taxes (instructions in Tab B)