EDI Viewer - Property Tax Annual Process

This is the typical annual process for using the Property Tax module:

1. Setting Up New Tax Year:
   • Apply any EDI Viewer version updates / scripts
   • Use to Rollforward Assessment Data window to roll the previous year's data into the next year
2. Import your .csv files
3. Create or Update entries in the Manual Industrial Facilties window
4. If applicable, use the Land Assessment Maintenance window to divide land assessments or create assessments for levies and other fees
5. Use the Mill Rate Xref window to update mill rates for the year
6. (Re-)Calculate Tax Payable for the Assessment Year
7. Setup / Update Linear and/or Industrial Cost Centers
8. Setup / Update your GL Company and/or GL Accounts
9. Use the GL Upload to create a GL Upload file for your tax payable amounts.