Spreadsheet: 53df8e15-4552-4ac8-8425-33af2a546c70
Sheet: 3. Tax Bill Processing

Tax Bill Processing
Req # | Description of Requirement | Response | Comments
The system has the ability to input and print all aspects of Tax Rolls
[NAME] | View the calculated or posted tax amounts on any property record
TB.2 | Standardization/Compliance with the Wisconsin Department of Revenue reporting requirements and keep up with their standards in a timely fashion
TB.3 | Ability to download a Lottery Credit Data File and First Dollar Credit File to the Dept. of Revenue
TB.4 | Ability to select and roll-over specific special assessments from year to year
TB.5 | Special Assessment Excel form for Municipalites can be e-mailed and updated and be e-mailed back, then uploaded to system.
TB.6 | Ability to manually enter special assessments for each property or by batch |  | Throughout the year - Real Estate & Personal Property
TB.7 | Enter State, County, Local, and TIF Levy Amounts
TB.8 | Enter State School Tax Levy amounts by school district and vocational district |  | Must have ability to enter up to 20 districts per municipality.
TB.9 | Enter School Tax Rate and calculate credit by district
TB.10 | Enter Maximum Credit Value for both First Dollar Credit and Lottery Credit
TB.11 | Enter Equalized Value School Tax Rates for both Lottery Credit amounts and First Dollar Credit amounts |  | These numbers are based on school districts, so when entering Lottery Credit amount, have the First Dollar Credit amount automatically fill in.
TB.12 | Produce an audit report of the calculated tax amounts and special taxes with a summary for each taxing body or district
TB.13 | Ability to calculate [NAME] (specified by district) |  | Must extend out to 9 Digits
TB.14 | Ability to print Alphabetical list of property owners, with mailing addresses, by municipality
TB.15 | Enter and maintain TID/TIF District information
TB.16 | Re-calculate and print a single tax bill for any selected property in PDF format
TB.17 | Ability to change the number of installments required for taxes by municipality (2 or 3 payments) & who the payments are paid to.
TB.18 | Ability to change how to apply specials - to either first payment or split between payments by special code type |  | Real Estate & Personal Property
TB.19 | Print Tax Bills and Personal Property Bills |  | [NAME] last name, by municipality
TB.20 | Ability to Reprint Tax Bills and Personal Property Bills |  | At any point (for paper jams, etc.)
TB.21 | Ability to download taxes to [NAME] tax software, and upload and apply payments from [NAME] tax software |  | Real Estate & Personal Property
TB.22 | Print  and Save List of Mill Rates, by District, by Municipality |  | To go on Website
TB.23 | Create and Print Statement of Taxes by municipality
TB.24 | Ability to save tax bills by year |  | And access individually in pdf form
TB.25 | Public able to view, online, and print, a PDF version of their tax bill once it has been sent
TB.26 | Ability to send public information via e-mail
TB.27 | Ability to duplex print reports
TB.28 | Ability to print blank Personal Property and Real Estate Tax Bills |  | In Fillable pdf form if possible
TB.29 | Ability to customize full front page of tax and personal property bills (not preprinted)
TB.30 | Ability to change where to pay each installment for taxes on tax bill
TB.31 | Drainage District codes and updating for tax rolls, showing dollar amounts if applicable
TB.32 | Lock out ability to receipt Current Year taxes and to release when applicable |  | February & August
Reports to Treasurer
TB.33 | Ability to Print all reports listed here (duplex)
TB.34 | Generate Tax Roll Data for emailing or uploading to ftp sites (ability to zip file if necessary) |  | December & August
TB.35 | Real Estate Lottery Credits (PIN order by municipality) |  | Before and After [NAME] by Local Municipality (February)
TB.36 | Personal Property Lottery Credits  (PIN order by muncipality) |  | From Upload by Local Municipality (February)
TB.37 | Lottery Credit & First Dollar Credit Parcel Counts and Amounts Given (both Real Estate & Personal Property) |  | For Reports to upload to WDOR
TB.38 | Real Estate Tax Payment Summary (summary by municipality) |  | From Upload by Local Municipality (February)
TB.39 | Delinquent Tax List - broken down by PIN and municipality |  | At anytime throughout the year & ability to show Grand Total of all
TB.40 | Real Estate Property Taxes Tax Roll (PIN order) |  | February & August
TB.41 | Personal Property Taxes Tax Roll (PIN order) |  | February
TB.42 | Managed Forest Land List (Category order/acres/amounts on tax roll per municipality) |  | For Reports and Payments due WDNR | See "Sample Managed Forest Breakdown.xls"
TB.43 | [NAME] showing totals per district by municipality - ability to print and email |  | Make available online for public access - see current list online
TB.44 | [NAME] showing each taxing jurisdiction amounts per district by municipality - ability to print and email |  |  | See "Sample [NAME] Form2.xls"
TB.45 | Ability to incorporate additional to each tax bill for New Drainage District which will be adjusted annually
TB.46 | Flag special assessments and charges that are greater than a given amount to generate a report that includes PIN #, Owner's Name, Site Address, Mailing Address of each parcel, and total amount amount |  | Amounts greater than $7,499.99 need to be flagged
TB.47 | Report for flagged special assessments and charges can be filtered by paid vs not paid
TB.48 | Report for flagged special assessments and charges can be generated on an as-needed basis