Spindlemedia Tax Calendar

Modified on Tue, 27 Sep 2022 at 08:13 AM

Spindlemedia Tax Office Calendar

Last Updated 7/07/2022

Please note: this is a suggested list that must be superseded by local Tax Office policy.

 

If an event is not listed, or no longer performed, please contact Spindlemedia with the information.

 

Annual Tasks................................................................................................................................. 3

Statute of Limitations Strikeoff................................................................................................... 3

Escheat Refunds.......................................................................................................................... 3

August - September – October..................................................................................................... 3

September Deadline to Adopt Current Year Tax Rates.............................................................. 3

***Year End / Certified Load / New Year.................................................................................. 3

SMIGL Year End Close Out and New Year Rollover................................................................ 3

Mortgage Company Requests..................................................................................................... 3

October........................................................................................................................................... 4

Mobile Home Escrow and Escrow Transfers.............................................................................. 4

October Billing............................................................................................................................ 4

Mortgage Company Requests..................................................................................................... 4

November....................................................................................................................................... 4

November 30............................................................................................................................... 4

January........................................................................................................................................... 5

VIT Transfer................................................................................................................................ 5

VIT Deficiency Billings.............................................................................................................. 5

January 31................................................................................................................................... 5

February......................................................................................................................................... 5

Roll Suits Forward...................................................................................................................... 5

2nd Notices Billing....................................................................................................................... 5

33.11 Billing................................................................................................................................ 5

April................................................................................................................................................ 5

Quarterpayment 2 Billing............................................................................................................ 5

May................................................................................................................................................. 6

33.07 Billing................................................................................................................................ 6

Quarterpayment 3 Billing............................................................................................................ 6

June................................................................................................................................................. 6

Quarterpayment 3 Billing............................................................................................................ 6

Halfpayment Billing.................................................................................................................... 6

Mobile Home Lien File............................................................................................................... 6

Year End for some ISD’s............................................................................................................ 6

SMIGL Year End Close Out and New Year Rollover if in use.................................................. 6

July.................................................................................................................................................. 7

Collection Penalties Accrue from 33.07 Billing......................................................................... 7

Year End for some ISD’s............................................................................................................ 7

SMIGL Year End Close Out and New Year Rollover if in use................................................... 7

August............................................................................................................................................. 7

Quarterpayment 4 Billing............................................................................................................ 7

Year End for some ISD’s............................................................................................................ 7

SMIGL Year End Close Out and New Year Rollover if in use.................................................. 7

Monthly Tasks Done Year Round............................................................................................... 8

Supplement Processing............................................................................................................... 8

Supplemental Billing................................................................................................................... 8

33.08 Billing................................................................................................................................ 8

Create Mortgage Tapes for Vendors........................................................................................... 8

Create Attorney Tapes for Collectors......................................................................................... 8

SMIGL Period Close Outs and Rollovers................................................................................... 8



Annual Tasks

 

Statute of Limitations Strike Off

Done once a year, usually before the October Statements go out, this Strike Off includes Real property with an unpaid levy receivable that are older than 20 years old and Personal property with an unpaid levy receivable that are older than 10 years old. (Levy is defined as Levy, Ag Levy, and Ag Interest). It does not include any accounts that have ever had a suit, bankruptcy, or deferral.

 

Escheat Refunds

Done once a year, all unpaid refunds created three or more years prior to the run date are posted to a batch with a single payee. The check is then sent, by local policy, to the entity they wish (State, County, etc.).

 

August - September – October

 

September Deadline to Adopt Current Year Tax Rates

Update TaxClient with new rates prior to setting current year starting balances.

 

***Year End / Certified Load / New Year

The process where a current tax year is closed out, the certified load is added, and the new year is begun.

 

SMIGL Year End Close Out and New Year Rollover

This is done for locations that have just performed year end tasks.

 

Mortgage Company Requests

Send Requests to Mortgage Companies for account lists, upon receipt, update TaxClient

 

 

 

October

 

Mobile Home Escrow and Escrow Transfers

Done after current year receivables are set, but before the October billing is created, any payments made in the prior year as escrow are posted to the current year so that the billing does not overstate the amounts due.

 

Note: If this process is run prior to the October Billing, many accounts will be paid in full and will not receive an October Statement. As a result, no Correspondence record will be on the account for the billing. If the transfer results in a partial payment, the Correspondence record will only reflect the remaining amount due. If local policy set by Auditors requires the October Statement to reflect full amount due prior to any payments, this process may be run after the October Billing is created and Correspondence records set. If this process is not done at this time, please notify Spindlemedia by initialing the option to that effect on the New Year Calculation form.

 

October Billing

This billing is traditionally done in October after the new current year taxes have been loaded. This billing reflects current tax year only. Usually includes a Fid Billing, an Information Billing for those owners in Fid Billing, and an Owner Billing for accounts that do not have Fids.

 

Mortgage Company Requests

Send Payment Requests to Mortgage Companies. Post these payments as they come in. (These payments may come in all the way up until the end of January.)

 

November

 

November 30

This is the last day that half payments may be set up. Halfpayment 1 is delinquent as of December 1. Since the first payment usually accompanies the split, a billing is not usually created.

 

 

 

January

 

VIT Transfer

Best practice suggestion, this should be done by January 10, or Delinquent Dates on VIT accounts must be updated to allow more time for payment of remaining taxes (date plus 21 days then forward to 1st day of next month).  

 

VIT Deficiency Billings

Once the final escrow money has been posted to the VIT accounts in Tax, the VIT Deficiency Billing is done to create statements for the VIT accounts with levy still due.  

 

January 31

The last day that quarter payment may be set up. Since the payment usually accompanies the account split, a billing is not usually created.

** HB 1597 Any one qualified for a disabled veteran’s exemption will have the right to pay homestead taxes in four installments, the same right that homeowners who are over sixty-five or disabled have now. If a homeowner with the right to pay in installments makes all payments on time, they will not incur any penalties or interest. If they make the first payment after January 31 but before March 1, they will still have the right to pay the remaining taxes in installments. The process is currently under discussion. As of this update, the homeowner will apparently owe penalties and interest on the delinquent first payment.

 

 

February

 

Roll Suits Forward

Traditionally done on 2/1, at the time that the Current Tax year goes delinquent, this move will ensure that current Tax Year delinquent accounts will have the current year added to active suits. As of 2/1, they will incur 15% attorney fees for the time period of February 1 through June 30. As of July 1, the collection penalty will continue but will be set at the contract rate.

 

2nd Notices Billing

 Done in January or February – notifies taxpayers that if taxes are not paid by 2/1, penalty and interest will begin to accrue - Current year only (don’t filter for quarterpayments).

 

33.11 Billing

Done in February – notifies Personal Property owners (some include mobile home) that if they do not pay their taxes by 60 days after the delinquent date (April 2 on non-leap years), collection penalties will begin to accrue.

Current year only

April

Quarterpayment 2 Billing

Done around April 1 (2nd quarter delinquent date), this billing informs the taxpayer that nonpayment by the specified delinquent date will result in penalty and interest on the quarter. This usually affects current year only.

May

 

33.07 Billing

Done in May, this billing provides the required written notice that anyone receiving this billing must pay taxes by 7/1 or collection penalties will begin to accrue. May include quarterpay accounts that have not paid 1st and 2nd  payments. Current year only.

 

Quarterpayment 3 Billing

Done around June 1 (3rd quarter delinquent date) This billing  informs the taxpayer that nonpayment by the specified delinquent date will result in penalty and interest on the quarter. This usually affects current year only.

 

June

 

Quarterpayment 3 Billing

Done around June 1 (3rd  quarter delinquent date) to inform the taxpayer that nonpayment by the specified delinquent date will result in penalty and interest on the quarter. This usually affects current year only.

 

Halfpayment Billing

For those locations that allow these,  Half Payment billings are usually done around June 1 (the delq date for the 2nd payment) to inform the taxpayer that nonpayment by the specified delinquent date will result in penalty and interest on the quarter

 

Mobile Home Lien File

The state submission deadline is June 30

 

Year End for some ISD’s

SMIGL Year End Close Out and New Year Rollover if in use.

 

 

 

July

 

Collection Penalties Accrue from 33.07 Billing

Accounts included in the 33.07 billings will start to accrue Collection Penalties

 

Year End for some ISD’s

SMIGL Year End Close Out and New Year Rollover if in use.

 

August

 

Quarterpayment 4 Billing

Done around August 1 (4th quarter delinquent date) , this billing informs the taxpayer that nonpayment by the specified delinquent date will result in penalty and interest on the quarter. This usually affects current year only.

 

Year End for some ISD’s

SMIGL Year End Close Out and New Year Rollover if in use.



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