Tax Notices are the bills you send to property owners. This guide covers generating, reviewing, sending, and managing tax notices, as well as notice templates, supplementary notices, and automated billing cycles.

Getting Here

Open the main sidebar and select a Bookkeeping Client.
In the client sidebar, expand Municipal Government → Property Tax → Billing & Notices.
Click Tax Notices, Notice Templates, Supplementary Notices, or Billing Cycle.

Tax Notices

Path: Billing & Notices → Tax Notices

This is the main page for generating and managing tax bills. Each notice represents a tax bill for one property for one tax year.

The Notices Table

The page uses infinite scroll with a year selector, status filter, and search bar at the top.

Column	What You See
Checkbox	Select notices for batch actions.
Notice #	A unique notice number. Click to open the notice detail.
Property	The roll number of the property.
Owner	The property owner's name.
Tax Year	The tax year this notice covers.
Total Amount	The total tax bill amount.
Paid	How much has been paid against this notice.
Balance	The remaining balance due.
Status	pending, sent, partially_paid, paid, overdue, or cancelled.
Due Date	When payment is due.
Actions	A dropdown menu with View, Edit, Download PDF, Send Email, Cancel, and Delete options.

Generating Tax Notices

Tax notices are generated from the Assessment Roll data. Here is how:

Click the Generate Notices button at the top-right.
The generate dialog opens. Configure the generation:

Field	What To Enter
Tax Year	The tax year to generate notices for. Required.
Assessment Year	Which assessment roll year to use for values. Defaults to the tax year.
Due Date	The payment due date for these notices. Defaults from Tax Year Settings.
Billing Date	The official billing date printed on the notice.
Notice Type	Original (first notice for the year) or Reminder (follow-up notice).

Optionally filter which properties receive notices:
- Specific Properties — Select individual properties.
- Classification — Generate only for specific property classes.
- Only Properties Without Notices — Skip properties that already have a notice this year.
Click Generate.

The system:

Reads the assessment roll for the selected year.
Applies mill rates by classification.
Applies any exemptions.
Applies minimum tax rules.
Calculates the total tax for each property.
Creates a notice record for each property.

A progress indicator shows how many notices were created.

Notice Detail Page

Click any notice number to open its detail page. This page shows:

Notice header — Notice number, property, owner, tax year, status, and amounts.
Tax breakdown table — Each mill rate applied to this property, showing the rate, taxable value, and calculated tax per rate.
Payment history — All payments applied to this notice.
Charge history — Any penalties or interest applied.
Action buttons — Download PDF, Send Email, Record Payment, Cancel Notice, or Delete.

Batch Actions

Select notices using the checkboxes, then use the batch action buttons:

Action	What It Does
Batch Send Email	Email all selected notices to their owners (requires owner email).
Batch Download PDF	Download a combined PDF of all selected notices.
Batch Print	Open all selected notices in a print-friendly view.
Batch Change Status	Mark selected notices as Sent, Paid, or Cancelled.
Batch Delete	Delete selected notices (only if no payments have been applied).

A Select All checkbox in the header selects all notices on the current page.

Recording a Payment on a Notice

From the notice detail page or the notices table action menu:

Click Record Payment.
The payment dialog appears (see the Collections guide for full details).
Enter the payment amount, date, method, and reference number.
Click Save.

The notice's paid amount and balance update automatically.

Cancelling a Notice

If a notice was generated in error:

From the action menu on the notice row, click Cancel.
Confirm the cancellation.

Cancelled notices are excluded from collections and reporting.

Status Workflow

A notice moves through these statuses:

Pending → Sent → Partially Paid → Paid
                   ↘ Overdue

Pending — Just generated, not yet sent to the owner.
Sent — Delivered to the owner (email or print).
Partially Paid — Some payment received but balance remains.
Paid — Full balance collected.
Overdue — Past the due date with unpaid balance.
Cancelled — Voided and excluded from all calculations.

Notice Templates

Path: Billing & Notices → Notice Templates

Notice Templates control the layout and content of the PDF tax notices you send to property owners.

The Templates Table

Column	What You See
Template Name	A descriptive name for this template.
Type	Original Notice, Reminder Notice, or Supplementary Notice.
Is Default	A checkmark showing which template is used by default.
Last Modified	When the template was last edited.
Actions	Edit, Duplicate, Set as Default, and Delete.

Creating or Editing a Template

Click Add Template or the pencil icon on an existing template.
The template editor opens. You can customize:

Section	What You Configure
Header	Municipality name, logo, and contact information.
Body	The notice content — property info, assessed value, tax breakdown table, due date, payment instructions. Use merge fields like {{owner_name}}, {{roll_number}}, {{total_tax}}, {{due_date}}.
Footer	Payment options, office hours, legal disclaimers.
Layout	Font sizes, column widths, section ordering.

Preview the template with sample data.
Click Save.

Setting a Default Template

Click the star icon or use the action menu to set a template as the default. The default template is used automatically when generating notices unless you select a different one.

Supplementary Notices

Path: Billing & Notices → Supplementary Notices

Supplementary notices are issued when a property's assessment changes mid-year — for example, after an appeal decision, new construction, or a demolition. They bill (or credit) the difference between the original assessment and the revised assessment, prorated for the remaining portion of the year.

The Supplementary Notices Table

Column	What You See
Notice #	The supplementary notice number.
Property	The roll number.
Original Notice	The original notice this supplements.
Type	assessment_change, new_construction, demolition, or other.
Additional Tax	The extra tax being billed (or credited if negative).
Effective Date	When the change takes effect.
Prorated Months	How many months remain in the tax year.
Status	pending, sent, paid, or cancelled.

Generating a Supplementary Notice

Supplementary notices are typically triggered automatically when you create a revised assessment. To create one manually:

Click Generate Supplementary.
Select the Original Notice this supplements.
Select the Revised Assessment that contains the updated values.
The system calculates the difference in tax, prorated for the remaining months in the year.
Review the calculation.
Click Generate Notice.

The supplementary notice is issued for the net difference. If the revised value is higher, it is an additional bill. If lower, it is a credit.

Billing Cycle

Path: Billing & Notices → Billing Cycle

The Billing Cycle page automates the process of generating and sending notices on a schedule. It is organized into two tabs: Schedule and History.

Tab: Schedule

This tab shows the planned billing schedule for the municipality. It displays:

Interim Billing — Mid-year billing based on a percentage of the prior year's taxes.
Final Billing — End-of-year billing based on the final assessment roll and mill rates.

Each billing event shows its type, scheduled date, tax year, and status (Pending, In Progress, or Complete).

To run a billing cycle:

Click the Run Billing button.
Configure the run:

Field	What To Enter
Billing Type	Interim (mid-year estimate) or Final (year-end actual).
Tax Year	The tax year to bill for.
Billing Date	The official date on the notices.
Due Date	The payment deadline.

Before running, check the minimum tax rules summary — it warns if no minimum tax rules are configured for the selected year.
Click Run Now.

The system processes all properties with assessments for that year, applies mill rates and exemptions, and generates notices in bulk. A result summary shows how many notices were created.

Tab: History

This tab shows a log of all billing runs that have been executed. Each run shows:

Column	What You See
Run Date	When the billing was executed.
Type	Interim or Final.
Tax Year	The year billed.
Notices Generated	How many notices were created.
Total Billed	The sum of all notice amounts.
Status	Completed or Failed.

Click any run to see details, including a list of all notices generated in that run.

How the Tax Calculation Works

When a notice is generated, the system follows this formula for each property:

Get Taxable Value from the assessment roll for the tax year.
Apply Percent of Value from Tax Year Settings (e.g., 100% for residential, 45% for some commercial classes).
Divide by 1,000 to get the "taxable units."
Multiply by Mill Rate for each applicable rate.
Sum all mill rate calculations to get the gross tax.
Apply Exemptions — reduce tax by the exemption percentage for each exempt mill rate.
Apply Minimum Tax Rules — if the calculated tax is below the minimum, use the minimum instead.
Add Requisition Levies (education, library, etc.) if applicable.
Add Local Improvement Charges if applicable.

The final amount is the Total Tax on the notice.

Next Steps

Once notices are generated and sent, the next phase is collections:

Record Tax Payments as property owners pay.
Monitor Tax Arrears for overdue accounts.
Apply Interest & Penalties to delinquent accounts.
Set up Payment Plans for owners who cannot pay in full.

See the Collections, Arrears & Enforcement guide.

How to Use Municipal Property Tax — Tax Notices & Billing