Property tax software that runs the whole roll

Property register. One row per parcel with roll number, civic address, legal description, type and assessment count. Search across roll number, address and legal description, filter by six property types, and import from CSV or Excel with alias detection that can create or link the owner record in the same pass.

Nine-tab property file. Ledger with running balance, assessments, tax notices, payments, arrears, charges, exemptions, certificates and appeals, plus latitude and longitude with a map picker when GIS is licensed.

Owner register with a consolidated file. Search by name, email, phone or company, import with deduplication on account number, and open a seven-tab owner file covering ledger, properties, notices, payments and credits, arrears, charges and payment plans across every property the owner holds.

Assessment roll per year. Classification from the province-specific list with class code and subclass, land, building and other values, and a taxable-value source switch that is either manual and imported or auto-computed as a percentage of assessed value.

Bulk roll work. Multi-select bulk status change and delete, copy assessments from one year to another, create a revised assessment off an existing one, and a guided import with an import-as-revised mode.

Notice actions, single and batch. Create with a live per-rate calculation breakdown, edit, post to GL, change status, email, generate a pay link, download the PDF, void with reason. In batch: generate across the roll, generate supplementary, send, download PDFs, bulk post, bulk void and recalculate totals, all tracked as batch operations with a status endpoint.

What the calculation engine covers. Interim and final billing, final-notice netting against the interim already billed, minimum-tax rules, exemptions applied whole-notice or to specific mill rates only, requisition levies, local improvement levies and deferred-revenue recognition on interim notices.

Requisitions. Education, library, transit and custom requisitions with mill rate, requisition amount, revenue and expense accounts, applicable classifications and a collect-on-exempt-properties switch. Per requisition: levy detail, regenerate levies, remittance recording and a validate-balance action that ties levied against collected against remitted.

Local improvement charges with amortisation. Bylaw number, project type, total cost, calculation method including flat per property and per frontage metre, interest rate, amortisation years and scope. Per bylaw you get a properties tab with per-property overrides, a full amortisation schedule, a payoff quote and lump-sum payoff recording.

Supplementary notices with visible derivation. Generated from an original notice plus a revised assessment, with a reason such as new construction, demolition, rezoning or appeal decision, and a dialog showing original amount, revised tax, annual difference, effective date, remaining months and the proration formula.

Branded notice templates. Primary and text colour, notice title, custom message, optional payment-instruction and penalty-warning blocks, an assessment-complaint deadline line, logo, letterhead and footer uploads, and a live preview PDF before saving.

Payments and receipting. Six methods covering online, counter, cheque, EFT, pre-authorized and wire. Payments post to the GL, generate a receipt number and can be voided with a reason. Allocation across years is configurable as oldest first, newest first or proportional.

Batch import. Bank lockbox, teller batch or third-party collection files, with a preview grid showing row, roll number, amount, date, method, reference and match result before you commit.

Arrears sub-ledger. Filter by outstanding, active, payment plan, tax-sale eligible, tax-sale registered, paid or written off. Transfer overdue sweeps every eligible unpaid notice, transfer selected takes a chosen set, and eligibility is configurable as N days after due date, the first day after fiscal year-end, or the last day of fiscal year-end.

Charge rules in detail. Method of percentage, flat fee, per day or per month. Applies-to scope of all, current year only or arrears only. Days after due date to start, an optional end, an optional calendar trigger, a cap, sort order, effective dates, a condition of balance threshold or property classification, an apply-once-per-notice switch, and a compound-on basis of principal only, principal plus penalties, principal plus interest or all charges.

Preview before you charge. A dry run shows property, balance, days late, penalty, interest and total per row. A Test Rule Calculation sandbox computes a single charge from a balance, days past due, rate and method. A history tab logs every run with notices touched, charges created, totals, who triggered it and any errors.

End of the line. Payment plans with frequency, instalments, interest and down payment. Tax sales with additional, advertising, legal and registration costs posting to the GL, a Flag Eligible sweep against the province’s statutory minimum years, and redemption processing. Write-offs move through pending, approved and posted, optionally routing through the allowance for doubtful accounts.

Receivables with aging. Owner-level listing with current and 1 to 30, 31 to 60, 61 to 90 and 90 plus buckets, a minimum-balance filter, an issue-date range and a transaction detail drill-down. PDF export.

Statements of account. Per property or across all properties, with a summary of levied, paid and balance and a dated debit, credit and running-balance ledger underneath. PDF and Excel for the whole run, plus per-property PDFs and a consolidated owner statement.

Tax certificates. Lawyer and title-company requests with certificate type including custom types, fee amount, validity window and notes. Issue, void with reason, record the payment and download the PDF. Fees post to the GL, certificates auto-expire on a nightly job, and the property balance is never exposed before issuance.

Reconciliation that fits your chart. GL versus sub-ledger as at a chosen date, with configurable reconciliation groups that map each sub-ledger to one or more GL accounts under a custom label.

PSAB compliance screens. PS 1201 receivable classification split across past due, current and non-current for both notices and arrears. PS 3510 allowance for doubtful accounts with an aging-bucket table, uncollectible percentages, an estimated allowance and a Post ADA Journal Entry action with posting history. Period accruals for interest and penalties with post and reverse.

Tax roll report and multi-year comparison. The statutory roll listing with assessed value, taxable value, total tax, paid and balance, and a year-over-year metric table for trend and benchmark analysis.

Mill rates. Per classification and per year, with rate name, the mill rate itself, an optional revenue account and a description. Rates that have been used are deactivated rather than deleted.

Settings, five tabs. General covers province, allocation method, certificate validity days, the portal appeal-filing window, tax-sale minimum years, current tax year, fiscal year-end month, billing months, arrears-transfer basis, number prefixes and the cumulative charge cap. GL Accounts maps receivable, revenue, penalty and interest revenue, bank, refund, AFDA and deferred-revenue accounts. Tax Year Rules holds per-year charge rules and minimum-tax rules. Classifications holds your classification tree. Automation controls auto-posting, auto-calculated penalties, auto-transfer schedules and a dry-run switch.

Year-end rollover. A preview-then-execute flow with four independently selectable options: transfer unpaid notices to arrears, copy charge rules forward, flag tax-sale-eligible arrears and advance the current tax year.