iTAX Property Rates Manual
Contents
1. To access the Collection Report go to REPORTS Menu gt COLLECTION PAYMENT gt COLLECTION REPORT iTAX Property Rate Module User s Manual 13 Page E Collection Report gt Froperty rates COLLECTION REPORT District of MTWARA MIKINDANI Name Property rates Period Ist Quarter 2013 Officer GTZ Admin J Ce peee Tewever oe Tectine Amount m Date 3 13 2013 OR No 201398829 PAID BY Mkavahu Mwanahamisi 052 207 523103 3 09050222290010113 2013 Mkavahu Mwanahamisi REG Property rates 20 000 00 OR No 201399123 052 207 523103 8 Napata JUma OR No 201399891 052 207 523118 4 09050222210020162 2013 Samli Mah amudu PAID BY Napata JUma 20 000 00 Mahamudu PAID BY Samli 20 000 00 PAID BY Zemba Herimani OR No 201391028 052 207 523150 1 09051231220020120 2013 7emba Herimani REG Property rates 20 000 00 20 000 00 5 T GRAND TOTAL 60 000 00 Figure 11 Collection Report 1 Select the type of report you wish to have Quarterly or Monthly Click the month or quarter you wish to view depending on the above selection 3 Select the year and the tax type If by tax type is selected then select the tax type from the tax type dropdown box 4 Click the GENERATE button to display the report Make sure to set the appropriate print size and format before clicking the PRINT button 6 To exit from the window click the CLOSE butto2. Search window will display 2 Retrieve the desired Property Data from the Assessment Search window by typing in the information that determines the property You may be able to search for a property by using the Local TIN or Document Reference Number or Property Reference Number PRN Select the Property you wish to update and then click the RETURN button 4 In the Property Datasheet window click the UPLOAD PIC button to load the picture into the database A Picture Explorer window will display 5 Select the picture you wish to upload and then click the OPEN button The Upload successful confirmation window displays 3 1 3 Searching and Editing Property Data 1 In the Property Datasheet window click the SEARCH button to locate a certain Property Data The Assessment Search window will display 2 Retrieve the desired Property Data from the Assessment Search window by typing in the information that determines the property You may be able to search for a property by using the Local TIN or Document Reference Number or Property Reference Number PRN 3 Select the Property you wish to view click RETURN button iTAX Property Rate Module User s Manual 7 Page Figure 4 Assessment Search window 3 2 Post Assessment To post property assessment go to the PROPERTY RATE Menu gt POST ASSESSMENT iWater Payment Repors Maintenance Window Help Figure 5 Post Assessment menu item The Bill Posting window will be display
3. each of the local government offices iTAX provides a Property Rate Module for the use by the LGA for registering properties and collecting Property Rate using this information iTAX Property Rate Module User s Manual 2 Page 2 OVERVIEW What are Rateable Properties Rateable Properties mean all buildings within the jurisdiction of an authority which are in actual occupation and all improvements on in or under any such buildings These Rateable Properties are subject to appraisal and assessment The assessors assigned are responsible to gather information and secure accuracy of valuation of assessed value of the property The information gathered during the ocular inspection will be entered into the Property Rate prescribed forms Property Rate is a module in the iTAX software which is a computerized version of the processes and transactions related to each local rateable property It is linked to other modules in the iTAX software which enables it to use the functions that handle the Taxpayer data account payments enforcements and reports The Property Rate module provides the functionalities that allow the LGA or the user to process transactions regarding the Property Rate Procedures such as Property Assessment Adjustment Factor for buildings and General Revision for rateable property can be coursed in this module This module is also capable of processing other property transactions such as reassessment consolidation subdivisi
4. TURES 1 2 3 4 TRANSACTIONS Record details of building and other improvements Determine depreciation rates for buildings Perform General Revision of Assessments Recognize the effect of General Revision Create and edit property information Create and edit building information Create edit and delete details of extras additional items for buildings Create edit and delete property valuations iTAX Property Rate Module User s Manual 4 Page Table 3 Computation of Property Rate and Generation of Notices FEATURES Compute Property Rate based on a general revision taking into account property use assessment level and taxability Compute Property Rate following reassessment for a property Compute Property Rate for an individual property Compute Property Rate for all properties owned by a taxpayer Compute penalties interests Identify records with delinquencies Auto compute delinquent tax Recognize properties exempt from tax ANALYSIS TOOLS for estimating Estimate revenue of changes to assessment levels revenue from Property Estimate revenue of changes to tax rates Rate Table 4 Computation of Taxes and Miscellaneous Payments FEATURES Tax Collection function Compute interest penalty on property rates Accept various modes of payments i e cash cheque and cash amp cheque Issue a receipt for Property Rate payment Accept full partial and advance payments Property Rate Collection Report by Propert
5. Table of Contents DOCUMENT PS ORY ereirisor secession cieg peice cet ceed ee EE Error Bookmark not defined C INTRODUCHON corer ten erent tenn ren A eee ere ee re tree 2 2 OVERVIEW eper a erences es see E cs seston EAA T E E S 3 2 PROPERTI RATE carer E E 6 3 1 Be OSI Data SVC E a E E R 6 3 1 1 Entering a new Property cccceccesccssecosccesccesccesscesscessceseceseceecssecesecteeeseetseetseetseesseetas 7 3 1 2 Uploading a picture Of the property es sessessssesssrresesrrrssrreresrrresrreresrrresereresrrreserereserresene 7 3 1 3 Searching and Editing Property Data cccccccessccccessececcesececeeeseceeeeececeeeeceeeenecessuneces 7 3 2 FSS MENE E E E A 8 a REPO T MODULE eea E E tana E E EAE 10 4 1 Let or A SSeS ed Proper eS ainne E E daa aeceoseens 10 4 2 TODE IO a e E E E ee ee eee 10 4 3 Property Rate Due Bill soeesusssseessensssreressrrsssreresrrrrssreressreessreresererssreresererserereserreserereseeresene 12 4 4 General Abstract Of Collections cccccccccssssssseeccccccseneesseecccecessauesseceecesssueuseeeseeesssagaasess 12 4 5 Colecon Ren Or erence nee ene nein ne nan eer Bee ye ene rN ee ane ee ee ere 13 5 ACCRONYMS AND ABBREVIATIONS scxiusasasasuiaticssunatensnenshecsiunatecniniqacnioveicderpitavatesaaunvnateassenetueees 15 1 INTRODUCTION iTAX or Integrated Taxation Management System is an integrated software composed of several modules that individually accommodate the procedures that signify
6. ation before printing iTAX Property Rate Module User s Manual 10 Page 0905 022 205 001 0105 0905 022 205 001 0134 0905 022 205 001 0135 0905 022 205 001 0136 0905 022 205 001 0139 0905 022 205 001 0138 Property Rate Declaration 2012 Key 100 ToLGA iss Local TIN 052 207 522779 2 For each an own tax declaration has to be filled out Please fill out Last or Mohamedi Company Name __First Name a Name Date of Birth _ Photo of the building is enclosed 0905 022 205 001 0140 Identity Card Number 0905 022 205 001 0141 0005 072 205 001 0142 PTR h 0905 022 205 001 0143 eMail Address 0905 022 205 001 0144 Contact Telephone Number 1 0905 022 205 001 0145 0905 022 205 001 0146 0905 022 205 001 0147 Contact Telephone Number 2 Address Ward Chikongola Figure 8 Tax Declaration report 1 Select the Mtaa The Document Reference Number and PRN will then be displayed on the left pane of the window 2 Click the RETRIEVE to generate the report Make sure to set the appropriate print size and format before clicking the PRINT button 4 To exit from the window click the CLOSE button a iTAX Property Rate Module User s Manual 11 Page 4 3 Property Rate Due Bill To access the Property Rate Due Bill report go to REPORTS Menu gt COLLECTION PAYMENT gt PROPERTY RATE DUE BILL Generate Pint Close Republic of Tanzania District of MTWARA MIKINDANI CHIKONGOLA Ward Pro
7. d Main Individual First Name JOHN a Other None Middle Name B Rain aa Septic tank Sewer View Picture Brick wall Delete Iron mesh Metal sheet None Other Plant aija Jadve River Cancel Last Name MASSAWE Stand Tap BEES e wes Upload Pic CIITA ANS TS Legal Entity Full Company Name Reade _ Steel rodar Timber Address Mmingano Chikongola Mtwara Mikindani Earth road i 7 NP OTN sone Foot path BUILDING CHARACTERISTICS Fy et eT Building Type RESIDENTIAL x Sub Type ane Total sqm 120 00 Construction Year Other No of floors 1 Pic uploaded Tarmac road Need Resurvey Picno images2 jpg Past Debit Other Leasehold Untitled Close ETE EE ell Issue New Bill Cam no SIGNATURE Owner Date Signed 00 00 0000 A Quality Multiplier 1 00 Tax Rate Figure 3 Property Datasheet window 3 1 1 Entering a new Property 1 In the Property Datasheet window click NEW button to create a fresh form for entering property data 2 Fill in all property information fields marked with asterisk are mandatory Click SAVE button to store the property information in the database 4 Ifyou wish to upload a property picture proceed to step 4 and 5 of section 3 1 2 a 3 1 2 Uploading a picture of the property 1 In the Property Datasheet window click the SEARCH button to locate the property you wish to update The Assessment
8. ed Click the POST button to apply the picked scenario iTAX Property Rate Module User s Manual 8 Page Current Scenario Basic Flat Rate Mtwara 2013 Number of Properties Figure 6 Bill Posting window iTAX Property Rate Module User s Manual 9 Page 4 REPORTS MODULE The Reports Module contains the List of Assessed Properties Property Rate declaration Property Rate due bill General Abstract of collections and Collection Report The content of these reports are ready for printing Click the PRINT button on the window of each report 4 1 List of Assessed Properties To access a List of Assessed Properties Report go to REPORTS Menu gt PROPERTY RATE gt LIST OF ASSESSED PROPERTIES This window allows viewing of List of Assessed Properties by Mtaa List of Assessed Properties Assessed Properties For MUNICIPALITY OF CHIKONGOLA MT AA S050 9 921 1 195 O52 207 529141 2 OS05 022 2104001 0113 OS05 029 2 10401 0011 OS05 022 29 341 0102 OF05 022 2934N1 0141 OF05 022 29 341 16 Mashaka Hamisi Figure 7 List of Assessed Properties window 1 Select the Mtaa and then click the RETRIEVE button to display the list You can sort the list by Doc Ref No PIN PRN or Taxpayer 2 Click the CLOSE button to exit from the window 4 2 Tax Declaration To access the Tax Declaration report go to REPORTS Menu gt PROPERTY RATE gt PROPERTY RATE DECLARATION This window allows you to preview the Tax Declar
9. n m A iTAX Property Rate Module User s Manual 14 Page 5 ACCRONYMS AND ABBREVIATIONS GFA GFA Consulting Group GmbH Hamburg Germany GIZ GTZ German Development Cooperation Eschborn Germany iTAX Integrated Tax Management System LGA Local Government Authority PRN Property Rate Number TIN Taxpayer Identification Number iTAX Property Rate Module User s Manual 15 Page
10. on and transfer of ownership Other functions include analysis of estimated income from Property Rate and comparison of properties Taxpayer Property Rate Service ESYA Guest House Levy Billboard Fee Payment Reports Maintenance Online Help Figure 1 Property Rate iTAX Property Rate Module User s Manual 3 Page Figure 1 shows that the primary focus of this manual is on Property Rate Secondarily it focuses on other modules such as Taxpayer Payment Reports and Maintenance Online Help is additional function in the software where you can seek help from Internet The tables below summarize features transactions and reports associated with the Property Rate module Table 1 Maintenance of Property Records FEATURES SSS RES TRANSACTIONS REPORTS DISPLAYS Record all data items on property data sheet Allow for unlimited number of floors in buildings Allow for recording unlimited buildings Identify taxable exempt property Property records can be accessed by PRN TIN or owner s name Reference tables can be mecene by users Create edit and delete a property record Process changes or transfers of ownership Process assessment reassessment Process reclassifications Process change in property location List of Assessed Properties Property Rate declaration Property Rate due bill General Abstract of collections Collection Report Table 2 Determination of General Revision Schedules FEA
11. perty Tax Due Bill Name of Taxpayer Dini Hemedi Local TIN 052 Address Saba saba ee is Year 2012 10 0001 256 0905 052 506 001 0056 Residential Pentekoste Saba saba 5 467 000 00 TOTALS Figure 9 Property Rate Due Bill report 1 Click the OWNER SEARCH button to open the Taxpayer Search window Enter the desired Taxpayer information and then click SEARCH button 3 Double click the desired Taxpayer or Select the desired Taxpayer from the list and then click OPEN button 4 Click the GENERATE button to display the Property Rate Due Bill 5 Click the PRINT button to print the bill and close the window when you are through 4 4 General Abstract of Collections To access the General Abstract of Collections report go to REPORTS Menu gt COLLECTION PAYMENT gt GENERAL ABSTRACT OF COLLECTIONS iTAX Property Rate Module User s Manual 12 Page ibstract of Collectio a the 1st Quarter of 7 I ayment Dat Taxpayer Name eceipt Nos Cropwus sts Cropn Cropig fac Houser Basklity usrking f ards Figure 10 General Abstract of Collections window Select the type of report you wish to have Quarterly or Monthly Click the month or quarter you wish to view depending on the above selection Select the year and then click RETRIEVE button Make sure to set the Print size and format before clicking the PRINT button To exit from the window click the CLOSE button ae o a 4 5 Collection Report
12. y Classification Property Rate Account Register List of Assessed Properties with their last payments Property Rate Abstract of Collection Property Rate Summary of Collections iTAX Property Rate Module User s Manual 5 Page 3 PROPERTY RATE Rateable Properties mean all buildings within the jurisdiction of an authority which are in actual occupation and all improvements on in or under any such buildings The assessors assigned are in charge of the appraisal and assessment of all properties within each LGA The data gathered during the ocular inspection will be entered into the Property Rate prescribed forms which will be explained thoroughly in the course of this manual 3 1 Property Datasheet To access the Property Datasheet window go to the PROPERTY RATE Menu gt PROPERTY SHEET or click the PROPERTY Icon E TAX Integrated Taxation Manage Sy ty Rate BFees Levies iWater Payment Repors Maintenance Window Help hae N a amp E x i TSL Asa Ea SE l vi UE Tears Ras ese ene oo Figure 2 Property Rate Module menus The Property Datasheet window will display Here you can key in all the data of the property iTAX Property Rate Module User s Manual 6 Page Search None DE PROPERTY LOCATION Ward Chikongola gt Object No 0001 Mtaa Alarash PlotNo 567 Bldg No 1 araili Owner Feces mee Besa sie gm Local TIN 090 522 752257 7 Metere
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