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 Processing a Notice of Assessment

Use

You can enter the following information in a notice of assessment:

  • The tax office

  • The owner

  • As many parcels as needed (entered using master data object Parcel )

  • As many assessed values as needed

The master data object Notice of Assessment only allows entering one owner. This facilitates viewing the specific contracts from one single perspective in the case of corporate groups where multiple companies share in ownership of the parcels.Since owners are not always uniquely defined by the company code, entering the owner as an ID on the contract is required.

Once you have assigned the notice of assessment, you can

  • Add annual values

    You enter data for the notices of assessment by calendar year.

  • Enter the basis for the determination

    The basis that was used for the notice of assessment can be found in the notice of assessment itself.

  • Assign objects

    You assign parcels, already created using the master data object Parcel, to the notice of assessment.The system uses these parcels in the area comparison.

  • See a comparison of area

    You can compare the area in the notice of assessment with the total area of the parcels you assigned. The system determines the difference between the two.

Prerequisites

You made the necessary settings in Customizing for Flexible Real Estate Management (RE-FX) . Choose Start of the navigation path Country-Specific Settings Next navigation step Germany Next navigation step Land Use Management Next navigation step Notice of Assessment End of the navigation path

  • Define Land Types for Mill Rate

  • Define Land Types in Notice of Assessment

  • Define Determination Types

  • Define Possible Types of Possession

You assigned the mandatory role, TR0821 Tax Office, on the Partner tab page without exception.

Procedure

Create a notice of assessment

  1. In the RE Navigator (RE80), choose Object Overview in the navigation area. In the dropdown list, choose Notice of Assessment and choose with the quick info text Create Notice of Assessment .

    The Create Notice of Assessment dialog box appears.

  2. In the ID of New Notice of Assessment group box, enter the notice of assessment number and choose with the quick info text Continue .

    The system displays the detail view.

  3. If you have not already assigned a tax office as the partner, then choose the Partner tab page. Choose with the quick info text Assign New Partner. Search for the tax office you want to assign and assign it as the partner. Save your entries.

    You created a notice of assessment. You can now enter additional information.

Add annual values

Choose the Annual Values tab page. Enter the needed data on the lower part of the screen on the Details tab page.

Enter the basis for the determination

Choose the Basis for Determination tab page, and choose the Details tab page on the lower part of the screen.Choose the type of method for determining the value, and save.

Another tab page appears based on the type of method you choose.

Assign objects

  1. Choose the Object Assignment tab page. Choose with the quick info text Assign .

    The Restrict Value Range dialog box appears.

  2. Make your selections and choose a parcel from the hit list. Repeat this procedure until all relevant parcels are assigned.

  3. To compare measurements, select an object in the object hierarchy list and choose with the quick info text Measurements.

See a comparison of area

To view a comparison of area, choose the Comparison of Area tab page. You see a comparison of the area in the notice of assessment with the total area of the parcels you assigned.

Result

You created a notice of assessment and entered the relevant data.