The Discretionary Form reports the values subject to and deducted from for the following district types:
- School District
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The Discretionary Form reports summary information about each taxing jurisdiction within a county. Upon selecting the form task on the filing page, the user will be taken to the page as shown below:
Discretionary Report Index
Selecting the Discretionary record in the Form Group table will take the user to the Discretionary form page. On the form page the Discretionary form information will appear a shown below. Note that the form contains one (1) tab: School. Below the tabs on the left side is a pick-list which contains all of the districts within a tab, allowing the user to view information more easily.
Discretionary Report Data Entry
Users can enter data in the form by selecting a field with their mouse. Once you are selected on a field you can use the tab button to navigate to the next field, row, etc.
Note that the business logic for the Discretionary stipulates that for any given line the Values Subject to must be greater than the Values Deducted for. If a user attempts to complete the form and this business rule is not met, the user will be presented with a message indicating that they need to correct the data.
To view reports showing the information that has been entered into the app, select the grey Reports button above the data table, on the right side. Selecting the button will enable a pick-list displaying the available reports. The Discretionary Report form has two primary reports:
- Data Report (Excel): A tabular report containing the Discretionary Form information
- Report (PDF): A report that looks similar to the interface in PDF format
Once you have successfully completed your form, the status will change to "Certification Pending". Prior to completing the Certification Task, users can "reset" a completed form to make any needed corrections. To reset a completed form, select the grey Reset Complete button (as shown below). The form will become editable (and will subsequently require completion to be submitted).
Completed Discretionary Form
*Note that Save & Complete buttons are now unavailable