To access the PT-73/75 form, select the “Levy Verification” record in the form group table on your homepage. Selecting the PT-73/75 form record in the Form Group table will take the user to the form page. On the form page the information will appear a shown below. Note that the form contains five (5) tabs: County, City, Township, Special, and TIF. Note that the Special District Tab contains the following district types: Fire, Road, Emergency Service, Rural Fire, Library, Sanitary, Water Development, Water Projects, Ambulance, and Community Improvement. 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. Note, only the funds associated with that district will show once you have selected a tab.
Filer Homepage - Form Group Table
Levy Verification Form Group Table
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.
PT-73/75 Form Page
Note that this form contains two separate uploads, one for the PT-73 and one for the PT-75. Each upload file must be done separately using the respective buttons shown in the upper right hand side of the page.
To initiate the upload process, select the grey Upload File button above the data table to the right. The user will be navigated to the PT-73/75 File Upload page as shown below.
PT-73/75 Form Page - Upload Button(s) shown
PT-73/75 Form Upload Page
Following the selection of the Upload button, the user will be returned to the PT-73/75 form page. Note that the page will contain a blue ribbon indicating that the file is being processed (as shown below). Note that the file processor runs on a five-minute loop, meaning every five minutes all pending files will be processed and uploaded into the system. Refreshing the screen will allow you to see if the file has completed processing.
File Upload in Progress Banner
Once the file has completed uploading the blue ribbon will disappear and data will be populated in the form as shown below.
File Upload Complete
If a file has a structural defect such as:
- Incorrect header
- Incorrect file format (all files are .CSV)
- Incorrect formatting (text qualifiers, etc)
The user will be presented with a message that says “The upload file is invalid. Please review the file format and schema and make any necessary corrections before attempting to re-upload” as shown below.
Note that the business logic for the PT-73/75 Form stipulates that:
- Tax Rate=Request Amount/Current Year Value (From Auditors Growth)
- **Raise Amount does not exceed the limit set in Tax Management** (INACTIVE FOR 2022)
To complete forms and lock in the data, use the blue 'Complete' button found in the bottom right hand corner.
Form Completion Confirmation