Treasury Flashcards

1
Q

Customer needs to make a property tax payment and they have statement with them
walk in only

A

Transaction type: property tax payment w the required statement
queue name and result: property tax payment w the required statement

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2
Q

Customer needs to make a property tax payment but they do not have statement with them
walk in only

A
transaction type: make payment-- i do not have my statement
queue name: property tax question or payment without statement.
Queue results: counter service employee is able to select one or more if the following at the end of the visit-
print a statement
name and address update
request waiver ip
general tax question
senior exemption/DOA inquiry
refund/overpayment
research requested
payment plan
foreclosure
notice received 
other
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3
Q

general tax question (real property- fixed land and buildings and personal property– moveable property that belongs to buildings or land
walk in only

A
transaction type- ask property tax questions
queue name: property tax question or payment without statement.
Queue results: counter service employee is able to select one or more if the following at the end of the visit-
print a statement
name and address update
request waiver ip
general tax question
senior exemption/DOA inquiry
refund/overpayment
research requested
payment plan
foreclosure
notice received 
other
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4
Q

printing current property tax statement

walk in only

A
transaction type: ask a property tax question
queue name: property tax question or payment without statement.
Queue results: counter service employee is able to select one or more if the following at the end of the visit-
print a statement
name and address update
request waiver ip
general tax question
senior exemption/DOA inquiry
refund/overpayment
research requested
payment plan
foreclosure
notice received 
other
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5
Q

mobile home tittle transfer and other related transactions

walk in only

A
transaction type: ask a property tax question
queue name: property tax question or payment without statement.
Queue results: counter service employee is able to select one or more if the following at the end of the visit-
print a statement
name and address update
request waiver ip
general tax question
senior exemption/DOA inquiry
refund/overpayment
research requested
payment plan
foreclosure
notice received 
other
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6
Q

name and address update for tax related correspondence mailed to tax payers

A
transaction type: ask a property tax question
queue name: property tax question or payment without statement.
Queue results: counter service employee is able to select one or more if the following at the end of the visit-
print a statement
name and address update
request waiver ip
general tax question
senior exemption/DOA inquiry
refund/overpayment
research requested
payment plan
foreclosure
notice received 
other
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7
Q

waiver request of interest & penalities assessed for late payment
walk in

A
transaction type: ask a property tax question
queue name: property tax question or payment without statement.
Queue results: counter service employee is able to select one or more if the following at the end of the visit-
print a statement
name and address update
request waiver ip
general tax question
senior exemption/DOA inquiry
refund/overpayment
research requested
payment plan
foreclosure
notice received 
other
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8
Q

senior exemption/ department of assessments (DOA) inquiry

walk in

A
transaction type: ask a property tax question
queue name: property tax question or payment without statement.
Queue results: counter service employee is able to select one or more if the following at the end of the visit-
print a statement
name and address update
request waiver ip
general tax question
senior exemption/DOA inquiry
refund/overpayment
research requested
payment plan
foreclosure
notice received 
other
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9
Q

refund/ overpayment of property tax payment.

walk in

A
transaction type: ask a property tax question
queue name: property tax question or payment without statement.
Queue results: counter service employee is able to select one or more if the following at the end of the visit-
print a statement
name and address update
request waiver ip
general tax question
senior exemption/DOA inquiry
refund/overpayment
research requested
payment plan
foreclosure
notice received 
other
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10
Q

tax records research for previous amounts billed and payments
walk in

A
transaction type: ask a property tax question
queue name: property tax question or payment without statement.
Queue results: counter service employee is able to select one or more if the following at the end of the visit-
print a statement
name and address update
request waiver ip
general tax question
senior exemption/DOA inquiry
refund/overpayment
research requested
payment plan
foreclosure
notice received 
other
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11
Q

info for payment plan for property taxes

walk in

A
transaction type: ask a property tax question
queue name: property tax question or payment without statement.
Queue results: counter service employee is able to select one or more if the following at the end of the visit-
print a statement
name and address update
request waiver ip
general tax question
senior exemption/DOA inquiry
refund/overpayment
research requested
payment plan
foreclosure
notice received 
other
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12
Q

foreclosure

A
transaction type: ask a property tax question
queue name: property tax question or payment without statement.
Queue results: counter service employee is able to select one or more if the following at the end of the visit-
print a statement
name and address update
request waiver ip
general tax question
senior exemption/DOA inquiry
refund/overpayment
research requested
payment plan
foreclosure
notice received 
other
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13
Q

other

walk in

A
transaction type: ask a property tax question
queue name: property tax question or payment without statement.
Queue results: counter service employee is able to select one or more if the following at the end of the visit-
print a statement
name and address update
request waiver ip
general tax question
senior exemption/DOA inquiry
refund/overpayment
research requested
payment plan
foreclosure
notice received 
other
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14
Q

what does “DOA” stand for?

A

Department of Assessors

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15
Q

Who is the current manager/ property tax supervisor?

A

Mark Thompson

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16
Q

Who are the treasury’s two business and finance officer leads?

A

Nanci Lambert

Ana Schoenecker

17
Q

oh no! a disgruntled customer has just arrived and want to speak to the manager. mark is out of the office- who do you contact?

A

Ana Schoenecker