Property Tax and Compliance Management Workflow

Start of the Workflow/Process.

Retrieve all property entries from the Property Data Model to initiate the annual compliance check.

Retrieve the global tax calendar to identify upcoming payment due dates.

Calculate the total tax amount per property using (Property Value * Tax Rate) - Exemptions.

Update the 'Estimated Tax Due' field in the Property Data Model with the newly calculated values.

Sum the 'Estimated Tax Due' from all property entries to get the total projected expenditure.

Create a task for the Compliance Officer to verify the accuracy of the calculated tax amounts.

Create a task for Property Managers to upload updated deed or occupancy certificates.

Create a new entry in the 'Tax Assessments' data model for the current fiscal year.

Update the 'Compliance Status' field of the property to 'Under Review' once the audit begins.

Check the Document Data Model for any missing required compliance files.

Send an email to property owners regarding their upcoming tax obligations and estimated amounts.

Send an SMS alert to the Finance Manager if a tax payment deadline is within 48 hours.

Create a task for the Accounting Department to process the actual payments to the municipality.

Update the 'Payment Status' in the Tax Assessment record to 'Paid' after the transaction is verified.

Create a comprehensive PDF report summarizing all paid, pending, and overdue property taxes for the year.

Delete any incomplete or erroneous draft tax assessment entries from the previous cycle.

End of the Workflow/Process.