Prorated Refunds, STARS, VTS Flashcards

(51 cards)

1
Q

What are Prorated Refunds / Prorates?

A

When a taxpayer pays for their registration with the DMV, they pay for a year in advance.

The DMV also collects property taxes on that vehicle on Buncombe County’s behalf.

If something were to happen and the tag was to get turned in early, they could potentially get a prorated refund of the property taxes on the vehicle for the months they did not use.

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2
Q

Can we screenshot or print anything from STARS or VTS (systems used by personal property and the state)?

A

No. We can look at it, reference it, and write things down, but that’s it. This is not our system. We use these to verify the information that we already have.

If you receive this information from an outside source (taxpayer, collector, or email) write it down on the NCVTS Information sheet for future use.

Shred any VTS or STARS information that you receive.

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3
Q

How does a taxpayer request a vehicle proration?

A

It starts with the DMV.

They must turn the tag in and receive a plate turn in receipt called an FS20.

Once they have that receipt, they can request a proration from the tax in person, by email, or over the phone.

Once you have the FS20 (or some other proof that the tag was turned in) you can add it to the file of prorates to do while you wait for the all-clear to process them.

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4
Q

What is needed for a proration?

A

Plate Number

VIN Number (or make and model of car)

Plate turn in date (NOT the date they sold the car, the date they cancelled their insurance, or the date they gave you the prorate)

Reason why the plate was turned in

Correct mailing address

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5
Q

If someone contacts us and does not have an FS20 but they did turn in the tag, can we look up that information to confirm?

A

Yes. Use STARS. If you receive this information from an outside source (taxpayer, collector, or email) write it down on the NCVTS Information sheet for future use.

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6
Q

How long does it take to process a prorate?

A

Approximately 4-6 weeks

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7
Q

Are we allowed to give out estimates of a refund due or tell them that they definitely will get one?

A

No. This is because after we start processing them, they go to the supervisor to see if those funds can be used for other outstanding bills/taxes before refunding.

When you tell them about the refund make sure you stress that they MAY BE eligible for a refund, not that they WILL get a refund.

We also do not tell them what they will be getting. We only see the maximum amount that they could receive and do not want to cause any confusion.

If a taxpayer asks how much of a refund they will receive, let them know that we cannot give that out due to all the factors that go into calculating it.

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8
Q

What does the note below the box on the the FS20 form say about deadlines?

A

“The county requires a copy of this receipt and a copy of the bill of sale within 1 year in order to process a possible release or refund of property taxes on this vehicle.”

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9
Q

What if they turned in the tag but they still own the vehicle, and even if it’s in pieces or doesn’t run?

A

If they still own the car without the tag (even in pieces, doesn’t run, etc.) and hasn’t sold the vehicle by Jan 1, they will have to list it as personal property, too.

If they sell it before it gets re-registered, there will be no gap bill generated.

But if they re-register in their name and there is a gap of 1+ month(s) with no registration, a gap bill WILL be generated.

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10
Q

Who can check the status of a prorated refund?

A

Clerks can see whether or not a proration was STARTED on a vehicle and what that transaction looked like, whereas the daily collections supervisor and the accounting tech can see details such as if it was already sent out, when, for how much, to where and whom, etc.

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11
Q

In special cases of Bonded Vehicles, Leased Vehicles, Salvaged & Abandoned Vehicles, and Vehicles in a Trust, can these be prorated?

A

These CAN be eligible for a refund. When a title gets transferred, you generally have to re-register and get a new plate. So the old plate would be turned in and an FS-20 generated. You can move plates from one vehicle to another if you own both vehicles, but you can’t just transfer a plate to another person or entity when you transfer the title to them.

Typically, they are surrendering the plate to the DMV.

If the vehicle was Leased, a document from the lease finance company stating that the vehicle was sold will need to be provided before a refund can be processed.

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12
Q

What is the Asheville Vehicle Fee?

A

A flat $30 non-refundable fee through the City of Asheville, not Buncombe County.

Residents who live in the City of Asheville will have this added to their bill. It is a local fee that goes towards the City’s General Fund & city-wide revenues to pay for roads.

Asheville vehicle fee is only billed once a year, and only if the bill has been expired more than twelve months. Everything else is prorated by month. I think that it’s actually on the 13th month they would bill for the previous 12. Not confusing at all. (MB)

The fee will show up under Transaction Detail History in the Bill Detail, under # Months and may appear as 12/24/etc. instead of whatever the other taxes are listed as.

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13
Q

What is the difference between county property taxes, local fees, and other registration fees? Aren’t they all going towards the same thing?

A

They are all different and go to their respective jurisdictions. County property tax goes to the county, local fees go to local cities and municipalities, and registration fees go to the state.

County property taxes may be eligible for refund.

Unfortunately, state taxes, like highway use, or state/municipal fees, like registration or Asheville Vehicle Fee, are nonrefundable. We have no control over that portion of what you paid during registration, as that is not part of the county tax system, nor are we able to see any sort of breakdown of those funds. Taxpayers may reach out to the DMV/DOR about this if there was a double-taxation error, or something similar.

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14
Q

Can a bill be prorated more than once?

A

No. VTS won’t even let you.

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15
Q

What is STARS?

A

The State Titling and Registration System. Statewide database that has all the registered vehicles and manufactured homes in North Carolina.

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16
Q

What is NCVTS?

A

NC Vehicle Tax System. It looks like NCPTS, but is for vehicles only, and only for vehicles within Buncombe County.

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17
Q

What is JWSHODN?

A

Java Web Start Host On-Demand IcoN (?)

The HOD Java Web Start client allows users to start HOD without a browser, from the HOD Java Web Start icon(JWSHODN) on the Windows Desktop (x)

JWSHODN is the name of the application that we use to open STARS.

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18
Q

How does VTS work?

A

You can see in NCVTS what they actually paid in taxes.

The calculation is the taxes, divided by 12, and then multiplied by the number of months left on the registration. The total they paid to NCDMV isn’t what gets prorated.

It is set up just like NCPTS, if you click into the transaction details, you can see the breakdown of actual taxes.

They will only ever get a portion of the County property tax back.

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19
Q

Name some reasons a tag WOULDN’T get refunded at all (there’s a lot):

A

Transferred tag instead of turning it in

Turned in the tag but kept the vehicle. They still own the property, so they should list it and pay personal property taxes that way. Direct them to Personal Property instead. Unless there has been an overlap of property paid. That would been they purchased two tags and the tags had an overlap in the months.

Permanent Plate – the category will show in STARS as “permanent” OR “permanent apportioned vehicle” or “permanent multiyear” and it probably won’t pull up a bill in VTS, since they aren’t taxed like normal plates and there’s nothing to refund.

  • “If they had it Jan 1st of that year, they pay taxes for the whole year. They do not pay property tax when they reg the trailer. The trailer should be listed with us the following Jan. These are treated and listed just like a boat or mobile home. If you get an FS-20 on one we do not prorate the bill. ” - Sherri Blackwell ->
  • “Vehicles with multi-year or permanent tags are not taxed through the registration system. These are to be listed and taxed annually as personal property through the Tax Assessor’s Office.”

IRP Plate – International Registration Plan – trucking

Excluded from taxation

Mopeds/scooters - these do not get taxed, so there is nothing to refund

There is a “Int Refund Pending” flag on the bill – “Bill having Flag (DMV Interest Refund Pending) cannot be prorated” - This will need to be held until the refund has been processed by the state and then you should be able to prorate. Unknown timeline.

Outstanding taxes (refund would be applied here first if so)

If you turn your tag in the same month it’s due to expire

If your vehicle is registered in a different county/state

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20
Q

Will we let them know if they aren’t due a refund?

A

It depends on the stage of the process.

If they are unable to receive a refund due to it being a permanent plate, expired, etc, the clerks are to reach out and let them know.

BUT otherwise no, we will not let them know after the refunds pass through Visitor Services about the application of funds, be that to another bill or issued directly. They either get a check or can come in /call after 4-6 weeks and check with us. We don’t have the capacity, too many prorates. Once it gets to the Daily Collections Supervisor’s hands, no one else will generally be reaching out.

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21
Q

Can prorates be processed for counties other than Buncombe?

A

No.

We can only process prorates that were registered in our county.

-Ex: If someone registers their vehicle in Henderson County “because the lines are shorter,” they will need to go back to that county for the proration.

-If we receive a prorate for an out of county tag, we will forward that proration to the correct county.

22
Q

Can we change a name for a prorate?

A

The name of the receiver CANNOT be changed without approval from the DOR.
-We have no way to accurately verify identity

UNLESS the owner is deceased, then we can make the check out to ‘the estate of (original owners name)’ in the Business Name area.

23
Q

Can we change a mailing address for a prorate?

A

Yes.

If you only have the FS20 form, then you will make sure the address matches what is on that form.
-Sometimes the DMV does not update mailing addresses

If they told you to send it elsewhere, make sure it is written down and you will send it to the new address.
-Moved out of state, etc.

24
Q

What is the DOR?

A

Department of Revenue

25
What folders in the filing cabinet do we use for prorates?
There are 3: 1. Prorates (To Do) 2. Prorates (Waiting On Response) 3. Prorates (Issues) - we call them "Problem Children" and are ones that get no refund.
26
How do we receive prorate requests?
1. In person 2. Over the phone 3. Via email
27
Where should someone send an email with their request and documents?
taxcollection@buncombecounty.org (currently)
28
Someone walks in with an FS20 form and requests a refund. How do you proceed?
1. Stamp it 2. Ask the reason for the turn-in and note that on the form. 3. Have them sign it, date it for that day, and add their phone number 4. Verify the mailing address 5. Offer to make them a copy 6. Give them the copy 7. Tell them it takes 4-6 weeks to process and IF they get a refund they'll get a check in the mail
29
Do we send prorated refunds to foreign address?
Yes, we can, though we try to avoid it if possible because of the possible complications. Notify the Daily Collections Supervisor. Process the prorate like normal and do not change the address, but make a note on the physical paper for the DCS to communicate with the Finance Dept.
30
You are forwarded an email that requests a refund. How do you proceed?
We are to reach out to let the taxpayer know it has been received, as well as do any necessary research to get or verify the preliminary information we would normally get if they were in person. Make sure you aren’t replying to the taxcollection email when you reply!! Print anything they send you, be that FS20s, bills of sale, etc. Write on the FS20/VTS form the date it was emailed. We have templates for general responses. If you need to wait on additional information, put in the folder called ‘Prorates – Waiting on Response.’
31
You are on the phone with someone who requests a refund. How do you proceed?
If they have access to an email, it's preferable to have them send taxcollection@buncombecounty.org an email with their request. If they don't, and they have information about the vehicle, and we have TIME, we can look it up in STARS for them.
32
“Why did I only get $[this amount] refunded? I paid $[bigger amount].” What is the general breakdown of a proration?
Prorated refunds are processed based on the tag turn-in date and how many full months remain until the expiration date. The plate was turned in on [date] and set to expire on [date], leaving [#] full months to prorate. The property taxes that were paid for this tag were $[x], which was the full amount you could have gotten back for 12 months, so [x] months came out to $[x], which is the amount of the check you received. Unfortunately, state taxes, like highway use, or state/municipal fees, like registration or Asheville Vehicle Fee, are nonrefundable. We have no control over that portion of what was paid during registration, as that is not part of the county tax system, nor are we able to see any sort of breakdown of those funds.
33
Someone walks in who has access to no documents and requests a refund. How do you proceed?
Use the VTS Vehicle Prorate Information Sheet and fill in the information from STARS & they taxpayer.
34
Prorate Processing: Can you process a prorate on a bill that has a remaining balance on it that hasn't been paid?
No. If there IS a balance, go to the next most recent year. If there is NO balance ($0), you might be able to generate the proration.
35
Prorate Processing: What options does VTS have under 'Reason for Proration'?
1. Annual Tag 2. Insurance Lapse 3. Other Errors 4. Reg. Out of State 5. Tag Surrender 6. Vehicle Sold 7. Vehicle Totalled 8. Writeoff
36
What are the 3 most common reasons (of the options in VTS) for a proration request?
Vehicle Sold Reg. Out of State Tag Surrender
37
If someone sells a car but transfers the plate to a new car, do they get a refund?
Nope.
38
What does the Daily Collections Supervisor get when prorates are due from the clerks?
On top, a printed copy of the amounts of the refunds, and the amount they add up to. (There is a spreadsheet for this.) Under that is the stack of prorates organized from smallest amount on top to largest on the bottom. Everything is put together with a binder clip.
39
Can prorates be processed on the same day that the Daily Collections Supervisor gets them and starts working on them?
No. Anything you prorate takes a day to populate on the report he generates that reconciles to the list you create. If you prorate and add anything to the list on the day you total them, the totals won't match.
40
Ah. A proration was processed incorrectly and you haven't turned them in yet. Can you fix it?
Yes! Go back to the bill you prorated. Look in payment history. Click into the transaction number. A new screen should pop up. In the top will be a section for voids in the top right corner. Click on the drop-down menu and select ‘incorrect date enter,’etc Select void. Redo the proration with the correct date/reason.
41
If someone's refund check never reached them, got lost, or was returned to sender, what do we do?
Our policy is to first wait a few weeks to see if the check will return to us. If it does, it will go to Finance first, they will notify us and verify the recipient's address, and we will try to resend it. If this doesn't work, we can void a check by putting a stop payment on it, but it's not preferred to do this unless necessary to avoid the possibility of multiple checks accidentally arriving to the taxpayer, and one not able to be cashed.
42
Where can someone print their receipt from the DMV?
Residents can retrieve tax information through myNCDMV: https://edmv.ncdot.gov/myDMV Enter driver’s license number or ID # Enter last 4 of SSN Enter Birthdate Pulls up license information and Vehicle Property Taxes Paid
43
How old is STARS as a program, anyway?
Ancient. It’s not able to process things like newer software. If you select an incorrect key, you may get locked out – press CTRL to unlock.
44
How do you know if you've been locked out of STARS? How do I fix it?
If at any point you see a red stick figure with arrows pointing outward in the lower left corner of the screen, you have been locked out – press CTRL to unlock.
45
In STARS, what is the quickest way to find a vehicle?
By Plate # This will show you every vehicle that has ever used that plate. It is how you can get any information about transfers.
46
In STARS, can you search by VIN #?
Yes. This will show you all the plates that have ever been used for that one vehicle. There will be times when the most recent plate may not be the one that needs to be prorated. This could require a bit of searching.
47
In STARS, can you search by Owner Name?
Yes. If the owner of the vehicle has owned more than one vehicle (current or previous), searching for the correct one can be a bit difficult. This is especially tricky if they have a common name. STARS is a statewide system, so after you type in the name, you want to find a city/municipality that is within Buncombe County. Information that will make narrowing down the Vehicle or plate easier: -Make/model of vehicle -Year of vehicle -Partial plate -Partial VIN -Date of plate turn in
48
Does STARS have a fuzzy search function?
Yes! Use a question mark (?)
49
Can you tell in STARS if a vehicle was registered in another county?
Sometimes? It's not always accurate or up-to-date. Asking Personal Property would be helpful.
50
Where can you see months that a GAP Bill is for?
In NCPTS & in STARS NCPTS will show in the Abstract screen's Property tab STARS is way more work to find by looking into a vehicle's dates, but you can.
51
In STARS, how do I find a Customer’s List of Vehicles?
You have to search by owner name to do this From the main menu, type 9 in the Select Option Type the name in the name spots and hit Enter You’ll get a list of owners to sift through until you find the right one. Type S next to the correct one and hit Enter. The list of Vehicles By Customer will pop up. This can be helpful when you have a prorate sent in that’s hard to read but you know their name and narrow it down from their list of vehicles. Type S next to the vehicle you need the information for and verify