Tax Credit Transmit Oregon

This Tax Credit Export Type is for the state of Oregon. Oregon does not receive a transmission file and instead receives an Excel spreadsheet in a required format which is attached to an email. This Tax Credit Export Type will create a CSV file which can be pasted into the Tenant Data tab of this Excel spreadsheet.

A separate Excel Spreadsheet that with macros is provided in Property Manager as part of the Build LIHTC File task that will take this CSV file and copy it into the necessary format to be sent to the State of Oregon.

In April 2014, the Oregon Annual Reporting Spreadsheet has been updated to maintain compliance. To use the updated Spreadsheet, follow these steps:

1. 1. Save the Oregon_excel_lihtc_rpt.xls and Oregon_macro.xlsm files to your computer, either to your C drive, desktop, or another location.

   2. Add Oregon_macro.xlsm to your document library, using the Property Manager > System Administration > Maintain Documents path.

   3. Right click and then select Insert Document.

   4. Enter a document name, and then click the Search Document icon and select your file.

   5. Change the file type to Excel, and then click OK.

   6. To verify that the document has been saved, right click the document name and then select View Images.  

1. 7. Set up or update the export, using the Property Manager > System Administration > Export Setup path.

   8. If an export already exists for your community, delete the export.

   9. Create a new export using the Create New Export task.

   10. Select the community and funding program.

   11. Select Tax Credit Transmit OR in the Export Type field.

   12. In the Data File Name field, enter {folder location}\Oregon_excel_LIHTC_rpt.csv. If you changed the name of the original Excel file, make sure you match the name on your computer.

   13. In the Excel Macro File Name field, enter Oregon_macro.xlsm. If you changed the name of the original Excel file, make sure you match the name on your computer.

   14. In the Excel File Name field, enter {folder location}\Oregon_excel_LIHTC_rpt.xls. If you changed the name of the original Excel file, make sure you match the name on your computer.

   15. Select the Active check box.

   16. Click Finished.

1. 17. Build the LIHTC file using the Build LIHTC File task.

If you receive any errors when running the Build LIHTC File task, verify that the locations for the data file and Excel file are correct. If you continue to receive an error after this has been verified, try saving the files to a different location (such as your desktop), update the export, and try again.

When creating a Tax Credit Transmit Oregon Export CSV File, the following columns should be completed:

• Funding Program - you can have a separate Tax Credit Transmit Export Type for each funding program of a community.

• Short Description - this column populates the Destination Column on the Occupancy and Compliance Detail > LIHTC tab

• Excluded Certtypes - NS, GR, SL, GP, VC, LC, RA, TM, XF, NR, NU

• • Certtypes to be excluded from the CSV file to be created.

Two other setup details that need to be taken care of before you can transmit a successful file:

• The formatting of the BIN entered at the Community Detail > Contract tab needs to exclude dashes.  This populates the BIN Number (Column 1).

• • For example if the BIN is NY-00-99999, it needs to be entered as NY0099999.

• The formatting of the Unit Nbr entered at the Unit Detail > General tab in the Tax Credit Unit Nbr column needs to exclude dashes.  This populates the Unit Number (Column 2).

• • If this column is left blank (null), then the CSV file will pull the Unit Nbr as the Building Number and Apt Number (for example, P-1234).