Don't take our word for it. Hear how easy it is for customers to learn our software.

  • Manage special district annual assessments
  • Manage improvement district assessments paid over a number of years
  • Calculations can be serial, amortized, or manually entered
  • Maintenance assessments can be rolled over year to year
  • Billing can be transferred by file to your billing entity

Request a Demo >

The SAMSID solution you’ve been searching for

Black Mountain Software’s SAMSID [Special Assessment Manager (SAM) and Special Improvement District (SID)] software module enables management of both maintenance and improvement district assessments by providing: multiple assessment methods, interest calculation options, pre-payments, and penalty and interest calculations. Records are easy to find using the built-in queries and property searches. Easy upload of receipt files and transferring of billing files helps city clerks work quickly and seamlessly with other entities.

Show SAMSID Features
  • Special Assessment Records – manage both maintenance and improvement districts.
  • Four Assessment Methods – create a district using any one of the following:
    • Proportional units such as area, taxable value, or frontage
    • Rate codes such as residential, commercial, etc.
    • Flat amount
    • Fixed rate per proportional unit
  • Receipting – take full or partial payments. Assessments can be receipted individually or through a batch entry document.
  • Prepayment Calculation – Easily calculate, in advance, principle payoffs. Option to take partial payments on balance of principle.
  • Penalty and Interest Assessments on Delinquent Taxes – System calculates based on date of payment. Percentage entered by user.
  • Interest calculations may be one of the following:
    • Serial (Principal amount per payment equal over life of SID)
    • Amortized (Payment amount equal over life of SID)
    • Summary Finances (Principal and Interest payments are set up for SID and individual properties calculated from master schedule)
    • Parcel Finances (Principal and Interest payments are setup for individual parcels)
    • Recalculation of SID schedules due to variable interest rate – rebuilds remaining unbilled principle and interest amortization table -based on new rate.
  • Form Letters – Provides merge data fields so Microsoft Word™ merge can be used to create custom delinquent, assessment, or other types of notices.
  • Transfer information to/from counties using Black Mountain Software systems –This includes download of annual name/address updates and receipt information and upload of annual assessment information. May be customized for links to other software.
  • Payment History Query – information available onscreen by assessment.
  • Tax Query – showing property information, tax amount by due date, and status (paid, unpaid), assessment lines to be paid. Tax payments may be calculated by setting the payment (interest) date.
  • Search for Properties – Tax ID, Name, In Care of Name, Geo Code, Township/Range/Section or Subdivision.
  • Tax ID Number – able to edit as needed.
  • Accounting Integration – System journalizes all receipt entries for posting to the BMS general ledger.
  • Capitalization of Interest – when bond payments are due in advance of assessments being billed, interest may be capitalized over the life of the SID.
  • Defer property assessment billing – Individual properties may be marked to exclude them from billing.

Built-in Reports

SAMSID reports are easy to generate and help you make smarter decisions.

Show Reports
  • Name, Address, Legal Reports:
    • Name & Address List
    • Name & In Care Of Name List
    • Name & Legal Listing
  • Assessment Reports:
    • Assessment Detail
    • Assessment Detail by Rate Code
    • Assessment Notice
    • Assessed Value Recap
    • Subdivision Assessment Detail
    • Subdivision Assessed and Total Values
    • Subdivision Detail for Assessed and Total Values
  • Certified Balance Proof Report
  • Billing Detail
  • Receipt Reports:
    • Receipt Detail
    • Daily Receipt Summary
    • Receipt History
  • Tax/Assessment Reconciliation
  • Tax Statements
  • Mailing Labels
  • Uncollected Taxes:
    • Uncollected Detail Report
    • Uncollected Reconciliation Report
    • Recap by SA/SI#
    • Recap by Year
  • Tax Roll Book
  • SID Reports:
    • SID Roll Book
    • SID Payoff Detail Report
    • SID Payoff Summary Report by Taxpayer
    • SID Payoff Summary Report by SID/Taxpayer
    • SID Finance Schedule Summary Report
    • SID Finance Schedule Detail Report
    • SID Assessment Summary
    • SID Unbilled Assessments by Fund, Year
    • Deferred Principle Balances (Detail by SID)
    • Deferred Principal Balances (Summary by SID)
    • Deferred Principal Balances (Summary by Taxpayer)
    • Deferred Property Amounts – Balances by SID
    • Deferred Property Amounts – Balances by Fund
  • Form Letters
  • Accounting Reports:
    • JV Summary
    • Billing JV Listing
    • Receipt JV Listing
    • SAM/SID Accounting Reconciliation Report

Download more details in our Printable SAMSID PDF


What Our Customers Are Saying:

I LOVE it! OMG, yes! Would recommend it to anyone!

Diane A.–Auditor-North Dakota

Stay Connected with Black Mountain Software

If you sign up for Black Mountain Software emails, about 4 times per year you will receive a special email designed for organizations like yours that are not already Black Mountain customers. We won’t clutter your inbox, and we will provide information relevant and helpful to you. And don’t worry, your email address is never sold or given out to third parties.

Select the Email Updates You'd Like to Receive:

Other Ways to Stay Connected:

Subscribe to the Blog Subscribe to City Clerk Cafe Connect with LinkedIn
Follow on Facebook Follow on Twitter Connect on Google+