Annual Procedures
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Table of Contents
Annual Procedures
1
Annual Procedures — 1
Assessor’s Timeline
OTC Audit List
Ratio Study
Audit ~ Questions 1-3
QP1 – Data Collection/Field Inspection
QP2 – Visual Inspection Plan (VI plan)
QP3 – VI Data Entry
QP4 – Sales File Maintenance
QP5 – Ownership Completely Mapped
QP6 – Municipal and School District Boundaries Maps
QP7 – Personnel Accreditation Requirements
QP8 – Caps and Freezes
QP9 – Personal Properties Penalty Assignment
QP10 -- Most Current OTC Forms
QP11 – Soil Type Map for Agricultural Parcels
QP12 – Homestead Applications
QP13 – Cap Removal Year is Correctly Applied
QP14 – Abstract Presented Accurately and On Time
QP15 – Taxing Jurisdiction for Real and Business Personal
QP16 – Updated Trend Tables
QP17 – Ag Land Values Correctly Applied and Updated
QP18 – Parcel Splits Correctly Mapped and Valued
QP19 – Valuation Increase Notices Real & Personal
QP20 – Sold vs Unsold Properties
QP21 – Pertinent Ag Tables with Values in Use
QP22 – Excise Board Report
Total Parcels Mapped
Total Parcels Inspected Last VI Year
Soils Map
Ten Business Renditions and Five Ag Renditions
Total Change Notices
Comm, Ag and Res Improved properties from last year VI
Caps and Freezes Examples
Data Collection Accounts
PP Rendition Audit Report
Valuation Cap Audit
Setting Account Values Individually
Setting Account Values in Mass
Change of Value Notices
Change of Value Notices By Parameters
Change of Value Notices by Index ~ VIDEO
Update Assessed Values
OTC Reports
Abstract
Excise Report
Balancing Excise Report
Annual Exemption Report
Millage Report
Email Abstract Workbook
Working Year Update
Public Service Values
End of the Year Procedures
Updating Levies In Parcel File ~ VIDEO
Update Levies in Public Service ~ VIDEO
Tax Roll Creation
DATASET MANAGEMENT
Tax Roll Abstract
State Land Reimbursement Report
Updating Editable Forms
Process Pending Accounts
Clearing Penalties and Annual Filing Dates
PP Renditions -- Printing in Mass
PP Renditions -- Printing by Type in Mass
Updating Personal Property Trend Table
Base Year
New Construction
Download as PDF
End of the Year Procedures
Public Service Values
Updating Levies In Parcel File ~ VIDEO
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