Board of Equalization Tracking

LandMark allows the user to track appeal information and board recommendations.

BEFORE user can use the schedule part of the appeal module, they must set up the following…
1. Set up Hearing Officers
2. Set up EACH Officer’s Schedule
3. Schedule/Create Appeal

This process works the same for real and personal property accounts.

Main Menu — Assessment — Board of Equalization

Appeal Info Tab

Appeals can be viewed/edited/created here.

Note: The Excise Report check box MUST be checked AND the board recommended value MUST be filled in if the appeal goes to district court to assure correct amounts on the Excise Board Report.

Current Market value comes from the Fair Cash Value from the Assessment form.

Notes/Documents Tab
Attached Documents

Board of Equalization Documents pertaining to the APPEAL ONLY may be saved here by clicking the edit button and attaching any appeal supporting document(s). When attaching a document/note to an appeal record the default will be a private note.

Helpful Hint: If owner produces Income and Expense reports to support value change. LandMark recommends saving that documentation here AND recording that in the Sales File to help determine value on similar properties.

To attach a document, ENTER Edit Mode, and CLICK Attach Document.

Attached Images
The attached images are NOT appeal specific. These are the same images from the account’s Attachments Tab and will default as public.

The appeal and task history will appear in the Assessment file on the Appeals and Tasks tab.

User may create new Appeal here, by clicking the new button

The ONLY difference in creating the appeal from here rather than Creating an Appeal from the Parcel File is the user MUST add the account number here, it isn’t auto generated.

For step by step and a video, please see Creating an Appeal from the Parcel File