Assessment File

1

Table of Contents

Assessment File

1
- Assessment File — 1

Assessor’s Timeline
OTC Audit List
TOOLBAR REFERENCE
PARCEL FILE
- Assessment Data
- Name/Situs
- Sales/Permits
- Appeals/Tasks
- Taxing Information
  - Value Change Log
- Parcel History
  - Statements
- Appraisal Summary
- Attachments
Cross Reference Account Options
- Invalid XRef Tax Area
Valuation Notice
- Change of Value Notices
  - Change of Value Notices By Parameters
  - Change of Value Notices by Index ~ VIDEO
- PP Renditions -- Printing in Mass
  - PP Renditions -- Printing by Type in Mass
Report Manager Reports
- Parameters Overview
- OTC Form 901
- OTC Form 901P
- OTC Form 924
- OTC Form 924B
- OTC Form 926
- OTC Form 926P
- OTC Form 935MH
- OTC Form 994
REPORTS
- File and Print Reports
- Assessment Reports
- OTC Reports
- OTC Audit
- OTC Forms
  - Editable Forms
    - Updating Editable Forms
Account Status
New Sales
Finding Accounts
- Find by Account
- Find by Owner’s Name
- Find by Parcel ID
- Find by Cadastral ID
- Find by Name ID
- Find by Legal
  - Platted
  - Unplatted
- Find by Situs
Master Name and Address File
- Updating: Name/Address/Contact Info ~ Video
- Hiding a Person’s Address to Protect Them
- Combining Name IDs
- Finding/Ordering Owner’s Name In Appraisal Files
- Copying Contact Name, Email and Phone in PP
Property Record Cards
Review Sheet
- Review Sheet Parameters
- Blank Review Sheet
- Print Review Sheet for Cross Referenced Accounts
New Construction
ASSESSMENT TABLES
- Mortgage Companies
Tax District Table
- Creating a Tax District From Levy Sheet
- Updating Levies In Parcel File ~ VIDEO
- Update Levies in Public Service ~ VIDEO
- Print Tax District List
- Print Tax District Report
- Print Tax District Summary
- Print Tax District by Tax Area
DAV Reimbursement Reports
Tax Area Table
- Creating a Tax Area
- Copying a Tax Area
- Tax Area Record Status
- Tax Area List
- Tax Area Report
- Tax Area Parcel List
TIF Districts
- TIF List
- TIF Report
- TIF Yearly Summary
Exemptions
- Adding Exemptions ~ VIDEO
- Removing Exemptions ~ VIDEO
- Charitable Exemptions
- Freeport Exemptions
- 5 Year Exemptions
  - Creating and Linking a New XM Account
- Storm Shelter Exemptions
Source Table
- Special Use Layer/Flag in LandMark
Property Class Table
936 Module
- Moving Mobile Home From Real to Personal Property
- Multiple 936 Forms On One Account
- Mobile Home Moving Out Of County
TaxRoll Corrections
- Creating a TaxRoll Correction ~ VIDEO
- Rolling Back TaxRoll Corrections
- Applying TaxRoll Corrections to an Index
- Exporting Corrections
CREATE DATA EXTRACT
- Data Extract--Other FTP Sites
PUBLIC SERVICE
- Combine Public Service Accounts
- Public Service Values
DATASET MANAGEMENT
Fractional Ownership
- One Tax Statement
- Multiple Tax Statements
- Combining Fractional Ownership
- Fractional Ownership Clean Up Index
Tasks
- Task Types
- Creating and Assigning a Task
- Add a Task to an Account
- View/Work Task List
- Task Routing
- Print Task List
Edit Log
Creating Indexes
- EXAMPLE INDEXES – ASSESSMENT FILE
- EXAMPLE INDEXES – APPRAISAL FILE
- EXAMPLES INDEXES – PERSONAL PROPERTY
  - PP Late Filers- Index
  - PP Non-Filers – Index
- EXAMPLE INDEXES – SALES INSTRUMENT FILE
  - Qualified Sales In a Subdivision – Index
  - Tax Deeds – Index
Creating A Query
- Querying By Example
- Query Packages
- Error Check Query
- Assessment Inspection Query
Linking LandMark to MapAnalyzer
Update Assessed Values
Splits
- Split by using LandMark Split Utility
Combines ~ Video
Platting New Subdivisions ~ Video
- Subdivision Plat Images
Updating Personal Property Trend Table
Appeals
- Board of Equalization Tracking
- Create an Appeal From Parcel File ~ Video
- Copying An Appeal
- Appeals Officer Set Up ~ Video
- Appeals Officer Schedule Set Up ~ Video
- Unschedule A Hearing
- Appeal Goes to District Court
- Appeals List
- District Loss Report on Outstanding Protests
- OTC Form 974
- OTC Form 975
- OTC Form 976
Exports
- User-Defined Exports
  - Treasurer Name Update
  - Mobile Home Update
Recalculate
Mouse Alternative
Hot Keys ~ Video
End of the Year Procedures
- Tax Roll Creation
- State Land Reimbursement Report
- Process Pending Accounts
  - Working Year Update
- Clearing Penalties and Annual Filing Dates
GIS Tools
- Display Parcel
- Plot Index
- Create Layer From Index
  - Creating Map Layer Using Review Code Index
- Update Lot Area
- Update GIS Attributes
Recalc With Table Number
LINKED TABLES
- Appraisal Values (Linked Tables)
- Taxroll Corrections (Linked Tables)
- Value Change Log (Linked Tables)
- Building Permits (Linked Tables)
- Situs Table (Linked Tables)
- Attached Documents (Linked Tables)
- Attached Images (Linked Tables)
- Ag Application (Linked Tables)
- Exemption Table (Linked Tables)
- Sale Table (Linked Tables)
- State Assessed Districts (Linked Tables)
- Task List (Linked Tables)
TABLET ~ FIELD APP
- FIELD APP SETUP
- FIELD CARDS ~ TABLET
  - Exporting Review Sheets From Network to Tablet ~ Video
  - Importing Field Cards From Tablet to LandMark ~ Video
- FIELD PHOTOS ~ FIELD APP ~ Video
- REVIEW SHEET ~ FIELD APP
- MAP IMAGE ~ FIELD AP
  - GPS-Location Coordinates
- TABLET ERRORS
  - Tablet Permissions Error

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Updating Editable Forms

From Main Menu: System — Update System — Update OTC Forms

Click Yes

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