Reports. Martin Barrett Software Developer 8 Years

Transcription

1 Reports Martin Barrett Software Developer 8 Years Vanguard Appraisals, Inc. Copyright 2017

2 Report Changes About me Report Changes New Reports Easy Mode Important Reminders Report Errors Explained Questions

3 Report Changes Updated reports Added PP Loss & Split PP Tax Gross / Net Tax for 2016 PP Tax List Personal Property District Totals Composite Fund Totals Tax List Totals Upcoming changes Adding Ag Tax Credit for 2017 School Report Tax List Totals Real Property Tax List TIF Tax List Tax Credit Totals Composite Fund Totals

4 Report Changes Updated Reports PP Tax List Personal Property District Totals Composite Fund Totals Tax List Totals PRC Drainage

5 Report Changes Updated Reports PP Tax List Personal Property District Totals Composite Fund Totals Tax List Totals PRC Drainage

6 Report Changes Updated Reports PP Tax List Personal Property District Totals Composite Fund Totals Tax List Totals PRC Drainage

7 Report Changes Updated Reports PP Tax List Personal Property District Totals Composite Fund Totals Tax List Totals PRC Drainage

8 Report Changes Updated Reports PP Tax List Personal Property District Totals Composite Fund Totals Tax List Totals PRC Drainage

9 Report Changes Updated Reports PP Tax List Personal Property District Totals Composite Fund Totals Tax List Totals PRC Drainage

10 Report Changes Updated Reports PP Tax List Personal Property District Totals Composite Fund Totals Tax List Totals PRC Drainage

11 New Reports About me Report Changes New Reports Easy Mode Important Reminders Report Errors Explained Questions

12 New Reports New Reports Nebraska Sales Worksheet PP Record Card Growth Fund Totals Growth District Totals

13 New Reports Nebraska Sales Worksheet General info 1 photo Sale information Always most recent sale Res building OR Com Building 2 Additions & Garages 4 Yard Extras 3 Ag Buildings Ag soils grouped by LVG / Use Sale Comment

14 New Reports General parcel information Sale information Total parcel value

15 Building Summary New Reports

16 New Reports Ag land grouped by LVG / Use.

17 New Reports PP Record Card General Info Total Value Items Funds / Taxes Prior Year Notes

18 New Reports General Info Total Value Items

19 Funds / Taxes New Reports

20 Prior Years New Reports

21 New Reports Growth Fund Totals Growth breakout by Funds.

22 New Reports Growth District Totals Growth Totals by Tax District

23 Easy Mode About me Report Changes New Reports Easy Mode Important Reminders Report Errors Explained Questions

24 Easy Mode Reports the easy way Can still use query wizard for custom queries

25 Easy Mode Selects the correct parcels automatically based on the report

26 About me Report Changes New Reports Easy Mode Important Reminders Report Errors Explained Questions Important Reminders

27 Things to remember Revals Reports in balance Query Database Important Reminders

28 Important Reminders Things to remember Revals Reports in balance Query Database Make sure that there are no reval flags For School Report / CTL / etc they show values from Real Property, Personal Property and Centrally Assessed, so its important for all 3 to have any required revals run

29 Important Reminders Things to remember Revals Reports in balance Query Database Before submitting reports to the department of revenue make sure that reports balance

30 CTL Important Reminders

31 Important Reminders

32 Important Reminders

33 Abstract Important Reminders

34 Important Reminders

35 Important Reminders CTL Abstract

36 Important Reminders Real Property Tax List TIF Tax List Abstract

37 Important Reminders TIF Tax List Tax List Totals

38 Abstract Ag Soil Balance Important Reminders

39 Important Reminders Things to remember Revals Reports in balance Query Database Make sure you re using the correct query

40 Important Reminders Things to remember Revals Reports in balance Query Database Make sure you re running the report from the correct database

41 About me Report Changes New Reports Easy Mode Important Reminders Report Errors Explained Questions Report Errors and Data Entry

42 Report Errors and Data Entry

43 Report Errors and Data Entry County Number not set This is a permanent field set by Vanguard. Contact support if this happens

44 Report Errors and Data Entry Ag land without neighborhood Ag land with no neighborhood selected will not price Select the correct neighborhood for the parcel

45 Report Errors and Data Entry Ag parcel with non-ag land Ag parcels need all land to have soil use To bucket properly for state reports Make sure all ag parcels only have ag land

46 Report Errors and Data Entry Invalid Soil / use combo If the combination of Soil and use is valid, but an LVG is not found, the LVG must be added to the table

47 Acres must be rounded to 2 decimal places This is required by the DoR Report Errors and Data Entry

48 Report Errors and Data Entry AgLnd pricing table has invalid LVG codes Dry, Irr, Grass, Timber, CRP

49 Parcels using invalid soils (this is looking for parcels using the lines from previous error) Report Errors and Data Entry

50 Report Errors and Data Entry Road / Ditch ag soil use with non-zero value Road / ditch should always be zero valued Check for erroneous adjustment or lump sum value The reports that go to the State DoR do not have a slot to place Road / Ditch value so any value in these cases will cause imbalance.

51 Report Errors and Data Entry Adjustment uses wrong neighborhood pricing (an issue that can crop up when changing neighborhood of a parcel) This is rare, however difficult to track down. If you receive this error please contact VCS

52 Report Errors and Data Entry Parcels have IOLL status with Land value A parcel statused IOLL should not have Land value Check if the land value should be removed or the status should be changed

53 Report Errors and Data Entry Parcels with unimproved status and building value Parcels with unimproved status should not have improvement or dwelling value Check if the building value should be removed or the status should be changed

54 Report Errors and Data Entry Curr_land does not match sum of land buckets This error is typically a sign of other issues with the parcel Non Ag Land + Irrigated + Dry + Grass + Waste + other + Site + Home must equal Land Total Call support if this issue crops up

55 Report Errors and Data Entry Parcel has TIF that is not calculating properly This should not be possible anymore If this error occurs, contact support

56 Report Errors and Data Entry Ag classed parcels with TIF TIF on ag classed parcels can cause issues with balancing on the abstract. Please be aware of this.

57 Report Errors and Data Entry Parcel not assigned a master tax district For School Report / CTL all parcels must be assigned a master tax districts Load parcel and assign the correct tax district

58 Report Errors and Data Entry Res / Com parcel not assigned assessor location Parcels with no assessor location will not appear correctly on schedule 11 and 12 of the Abstract Load parcel and assign correct assessor location

59 Report Errors and Data Entry Dry, Irr, Grass, Timber, CRP with 0 value Make sure there is not an incorrect adjustment on the parcel This one is not universally true, but in most cases ag soils should not be zero except for road or ditch.

60 Report Errors and Data Entry Parcels have growth with unimproved status A parcel should only have growth for improvements and therefore an unimproved parcel should not have growth Check to see whether the growth should be removed or the status should be altered

61 Report Errors and Data Entry Parcel with Ag land NA use, a homestead exemption and no homesite. Parcels with ag land that get a homestead exemption should have a homesite for that exemption to apply to.

62 Report Errors and Data Entry Ag parcels with Land equalization factor This will cause balancing issues for the state reports, since land values are collected from a soil level, whereas the factor is applied at as parcel level. If values need to change for ag land, change the ag land rates instead.

63 Report Errors and Data Entry Personal property accounts with status of inactive or active returned For the state reports, we will only include Active completed accounts. At the time of running the PP abstract, School Report, CTL, etc make sure that all accounts are either active completed or retired.

64 Tips & tricks Call support Most Importantly If you need help with queries, give us a ring! Support always happy to help with queries support@camavision.com (800)

65 Tips & tricks Call support

66 Q & A About me Report Changes New Reports Easy Mode Important Reminders Report Errors Explained Questions

67 Follow Us On Social Media facebook.com/camavision twitter.com/cama_vision linkedin.com/company/vanguard-appraisals instagram.com/camavision plus.google.com/+camavision youtube.com/camavision

68 Visit Our Website CAMAvision.com