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Processing Exemptions

Purpose

Use this procedure to add or deny standard exemptions for current or prior years. Multiple properties can be processed sequentially.

Procedure

  1. In PACS Appraisal, choose Activities > Enter Exemptions.
  2. In the Prior Year Exemption Search dialog box, do one of the following:

    The property is displayed in the Prior Year Exemption Search dialog box grid.

  3. Select property and year combinations as required. Then click OK.

    Exemption Process, property exemption wizard, 1

    Note To view record details, select the record in the grid and click Property Details or Owner Details.

  4. In the Property Exemption Wizard, review the owner information and complete the following options as required:
  5. Click Next.
  6. Review the Ownership History, Events, and Group Codes, and complete the following options as required:
  7. Click Next.
  8. Review or modify improvements and land segments. In order to indicate that improvements and land segments are eligible for exemption, you need to set them to Homesite. Use the following options as required:

    Exemption Process, property exemption wizard, 2

  9. Click Next.
  10. Review or modify situs information. Enter comments and remarks as required.

    Note You can have multiple situs addresses and mark one of the addresses as the primary address.

  11. Click Next again.
  12. In the Property Exemption Wizard, review the exemption applicant name.
  13. In the Exemptions section, choose the Reset Exemptions check box if changes have been made to the property that affect the exemptions, and select from the following exemption types as needed:

  1. For each exemption selected, enter the following information as required:
  2. To apply the local option for a selected exemption, choose the Local Option check box.
  3. In the Info section, complete the following fields as required:
  4. In the Required for prorated exemptions section, complete the following fields as required:
  5. In the Expiration Date section, if required, select the Absent Expiration check box if the owner of the property leaves for a certain period of time and is still eligible to maintain the exemptions for that property for a certain time period, and complete the Date and Comment fields.
  6. Click Next.
  7. If you are processing exemptions in certified years, complete the following options in the Supplement Wizard as required:

    Exemption Process, in supplement, 1

    1. In the Action section, select one of the following:
      • Add
      • Modify
      • Delete
    2. Select the supplement option on the Supplement section from the following options:
      • Available - The record is placed in a previously created supplement group and supplement number.
      • New - A new supplement number is created within an existing supplement group.
      • Pending - The property is placed in the existing pending supplement group, and can be moved to an active supplement when it is ready to be completed.
      • Create New Supplement Group - A new supplement group is created.
    3. Complete the Supplement Date, Supplement Code, and Supplement Reason fields as required. Click Next.
    4. The Supplement Wizard displays a summary. Click Finish.

      A property exemption summary is displayed.

  8. Select from the following options as required:

    Exemption Process, wizard summary

  9. Click Close.

    The Quick Image Scan dialog box is displayed.

    Note To exit the Quick Image Scan dialog box, click Cancel.

  10. If necessary, remove a property, review property details, or search for a new property. Then complete the following fields:
  11. Select one of the following:

    Exemption Process, Quick Image Scan

  12. If necessary, preview or remove images from the bottom pane. Click OK.