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Selecting Appraisal Notices for Printing (8.1.25.x)

Purpose

Use this procedure to set printing options and select the appraisal notices to be printed.

Prerequisites

Procedures

  1. In PACS Appraisal, choose Activities > Appraisal Notices > Appraisal Notice Maintenance.

    The Appraisal Notices List is displayed.

  2. Right-click and choose New Appraisal Notice Selection.

    The Appraisal Notice Selection Process Wizard is displayed.

  3. Select whether notices will be printed in-house or provided via electronic communication to certain owners.
    1. Select one of the following options:
      • 25.19 Full Notice – Use this option to indicate that the notices are going to be printed.
      • Special Group for 25.19 Electronic Export – Use this option to provide notices via electronic communication to property owners who (1) request electronic communication and (2) have 25 or more properties in (3) a county with a population of 200,000. This option complies with Section 1.085(g) of the Texas Property Tax Code.
    2. Select the year applicable for printing appraisal notices.
    3. If you chose Special Group for 25.19 Electronic Export per Section 1.085(g), another window is displayed on which you must select the group that will receive notices via electronic communication. After selecting the groups, click Next.
    4. Click Next.

      Another window of the Appraisal Notice Selection Process Wizard is displayed.

  4. If tax rates have changed for taxing entities for the selected year since the new year layer was created, the entities are displayed. You can print a report of the entities and changed tax rates. If the changes were in error, cancel the wizard and correct them, or click Next.

    Another window of the Appraisal Notice Selection Process Wizard is displayed.

  5. Select the following options as required, and then click Next.

    Criteria for Including HB3630 Text on Appraisal Notices

    PACS identifies which properties will receive appraisal notices with a printed explanation indicating that the owner may qualify for a homestead exemption by using the following criteria:

    • The selected state code(s) must identify the property as eligible for a homestead exemption.
    • A homestead exemption must not be granted currently to the property.
    • All of the characters of the property's situs address must be contained within the owner's mailing address.
    • For example, the system will identify situs address 123 Main as a match within an owner's mailing address of 123 Main St. However, the system will not identify a situs address of 123 E. Main as a match for an owner's mailing address of 123 Main St.

    Another window of the Appraisal Notice Selection Process Wizard is displayed with selection criteria for property types.

  6. Select one of the following notice types:
  7. Select one of the following options for each property type:

    Notes on Shared Properties

    • Because PACS processes properties with shared CAD codes as shared properties, if you have property records with shared CAD codes, we recommend that you select an option to include shared property, or else appraisal notices will not be generated for these property records. Use the same selection option for shared property that you use for real property.
    • To print overlap notices only for shared properties, we recommend that you carry out an appraisal notice run with only shared properties selected.
  8. Click Next to proceed to the Appraisal Notice Selection Process Wizard window with options to specify entities that will not appear on the notice, and to add or remove entities as required.
  9. Click Next to proceed to the Appraisal Notice Selection Process Wizard window with selection and exclusion options. Make your selections as required.

 appraisalnoticecriteria2016

The following information provides details for the areas of the screen labeled above.

Area A

While the norm is to select Market Value, you can also select Assessed Value if you want to send appraisal notices to properties for which the assessed value has increased or decreased.

Selecting Assessed Value as well as specifying an increase and/or decrease in value can be useful when you want to send notices on ag properties where the productivity value has changed but the market value is still the same.

Area B

You can include all properties with rendered value, or you can use the drop-down to select properties with an assessed value greater than the rendered value.

You can also include all appraisal years greater than a year you specify, ownership changes after a date you specify, and any newly created property.

Include Last Ownership Changes Since

In the Include Last Ownership Changes since field, by selecting a date that is the same or prior to last year's main appraisal notice run, all ownership changes in the last year are included.

Normally you set this field to the date when the appraisal notices were mailed last since it is required that notices be mailed to any new owner.

The deed_dt field in the chg_of_owner table is used to determine the change of ownership. This is the Effective Date when looking at the Deed in PACS.

Area C

From the following exemption-related criteria, specify which properties will receive notices:

NOTE: Generally, the Include only EX366 Properties with taxable values option is appropriate for users.

Area D

You can include properties according to group codes. The system prints notices for the group codes you select regardless of other settings.

NOTE: This option will send appraisal notices on the property even if an appraisal notice was sent in a previous run. The group code selection is considered an override option.

Area E

If you select Exclude Properties with X25.19A Group Code, the system will not generate appraisal notices for properties that have the X25.19A group code.

Area F

If you select Exclude properties appraised by these companies, the system will not generate appraisal notices for owners who receive appraisal notices from the companies you specify. When selected, this option prevents an owner from receiving duplicate notices from your appraisal office in addition to the one they receive from the company, provided that the owner's property record has been coded in PACS with the company information.

Note You can code only personal and mineral properties.

  1. After making your entries above, click Next.

    Another window of the Appraisal Notice Selection Process Wizard is displayed with selection criteria for E-File.

NOTE: This option is only available if E-File is enabled on your system.

  1. Select from the following options:
  2. After making the selection above, click Finish.

    A message is displayed indicating that the appraisal notice process is being executed.

  3. If you would like to review selection criteria for the run, in the Appraisal Notices window, right-click the run and choose Details Appraisal Notice Selection.
  4. If you would like to print a report with details about the properties included the run and their associated values, do the following.
    1. In the Appraisal Notices window, right-click the run and choose Print Appraisal Notices Listing.

      The Print Appraisal Notice Listing dialog box is displayed.

    2. Click either Preview or Print.

Result

The new run is displayed in the Appraisal Notices window.

Troubleshooting

For information about undoing a run, see Undo an Appraisal Notice Run.