Selecting Appraisal Notices for Printing (8.1.25.x)
Use this procedure to set printing options and select the appraisal notices to be printed.
- The appraisal notice letter is complete. For information about setting up the letter, see Customizing the Appraisal Notice Letter.
- If you need to create appraisal notices with text notifying the owner that the property may qualify for a homestead exemption as outlined in House Bill 3630 legislation, you must have:
- Selected the relevant notice format for the year 2017 or later in the Appraisal Notice Forms Maintenance dialog box. For more information, see Maintaining Appraisal Notice Forms.
- Selected the state codes that identify properties as eligible for a homestead exemption in the Appraisal Notice Configuration Maintenance dialog box. For more information, see Customizing the Appraisal Notice Letter.
- In PACS Appraisal, choose Activities > Appraisal Notices > Appraisal Notice Maintenance.
The Appraisal Notices List is displayed.
- Right-click and choose New Appraisal Notice Selection.
The Appraisal Notice Selection Process Wizard is displayed.
- Select whether notices will be printed in-house or provided via electronic communication to certain owners.
- 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.
- Select the year applicable for printing appraisal notices.
- 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.
- Click Next.
Another window of the Appraisal Notice Selection Process Wizard is displayed.
- 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.
- 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.
- Exclude All HB3630 Properties – Excludes the properties from the appraisal notice run that match the HB3630 criteria listed above.
Tip This option is useful if you'd like to select the HB3630 properties later in a separate run but you need to print the appraisal notices for all the other properties.
- Include All HB3630 Properties – Includes the properties in the appraisal notice run that match the HB3630 criteria listed above.
- Include HB3630 Based on Appraisal Notice Criteria – Includes the properties in the appraisal notice run that (1) match the HB3630 criteria listed above and (2) match the selection criteria.
- Do not perform HB3630 Comparisons - Inactivates the PACS HB3630 logic; when this option is selected, PACS does not identify properties eligible for a homestead exemption based on the HB3630 criteria above.
Caution If you choose the Do not perform HB3630 Comparisons option and have not carried out a run to include HB3630 properties, homestead applications will not be printed for the HB3630 properties.
Tip The Do not perform HB3630 Comparisons option is useful if:
- You are generating appraisal notices for mineral or personal properties.
- You have already completed the run for the HB3630 properties and you need to select all other notices.
- Selected Homesteadable State Codes – Displays the state codes selected from the Appraisal Notice Configuration Maintenance dialog box. These state codes indicate that the properties to which they are assigned may qualify for a homestead exemption.
Another window of the Appraisal Notice Selection Process Wizard is displayed with selection criteria for property types.
- Select one of the following notice types:
- Single property – Generates appraisal notices for individual properties.
- Multi property – Generates a single appraisal notice for an owner with multiple mineral properties. The appraisal notices includes a list of all of the owner's properties.
- Select one of the following options for each property type:
- Include All – Includes all properties of the property type regardless of any other criteria.
- Include Based on Selection Criteria – Includes the properties that meet the selection criteria that you specify on the next window.
- Exclude All Properties – Excludes all properties of the property type regardless of any other criteria.
Examples A CAD could choose the Exclude All Properties option when mineral property notices are sent by the mineral appraisal company. A CAD could also choose this option when separate notices runs are carried out by property type (for example, one run is carried out for all real property, another for business personal property, and so on).
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.
- 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.
- Click Next to proceed to the Appraisal Notice Selection Process Wizard window with selection and exclusion options. Make your selections as required.
The following information provides details for the areas of the screen labeled above.
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.
- Increase Greater Than - must have at least 1.00 entered. Do not leave at 0.00.
- Value Decrease Greater Than - must have at least 1.00 entered. Do not leave at 0.00.
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.
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.
From the following exemption-related criteria, specify which properties will receive notices:
- Include EX Coded Properties – When this option is selected, notices print for properties that have an EX exemption assigned and meet the other criteria selected. This allows for notices to be generated for prorated EX exemptions; i.e. through the value change or ownership change selections.
- Include All EX366 Coded Properties – When this option is selected, notices print for all personal or mineral properties with a TAXABLE value under $500 (includes 0 value properties) per owner per entity, regardless of whether taxes are owed.
- Include only EX366 Properties with taxable values – When this option is selected, notices print only for EX366 coded properties with taxes due.
NOTE: Generally, the Include only EX366 Properties with taxable values option is appropriate for users.
- Include Properties with 11.13 Exemptions Removed or Prorated off - This is a option per SB1420 of the 2015 Legislative Session. It is our recommendation that this run be after the HB 3630 notice run and the regular appraisal notice runs to find any other properties that are required to a notice per SB1420. In most cases, the properties will be selected in the HB3630 run.
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.
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.
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.
- 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.
- Select from the following options:
- Do not perform E-File Eligibility Comparisons
- Include Only Properties Eligible for E-File
- Exclude All Properties Eligible for E-File
- After making the selection above, click Finish.
A message is displayed indicating that the appraisal notice process is being executed.
- 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.
- If you would like to print a report with details about the properties included the run and their associated values, do the following.
- In the Appraisal Notices window, right-click the run and choose Print Appraisal Notices Listing.
The Print Appraisal Notice Listing dialog box is displayed.
- Click either Preview or Print.
The new run is displayed in the Appraisal Notices window.
For information about undoing a run, see Undo an Appraisal Notice Run.