WA Business Personal Property

Purpose

Use this procedure to set the default field values to load from the subject when searching for comparable personal properties, and then to set the acceptable range of variance from the subject values.

Prerequisite

• The PACS Administrator > Personal Property Comparable Load user right is assigned to your ID.

Procedure

1. In PACS.ADMIN, choose Tools > Comparable Property > Personal Property.
2. In the Comparable Load Criteria – Personal Property dialog box, select the Use option next to the name of each field to load from the subject to the search criteria.

   

3. If required, specify the amount or percentage of permitted deviation from the corresponding subject property values.
4. Click Apply to save your changes. Click OK to save and close the dialog.

Purpose

Use this procedure to search for and identify personal properties that are comparable to a subject property.

Prerequisites

• The PACS Administrator > Personal Property Comparable Load user right is assigned to your ID.

Procedure

1. In PACS 9.0, access the Comparable Search Wizard in one of the following ways:
   • Choose Activities > Business Personal Property > NAICS Comparative Analysis
   • From the Property view, click Commands > NAICS Comparative Analysis
2. If a subject property is not preloaded, choose the Year to draw comparable values from and click Load to search for and select a personal property. Clicking Clear in the Comparable Search Wizard allows you to choose new search options.

   

3. If needed, choose the desired search fields from the Search Field column drop-down lists. Then, in the same row, enter criteria or choose values from the drop-down lists.

   Note In some instances, a field can accommodate multiple entries separated by a comma.

4. Click Next.
5. The results of the search are displayed. Click column headers to arrange the results according the values, and rearrange the column order as needed. Highlight an ID and click Details to open the property view. Values for selected records display below the results.

   

6. Click Back to perform another search. Click Finish to close the Wizard.

Purpose

Use this procedure to create a mater lease account under which multiple personal property accounts are listed. The master lease account owner is the recipient of all rendition and valuation notices for properties in the group. Otherwise, the included properties are stored in the system like other personal properties.

Note The master lease may be useful when, for example, a company has property, such as soda vending machines, leased out for use in various locations.

Prerequisites

• The following user rights are assigned to your ID:
  • Activities> Business Personal Property > Create Master Lease
  • Activities> Business Personal Property > Change Master Lease Properties
• The year is uncertified.
• Master Lease options are enabled on your system. (Contact TA Support to have the options enabled.)

Procedure

1. In PACS 9.0, choose File > New > Master Lease Account.
2. In the Master Lease Account dialog box, click Search to locate and choose a single owner for the account.

   

3. Enter a “Doing Business As” (DBA) name and Legal Description for the account.
4. In the Properties grid, click Add to open the Property Search Wizard and choose properties to add to the master lease.

   Note

   – When a property belongs to a master lease, a notification displays in the property header.

   – Open the master lease from the Property level through Commands > Master Lease Listing.

   – Properties with an owner listed who is not the master lease owner can be added.

5. To open on the listed properties, highlight the property and click Details .
6. To remove a listed property, highlight the property and click Delete.
7. To generate the personal property rendition report for this lease group, click Print Rendition Listing.
8. To print appraisal cards all selected properties, select the desired properties and click Print Card.
9. To print property letters, select the properties for which correspondence is required and click Print Letter.
10. Click Apply to save your changes. Click OK to save changes and close the dialog.

Purpose

Users can print master lease group rendition applications.

Procedure

The application can be generated from the Master Lease Group dialog box

• Click Print Rendition Listing in the Properties grid
• The dialog for printing these applications includes an Include Asset Listing option.
  • This option is selected by default when the System Configuration option Include Asset Listings is set to True (Tools > System Configuration > System > Master Lease). This version of the application report is similar to the existing versions.

Note:  Ensure user has downloaded the proper driver (Microsoft SQL Server 2008 Native Client)