WA DOR Reports

Purpose

Use this procedure to define the settings for which the stratum data will be displayed for properties listed in the DOR Stratification Reports.

Prerequisites

• In order to perform this procedure, the following user rights are required:
  • Stratification Settings

Procedure

1. In PACS.ADMIN, choose Tools > Stratification Settings Maintenance.
2. In the Stratification Settings Maintenance window, click Add.
3. In the Add New Stratification Setting Dialog, select the year for the setting. Then select either real or personal property to indicate for what type of property the settings are applicable. Click OK.
4. If you need to enter stratification settings for personal property, proceed to the next step. For real property, complete the following steps:
   1. If you would like to report current use – agriculture separately from multi family/commercial/manufacturing/agri or other stratifications, select Use Separate Current Use Group, which generates the CU-Ag grid separately from the Multi Family /Commercial /Manufacturing /Agri /Other grid.

      Note When Use Separate Current Use Group is selected, the data entered in the CU-Ag grid is organized as a separate category within the DOR Stratification Report for real property, and the DOR Sales Report for valid sales.

      

   2. If the Department of Revenue has given instructions to exclude current use properties, select the Exclude Current Use Properties check box, which will exclude any property with a land segment that has the Apply Productivity option selected.
   3. Choose the start and end date of the Sale Date Range.
   4. In the Single Family Residential section of the Stratification Settings dialog box, click Add  to add new stratification settings. Then complete the cells in the grid.

      

      • Stratum Beginning Value

        The low end of the value range that PACS utilizes for the stratum.

      • Stratum Ending Value

        The high end of the value range that PACS utilizes for the stratum.

      • Sampling Frequency

        The frequency with which properties are selected in the stratification process. PACS searches for residential properties within the value range.

        If, for example, 100 is entered, PACS selects every 100th property.

      • Starting Point

        The number at which PACS starts the selection process.

        If, for example, the starting point is 7 and the sampling frequency is 20, PACS starts by selecting the seventh property and then every 20th property through the range.

   5. In the Multi Family /Commercial /Manufacturing /CU – Ag /Agri /Other section, click Add  to add new stratification settings. Then complete the cells in the grid.

      

   6. If you selected Use Separate Current Use Group, in the CU-Ag section, click Add  to add new stratification settings. Then complete the cells in the grid.

      

5. For personal property, complete the following cells in the Stratification Settings – Personal Properties dialog box:
   • Stratum Beginning Value

     The low end of the value range that PACS utilizes for the stratum.

   • Stratum Ending Value

     The high end of the value range that PACS utilizes for the stratum.

   • Sampling Frequency

     The frequency with which properties are selected in the stratification process. PACS searches for residential properties within the value range.

     If, for example, 100 is entered, PACS selects every 100th property.

   • Starting Point

     The number at which PACS starts the selection process.

     If, for example, the starting point is 7 and the sampling frequency is 20, PACS starts by selecting the seventh property and then every 20th property through the range.

6. Click OK or Apply to save the new settings.

Purpose

Use this procedure to produce the values in Excel so that the assessor’s office can copy and paste them into the DOR Abstract of Assessed Value Report Excel spreadsheet sent by the DOR once a year.

Note Regarding Senior Exemptions: The Market Value displayed on the Abstract of Assessed Value Report includes the market total value of the senior property, but not the homesite value. By contrast, the Value Prior to the Value Freeze displayed on the Senior Relief Form includes only the homesite portion of the Senior property. Because of this, these two values usually do not match.

Similarly, the Frozen Value displayed on the Abstract of Assessed Value Report does not include any New Value for the Senior. However, the Frozen Value from the Senior Relief Form does include New Value for the Senior.

Prerequisites

• In order to perform this procedure, the following user right is required:
  • Report > Print Abstract of Assessed Value Report

Procedure

1. In PACS 9.0, choose Reports > DOR > Abstract of Assessed Value.
2. Complete the following fields in the Report Settings section:
   • Assessment Year

     The assessment year of the properties.

   • Supp Number

     A supplement number from within the assessment year.

   • Tax Areas

     Select tax area(s) to include in this report.

3. To generate an export file, select Export to File as needed in the Export to File section. Then specify the Path and File name.

   Note Files can be exported as either .txt or .csv. Add .txt or .csv to the file name. Example: AbstractofAssessedValue.txt

4. To set the output settings, complete the following fields in the Output Settings section:
   • In the Format drop-down list, select the report output format. The recommended format for this report is Excel.
   • 
   • In the Filename field, enter the report file name.
   • In the Description field, enter a report description.
5. Click Preview to preview the report. Click Post to generate the report.

Purpose

Use this process to generate the Department of Revenue (DOR) Stratification Report for personal properties. With this report, you can view the number of properties as well as the value of each personal property.

The report is used in the event that your county does not have enough sales to accurately measure the level of appraisal so that DOR staff can verify the level of appraisal.

Prerequisites

• In order to perform this procedure, the following user right is required:
  • Print DOR Stratification Report
• DOR use codes have been entered in PACS.ADMIN (Tools > Code File Maintenance > Land > DOR Use Code). The attribute selected for a DOR code determines the category in which the property is placed in the report.
• DOR use codes have been specified for primary use codes (the local versions of the DOR codes) in PACS.ADMIN (Tools > Code File Maintenance > Property > Primary Use Code).
• Stratification settings have been entered in PACS.ADMIN (Tools > Stratification Settings Maintenance).

Procedure

1. In PACS 9.0, choose Reports > DOR > DOR Stratification.
2. In the DOR Stratification Report dialog, select Personal Property Stratification Report in the Options section.
3. Complete the following fields as required in the Options section:
   • Assessment Year

     The assessment year of the properties.

   • As of Supplement

     Select an accepted supplement for the assessment year selected.

     Note The As of Supplement field is populated once the Assessment Year is selected.

   • Summary Totals Page Only – If selected, only the cover page and summary page will be generated.
4. To set the output settings, do the following in the Output Settings section:
   • In the Format drop-down list, select the report output format.
   • In the Filename field, enter the report file name.
   • In the Description field, enter a report description.
5. Click Preview to preview the report. Click Post to generate the report.

Purpose

Use this process to generate the Department of Revenue (DOR) Invalid Sales Report as required by the Washington DOR.

The report lists invalid sales based on sales that were entered with ratio type codes that have the Invalid Sale attribute selected, according to the selected supplement and timeframe.

Prerequisites

• A PACS.ADMIN ratio type code (Tools > Code File Maintenance > Sales > Ratio Type Codes) with the Invalid Sales attribute selected has been applied in the Sale Information panel of the Ownership History dialog box (accessed from a property’s Deeds & Sales panel) for invalid sales to be included in this report.

  If a reason for the invalid sale needs to print on the report, the Requires Reason attribute must have been selected for the ratio type code, and the reason entered in the Sale Information panel.

Procedure

1. In PACS 9.0, choose Reports > DOR > DOR Sales.
2. In the DOR Sales Report dialog box, select Invalid Sales Report.

   

   • Select Run 08 Validation Only to run the Sales with DOR Code 08 and Non-standard Ratio Report instead of the Invalid Sales Report.
3. Complete the following fields as required in the Options section:
   • Assessment Year

     The assessment year of the properties.

   • As of Supplement

     Select an accepted supplement for the assessment year selected.

     Note The As of Supplement field is populated once the Assessment Year is selected.

4. To set the output settings, do the following in the Output Settings section:
   • In the Format drop-down list, select the report output format.
   • In the Filename field, enter the report file name.
   • In the Description field, enter a report description.
5. Click Preview to preview the report. Click Post to generate the report. Click Print to generate and then print the report.

Purpose

Use this process to generate the Department of Revenue (DOR) Valid Sales Report as required by the Washington DOR.

The report lists the valid sales for the county, the appraisal ratios for the stratums defined in the stratification settings in PACS.ADMIN, and sales and totals for the properties.

The report retrieves properties’ sales data and categorizes the sales data according to the primary use code specified on a property’s Property Codes panel.

Prerequisites

• DOR use codes have been entered in PACS.ADMIN (Tools > Code File Maintenance > Land > DOR Use Code). The attribute selected for a DOR code determines the category in which the property is placed in the report.
• DOR use codes have been specified for primary use codes (the local versions of the DOR codes) in PACS.ADMIN (Tools > Code File Maintenance > Property > Primary Use Code).
• Stratification settings have been entered in PACS.ADMIN (Tools > Stratification Settings Maintenance).

Procedure

1. In PACS 9.0, choose Reports > DOR > DOR Sales.
2. In the DOR Sales Report dialog box, select Valid Sales Report.

   

3. Complete the following fields as required in the Options section:
   • Assessment Year

     The assessment year of the properties.

   • As of Supplement

     Select an accepted supplement for the assessment year selected.

     Note The As of Supplement field is populated once the Assessment Year is selected.

   • Select Summary Pages Only to print the Strata Summary Page displaying the overall assessed values for the county.

     Note The Strata Summary Page also prints when the Valid Sales Report is generated.

4. Enter values for Senior Freeze BOE and Forest Land BOE. These values are displayed on the report and included in the report’s totals.
5. To set the output settings, do the following in the Output Settings section:
   • In the Format drop-down list, select the report output format.
   • In the Filename field, enter the report file name.
   • In the Description field, enter a report description.
6. Click Preview to preview the report. Click Post to generate the report. Click Print to generate and then print the report.

Purpose

Use this procedure to generate a report displaying sales records with the DOR code 08–these sales have ratios outside DOR standards, which means they have ratios of less than 25% or greater than 175%.

Procedure

1. In PACS 9.0, choose Reports > DOR > DOR Sales Check.
2. In the Options section, select the Assessment Year and As of Supplement number.
3. In the Output Settings section, do the following:
   • In the Format drop-down list, select the report output format.
   • In the Filename field, enter the report file name.
   • In the Description field, enter a report description.
4. Click Preview to preview the report. Click Post to generate the report and create a PACS inbox item from which you can view the report.

Purpose

Use this process to generate the Department of Revenue (DOR) Stratification Report for personal properties. With this report, you can view the number of properties as well as the value of each personal property.

The report is used in the event that your county does not have enough sales to accurately measure the level of appraisal so that DOR staff can verify the level of appraisal.

Prerequisites

• In order to perform this procedure, the following user right is required:
  • Print DOR Stratification Report
• DOR use codes have been entered in PACS.ADMIN (Tools > Code File Maintenance > Land > DOR Use Code). The attribute selected for a DOR code determines the category in which the property is placed in the report.
• DOR use codes have been specified for primary use codes (the local versions of the DOR codes) in PACS.ADMIN (Tools > Code File Maintenance > Property > Primary Use Code).
• Stratification settings have been entered in PACS.ADMIN (Tools > Stratification Settings Maintenance).

Procedure

1. In PACS 9.0, choose Reports > DOR > DOR Stratification.
2. In the DOR Stratification Report dialog, select Personal Property Stratification Report in the Options section.
3. Complete the following fields as required in the Options section:
   • Assessment Year

     The assessment year of the properties.

   • As of Supplement

     Select an accepted supplement for the assessment year selected.

     Note The As of Supplement field is populated once the Assessment Year is selected.

   • Summary Totals Page Only – If selected, only the cover page and summary page will be generated.
4. To set the output settings, do the following in the Output Settings section:
   • In the Format drop-down list, select the report output format.
   • In the Filename field, enter the report file name.
   • In the Description field, enter a report description.
5. Click Preview to preview the report. Click Post to generate the report.

Purpose

Use this process to generate the Department of Revenue (DOR) Stratification Report for real properties. With this report you can view the number of properties as well as the value of each real property.

The report is used in the event that your county does not have enough sales to accurately measure the level of appraisal so that DOR staff can verify the level of appraisal.

Prerequisites

• In order to perform this procedure, the following user right is required:
  • Reports > Print DOR Stratification Report
• DOR use codes have been entered in PACS.ADMIN (Tools > Code File Maintenance > Land > DOR Use Code). The attribute selected for a DOR code determines the category in which the property is placed in the report.
• DOR use codes have been specified for primary use codes (the local versions of the DOR codes) in PACS.ADMIN (Tools > Code File Maintenance > Property > Primary Use Code).
•  Stratification settings have been entered in PACS.ADMIN (Tools > Stratification Settings Maintenance).

Procedure

1. In PACS 9.0, choose Reports > DOR> DOR Stratification.
2. In the DOR Stratification Report dialog box, select Real Property Stratification Report in the Options section.
3. Complete the following fields as required in the Options section:
   • Assessment Year

     The assessment year of the properties.

   • As of Supplement

     Select an accepted supplement for the assessment year selected.

     Note The As of Supplement field is populated once the Assessment Year is selected.

   • Summary Totals Page Only – If selected, only the cover page and summary page will be generated.
4. To set the output settings, do the following in the Output Settings section:
   • In the Format drop-down list, select the report output format.
   • In the Filename field, enter the report file name.
   • In the Description field, enter a report description.
5. Click Preview to preview the report. Click Post to generate the report.

Purpose

Use this procedure to generate the RCMI (Residential, Commercial, Multi-Family, and Industrial) report according to neighborhood codes. This report provides a value breakdown for the properties for the selected neighborhoods.

Prerequisites

• In order to perform this procedure, the following user right is required:
  • Reports > Print RCMI report

Procedure

1. In PACS 9.0, choose Reports > Levy > RCMI Report.
2. Complete the following fields in the Report Settings section:
   • Assessment Year

     The assessment year of the properties.

   • Supp Number

     A supplement number from within the assessment year.

   

3. Choose between the following options and complete the fields:
   • Neighborhood
   • Department of Revenue Codes
   • Tax Area
4. To set the output settings, complete the following fields in the Output Settings section:
   • In the Format drop-down list, select the report output format.
   • In the Filename field, enter the report file name.
   • In the Description field, enter a report description.
5. Click Preview to preview the report. Click Post to generate the report.

Purpose

Use this procedure to generate the Annual Financial Report.

This report is to be completed as part of your annual financial reporting and is presented as supporting documentation in the County CAFR.

Procedure

1. In PACS 9.0, select Reports > Monthly > Annual Financial Report.
2. In the Date Selection section of the Fiscal Tax Collections Dialog box, select As of Date to specify an exact date for data generation or Month to select a month only. Then use the drop-down lists to select the Fiscal Year and As Of Date/Month of the data to be included in the report.

   

3. In the Output Settings section, do the following:
   • In the Format drop-down list, select the report output format.
   • In the Filename field, enter the report file name.
   • In the Description field, enter a report description.
4. Click Preview to preview the report. Click Post to generate the report and create a PACS inbox item from which you can view the report.

Purpose

Use this procedure to generate the Fiscal Tax Collections Report.

This report displays all collections for ad valorem taxes by year. The Fiscal Tax Collections Report is similar to the existing Fiscal YTD Recap Report, but, here, all levies are combined into total collections amounts.

Procedure

1. In PACS 9.0, select Reports > Monthly > Fiscal Tax Collections Report.
2. In the Date Selection section of the Fiscal Tax Collections Dialog box, use the drop-down lists to select the Fiscal Year and As Of Date/Month of the data to be included in the report.

   

3. Then, in the Preparer Info section, enter the following information as applicable:
   • Preparer’s Name
   • Phone Number
   • E-mail
4. In the Output Settings section, do the following:
   • In the Format drop-down list, select the report output format.
   • In the Filename field, enter the report file name.
   • In the Description field, enter a report description.
5. Click Preview to preview the report. Click Post to generate the report and create a PACS inbox item from which you can view the report.

Purpose

Use this procedure to produce the DOR Certificate of Assessment Roll.

The Certificate of Assessment Roll affirms that the assessment roll is complete and correct, and it displays assessed value totals, including Forest Land Assessed Value, Current Use Land Assessed Value, Improvement Value on Current Use Lands, Senior Freeze Assessed Value, Real Property Assessed Value, Total Taxable Assessed Value of Real Property, Personal Property Assessed Value, and Total County Locally Assessed Value.

Procedure

1. In PACS 9.0, choose Reports > DOR > DOR Assessor’s Certificate of Assessment Rolls.
2. In the DOR Certificate of Assessment Rolls Dialog box, complete the following fields as required:
   • Assessment Year

     The assessment year of the properties.

   • As of Supplement

     Select an accepted supplement for the assessment year selected.

     Note The As of Supplement drop-down menu options are populated once the Assessment Year is selected.

3. To set the output settings, do the following in the Output Settings section:
   • In the Format drop-down list, select the report output format.
   • In the Filename field, enter the report file name.
   • In the Description field, enter a report description.
4. Click Preview to preview the report. Click Post to generate the report.

Purpose

Use this procedure to produce the New Construction Certificate to submit to the DOR.

The Assessor’s Certificate of New Construction Value affirms that the new construction value added to the assessment roll is complete and correct. This value is the sum of new construction value for improvements, including improvements on leased land, and excludes land new construction value.

Procedure

1. In PACS 9.0, choose Reports > DOR > New Construction Certificate.
2. In the New Construction Certificate dialog box, complete the following fields as required:
   • Year

     The assessment year of the properties.

   • As of Sup

     Select an accepted supplement for the assessment year selected.

     Note The As of Supplement drop-down menu options are populated once the assessment Year is selected.

3. To set the output settings, do the following in the Output Settings section:
   • In the Format drop-down list, select the report output format.
   • In the Filename field, enter the report file name.
   • In the Description field, enter a report description.
4. Click Preview to preview the report. Click Post to generate the report.

Purpose

Use this procedure to produce the DFL Composite Tax Rate Report (also known as the State Timber Report or Timber Assessed Value Report) to submit to the DOR.

This report lists active Tax Districts in the county with their levy rates, total DFL current use value of all applicable land details in the district, total acreage of those land details, and the tax values.

Procedure

1. In PACS 9.0, choose Reports > DOR > DFL Composite Tax Rate.
2. In the DFL Composite Tax Rate Report dialog box, complete the following fields as required:
   • Year

     The assessment year of the properties.

   • As of Sup

     Select an accepted supplement for the assessment year selected.

     Note The As of Supplement drop-down list options are populated once the Assessment Year is selected.

3. To set the output settings, do the following in the Output Settings section:
   • In the Format drop-down list, select the report output format.
   • In the Filename field, enter the report file name.
   • In the Description field, enter a report description.
4. Click Preview to preview the report. Click Post to generate the report.