1.Property Record Panels #

For your reference, a listing of the panels that make up a property record is provided below. The system filters the display of the panels depending on your permissions, and whether you view the record with an Assessor role or Treasurer role.

The panels are listed alphabetically and not in the order of appearance in the interface.

Panel Name

Assessor/Treasurer

Appraiser Info

Assessor and Treasurer

<boe> – Inquiries & Protests

Assessor

Audit Trail

Treasurer

Current Use History

Assessor

Deeds & Sales

Assessor and Treasurer

Escrow / Overpayment Credit

Treasurer

Events

Assessor and Treasurer

Identification

Assessor and Treasurer

Images

Assessor and Treasurer

Improvements

Assessor

Income Characteristics

Assessor

Land

Assessor

Legal Description

Assessor

Mortgage & Permits

Assessor and Treasurer

Owner & Agent

Assessor and Treasurer

Payment History

Treasurer

Payout Agreement

Treasurer

Property Codes

Assessor and Treasurer

Roll History

Assessor and Treasurer

Rollbacks & Shared Property

Assessor

Splits, Merges & Property Links

Assessor and Treasurer

Summary

Assessor and Treasurer

Supplement History

Assessor and Treasurer

Tax Area & Exemptions

Assessor and Treasurer

Tax Due Panel

Treasurer

Values Panel

Assessor and Treasurer

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Last updated on February 8, 2019

2.Appraiser Info Panel #

Activities

You can use the Appraiser Info panel to:

  • Update the appraisal information
  • View schedule and adjustment tracking
  • Add the reason for the next appraisal
  • Add comments and remarks if required

Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


 

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Last updated on February 8, 2019

3.Inquiries & Protests Panel #

Overviews

Features within the BOE Inquiries & Protests panel support the processing of:

  • Inquiries
  • Protests

Activities

You can use the BOE Inquiries & Protests panel to:

  • Review, add or delete inquiries related to the property record
  • Create an inquiry event
  • Review, add or delete protests related to the property record
  • Create a protest event

Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


 

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Last updated on February 8, 2019

4.Audit Trail Panel #

Activities

You can use the Audit Trail panel to:

  • Review adjustments, payments, or refunds for the year selected
  • Review or print the audit trail of a property for a specific year and transaction type

Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


 

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Last updated on February 8, 2019

5.Current Use History Panel #

Activities

You can use the Current Use History panel to:

  • Review land details throughout the property’s history, including Type, Acres, Market Value, Market Unit Price, Productivity Value, Productivity Unit Price, Productivity/Acre.

    Note This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


     

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Last updated on February 8, 2019

6.Deeds & Sales Panel #

Activities

You can use the Deeds & Sales panel to:

  • View current ownership
  • Review, edit or add ownership history
  • Set the taxpayer
  • Transfer ownership
  • Move items up or down in the ownership history list
  • Review the change log for ownership history
  • Review real estate excise tax transactions
  • Review or modify lien holders and county liens

Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


 

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Last updated on February 8, 2019

7.Escrow / Overpayment Credits Panel #

Overview

Features within the Escrow / Overpayment Credits panel support the processing of:

  • Escrow
  • Refunds

Activities

You can use the Escrow / Overpayment Credits panel to:

  • Review and edit the escrow applied
  • Enter and review fees
  • Print the Plat Certification and the Escrow Worksheet
  • Review overpayment credits
  • Enter and review credit available

Selected Field Descriptions: Escrow Section

  • Total Escrow Available

    The total escrow paid that has not been applied to taxes.

  • Total Escrow Selected

    The total escrow paid that has not been applied to taxes for the selected rows.

  • Total Due on Property

    The total taxes, special assessments, and fees that are on the property.

  • Balance if Applied

    The amount displayed in this field is calculated by subtracting the value in the Total Escrow Selected field from the Total Due on Property field.


Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


 

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Last updated on February 8, 2019

8.Events Panel #

Activities

You can use the Events panel to:

  • View, add and delete events from a property record

Tip  To view all events (that is, both assessor and treasurer events), clear the check box at the bottom of the Events panel. To view only assessor or collection events, leave the check box selected. Type = A in the Assessor view limits the events listed to only assessor events while Type = C in the Treasurer view limits the events to only collections events.


Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


 

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Last updated on February 8, 2019

9.Identification Panel #

Activities

You can use the Identification panel to:

  • Edit, review and add situs IDs
  • Select which situs ID is the primary ID
  • Edit, review or complete the Geo & Reference ID fields
  • Edit, review or complete the Location fields
  • Review the profile for the neighborhood, region, and/or subset to which the property is assigned
  • Generate the Abstract/Subdivision Report
  • Check the parcel count
  • Add information to the Doing Business As fields

Selected Field Descriptions

  • UGA

    The UGA code for the UGA indicator. UGA codes are set up in PACS.ADMIN (Tools > Code File Maintenance > General category > Urban Growth Code).

    If a UGA code that is not event mapped for interest is entered on a property record (in the Identification panel), default event mapping for the None UGA indicator is used.

  • Neighborhood

    The neighborhood code of the property.


Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


 

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Last updated on February 8, 2019

10.Images Panel #

Activities

You can use the Images panel to:

  • View, add or delete images to property records
  • View the Tree View
  • Inactivate the image
  • Link the image
  • Copy the image

Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


 

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Last updated on February 8, 2019

11.Improvement Panel #

Overviews

Features within the Improvements panel support the processing of the items listed below:

  • Sketches created with Sketch Pad

Activities

You can use the Improvements panel to:

  • View, add or delete improvements
  • Move improvements
  • Copy an improvement:
    • To or from a property
    • From previous years
  • Review, add or delete improvement details
  • Move improvement details
  • Create a copy of an improvement detail or update details

The Improvements grid shows information about each improvement. Columns in the grid may include:

  • Main Area

    The sum of the area of improvement details.

  • Replacement Cost New

    The sum of all improvement details for the selected improvement record.

  • Depreciation RCN

    The depreciated RCN of all improvement details for the selected record.

  • Recalculation Error Validated

    Yes or No will be displayed indicating whether an error recalculation has been validated.


Note:  Columns can be added or removed from the grid through PACS Admin, Tools > Code File Maintenance > Improvements, choose Detail – Improvement Type Code.


Selected Field Descriptions

  • Type

    The type of improvement detail that the schedule would apply to; for example, MA for main area, or OP for open porch.

    Note The Area Type field is disabled when a Type with the Permanent Crop attribute is selected.

  • State Code

    The land detail code.

  • New Value

    This is the new value of the improvement.

  • Actual Year

    The actual year the property was built.


Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


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Last updated on February 8, 2019

12.Income Characteristics Panel #

Activities

You can use the Income Characteristics panel to:

  • Store information from surveys sent to property owners
  • Add income and expense information
  • Add a comment in the Reason field
  • Add the type and amount for miscellaneous income, expenses and amenities
  • Add tenant information

Selected Field Descriptions

  • Year

    Select the year of the income characteristic. When a user creates a new income characteristic, the year must be set. This field is editable until saved, at that point, the year cannot be changed.

  • Type

    Select the type of the income characteristic. Once the Income Characteristic Type is set, only the panel corresponding to the type will be shown.

  • Set Active

    Indicates if this income characteristic is the active one for the year chosen. Only one characteristic can be active per year.

  • Owner Occupied/No Rent
  • Property Name

    Enter a name for the property.

  • Situs

    The physical location of the property.

  • Survey Date

    The date the appraiser received actual rent data or information related to the income portion of the property.

  • Contact Name

    A name of a contact.

  • Vacancy Rate

    The vacancy rate of the building.

  • # of Rooms/Buildings

    The number of rooms or buildings of the property.

  • Lease on Tenant Income/Comments

    The lease on tenant income or comments.

  • Reason

    A reason for the unusual expenses.


Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


 

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Last updated on February 8, 2019

13.Land Panel #

Activities

You can use the Land panel to:

  • View, add or delete land segments
  • Create a copy of the segment
  • Copy the segment to the property record
  • Import land characteristics
  • View effective AC group
  • Apply miscellaneous codes that adjust the property value
  • Add information regarding oil wells

Note:  The Miscellaneous Codes section is displayed only if the land miscellaneous codes are in enabled in the Land section of the System category in PACS.ADMIN under Tools > System Configuration.


Selected Field Descriptions

  • Legal Acres – Acres = Over/Under Fields

    The first field is the legal acreage.

    The second field is the current total acreage from the land detail segments.

    The last field is the difference between the legal acreage and total land segment acreage. The total over/under will be updated as the legal acreage and/or the total land segment acreage changes.

  • New Construction

    For the Mass Update Land Miscellaneous Codes feature, (Activities > Mass Maintenance (Property) > Mass Maintenance > Mass Update Land Miscellaneous Codes ), the value in this field is a sum of the land segments’ new construction value when the new construction flag is set.

    For the Values panel of a property record, the value in this field is a sum of the new construction value on all land and improvement records.

  • Apply Miscellaneous Codes

    Indicates whether or not to value the land using the miscellaneous codes data.

    When the checkbox is selected, the grid is enabled.

  • Recalculation Error Validation

    Select to validate the recalculation error. Your user name appears with a time and date stamp next to the selection. This option is only available when Recalculation Error Validation is enabled in the System Configuration.

  • Misc Code Values Total

    This calculated field is a sum of the Land Miscellaneous Feature Code land segment values and is located in the grid summary footer.


Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


 

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Last updated on February 8, 2019

15.Mortgage & Permits Panel #

Activities

You can use the Mortgage & Permits panel to:

  • Review, edit or add mortgage information
  • Add rendered information
  • Review, edit or add building permits

Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


 

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Last updated on February 8, 2019

16.Owner & Agent Panel #

Activities

You can use the Owner & Agent panel to:

  • View taxpayer information
  • Review, edit or add agent information
  • Link owners or review or edit linked owner accounts
  • Review user values

Selected Field Descriptions

  • Link Type

    Indicates the type of interest or link for the linked owners.


Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


 

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Last updated on February 8, 2019

17.Payment History Panel #

Activities

In the Payment View tab of the Payment History panel you can:

  • Review payments received
  • Enter and review total paid
  • Enter and review total selected
  • Review refunds
  • Enter and review refund paid

In the Transaction View tab of the Payment History panel you can:

  • Review the type of payments, such as escrow or payments for property taxes

Selected Field Descriptions – Payment View

  • Operator/Source

    This field displays one of the following:

    • If the payment transaction was processed within PACS, the user ID of the person who processed the payment is displayed.
    • If the payment transaction was processed in an external application, the source is displayed.
  • Total Paid

    The total amount of payments to be posted.

    In the Payment History panel, this field reflects the sum of the amounts in the Amount Paid column.

  • Total Selected

    The sum of the amounts in the Amount Paid column for selected rows.


Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


 

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Last updated on February 8, 2019

18.Payout Agreement Panel #

Activities

You can use the Payout Agreement panel to:

  • Create payout agreements for selected properties.
  • Move payments to the payment cart

Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


 

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Last updated on February 8, 2019

19.Personal Property Panel #

Activities

You can use the Personal Property panel to review renditions or:

  • Enter a single rendition
  • Use the Asset Manager to enter renditions

Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


 

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Last updated on February 8, 2019

20.Property Codes Panel #

Activities

You can use the Property Codes panel to:

  • Review, edit or add general characteristics and attributes
  • Review, edit or add property group codes
  • Specify whether to print prior year values on notices
  • Review, edit or add special assessment attributes
  • View user values

Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


 

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Last updated on February 8, 2019

21.Roll History Panel #

Activities

You can use the Roll History panel to:

  • View the history of a property’s valuation in all the years that the property existed, as well as the history of owners, agents, taxing units, and exemptions, if any

Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


 

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Last updated on February 8, 2019

22.Rollbacks & Shared Property Panel #

Activities

You can use the Rollback & Shared Property panel to:

  • View, add or delete rollbacks

Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


 

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Last updated on February 8, 2019

24.Summary Panel #

Activities

Within the Summary panel you can review the following property information:

  • Agent’s name
  • Default image
  • Exemptions
  • Legal description
  • Mortgage company
  • Neighborhood code
  • Notices printed
  • Owner name & address
  • Situs address
  • State
  • Tax freezes
  • Values

Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


 

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Last updated on February 8, 2019

25.Supplement History Panel #

Overviews

Features within the Supplement History panel support the processing of the items listed below:

  • Supplements

Activities

You can use the Supplement History panel to:

  • View the current supplement or supplement history for the year
  • Verify information

Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


 

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Last updated on February 8, 2019

26.Tax Area, Exemptions & Special Assessments Panel #

Activities

You can use the Tax Area, Exemptions & Special Assessments panel to:

  • View and change tax areas Tax Areas
  • View the tax summary for the property, which displays the tax districts that make up the tax area as well as individual levies
  • View and add special assessment agencies
  • Use the User Values button to modify the value for the selected Special Assessment.
  • View and add exemptions
  • View annexation history
  • To review a breakdown of values based on tax districts for the tax area, click Tax Summary.
  • Add or remove deferrals, and enter the Date of Death.

Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


 

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Last updated on February 8, 2019

27.Tax Due Panel #

Overviews

Features within the Tax Due panel support processing of:

  • Escrow
  • Refunds

Activities

You can use the Tax Due panel to:

  • Review taxes due on a property (Statement tab)
  • Apply escrow
  • Apply overpayment
  • Issue a refund to the taxpayer
  • Enter and review fees and bills (Bills tab), including special assessment bills
  • Pay bills and fees
  • Review the status of bills and fees (Payout tab)

Selected Field Descriptions

  • Escrow Balance

    Payments made in advance are displayed in this field.

Statement Tab

  • Balance

    The base amount due within a statement plus any penalty, interest, and bond interest due.

  • H1/Next Due

    The due date of the first half of the amount due.

  • H2 Due

    The due date of the second half of the amount due.

Payout Tab

  • Type

    The type indicates which type of account the funds are being distributed to, for example asset, equity, and liability.


Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


 

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Last updated on February 8, 2019

28.Values Panel #

Overviews

Features within the Tax Due panel support processing of:

  • Income Valuations

Activities

You can use the Values panel to:

  • Review, edit or add valuation methods
  • Review, edit or complete the Value Breakdown fields
  • Add exemption loss
  • Review the taxable value
  • Review or enter destroyed property data
  • Review ownership information
  • Enter and review user values, which are set up in PACS.ADMIN (Tools > User Table Management) for the user_property_val table. You can use these user values, for example, for special assessment calculations. For more information, see Setting Up Special Assessment Calculation Options.

Selected Field Descriptions: Valuation Methods Section

  • New Construction Value

    For the Mass Update Land Miscellaneous Codes feature, (Activities > Mass Maintenance (Property) > Mass Maintenance > Mass Update Land Miscellaneous Codes ), the value in this field is a sum of the land segments’ new construction value when the new construction flag is set.

    For the Values panel of a property record, the value in this field is a sum of the new construction value on all land and improvement records.

Selected Field Descriptions: Senior Value Breakdown Section

  • Senior New Construction Value

    The total new value of the improvement homesite records of a property with a senior exemption.

Selected Field Descriptions: Value Breakdown Section

  • Current Use (HS)

    The total current use (ag) value for all the land detail homesite records.

  • Current Use (NHS)

    The current use (ag) value for land detail non-homesite records.

  • Subtotal

    The market value less the productivity loss.


Note:  This documentation describes the elements of a standard PACS 9.0 system. The user interface on your system may be different depending on how your system administrator configured the system.


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Last updated on February 8, 2019
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