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 |
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.
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.
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.
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.
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.
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
- Total Escrow Selected
- Total Due on Property
- Balance if Applied
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.
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.
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
- Neighborhood
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.
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.
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
- Replacement Cost New
- Depreciation RCN
- Recalculation Error 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
- State Code
- New Value
- Actual Year
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.
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
- Type
- Set Active
- Owner Occupied/No Rent
- Property Name
- Situs
- Survey Date
- Contact Name
- Vacancy Rate
- # of Rooms/Buildings
- Lease on Tenant Income/Comments
- Reason
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.
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
- New Construction
- Apply Miscellaneous Codes
- Recalculation Error Validation
- Misc Code Values Total
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.
14.Legal Description Panel
Overview
Features within the Legal Description panel support the process of:
- Updating Legal Descriptions
Activities
You can use the Legal Description panel to:
- Select an abstract/subdivision code from the Description drop-down list
- Review the abstract/subdivision profile to which the property is assigned
- Access condo information
- Access the effective group
- Review, edit, or add township and range selections if township and range entries are enabled for your system
- Review, edit or add additional legal information
- Review, or edit the legal description
Selected Field Descriptions
- Block
- Book/page
- Metes and Bounds
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.
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.
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
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.
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
- Total Paid
- Total Selected
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.
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.
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.
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.
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.
23.Splits, Merges & Property Links Panel
Activities
You can use the Splits, Merges & Property Links panel to:
- Review, edit or add property links (for example, to link a commercial property to its associated personal properties)
- Review the history of splits and merges
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.
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.
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.
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.
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
Statement Tab
- Balance
- H1/Next Due
- H2 Due
Payout Tab
- 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.
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
Selected Field Descriptions: Senior Value Breakdown Section
- Senior New Construction Value
Selected Field Descriptions: Value Breakdown Section
- Current Use (HS)
- Current Use (NHS)
- Subtotal
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.