WA Rendition Processing

The procedures included in this section describe the features available for processing personal property renditions.

Features include the following:

• Codes used to identify characteristics of the property.
• The Rendition panel of a property record, which is used to enter a rendition for a single property.
• The Personal Property Rendition Wizard, which is used to process renditions for multiple properties one after another.
• Personal property schedules.
• Print options for rendition applications.
• A comparison of values by North American Industry Classification System (NAICS).

Purpose

Use this procedure to set up codes that specify whether the item was purchased new or used.

Procedure

1. In PACS.ADMIN, choose Tools > Code File Maintenance. Then choose Personal Property > Acquired Codes.
2. To add a new code, in the Acquired Codes dialog box, do the following:

   

   1. Click Add.
   2. In the Code field, enter an ID for the code. Then enter a description and click Save.
3. Use the following options as required:
   • To change a code and/or its description, select the code and then click Edit.

     Note When the Sys Flag is set as True, this indicates that the code is delivered with PACS and can be changed only by True Automation.

   • To delete a code, select the code and then click Delete.

Purpose

Use this procedure to set up codes used for making an adjustment to a personal property segment or subsegment.

Procedure

1. In PACS.ADMIN, choose Tools > Code File Maintenance. Then choose Personal Property > Adjustment Codes.
2. To add a new code, in the Personal Property Adjustment Codes dialog box, do the following:

   

   1. Click Add.
   2. In the Code field, enter an ID for the code. Then enter a description.
3. Select one of the follow adjustment options to be applied to the personal property segment and then click OK:
   • User Defined

     Enables the user to enter the adjustment amount.

   • Amount
   • Percent

     Applies as an adjustment the fixed percentage that you enter.

4. Use the following options as required:
   • To change a code, select the code and then click Edit.
   • To delete a code, select the code and then click Delete.

Purpose

Use this procedure to set up codes that define the classes of personal property.

Procedure

1. In PACS.ADMIN, choose Tools > Code File Maintenance. Then choose Personal Property > Class Codes.
2. To add a new code, in the Class Codes dialog box, do the following:

   

   1. Click Add.
   2. In the Code field, enter an ID for the class . Then enter a description and click Save.
3. Use the following options as required:
   • To change a code, select the code and then click Edit.
   • To delete a code, select the code and then click Delete.

Purpose

Use this procedure to set up codes that define the condition of personal property.

Procedure

1. In PACS.ADMIN, choose Tools > Code File Maintenance. Then choose Personal Property > Condition Codes.

   

2. To add a new code, in the Condition Codes dialog box, do the following:
   1. Click Add.
   2. In the Code field, enter an ID for the condition . Then enter a description and click Save.
3. Use the following options as required:
   • To change a code, select the code and then click Edit.

     Note When the Sys Flag is set as True, this indicates that the code is delivered with PACS and can be changed only by True Automation.

   • To delete a code, select the code and then click Delete.

Purpose

Use this procedure to set up density codes that designate the amount of personal property on hand (for example, a high, average, or low amount) at a business.

Procedure

1. In PACS.ADMIN, choose Tools > Code File Maintenance. Then choose Personal Property > Density Code.

   

2. To add a new code, in the Density Code dialog box, do the following:
   1. Click Add.
   2. In the Code field, enter an ID for the density. Then enter a description and click Save.
3. Use the following options as required:
   • To change a code, select the code and then click Edit.

     Note When the Sys Flag is set as True, this indicates that the code is delivered with PACS and can be changed only by True Automation.

   • To delete a code, select the code and then click Delete.

Purpose

Use this procedure to set up codes used to grant extensions for the BPP late rendition penalty fee.

Procedure

1. In PACS.ADMIN, choose Tools > Code File Maintenance. Then choose Personal Property > Extension Codes.

   

2. To add a new code, in the Extension Code dialog box, click Add. Then do the following:
   1. In the Code field, enter the ID for the code. Then enter a description.
   2. In the Type column, select one of the following options for the Code Type:
      • Not Applicable

        The default setting used until a decision has been made.

      • Granted

        Indicates the extension or waiver is granted.

      • Denied

        Indicates the extension or waiver is denied.

3. Use the following options as required:
   • To change a code, select the code and then click Edit.

   Note When the Sys Flag is set as True, this indicates that the code is delivered with PACS and can be changed only by True Automation.

   • To delete a code, select the code and then click Remove.

Purpose

Use this procedure to set up codes that define the quality rating of the property segment being valued.

Procedure

1. In PACS.ADMIN, choose Tools > Code File Maintenance. Then choose Personal Property > Quality Codes.

   

2. To add a new code, in the Quality Codes dialog box, do the following:
   1. Click Add.
   2. In the Code field, enter an ID for the quality code . Then enter a description.
3. Use the following options as required:
   • To change a code, select the code and then click Edit.

     Note When the Sys Flag is set as True, this indicates that the code is delivered with PACS and can be changed only by True Automation.

   • To delete a code, select the code and then click Remove.

Purpose

Use this procedure to set up table method codes that define the value of the personal property segment by unit or square feet.

Procedure

1. In PACS.ADMIN, choose Tools > Code File Maintenance. Then choose Personal Property > Table Method Codes.

   

2. To add a new code, do the following:
   1. Click Add.
   2. In the Code field, enter an ID for the table method . Then enter a description and click Save.
3. Use the following options as required:
   • To change a code, select the code and then click Edit.

     Note When the Sys Flag is set as True, this indicates that the code is delivered with PACS and can be changed only by True Automation.

   • To delete a code, select the code and then click Delete.

Purpose

Use this procedure to set up codes used for identifying the status of a waiver for a business personal property late rendition penalty.

Procedure

1. In PACS.ADMIN, choose Tools > Code File Maintenance. Then choose Personal Property > Table Waiver Codes.
2. To add a new code, in the Table Waiver Status Codes dialog box, do the following:

   

   1. Click Add.
   2. In the Code field, enter an ID for the code. Then enter a description and click Save.
3. Select one of the following options for the code:
   • Not Applicable

     The default setting used until a decision has been made.

   • Granted

     Indicates the extension or waiver is granted.

   • Denied

     Indicates the extension or waiver is denied.

4. Use the following options as required:
   • To change a code, select the code and then click Edit.

     Note When the Sys Flag is set as True, this indicates that the code is delivered with PACS and can be changed only by True Automation.

   • To delete a code, select the code and then click Delete.

Purpose

Use this procedure to set up codes used for identifying the type of personal property segment.

Procedure

1. In PACS.ADMIN, choose Tools > Code File Maintenance. Then choose Personal Property > Type Codes.

   

2. To add a new code, in the Type Codes dialog box, click Add. Then do the following:
   1. In the Code field, enter an ID for the type code. Then enter a description.
   2. Complete the following values as required:
      • Abstract Type
      • Asset Type

        The type of personal property segment.

      • Vehicle Flag

        If you want to designate this code as a vehicle code, select Vehicle Flag.

      • VIT Type

        If vehicle inventory tax is applicable, select VIT Type.

3. Use the following options as required:
   • To change a code, select the code and then click Edit.

     Note When the Sys Flag is set as True, this indicates that the code is delivered with PACS and can be changed only by True Automation.

   • To delete a code, select the code and then click Delete.

Purpose

Use this procedure to set up an asterisk symbol (*) as a Standard Industrial Classification (SIC) code so that it can be used to represent all SIC codes.

You could use this functionality, for example, when you need to apply a depreciation method to all SIC codes associated with a sub segment type.

For more information, see Maintaining Depreciation Methods.

Procedure

1. Choose Tools > Code File Maintenance. Then choose General > SIC Codes.
2. In the SIC Codes dialog box, click Add.
3. In the Code field, enter an asterisk symbol (*). In the Description field, enter All CODES.
4. Complete the Appraiser field and click Save.
5. Use the following options as required:
   • To change a code, select the code and then click Edit.
   • To delete a code, select the code and then click Delete.

Purpose

Use this procedure to set up codes you can use to track the progress of rendition cases filed by taxpayers. Rendition involves submitting the value of taxpayer-owned assets to the assessor’s office.

Procedure

1. In PACS.ADMIN, choose Tools > Code File Maintenance > Personal Property > Rendition Filing Status.
2. To add a new code, in the Rendition Filing Status dialog box, click Add .
3. In the Code field, enter the ID for the code. Then enter a description of a status. A code may, for example, indicate a status of Complete or Under Review.
4. Click Save.
5. Use the following options as required:
   • To change a code, select the code and then click Edit.
   • To delete a code, select the code and then click Delete.

Purpose

Use this procedure to set up codes you can use to track the progress of rendition case reviews.

Procedure

1. In PACS.ADMIN, choose Tools > Code File Maintenance > Personal Property > Review Type.
2. To add a new code, in the Review Type dialog box, click Add .
3. In the Code field, enter the ID for the code. Then enter a description of a review.
4. Click Save.
5. Use the following options as required:
   • To change a code, select the code and then click Edit.
   • To delete a code, select the code and then click Delete.

Purpose

Use this procedure to set up codes you can use to track the progress of rendition case reviews.

Procedure

1. In PACS.ADMIN, choose Tools > Code File Maintenance > Personal Property > Review Status.
2. To add a new code, in the Review Status dialog box, click Add.
3. In the Code field, enter the ID for the code. Then enter a description of a review status. A code may, for example, indicate a status of Complete or Near Completion.
4. Click Save.
5. Use the following options as required:
   • To change a code, select the code and then click Edit.
   • To delete a code, select the code and then click Delete.

Purpose

Use this procedure to set up codes you can use to identify various DOR depreciation schedules.

Note A sample table of schedules is shown below. In this example, users might create a code for each column in the table.

Procedure

1. In PACS.ADMIN, choose Tools > Code File Maintenance > Personal Property > DOR Depreciation Schedule.
2. To add a new code, in the DOR Depreciation Schedule dialog box, click Add.
3. In the Code field, enter the ID for the code. Then enter a name of a DOR depreciation schedule.
4. Click Save.
5. Use the following options as required:
   • To change a code, select the code and then click Edit.
   • To delete a code, select the code and then click Delete.

Purpose

Use this procedure to create, edit, and view depreciation tables.

Prerequisites

• The Personal Property Type codes have been set up. For more information, see Setting Up Personal Property Type Codes.

Procedure

1. In PACS.ADMIN, choose Tools > Schedule Maintenance > Depreciation Schedule Maintenance.
2. To create a new depreciation schedule, in the Depreciation Schedule Maintenance dialog box, do the following:

   

   1. Select the year for the schedule.
   2. Click Add.
   3. In the New Depreciation Schedule Maintenance dialog box, complete the following fields:
      • Property Type

        The type of property, such as real, personal, auto, mobile home, or mineral.

      • DOR Schedule

        The user-created codefile name identifying the imported DOR schedule

      • Type Code

        Identifies the type of personal property segment, such as inventory or equipment.

      • Depreciation Code

        Identifies the table.

      • Description

        A description of the depreciation table.

      

   4. Click Apply.
   5. Click Add in the Depreciation Table tab. In the resulting Add Year Age Max dialog box, do the following :

      i. Complete the following fields:

      • Year Age Max

        The maximum number of years to apply the percentage.

      • Depreciation %

        The percent good.

      ii. Click OK.

3. Use the following options as required:
   • To change a depreciation table, select the table and then click Details.
   • To delete a depreciation table, select the table and then click Remove.

Purpose

Use this procedure to set depreciation for subsegments, which will in turn depreciate the original cost.

Prerequisites

If you will apply a depreciation table to all SIC codes based on subsegment type, you have set up a collective SIC code. For more information, see Setting Up a Collective SIC Code.

Procedure

1. In PACS.ADMIN, choose Tools > Personal Property Rendition Maintenance > Depreciation Method Maintenance.
2. In the Personal Property Depreciation Method Maintenance dialog box, click Add.
3. In the Type drop-down list in the Personal Property Depreciation Method Definition dialog box, select the personal property type. Then select the SIC Code and the Depreciation Table to use for the personal property type, and click OK.

   Note If you would like the depreciation table to be used for all SIC codes under the personal property type, in the SIC Code field, select the asterisk symbol (*) SIC code.

Purpose

Use this procedure to import personal property depreciation tables provided by the state.

Prerequisites

• You have created your own spreadsheet file from the DOR combined tables spreadsheet.

Note We recommend you copy the DOR combined tables spreadsheet and create your own spreadsheet file.  The file must be saved in Excel 97-2003 format. The first row of your created spreadsheet must be blank. The page name can be Sheet1 or PACS Data.

– Use the following three steps for guidance when creating your own spreadsheet.

A. From the DOR’s combined table sheet, click in the table’s AGE column cell and drag from left to right over to

the last data column (n.n%), and then down the page to the last data item. Do not select the text at the

bottom of the table or any rows or text above the AGE row. The area that should be selected is outlined in

red in the following graphic:

B. Copy this portion of the table and then paste the selected table into the second row of the first sheet of a new workbook, this will leave line 1 blank. Name the sheet either Sheet1 (the default name) or PACS Data.

C. Save the new spreadsheet in 97-2003 format.

Purpose

Use this procedure to map depreciation tables to DOR Schedules.

Prerequisites

• The Personal Property Type codes have been set up. For more information, see Setting Up Personal Property Type Codes.
• The DOR Depreciation Schedule Type codes have been set up. For more information, see Setting Up DOR Depreciation Schedule Codes.

Note Depreciation Schedules MUST be mapped to DOR Schedules for the Import Process to Match existing Depreciation Schedules to DOR Schedules.

Procedure

1. 1. In PACS.ADMIN, choose Tools > Schedule Maintenance > Depreciation Schedule Maintenance.
2. 2. To map a depreciation schedule, in the Depreciation Schedule Maintenance dialog box, do the following:
3. 
4. a. Select the current year for the schedule.
5. b. Select the Depreciation schedule you wish to map to a DOR schedule.
6. c. Click Details.
7. d. In the Depreciation Schedule Maintenance dialog box, complete the following fields:
8. 
9. f. Click OK.
10.  
11. 1. In PACS.ADMIN, choose Tools > Schedule Maintenance > Personal Property > Import DOR
12. Depreciation Schedule.
13. 
14. 2. To import a schedule, click Add in the DOR Depreciation Schedule Import window.
15. 3. In the Import Depreciation Tables Dialog, choose the appraisal year to which the schedule applies, then click the ellipses , browse the file location of the import file and click Open. Then click Import to allow PACS to stage to file data in the system.

    Note System data is not changed and the import is not completed after clicking Import. The Trend columns (i.e., I, II, III), are not imported.

16. Use the following options in the Import Depreciation tables window as needed:
    • Match

      Matches the selected imported schedule with its corresponding user-created DOR Depreciation Schedule Codefile

Matches the selected imported schedule with its corresponding user-created DOR Depreciation

Schedule Codefile

• Process Import

  The values from matched schedules are copied into the system

The values from matched schedules are copied into the system

• Updated Schedules Report

  Generates a report displaying depreciation schedules that were matched and updated after the selected import runs were processed. The report displays Trend Value, the original decimal value that was imported, and Depreciation, the percentage stored in the PACS schedule.

Generates a report displaying depreciation schedules that were matched and updated after the selected

import runs were processed. The report displays Trend Value, the original decimal value that was

imported, and Depreciation, the percentage stored in the PACS schedule.

• Non-Updated Schedules Report

  Generates a report displaying schedules that were not matched and updated when the selected import run was processed. The report displays Trend Percentage, the imported value multiplied by 100.

• Generates a report displaying schedules that were not matched and updated when the selected import
• run was processed. The report displays Trend Percentage, the imported value multiplied by 100.

Purpose

Use this procedure either to create a new schedule or view or update an existing schedule.

Procedure

1. In PACS.ADMIN, choose Tools > Personal Property Schedule Maintenance.
2. To create a new schedule definition, in the Personal Property Schedule Maintenance window, select the year and click Add.
3. In the Personal Property Schedule dialog box, enter the header information (year, table method, SIC code, and segment type) and the information in each panel as required.
4. To display an overview of changes to the schedule, click Change Log. Then click OK or Apply.

Purpose

Use this procedure to set up default values to be used for the following fields in the Personal Property Rendition Wizard for a personal property segment:

Procedure

1. In PACS.ADMIN, choose Tools > Personal Property Rendition Maintenance > Wizard Configuration.
2. Select the personal property segment and then select the default values for the fields.
3. When setting the depreciation table default, to edit the settings for a depreciation table, do the following:
4. Click Deprec Table.
5. Select the depreciation table and click Details.
6. Edit the settings of the deprecation table as required.

   Note For more information about editing the settings for a depreciation table, see Maintaining Depreciation Tables.

7. Either click Apply to save the default settings and leave the dialog box open, or click OK to save the default settings and close the dialog box.

Procedure

Use this procedure to enter renditions for a single property record.

Subsegments

In addition to entering segments, you also have the option of entering subsegments. Some offices may choose to use subsegments either to roll up totals into the segments, or to use only cost depreciation since it is not possible to depreciate the original cost at the segment level.

Prerequisites

• In order to perform this procedure, the following user right is required:
  • PACS Administrator > Personal Property Rendition Maintenance
• To edit the Rendition Filing Status, the Property > Edit Property > Edit Personal Property > Rendition Filing Status user right must be assigned to your ID.

Procedure

1. In PACS 9.0, open a personal property record. Then open the Rendition panel.
2. In the Renditions section, click Add.

   

3. In the Rendition Detail dialog box, complete the fields as required.

   

   Selected Descriptions

   • Date

     The date your office received the rendition.

   • Filing Status

     The current state of the taxpayer’s rendition filing

   • Value

     The total value of the rendition.

   • Verified by Appraiser

     When selected, indicates that the rendition has been verified by onsite inspection or some other means.

   • Active

     To mark a rendition as the most current and correct rendition, select the Active check box.

4. In the Segment Information section, click Add.
5. In the New Segment for Personal Property dialog box, do the following to enter details and values for a segment:
   1. In the General panel, enter the type and state code. (These are the only required fields.) If required, complete other fields and use other options such as:
      • Rendered Value

        Value provided to the ARB or BOE.

      • Identification section options–Vehicle information can be entered here, but is typically handled at the subsegment level.
   2. Open the Appraised Value panel and do the following:
      • To add a new value method, in the Value Methods section, click Add.
      • In the Market Valuation method section, select one of the following market valuation methods:

        

        • Special Pricing

          Value for an item that does not require a schedule; allows you to enter a flat-valued unit cost.

        • Sub Segment

          Values a segment based on subsegment values.

        • Original Cost

          The original purchase price.

        • Flat Value

          Use this field to manually enter a value of your choice.

        • Rendered Value

          The value that the taxpayer renders to your office.

        • Appraised Value

          Calculated value if segment is valued with a table.

        • Market Value

          What the segment sells for.

        • ARB Value

          Value assigned by the Appraisal Review Board using the ARB distribution.

        • Distributed Value

          Value set by using the Distribute Value button in the Values panel of the property record, which allows you to set a market value for the property and then distribute it over all the property records.

        Example An appraiser agrees to change the value from $250,000 to $200,000, but there are 10 segments, and each segment needs to be adjusted. The Distribute Value option on the Values tab of the property record allows the user to select the value of $200,000 and distribute it.

      • In the Deprecation Information section, if required, select Override to enable the Depreciation Table button and select a table, and complete the percentages as required:

        

6. Open the Sub Segments panel and use the following options as required:
   • To add a new subsegment, do the following:

     i. Click Add.

     ii. Complete the options in the Personal Property Sub Segment Details: NEW dialog box, including:

     —Percent Good

     Reflects depreciation due to general wear and tear, but normally calculated using a depreciation schedule.

     –Economic Percent

     Reflects depreciation due to impairment in utility or desirability due to factors outside the property’s boundaries.

     –Physical Percent

     Reflects depreciation due to general wear and tear.

     –Overall Percent Good

     Estimate of the value of a property, expressed as percentage of its replacement cost, after depreciation of all kinds have been deducted.

     –Inverse Depreciation

     Result of calculation of 100 percent minus the Percent Good percentage.

     —Calculated Value

      

     —Flat Value

     Use this field to manually enter a value of your choice.

     iii. Click OK.

     • To view or update subsegment data, select the segment and then click Details.

Purpose

Use the wizard described in this procedure to enter renditions.

By using the wizard, you do not need to open a property record in order to enter a rendition, and you can enter renditions into PACS for different property records one after another.

Subsegments

In addition to entering segments, you also have the option of entering subsegments on the Detail Segment: <#> for Personal Property dialog box (described in Step iv below). Some offices may choose to use subsegments either to roll up totals into the segments, or to use only cost depreciation since it is not possible to depreciate the original cost at the segment level.

Prerequisites

• The PACS Administrator > Personal Property Rendition Maintenance user right is assigned to your ID.

Prerequisites

Default entries have been set for the wizard. For more information about this procedure, see Setting Up Segment Defaults for the Personal Property Wizard.

Procedure

1. In PACS 9.0, choose Activities > Rendition Processing > Personal Property Rendition.
2. In the Personal Property Rendition Wizard, enter the property ID and click Search to display property details.

   

3. Review or change the owner, address and phone information.

   Note To change the owner to a segment owner, click Property. Then in the property record, open the Owner & Agent panel and make the required change.

4. Use the following options as required:
   • Comments/Codes button – Displays the owner record so that you can review the owner record’s Comments/Codes panel.
   • Linked Properties button – Displays the property record’s Splits, Merges & Property Links panel.
   • Owner Properties button – Displays the owner record so that you can review the owner record’s Properties panel.
5. Click Next.
6. In the next Personal Property Rendition Wizard dialog box, enter or edit general, situs, agent, and group code information as required. Click Next.
7. In the next Personal Property Rendition Wizard dialog box, use the following options as required:
   1. Select one of the following:

      

      • If you need to delete previous year segment information, after the question Do you wish to delete the previous year segment information, click Yes.
      • If you will use the Asset Manager for renditions, click No.
   2. To enter details and values for a segment, either use the Asset Manager, or select the segment and do the following:

      i. Click Details.

      ii. On the General tab of the Detail Segment for Personal Property dialog box, verify the type and state code. (These are the only required fields.) If required, complete other fields and use other options such as:

      iii. Open the Appraised Value panel and do the following:

      • To add a new value method, in the Value Methods section, click Add.
      • In the Market Valuation method section, select one of the following market valuation methods:

        

        • Special Pricing

          Value for an item that does not require a schedule; allows you to enter a flat-valued unit cost.

        • Sub Segment

          Values a segment based on subsegment values.

        • Original Cost

          The original purchase price.

        • Flat Value

          Use this field to manually enter a value of your choice.

        • Rendered Value

          The value that the taxpayer renders to your office.

        • Appraised Value

          Calculated value if segment is valued with a table.

        • Market Value

          What the segment sells for.

        • ARB Value

          Value assigned by the Appraisal Review Board using the ARB distribution.

        • Distributed Value

          Value set by using the Distribute Value button in the Values panel of the property record, which allows you to set a market value for the property and then distribute it over all the property records.

        Example An appraiser agrees to change the value from $250,000 to $200,000, but there are 10 segments, and each segment needs to be adjusted. The Distribute Value option on the Values tab of the property record allows the user to select the value of $200,000 and distribute it.

      • In the Deprecation Information section, if required, select Override to enable the Depreciation Table button and select a table, and complete the percentages as required:

        

      iv. Click the Sub Segments tab, click Add , and use the following options as required.

      • Percent Good

        Reflects depreciation due to general wear and tear, but normally calculated using a depreciation schedule.

      • Economic Percent

        Reflects depreciation due to impairment in utility or desirability due to factors outside the property’s boundaries.

      • Physical Percent

        Reflects depreciation due to general wear and tear.

      • Overall Percent Good

        Estimate of the value of a property, expressed as percentage of its replacement cost, after depreciation of all kinds have been deducted.

      • Inverse Depreciation

        Result of calculation of 100 percent minus the Percent Good percentage.

      • Calculated Value
         
      • Flat Value

        Use this field to manually enter a value of your choice.

8. Click Next.

   Another window of the Personal Property Rendition Wizard window is displayed.

9. Do one of the following:
   • If you selected No on the previous screen in answer to the question Do you wish to delete the previous year segment information, proceed to Step 14.
   • If you selected Yes on the previous screen in answer to the question Do you wish to delete the previous year segment information, complete the fields in the Merchandise and Supplies section shown below, and then click Next.

     

10. Enter up to 11 years of cost and value information for furniture or fixtures.
11. Click Next and then continue to enter cost and value information for the following dialog boxes.
    • Machinery or Equipment
    • Other Equipment
    • Telecom, Fax and Copiers
    • Computer Equipment
12. Click Next. In the Vehicles dialog box, do one of the following:
    • To add vehicle or trailer information, click Add.
    • To remove vehicle or trailer information, select the item and then click Delete.
13. Click Next. In Special Equipment dialog box, do one of the following:
    • To add special equipment information, click Add.
    • To remove vehicle or trailer information, select the item and then click Delete.
14. Complete the Rendition Date field, the Submitted by field, and the remaining fields as required.

    Note If you want to use the Asset Manager after completing the wizard, select Open Asset Manager on completion.

    

15. Click Finish.

Next Steps

• If you selected the Open Asset Manager on completion check box, the Asset Listing window is displayed for your entries.
• If you did not select the Open Asset Manager on completion check box, the Quick Image Scan dialog box is displayed.

Use these features to enter default codes and methods required for entering the information, and to quickly enter segment and subsegment information that you receive on rendition forms. The Asset Manager is designed to facilitate fast data entry with a keyboard, and requires only minimal use of a mouse device.

Purpose

Use this procedure to:

• Set the default view(with or without subsegments) in the Asset Manager
• Make the Percent Good field available for segments and subsegments if required
• Specify the default appraisal method for segments and subsegments

Prerequisites

True Automation Client Services has set up appraisal method codes for you to select in the Segment Appraisal Method Default and the Sub Segment Appraisal Method Default fields.

Procedure

1. In PACS.ADMIN, choose Tools > System Configuration.
2. In the Personal Property Defaults section, complete the following options as required.

   

   • Segment Appraisal Method Default

     The default appraisal method for valuing the segment.

   • Segment Type

     The default view in the Asset Manager. If you need the default view to include subsegments as well as segments, select Sub-Segment.

   • Show Percent Good Field

     When selected, the Percent Good field is included for segments and subsegments.

   • Sub Segment Appraisal Method Default

     The default appraisal method for valuing subsegments.

3. Click OK.

Purpose

Use this procedure to select and save a set of columns to be used for data entry in the Asset Manager.

Once saved, the column configuration becomes available for all users in the system.

Procedure

1. Use one of the following options:
   • Open a personal property record and expand the Personal Property panel. Then click Asset Management.
   • If you would like to enter segment and subsegment data after entering renditions, on the third screen of the Personal Property Rendition Wizard, click Asset Manager.

     

2. In the Asset Listing dialog box, use the following options as required:
   • To work with only the Segments grid and not the Subsegments grid, select Segment.
   • To work with both the Segments grid and the Subsegments grid, select Subsegment.

     

3. If you need to select the columns to be included in the grids and save the selections for future use, use the following steps:

   Note Selecting and saving different sets of column headings can be useful, for example, when you need one set of columns for vehicles, and another set of columns for non-vehicles.

   1. In the Segments grid, use the following options to select, remove, or arrange the order of the columns as required.

      Note To make data entry faster, we recommend removing columns that will not be used.

   • To sort the results according to a column, click the column heading.
   • To change the order of columns, click the column header of the column to be moved, drag it to the new location, and then release the click.
   • To customize the display of the columns, do one of the following:
     • To lock the display of a column so that it remains displayed when you scroll, right-click the column heading and choose either Fix Column Left or Fix Column Right as required. To unlock a column, select the column heading and choose Un-Fix Column.
     • To remove a column, do one of the following:
       • Click the column heading, drag it until an X is displayed, and then release the click.
       • Right-click the column heading and choose Remove Column.
     • To restore columns that had been removed previously, right-click the title row and select Column Chooser. Then click and drag a column title from the Customize Columns dialog box, placing it at the required location among the other column headings.

       

   Caution  After you save the configuration in the next step, the only way to delete it in the future is to contact True Automation. Verify your configuration set up before saving it.

   1. In the Save Config field, enter a name for the set of columns you arranged. Then click Save Config.

      Note If there is a name currently displayed in the field, delete it before entering the new name.

      

      The name you saved is available from the Load Config drop-down list.

4. If you need to change the set of columns displayed to a previously saved set of columns, in the Load Config drop-down list, select the name of the set of columns. Then click Load Config.

   

Purpose

Use the Asset Manager described below to quickly enter segment and subsegment information that you receive on rendition forms. The Asset Manager is designed to facilitate fast data entry with a keyboard, and requires only minimal use of a mouse device.

Recommendation

Using the Asset Manager from the Personal Property Rendition Wizard (Activities > Rendition Processing > Personal Property Rendition) may increase efficiency because you can enter data from rendition forms into the wizard, and then you can access the Asset Manager from the wizard to enter segment and subsegment data.

Purpose

Use this procedure to compare valuations of personal property in your appraisal district. Comparable segments share North American Industry Classification System (NAICS) codes.

Procedure

1. Open a personal property record. Then open the Personal Property panel and select a segment.
2. Click NAICS Comparison. Review the Personal Property NAICS Comparison. The property from which the comparison was generated is displayed in bold.

   

Purpose

Use this procedure to generate the Personal Property Schedules Report.

Procedure

1. In PACS 9.0, choose Reports > Appraisal Schedules > Personal Property Schedules.
2. In the Personal Property Schedules dialog box, select the year.

   

3. Select SIC Code and/or Table Method as needed. To specify particular codes to be included or excluded in the report, click and use the arrows to move items from the left column to the right column.
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 Print to generate the report.

Purpose

Use this procedure to generate the Depreciation Schedules Report.

Procedure

1. In PACS 9.0, choose Reports > Appraisal Schedules > Depreciation Schedules.
2. In the Depreciation Schedules dialog box, select the year.

   

3. Select Prop Type, Type, and/or Deprec Code as needed. To specify particular types and codes to be included or excluded in the report, click and use the arrows to move items from the left column to the right column.
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 Print to generate the report.

Note Editing business information in the Rendition panel of the Property view requires the Property > Edit Property > Appraiser Info > Edit Business Start, Close, and Sold Dates user right.

Procedure

1. In PACS 9.0, choose Reports > Property > Businesses Closed or Sold.
2. In the Businesses Closed or Sold Report dialog box, choose the appraisal Year.
3. Specify a date range for the following:
   • Close Date Range

     Businesses that closed on or between the specified dates are listed on the report.

   • Sold Date Range

     Businesses that were sold on or between the specified dates are listed on the report.

     

4. To include deleted properties, select the Include Deleted Properties option.
5. Choose the desired Sort options.
6. Click Post or Print to generate the report.