Miscellaneous Totals/Statistics Report Help

Transcription

1 Miscellaneous Totals/Statistics Report Help Questions? From within BS&A, go to Help>Contact Customer Support and select Request Support Phone Call or Support. Or, you may call us at (855) and ask for the appropriate support team. Questions for our I.T. team may be submitted by phone (same number), or by ing Column Heading Descriptions Your selections in the Report Options screen determine the sections that will show on the generated report. Seven options are available to choose from in addition to the Show Top [n] Statistics. The Show Totals Up To option allows you to enter a date by which to include Prior Year Adjustments. This only affects the Final column totals generated. b s a s o f t w a r e. c o m

2 Report Options Sections/Headings Show Balance to Tax Totals (with Winter PRE) Total Value Change #: this heading represents the total number of Prior year adjustments for Real and Personal property that have taken place in the database (i.e. JBOR/DBOR/MTT/WPRE ect.) Total Original Values (Real)- This heading represents the Current year MBOR Real property values (SEV/Taxable/PRE Tax/Non-PRE Tax.) Total Adjustments (Real)- This heading represents the total amount Adjusted for Real property values (SEV/Taxable/PRE Tax/Non-PRE Tax.) Final Values (Real)- This heading represents the Prior year Final Values for Real property after Any prior year adjustment (i.e. JBOR/DBOR/MTT/WPRE ect.) Total Original Values (Personal)- This heading represents the Current year MBOR Personal property values (SEV/Taxable/PRE Tax/Non-PRE Tax.) Total Adjustments (Personal)- This heading represents the total amount Adjusted for personal property values (SEV/Taxable/PRE Tax/Non-PRE Tax.) Final Values (Personal)- This heading represents the Prior year Final Values for personal after Any prior year adjustment (i.e. JBOR/DBOR/MTT/WPRE ect.) b s a s o f t w a r e. c o m P a g e 2

3 Show Balance to Tax Totals (without Winter PRE) Total Value Change (Without Winter PRE): this heading represents the total number of Prior year adjustments that have taken place in the database Excluding any WPRE changes (i.e. JBOR/DBOR/MTT ect.) Total Original Values (Real)- This heading represents the Current year MBOR Real property values (SEV/Taxable/PRE Tax/Non-PRE Tax.) Total Adjustments (Real)- This heading represents the total amount Adjusted for Real property values (SEV/Taxable/PRE Tax/Non-PRE Tax.) Final Values (Real)- This heading represents the Prior year Final Values after Any prior year adjustment (i.e. JBOR/DBOR/MTT ect.) Total Original Values (Personal)- This heading represents the Current year MBOR Personal property values (SEV/Taxable/PRE Tax/Non-PRE Tax.) Total Adjustments (Personal)- This heading represents the total amount Adjusted for personal property values (SEV/Taxable/PRE Tax/Non-PRE Tax.) Final Values (Personal)- This heading represents the Prior year Final Values for personal after Any prior year adjustment (i.e. JBOR/DBOR/MTT ect.) Total Original Values (Real & Pers.)- This heading represents the Current year MBOR Real & Personal property values (SEV/Taxable/PRE Tax/Non-PRE Tax.) Total Adjustments (Real & Pers.)- This heading represents the total amount Adjusted for Real & Personalproperty values (SEV/Taxable/PRE Tax/Non-PRE Tax.) Final Values (Real & Pers.)- This heading represents the Prior year Final Values after Any prior year adjustment (i.e. JBOR/DBOR/MTT ect) for Real and Personal properties. b s a s o f t w a r e. c o m P a g e 3

4 Show Assessed and New/Loss Totals (Current Assessed Values) 2014 Asmt- This heading represents the Prior year Assessed Value after the MBOR Asmt- This heading represents the Current year Assessed value as set by the Assessor but prior to any current MBOR changes. B.O.R- This heading represents the Current Year Assessed Value after any current year MBOR changes. LOSS- This heading represents the Current Year Loss after any current year MBOR changes. +/- Adj- This heading represents the Current Year Equalization Adjustment after any current year MBOR changes. New- This heading represents the Current Year New after any current MBOR changes. Add- This heading represents the Current year Headlee Additions after any current MBOR changes. Loss- This heading represents the Current Year Headlee Losses after any current MBOR changes. (Note: if there was a prior year Taxable/SEV Ratio that is the amount of Headlee Losses reported and used in the Cap Value Formula.) % Change- This Heading reports the % change between the Prior year MBOR Assessed and the Current year MBOR Assessed value. b s a s o f t w a r e. c o m P a g e 4

5 Show SEV and Taxable Value Totals (SEV, Taxable, and Capped Values) 2014 SEV- This heading represents the Prior year S.E.V. after any Prior year MBOR changes. o Does NOT represent any Prior year adjustments performed after the MBOR. o If the municipality did NOT receive any prior year factors this total will be the same as the 2014 Asmt. column. o This column represents the starting S.E.V values to balance to after the database has been rolled over for the year. This total should be checked often to verify that the municipalities starting values are in balance. Fin SEV- This heading represents the Prior year SEV After any Prior year adjustments have taken place. This is the Prior year FINAL SEV value SEV- This heading represents the Current year SEV as of the Current MBOR. If there have been no MBOR changes at the time of running the report this column will match the 2015 Asmt column Tax- This heading represents the Prior year Taxable value after any prior year MBOR changes. o Does NOT represent any Prior year adjustments performed after the MBOR. o If the municipality did NOT receive any prior year factors this total will be the same as the 2014 Asmt column. o This column represents the starting Taxable values to balance to after the database has been rolled over for the year. This total should be checked often to verify that the municipalities starting values are in balance. Fin Tax- This heading represents the Prior year Taxable After any Prior year adjustments have taken place. This is the Prior year FINAL Taxable value Tax- This heading represents the Current year Taxable value as set by the Assessor Prior to any current year MBOR adjustments. b s a s o f t w a r e. c o m P a g e 5

6 BOR Tax- This heading represents the Current year Taxable value After any adjustments at the MBOR Cap- This heading represents the Current year Capped value as calculated by the Assessor Prior to any MBOR changes that may affect the Capped value MCAP- This heading represents the Current year Capped value as calculated After any current year MBOR adjustments. b s a s o f t w a r e. c o m P a g e 6

7 Show PRE times SEV Totals (PRE/MBT Percentages times SEV) 2014 ORIG PRE- This heading represents the Prior year Original PRE% times the SEV prior to any previous year adjustments (i.e. JBOR/DBOR/MTT ect.) If a parcel has a partial PRE % the system will report the appropriate total in the PRE and NON-PRE columns ORIG Non-PRE- This heading represents the Prior year Original PRE% SEV prior to any previous year adjustments (i.e. JBOR/DBOR/MTT ect.) This includes ZERO % PRE parcels as well as if a parcel has a partial PRE % the system will report the appropriate total in the PRE and NON-PRE columns. Final PRE- This heading represents the Prior Year Final PRE % times SEV after any prior year adjustment (i.e. JBOR/DBOR/MTT ect.) If a parcel has a partial PRE % the system will report the appropriate total in the PRE and NON-PRE columns. Final Non-PRE- This heading represents the Prior Year Final PRE % SEV after any prior year adjustment (i.e. JBOR/DBOR/MTT ect.) This includes ZERO % PRE parcels as well as if a parcel has a partial PRE % the system will report the appropriate total in the PRE and NON-PRE columns. W/O Winter PRE- This heading represents the PRE times SEV total after any prior year Adjustment (i.e. JBOR/DBOR/MTT ect) Excluding any of the Winter PRE changes. Any WPRE adjustment entered in the Prior year will NOT report in these columns. W/O Winter Non-PRE- This heading represents the Current year NON-PRE % SEV total after any prior year Adjustment (i.e. JBOR/DBOR/MTT ect) Excluding any of the Winter PRE changes. Any WPRE adjustment entered in the Prior year will NOT report in these columns. This includes ZERO % PRE parcels as well as if a parcel has a partial PRE % the system will report the appropriate total in the PRE and NON-PRE columns ORIG PRE- This heading represents the Current year Original PRE% times the SEV If a parcel has a partial PRE % the system will report the appropriate total in the PRE and NON-PRE columns ORIG Non-PRE- This heading represents the Current year NON-PRE% SEV. This includes ZERO % PRE parcels as well as if a parcel has a partial PRE % the system will report the appropriate total in the PRE and NON-PRE columns. b s a s o f t w a r e. c o m P a g e 7

8 Show PRE times Taxable Totals (PRE/MBT Percentages times Taxable) 2014 ORIG PRE- This heading represents the Prior year Original PRE% times the Taxable value prior to any previous year adjustments (i.e. JBOR/DBOR/MTT ect.) If a parcel has a partial PRE % the system will report the appropriate total in the PRE and NON-PRE columns ORIG Non-PRE- This heading represents the Prior year Original PRE% Taxable prior to any previous year adjustments (i.e. JBOR/DBOR/MTT ect.) This includes ZERO % PRE parcels as well as if a parcel has a partial PRE % the system will report the appropriate total in the PRE and NON-PRE columns. Final PRE- This heading represents the Prior Year Final PRE % times Taxable value after any prior year adjustment (i.e. JBOR/DBOR/MTT ect.) If a parcel has a partial PRE % the system will report the appropriate total in the PRE and NON-PRE columns. Final Non-PRE- This heading represents the Prior Year Final PRE % Taxable after any prior year adjustment (i.e. JBOR/DBOR/MTT ect.) This includes ZERO % PRE parcels as well as if a parcel has a partial PRE % the system will report the appropriate total in the PRE and NON-PRE columns. W/O Winter PRE- This heading represents the PRE times Taxable total after any prior year Adjustment (i.e. JBOR/DBOR/MTT ect) Excluding any of the Winter PRE changes. Any WPRE adjustment entered in the Prior year will NOT report in these columns. W/O Winter Non-PRE- This heading represents the Current year NON-PRE % Taxable total after any prior year Adjustment (i.e. JBOR/DBOR/MTT ect) Excluding any of the Winter PRE changes. Any WPRE adjustment entered in the Prior year will NOT report in these columns. This includes ZERO % PRE parcels as well as if a parcel has a partial PRE % the system will report the appropriate total in the PRE and NON-PRE columns ORIG PRE- This heading represents the Current year Original PRE% times the Taxable. If a parcel has a partial PRE % the system will report the appropriate total in the PRE and NON-PRE columns ORIG Non-PRE- This heading represents the Current year NON-PRE% Taxable. This includes ZERO % PRE parcels as well as if a parcel has a partial PRE % the system will report the appropriate total in the PRE and NON-PRE columns. b s a s o f t w a r e. c o m P a g e 8

9 Show DDA/CFT/IFT Totals (DDA/LDFA Totals-CFT/IFT/REHAB Totals) DDA/LDFA Totals: Base Value- This heading represents the Base Value total by District as entered in each parcel within in the #3 Tax Info screen within the DDA/LDFA Section. Current Assessed- This heading represents the Current Assessed value After any MBOR changes. Current Taxable- This heading represents the Current Taxable value After any MBOR changes. Current Captured- This heading represents the current captured value for each district. The captured value is calculated by taking the current MBOR Taxable value minus the Base Value. Final Assessed- This heading represents the prior final year Assessed value after any Prior year adjustment. This total does Not include any prior factors the municipality might have had. Final Taxable- This heading represents the prior final year Taxable value after any Prior year adjustment. This total does include any prior factors the municipality might have had. Final Captured- This heading represents the current captured value for each district. The final captured value is calculated by taking the Prior Final Taxable minus the Base Value. CFT/IFT/REHAB Totals: SEV Value- This heading represents the Current year SEV value after any MBOR changes. Taxable Value- This heading represents the Current year Taxable value after any MBOR changes. b s a s o f t w a r e. c o m P a g e 9

10 Show Improvement Totals This section of the report will break apart the different Residential/Mobile and Manufactured/Town Homes/A-Frames/Agricultural/Commercial and Industrial. The report will breakdown Improvement totals for Class/Number/True Cash Value/Average Value and Average Age. It will also give a total number of Vacant and Improved Count. b s a s o f t w a r e. c o m P a g e 10

11 Show Top [n] Statistics This section allows the user to enter a specific number to report the top statistics on in the database. IF a user enter 10 for example the system will report in this section the top 10 SEV s, Top 10 Taxable values, Top 10 Owners by Taxable Value/SEV/Acreage (Owner names have to be exact to report properly). b s a s o f t w a r e. c o m P a g e 11