Exploring One of the Certainties of Life

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1 Exploring One of the Certainties of Life Patrick Alexander Software Engineer 9 Years of Service April 19 th, 2017 Vanguard Appraisals, Inc. Copyright 2017

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4 Our new Constitution is now established, and has the appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes. Benjamin Franklin (1789) Things as certain as death and taxes, can be more firmly believ d. Daniel Defoe, The Political History of the Devil (1726) Tis impossible to be sure of any thing but death and taxes. Christopher Bullock, The Cobbler of Preston (1716)

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7 County TIF Ag Society Educational Service Units School Township Tax District Examples Natural Resources Fire Reclamation School Bonds Cities and Villages Hospital Joint Public Agency Cemetery Airport Authority Community College

8 Tax District Setup Located under Table Maintenance

9 Tax District Setup Within the Table Utilities menu option

10 Tax District Setup

11 Tax District Setup Physical Table where the data resides

12 Order of districts on screen Tax District Setup

13 Tax District Setup District contents

14 Tax District Setup Use district as part of the master code

15 Tax District Tables Located under Table Maintenance

16 Tax District Tables Within the General menu option

17 Tax District Tables Tax District Tables have their own area

18 Fund code Tax District Tables

19 Fund description Tax District Tables

20 Tax District Tables Combined levy amount for this fund NOTE: There is no need to type in the combined levy amount, it will be calculated from any associate levy rows

21 Tax District Tables Print order; used in reports

22 Tax District Tables School District Base identifier; used in reports

23 Tax District Tables Unified School District identifier; used in reports

24 Tax District Tables Tax class of base; used in reports

25 Tax District Tables

26 Tax District Tables

27 Tax District Tables

28 Tax District Tables

29 Turning off a line Make sure to zero out the fund code

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32 Tax Levy Tables Located under Table Maintenance

33 Tax Levy Tables Within the General menu option

34 Tax Levy Tables Tax District Levy Tables are inter-mixed throughout the State Specific area NOTE: For every tax district table there will be a corresponding levy table

35 Tax Levy Tables Associated row from the district table

36 Fund code Tax Levy Tables

37 Tax Levy Tables Sub Fund code

38 Type of fund Tax Levy Tables

39 Type of school Tax Levy Tables

40 Tax Levy Tables Levy description

41 Tax Levy Tables Levy factor

42 Tax Levy Tables PP growth amount; used in reports

43 Tax Levy Tables Print order; used in reports

44 Tax Levy Tables Flag indicating which description to use on reports

45 Tax Levy Tables

46 Turning off a line Make sure to pick the None district row

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49 Other Tax Tables Located under Table Maintenance

50 Other Tax Tables Within the General menu option

51 Other Tax Tables NE State Equalization Factors table allows specified factors to adjust land, dwelling, and improvement values on selected parcels

52 Other Tax Tables NE State Equalization Factors Describes the Equalization plan; used during on screen selection NOTE: If you have any parcels using an equalization plan, be sure to always use the factored total amounts in queries

53 Other Tax Tables NE State Equalization Factors Factor to use when calculating land values NOTE: A factor of will cause 100% of the assessed value to be used

54 Other Tax Tables NE State Equalization Factors Factor to use when calculating dwelling value

55 Other Tax Tables NE State Equalization Factors Factor to use when calculating improvement value

56 Other Tax Tables Nebraska Exempts table allows homestead programs and their associated factors and maximum amounts to be maintained

57 Other Tax Tables Nebraska Exempts A numeric identifier unique to this exemption

58 Other Tax Tables Nebraska Exempts A description of the homestead exemption

59 Other Tax Tables Nebraska Exempts The factor to apply to the eligible parcel value

60 Other Tax Tables Nebraska Exempts The maximum amount of exemption to apply

61 Other Tax Tables Nebraska Real Estate Tax Credit table allows the setting of the Tax Credit and Ag Land Tax Credit factors for each county

62 Other Tax Tables Nebraska Real Estate Tax Credit The factor to apply to eligible non-ag land parcel value

63 Other Tax Tables Nebraska Real Estate Tax Credit The factor to apply to eligible ag land parcel value NOTE: Eligible ag land includes: irrigated, dry, grass, timber, CRP, and waste

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66 Auto Complete Setup Located under Table Maintenance

67 Auto Complete Setup Within the Table Utilities menu option

68 Auto Complete Setup

69 Auto Complete Setup The tax district; in the order defined previously

70 Auto Complete Setup The master district

71 Auto Complete Setup One complete district

72 Adding an Auto Complete Entry Add a row to the master tax district table Next copy the test master district table to main

73 Adding an Auto Complete Entry Now add a new column to the auto-complete table

74 Adding an Auto Complete Entry Select the newly created master district from the drop-down list Set the other tax district values to be what they need to be

75 Adding an Auto Complete Entry

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78 Real Estate Parcel Maintenance Value tab Assessed value of the parcel

79 Real Estate Parcel Maintenance Value tab Calculated taxes for the parcel

80 Real Estate Parcel Maintenance Overriding the Assessed Value

81 Real Estate Parcel Maintenance Overriding the Assessed Value Manually set all of the needed values or use the copy function to start with the assessed ones

82 Real Estate Parcel Maintenance Overriding the Assessed Value NOTE: The ag land values can only be overridden on this parcel since it is not of an ag class When finished click on the OK button to set these values as the current parcel value

83 Real Estate Parcel Maintenance Overriding the Assessed Value Overridden value of the parcel

84 Real Estate Parcel Maintenance Applying a State Equalization Order

85 Real Estate Parcel Maintenance Applying a State Equalization Order Select the desired SEO plan from the list of available plans

86 Real Estate Parcel Maintenance Applying a State Equalization Order When finished click on Apply SEO to factor the current parcel values based on the plan selected

87 Real Estate Parcel Maintenance Applying a State Equalization Order SEO factors being applied Factored total value of parcel

88 Real Estate Parcel Maintenance Applying a Homestead Exemption

89 Real Estate Parcel Maintenance Applying a Homestead Exemption Select the desired homestead exemption from the list of available exemptions

90 Real Estate Parcel Maintenance Applying a Homestead Exemption If needed you can override the calculation and manually enter the exemption amount

91 Real Estate Parcel Maintenance Applying a Homestead Exemption The homestead exemption percentage is deducted from the eligible parcel value up to the maximum allowed value

92 Real Estate Parcel Maintenance Applying a Homestead Exemption Due to a homestead exemption being on this parcel, there is now a value in the HS Loss; this is how much tax revenue the exemption absorbed

93 Real Estate Parcel Maintenance Applying TIF to a Parcel

94 Real Estate Parcel Maintenance Applying TIF to a Parcel Enter the TIF base into the available fields; the top three fields must balance to the bottom two fields

95 Real Estate Parcel Maintenance Applying TIF to a Parcel If the upper and lower don t balance an error will appear and the dialog cannot be saved until the situation is resolved

96 Real Estate Parcel Maintenance Applying TIF to a Parcel When the base values are ready click on the OK button to apply them

97 Real Estate Parcel Maintenance Applying TIF to a Parcel Since this is now a TIF parcel our taxing values are broken out into the TIF Base and TIF Excess (or increment)

98 Real Estate Parcel Maintenance Tax Info

99 Real Estate Parcel Maintenance Tax Info

100 Real Estate Parcel Maintenance Tax Info

101 Real Estate Parcel Maintenance Tax Info

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104 Personal Property Maintenance Exemptions Tax Relief New Farmer

105 Personal Property Maintenance Exemptions NOTE: The Tax Relief Max Amount only needs to be filled out when the Manually Assigned option is selected

106 Personal Property Maintenance Exemptions NOTE: The New farmer Max Amount only needs to be filled out when the Manually Assigned option is selected

107 Personal Property Maintenance Tax Info

108 Personal Property Maintenance Tax Info

109 Personal Property Maintenance Tax Info

110 Personal Property Maintenance Tax Info

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113 Centrally Assessed Maintenance Import

114 Centrally Assessed Maintenance Import NOTE: This dialog is for comparing what the state is calling a fund to what is in CAMAvision

115 Centrally Assessed Maintenance Value tab To add/remove funds first Unlock the Levies

116 Centrally Assessed Maintenance Value tab NOTE: Add, Edit, and Delete all work at a fund code level now instead of a levy level

117 Centrally Assessed Maintenance Value tab NOTE: Even though only the 8601 fund code was selected, two levies were added

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122 Follow Us On Social Media facebook.com/camavision twitter.com/cama_vision linkedin.com/company/vanguard-appraisals instagram.com/camavision plus.google.com/+camavision youtube.com/camavision

123 Visit Our Website CAMAvision.com

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