Non-Filer Export

Navigate: ClosedPersonal Property Appraisal > Batch Processes > Non-Filer Export

Description

Use this to export a list of PINs to Excel® for all accounts that have not filed a Declaration in a given tax year. Once exported, the appraiser creates an additional column in the spreadsheet, and populates it with a Best Information Available (BIA) value for the PINs, as applicable. The Excel workbook can then be loaded back into PPA to add an asset to each PIN using the value specified in the spreadsheet. An asset category of Best Information Available with an Entry Code of 09813 was created for this task.

The existing Statutory Valuation batch task (Personal Property Appraisal > Batch Processes > Statutory Valuation > Process Statutory Valuation) supports the import process. A selection criteria of Personal Property Excel Workbook is a Selection Method on the Process Statutory Valuation screen. When selected, navigation is initiated to a new screen called Select Excel Workbook for the purpose of defining the workbook selection criteria. The tax year, file name/format, worksheet tab (optional), and BIA column name are defined on this screen. The remaining information is defined on the Process Statutory Valuation screen.

The import either adds a new asset to each PIN in the spreadsheet or updates an existing asset if one already exists for the entry code selected for the process. For PTOC, the BIA value in the spreadsheet is uploaded to the asset Acquired Cost. Valuation is configured as 100% of Acquired Cost (already exists). This process is typically run once per year, although certain counties, such as Denver, can optionally run it more than once. In this situation, if the BIA asset already exists on the account, the Acquired Cost is updated but an additional BIA asset is not added.  The output of this process is a PIN list to accommodate the next step in the business process to run batch valuation for the PINs updated by this task as well as the Confirmation Detail Report, which identifies the updated PINs and the Asset Id of the added/updated assets. In addition, a Statutory Value Import file configuration description was created for the file I/O.

Steps

  1. On the Export Non-Filer Accounts screen, select the Selection Method.

  2. Click Selection Criteria. Define the data as required on the applicable screen, click Row Count, and Previous to return to this screen.

    • The Select Accounts screen opens if you select Account Search.

    • The Search PIN List screen displays if you select Comma Deliminted PIN List.

    • The Search Criteria Group List screen displays if you select Criteria Groups.

    • The Select Revenue Object List screen displays if you select Revenue Object List.

  3. Select the Export File Format.

  4. Optionally, define the Schedule date or accept the current date default.

  5. Click Finish to submit the process to batch.

    • Click Close to end the task.

Setup

  • Define spreadsheet format via Configuration > File Input/Output > Input/Output File Configuration > Manage Input/Output File Configuration. Click Edit on Statutory Value Import - Long and on Statutory Value Import - Short, respectively, and define the applicable data on the Manage Input/Output File Details screen.

  • An application setting called Statutory Value Import Format Default defines the default value specific to the import process and the value entered should match the Configuration File I/O BIA value description. Go to Configuration > Application Settings > Maintain Application Settings. Select the setting type of Effective Date and the filter by module of Personal Property Appraisal. Click Edit on the Statutory Value Import Format Default application setting and define the applicable default.