Personal Property Online Filing System Roundtable Discussion March - - PowerPoint PPT Presentation

personal property online filing system roundtable
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Personal Property Online Filing System Roundtable Discussion March - - PowerPoint PPT Presentation

Personal Property Online Filing System Roundtable Discussion March 8, 2019 1 Project Overview Online system to facilitate personal property form submission. Centrally-administered. System will interface with county assessor


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Personal Property Online Filing System Roundtable Discussion

March 8, 2019

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Project Overview

  • Online system to facilitate personal property

form submission.

  • Centrally-administered.
  • System will interface with county assessor

personal property software.

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Taxpayer experience

  • Objectives:
  • Reduce taxpayer data entry.
  • Make prior year data retrievable.
  • Submit common data across multiple

counties and taxing districts.

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Taxpayer experience

  • Objectives:
  • Save time.
  • Assist with text entry where appropriate.
  • Provide users with a common portal for

use across jurisdictions.

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Assessor experience

  • Objectives:
  • Reduce Assessor data entry.
  • Provide a reliable means of data

submission.

  • Improve taxpayer satisfaction with filing

process.

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Timeline

  • Late spring 2019: Release request for

proposal(s).

  • Summer 2019: Select vendor(s).
  • Fall 2019 – Summer 2020: Development,

testing, implementation.

  • Fall 2020: Outreach and training.

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2021 Personal Property Filing

  • Taxpayers will have the option to file

personal property forms online for the January 1, 2021 assessment date.

  • Filing deadline remains May 15, 2021.

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2021 Personal Property Filing

  • After filing forms, data will be transferred to

County Assessors.

  • Upon receipt of data, County Assessors will

proceed with their regular data management procedures before rolling data to county auditors.

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Forms in scope

  • 102: Farmer’s tangible personal property.
  • 103-short: Business tangible personal

property.

  • 103-long: Business tangible personal

property.

  • 104: Business tangible personal property.

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Forms likely in scope

  • 103 variants.
  • Other forms pertaining to deductions and

special circumstances.

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Open discussion

  • What is your experience with the current

filing process?

  • What type of feedback do you hear from

clients?

  • How do you populate data for forms in

different taxing districts?

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Open discussion

  • What process do you follow to reuse prior

year data?

  • What do you like about the current personal

property filing process?

  • What are your pain points with the current

personal property filing process?

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Open discussion

  • What features are important to you in a

modernized filing system?

  • How would you measure the success of an
  • nline filing system?

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Open discussion

  • What government technology system is most

useful to you in your profession?

  • What items would make you nervous about

an online filing system?

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Open discussion

  • What else would you like to share?

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