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Assessment Management

Not happy when one of your assessments or tax bills is higher than expected? Neither are we and we’ll prove it by fighting it back to the level you expected – and maybe even further. Same goes for your real estate values. Advantax approaches each year with a fresh look to see exactly what’s happening in your market. Don’t be lulled to sleep by an assessor keeping a value flat from last year – just because your value didn’t increase does not make it right. We never settle for the status quo.

Things to consider:

Do all members of your team have a clear understanding of the concept of market value and how it’s calculated?
Do you actively track and compare jurisdictions’ values and assessment notices with anticipated values?
Has your department identified critical valuation thresholds?
Do they engage in appeals when assessed values exceed those thresholds?

Contact us now to see how we can help with your Assessment Management.

South Carolina

Personal Property Tax:

Assessment Date: December 31 or fiscal close date
Return Due Date: April 30 or 4th month after fiscal close
File With: CO/ST
Extension: N/A
Taxability of Inventory: Exempt
Appeal Date: 90 days/notice

Real Property Tax:

Assessment Date: December 31
Appeal Date: January 15 – Non-reassessment year, 90 days/notice – Reassessment year

Washington, DC

Personal Property Tax:

Assessment Date: July 1
Return Due Date: July 31
File With: ST
Extension: Up to 3 months *
Taxability of Inventory: Exempt
Appeal Date: N/A

Real Property Tax:

Assessment Date: January 1
Appeal Date: April 1

Wyoming

Personal Property Tax:

Assessment Date: January 1
Return Due Date: March 1
File With: CO
Extension: Apr 1 (10)
Taxability of Inventory: Exempt
Appeal Date: 30 days/notice
Note (10): * Request must be made prior to Feb 15.

Real Property Tax:

Assessment Date: January 1
Appeal Date: Apr – Jun, 30 days/notice

West Virginia

Personal Property Tax:

Assessment Date: July 1
Return Due Date: August 1/Industrial, September 1/Commercial
File With: CO

/ST

Extension: N/A
Taxability of Inventory: Taxed
Appeal Date: Feb 1 or Feb 20

Real Property Tax:

Assessment Date: July 1
Appeal Date: Feb 1 or Feb 20

Wisconsin

Personal Property Tax:

Assessment Date: Exempt (13)
Return Due Date: N/A
File With: N/A
Extension: N/A
Taxability of Inventory: Exempt
Appeal Date: N/A

Real Property Tax:

Assessment Date: January 1
Appeal Date: Apr – Oct, Varies by Jurisdiction

Washington

Personal Property Tax:

Assessment Date: January 1
Return Due Date: July 31
File With: CO
Extension: N/A
Taxability of Inventory: Exempt
Appeal Date: Jul 1 or 30-60 days/notice

Real Property Tax:

Assessment Date: January 1
Appeal Date: Jul 1 or 30-60 days/notice

Vermont

Personal Property Tax:

Assessment Date: April 1 (9)
Return Due Date: April 20 (9)
File With: CI
Extension: N/A
Taxability of Inventory: Taxed (9)
Appeal Date: Apr – Jun, Varies by Jurisdiction
Note (9): * Inventory and assets taxable, but municipalities may elect full exemption. Springfield Town uses Jan 1 assessment date and Jan 20 filing deadline.

Real Property Tax:

Assessment Date: April 1
Appeal Date: Apr – Jun, Varies by Jurisdiction

Virginia

Personal Property Tax:

Assessment Date: January 1
Return Due Date: Varies Jan 31 – May 15
File With: CO
Extension: Varies
Taxability of Inventory: Exempt by most juris.
Appeal Date: Dec 31 for prior 3 years

Real Property Tax:

Assessment Date: Jan 1 or July 1, Varies by jurisdiction
Appeal Date: Varies by jurisdiction

Utah

Personal Property Tax:

Assessment Date: January 1
Return Due Date: May 15 / except SLC (8)
File With: CO
Extension: N/A
Taxability of Inventory: Exempt
Appeal Date: May 15 or 60 days/notice
Note (8): * Salt Lake County return due within 60 days of receipt of Statement/PP Filing Notification. Statement/PP Filing Notification mailed in January/February.

Real Property Tax:

Assessment Date: January 1
Appeal Date: Sept 15 or 45 days/notice

Texas

Personal Property Tax:

Assessment Date: January 1
Return Due Date: April 15
File With: CO
Extension: May 15
Taxability of Inventory: Taxed
Appeal Date: May 15 or 30 days/notice

Real Property Tax:

Assessment Date: January 1
Appeal Date: May 15 or 30 days/notice

Tennessee

Personal Property Tax:

Assessment Date: January 1
Return Due Date: March 1
File With: CO
Extension: N/A
Taxability of Inventory: Exempt except raw materials
Appeal Date: Apr – Jun, Before Jun BOE ends

Real Property Tax:

Assessment Date: January 1
Appeal Date: Apr – Jun, Before Jun BOE ends

South Dakota

Personal Property Tax:

Assessment Date: Exempt
Return Due Date: N/A
File With: N/A
Extension: N/A
Taxability of Inventory: N/A
Appeal Date: N/A

Real Property Tax:

Assessment Date: November 1
Appeal Date: Mar – Thursday preceding 3rd Monday

Rhode Island

Personal Property Tax:

Assessment Date: December 31
Return Due Date: Jan 31
File With: CI
Extension: March 15
Taxability of Inventory: Exempt
Appeal Date: Oct – Dec, Varies by Jurisdiction

Real Property Tax:

Assessment Date: December 31
Appeal Date: Oct – Dec, Varies by Jurisdiction

Pennsylvania

Personal Property Tax:

Assessment Date: Exempt
Return Due Date: N/A
File With: N/A
Extension: N/A
Taxability of Inventory: N/A
Appeal Date: N/A

Real Property Tax:

Assessment Date: Varies by Jurisdiction
Appeal Date: Varies by Jurisdiction

Oregon

Personal Property Tax:

Assessment Date: January 1
Return Due Date: March 15
File With: CO/ST
Extension: N/A
Taxability of Inventory: Exempt
Appeal Date: December 31

Real Property Tax:

Assessment Date: January 1
Appeal Date: December 31

Oklahoma

Personal Property Tax:

Assessment Date: January 1
Return Due Date: March 15
File With: CO
Extension: N/A
Taxability of Inventory: Taxed
Appeal Date: 30 days/notice

Real Property Tax:

Assessment Date: January 1
Appeal Date: 1st Monday in Apr or 30 days/notice

Ohio

Personal Property Tax:

Assessment Date: Exempt
Return Due Date: N/A
File With: N/A
Extension: N/A
Taxability of Inventory: N/A
Appeal Date: N/A

Real Property Tax:

Assessment Date: January 1
Appeal Date: March 31

New York

Personal Property Tax:

Assessment Date: Exempt
Return Due Date: N/A
File With: N/A
Extension: N/A
Taxability of Inventory: N/A
Appeal Date: N/A

Real Property Tax:

Assessment Date: Varies by Jurisdiction
Appeal Date: Varies by Jurisdiction

Nevada

Personal Property Tax:

Assessment Date: July 1
Return Due Date: July 31
File With: CO
Extension: 30 days*
Taxability of Inventory: Exempt
Appeal Date: January 15

Real Property Tax:

Assessment Date: July 1
Appeal Date: January 15

New Mexico

Personal Property Tax:

Assessment Date: January 1
Return Due Date: Last day of Feb
File With: CO
Extension: N/A
Taxability of Inventory: Exempt
Appeal Date: April 1 / 30 days notice

Real Property Tax:

Assessment Date: January 1
Appeal Date: Apr 1 or 30 days/notice

New Jersey

Personal Property Tax:

Assessment Date: Exempt
Return Due Date: N/A
File With: N/A
Extension: N/A
Taxability of Inventory: N/A
Appeal Date: N/A

Real Property Tax:

Assessment Date: October 1
Appeal Date: April 1 or 45 days/notice

New Hampshire

Personal Property Tax:

Assessment Date: Exempt
Return Due Date: N/A
File With: N/A
Extension: N/A
Taxability of Inventory: N/A
Appeal Date: N/A

Real Property Tax:

Assessment Date: April 1
Appeal Date: March 1

Nebraska

Personal Property Tax:

Assessment Date: January 1
Return Due Date: May 1
File With: CO
Extension: N/A
Taxability of Inventory: Exempt
Appeal Date: June 30/30 days notice

Real Property Tax:

Assessment Date: January 1
Appeal Date: June 30

North Dakota

Personal Property Tax:

Assessment Date: Exempt
Return Due Date: N/A
File With: N/A
Extension: N/A
Taxability of Inventory: N/A
Appeal Date: N/A

Real Property Tax:

Assessment Date: February 1
Appeal Date: Apr – Jun, Varies by Jurisdiction

North Carolina

Personal Property Tax:

Assessment Date: January 1
Return Due Date: January 31
File With: CO
Extension: Up to April 15*
Taxability of Inventory: Exempt
Appeal Date: 30 days/notice or tax bill

Real Property Tax:

Assessment Date: January 1
Appeal Date: Apr, Varies by Jurisdiction

Montana

Personal Property Tax:

Assessment Date: January 1
Return Due Date: March 1
File With: CO
Extension: N/A
Taxability of Inventory: Exempt
Appeal Date: 30 days/notice

Real Property Tax:

Assessment Date: January 1
Appeal Date: 30 days/notice; Jun 1 in 2nd year of valuation cycle

Missouri

Personal Property Tax:

Assessment Date: January 1
Return Due Date: March 1 (St. L. April 1)
File With: CO
Extension: May 1+ (St Louis City – N/A)
Taxability of Inventory: Exempt
Appeal Date: Jul – 2nd Monday

Real Property Tax:

Assessment Date: January 1
Appeal Date: Jul – 2nd Monday

Minnesota

Personal Property Tax:

Assessment Date: Exempt
Return Due Date: N/A
File With: N/A
Extension: N/A
Taxability of Inventory: N/A
Appeal Date: N/A

Real Property Tax:

Assessment Date: January 2
Appeal Date: Mar – Jun

Michigan

Personal Property Tax:

Assessment Date: Dec 31
Return Due Date: Feb 20
File With: TWP/CI
Extension: N/A
Taxability of Inventory: Exempt
Appeal Date: Feb – Mar, or May 31 (7)
Note (7): *Appeals of commercial/industrial PP and RP can be made directly to the Michigan Tax Tribunal by May 31.

Real Property Tax:

Assessment Date: December 31
Appeal Date: Feb – Mar, or May 31 (7)

Maine

Personal Property Tax:

Assessment Date: April 1
Return Due Date: Varies, Apr 1 – May 15
File With: CI
Extension: 30 days
Taxability of Inventory: Exempt
Appeal Date: Dec – Mar Varies by Jurisdiction

Real Property Tax:

Assessment Date: April 1
Appeal Date: Dec – Mar, Varies by Jurisdiction

Maryland

Personal Property Tax:

Assessment Date: January 1
Return Due Date: April 15
File With: ST
Extension: June 15
Taxability of Inventory: Exempt by most jurisdictions
Appeal Date: 45 days/notice

Real Property Tax:

Assessment Date: January 1
Appeal Date: January 1-Non-reassessment year, 45 days/notice-Reassessment year

Massachusetts

Personal Property Tax:

Assessment Date: January 1
Return Due Date: March 1 (5)
File With: CI
Extension: Yes*
Taxability of Inventory: Taxed (6)
Appeal Date: Feb – Jul, Varies by Jurisdiction
Note (5): Return must be received by Mar 1 (postmarks are not accepted).
Note (6): Inventory held by corp are exempt. Inventory held by unincorporated businesses are taxable.

Real Property Tax:

Assessment Date: January 1
Appeal Date: Feb – Jul, Varies by Jurisdiction

Louisiana

Personal Property Tax:

Assessment Date: Jan 1
Return Due Date: March 1 or April 1 (4)
File With: CO
Extension: Up to 30 days*
Taxability of Inventory: Taxed
Appeal Date: Aug – Sep, Varies by Jurisdiction
Note (4): Later of April 1 or 45 days after receipt of form. Jefferson Parish – 45 days after receipt of form.

Real Property Tax:

Assessment Date: Jan 1 / Orleans Parish – Aug 1
Appeal Date: Aug – Sep, Varies by Jurisdiction

Kentucky

Personal Property Tax:

Assessment Date: January 1
Return Due Date: May 15
File With: CO
Extension: N/A
Taxability of Inventory: Taxed
Appeal Date: 3rd Monday in May

Real Property Tax:

Assessment Date: January 1
Appeal Date: 3rd Monday in May

Kansas

Personal Property Tax:

Assessment Date: January 1 (3)
Return Due Date: March 15
File With: CO
Extension: Yes*
Taxability of Inventory: Exempt
Appeal Date: May 15
3: *Exemptions: BPP with “retail cost when new” $1,500 or less per item. BPP acquired after 6/30/2006 by qualified purchase or lease.

Real Property Tax:

Assessment Date: January 1
Appeal Date: 30 days/notice – Up to March 31

Indiana

Personal Property Tax:

Assessment Date: January 1
Return Due Date: May 15
File With: CO/TWP
Extension: N/A
Taxability of Inventory: Exempt
Appeal Date: 45 days/notice

Real Property Tax:

Assessment Date: January 1
Appeal Date:Jun 15 (12)

Illinois

Personal Property Tax:

Assessment Date: Exempt
Return Due Date: N/A
File With: N/A
Extension: N/A
Taxability of Inventory: N/A
Appeal Date: N/A

Real Property Tax:

Assessment Date: January 1
Appeal Date: 30 days/notice

Idaho

Personal Property Tax:

Assessment Date: January 1
Return Due Date: March 15
File With: CO
Extension: N/A
Taxability of Inventory: Exempt
Appeal Date: 4th Monday in June

Real Property Tax:

Assessment Date: January 1
Appeal Date: 4th Monday in June

Iowa

Personal Property Tax:

Assessment Date: Exempt
Return Due Date: N/A
File With: N/A
Extension: N/A
Taxability of Inventory: N/A
Appeal Date: N/A

Real Property Tax:

Assessment Date: January 1
Appeal Date: Apr 30

Hawaii

Personal Property Tax:

Assessment Date: Exempt
Return Due Date: N/A
File With: N/A
Extension: N/A
Taxability of Inventory: N/A
Appeal Date: N/A
File With: N/A

Real Property Tax:

Assessment Date: Varies by Jurisdiction
Appeal Date: Varies by Jurisdiction

Florida

Personal Property Tax:

Assessment Date: January 1
Return Due Date: April 1
File With: CO
Extension: 30 days (2)
Taxability of Inventory: Exempt
Appeal Date: Sep – 25 days/notice
Note (2): *Request must be made in time for appraiser to consider request and act on it before Apr 1.

Real Property Tax:

Assessment Date: January 1
Appeal Date: September or 25 days/notice

Georgia

Personal Property Tax:

Assessment Date: January 1
Return Due Date: April 1
File With: CO
Extension: N/A
Taxability of Inventory: Taxed
Appeal Date: 45 days/notice

Real Property Tax:

Assessment Date: January 1
Appeal Date: 45 days/notice

Delaware

Personal Property Tax:

Assessment Date: Exempt
Return Due Date: N/A
File With: N/A
Extension: N/A
Taxability of Inventory: N/A
Appeal Date: N/A

Real Property Tax:

Assessment Date: Varies by Jurisdiction
Appeal Date: Varies by Jurisdiction

Connecticut

Personal Property Tax:

Assessment Date: October 1
Return Due Date: November 1
File With: CI
Extension: Up to 45 days *
Taxability of Inventory: Exempt
Appeal Date: Feb 20 – May extend to Mar 20

Real Property Tax:

Assessment Date: October 1
Appeal Date: Feb 20 (May extend to March 20)

Colorado

Personal Property Tax:

Assessment Date: Jan 1 (11)
Return Due Date: April 15
File With: CO
Extension: N/A
Taxability of Inventory: Exempt
Appeal Date: June 30

Real Property Tax:

Assessment Date: January 1
Appeal Date: June 8

California

Personal Property Tax:

Assessment Date: January 1;
Return Due Date: April 1
File With: CO
Extension: May 7 +
Taxability of Inventory: Exempt
Appeal Date: Sept 15 or Nov 30

Real Property Tax:

Assessment Date: January 1
Appeal Date: Sept15 or Nov 30

Arizona

Personal Property Tax:

Assessment Date: January 1
Return Due Date: April 1
File With: CO
Extension: Up to 30 days *
Taxability of Inventory: Exempt
Appeal Date: 30 days/notice

Real Property Tax:

Assessment Date: January 1
Appeal Date: 60 days/notice – Before May 31

Arkansas

Personal Property Tax:

Assessment Date: January 1/ May31
Return Due Date: May 31
File With: CO
Extension: N/A
Taxability of Inventory: Taxed
Appeal Date: August 3rd- Monday

Real Property Tax:

Assessment Date: January 1
Appeal Date: 3rd Monday in August

Alabama

Personal Property Tax:

Assessment Date: October 1
Return Due Date: December 31 (See Note 1 Below)*
File With: CO
Extension: N/A
Taxability of Inventory: Exempt
Appeal Date: 30 days/notice
Note (1): * Returns filed after Dec 31 but prior to 3rd Monday
in Jan will result in a $5 fee added to tax receipt (Alabama Code, Sec. 40-7-19).

Real Property Tax:

Assessment Date: October 1
Appeal Date: 30 days/notice

Mississippi

Personal Property Tax:

Assessment Date: January 1/March 1
Return Due Date: April 1
Extension: N/A
Taxability of Inventory: Taxed
Appeal Date: 1st Monday in August or 10 days/notice

Real Property Tax:

Assessment Date: January 1
Appeal Date: 1st Monday in August

Alaska

Personal Property Tax:

Assessment Date: January 1
Return Date: Varies, Jan 15 – Apr 30
File With: CO
Extension: N/A
Taxability of Inventory: Exempt by most juris.
Appeal Date: 30 days/notice

Real Property Tax:

Assessment Date: January 1
Appeal Date: 30 days/notice

Analysis and Planning

Tax estimates and accruals a pain? We have you covered here as well. Don’t end up with a major increase in your accrual in the 4thquarter this year – let Advantax get it right from the beginning. Trust us, this will save you a lot of headaches.

Some things to consider:

Are you consistently providing management with easy to understand, insightful property tax reports?
Does your team know the:
- Total Property Tax Liability
- Distributed by Type (Real vs. Personal)
- State
- Division
- Department
- Cost Center
Is this information effectively reported internally?
Does your team consistently provide accurate estimates for accruals and clearly articulate when the liability is incurred?
Are you always looking to pursue savings?

Contact us today and we will show you how we can help you with your analysis and planning.

Payment Processing

We provide a range of services that can help with your Payment Processing.

Things to consider on Payment Processing:

Do you anticipate receipt of every tax bill?
- Do you know how many tax bills to expect?
- Do you know when they will arrive?
Does your team consistently tie every tax bill to the assessed value?
Do you understand when penalties accrue and manage discounts appropriately?

Contact us to get more information on how we can help you with your Payment Processing.

Industries We Currently Serve: Banking and Finance, Industrial/Chemical, Food & Beverage, Healthcare, Hospitality, Manufacturing, Leasing, Medical, Retail, Transportation

Compliance Processing

All of your information is available to you 24/7 via Access Advantax, our extremely user-friendly customer portal. Want to check it out? We’ll set you up an account so you can see for yourself.

Our services include:

Does your team maintain a complete PropTax® Calendar?
Do they use it to effectively plan upcoming deadlines?
Do you consistently make proactive adjustments for assets that are:
- Non-Value Added
- Non-taxable
- Exempt or Obsolete
- Obsolete Inventory and Supplies
Does your team utilize all applicable depreciation tables to ensure you are getting the lowest possible value?

Contact us today to see how we can help your business.

Data Preparation

Here are some things to consider when looking at your data preparation process.

Does your team know where to obtain fixed asset information?
Do you understand how these records are maintained?
Does your tax team have a thorough understanding of real estate processes?
Do they know where to get crucial information?
Does your team possess excellent document skills?
Do they maintain physical and electronic documents in central areas?

Contact us today to see how we can help you.

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