Provide Assessment Data Manual PAD

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Provide Assessment Data Manual,Table of Contents,I Introduction 2. II General Instructions PAD WAMS ID 3,A Analyzing a sale in PAD 3. B Accessing the PAD system 3,III General PAD System Information 4. A Menu bar 4,B Inactivity 4,C Editing submitted information 5. IV Entering Data in the PAD System 5,V Entering Assessment Attribute Data 15.
A Selections 15,B Building types 15, VI Guidelines for Market and Ratio Sales Analysis 17. VII Reject Codes 18,VIII Reject Code Descriptions 20. IX Equalization Bureau Office locations 26,I Introduction. After an electronic Real Estate Transfer Return eRETR or transfer is filed the Wisconsin Department of Revenue. DOR conducts an automated review generating a list of transfers that are potentially either arm s length or not. arm s length The list is termed potential since you the assessor must determine whether a transfer is arm s length. If a transfer is initially identified as arm s length you need to take action in PAD Prior to addressing those sales in. PAD you must first review the transfers identified as not arm s length to confirm the rejection You can view them. in the eRETR system not PAD If you determine that a transfer initially rejected by DOR is arm s length contact the. Equalization Bureau District Office in your area and we will place the transfer into PAD for you to address. DOR created PAD to streamline the gathering of assessments property types and attribute data and to give. assessors the ability to submit assessment and sales information electronically It also provides assessors access to. statewide sales data that indicates which sales were determined to be useable as arm s length market sales and. valid for ratio purposes,Purpose of manual, These instructions are intended to explain how to enter assessment data and parcel level attribute data in PAD and. briefly discuss how to determine if you should consider a sale useable for arm s length and ratio purposes. For an in depth analysis on how to determine if you should consider a sale arm s length and if it is useable for. ratio purposes review Section IV of this manual Entering Data in the PAD System. For information on arm s length sales review Chapter 14 of the Wisconsin Property Assessment Manual WPAM. Back to table of contents,Provide Assessment Data Manual.
II General Instructions PAD WAMS ID,A Analyzing a sale in PAD. 1 Determine if the sale includes any property classified as manufacturing. If it does, a Check the box indicating manufacturing property is involved in the sale. b You do not need to provide any further information for this sale. c Submit the sale,2 Provide validation information about the sale. a Dropdown menu offers typical choices about the validation steps. b If the dropdown menu does not adequately describe the situation provide comments using the Other option. 3 Determine if the sale is an arm s length market transaction. a If the sale is not an arm s length transaction, Reject the sale and enter the rejection reason in the arm s length field. Click one of the submit buttons to complete the sale. b If the sale is useable as an arm s length market transaction. Determine if the sale is useable for ratio purposes. If it is useable for ratio purposes complete the class and assessment sections. Note If the January 1 assessment is not representative of the property that sold reject the sale for ratio. 4 Provide the property type for the sale property type descriptions and codes are located on our eRETR. Training Help page, 5 If any parcel in the sale includes improvements provide the improvement attribute data for each parcel.
in the sale if you mark vacant parcels as such you are not required to provide attribute data. B Accessing the PAD System, Since PAD is part of the eRETR system you must have a WAMS ID and password to access the system. WAMS ID is a permanent ID and password from the Wisconsin Department of Administration. You use the WAMS ID to access many secured state web applications. Note You use the same login process when accessing the ECR MAR and TAR. Visit the WAMS ID page for registration and ID password help. 2 Logging in to eRETR from DOR s website, a Click the eRETR button under Online Services on our home page. b Select the eRETR System Login Assessors Local Government Officials link and logon using your WAMS. ID and password, c Review the eRETR electronic Real Estate Transfer Return confidentiality information and click I agree. d You are now on the eRETR home page for Assessors. e Click the Provide assessment data link see below. Back to table of contents,Provide Assessment Data Manual. Figure 1 Assessor s Home page,III General PAD System Information.
A Menu bar do not use your internet browser s back arrow button this will log you out of the eRETR system. Instead use the Menu bar to navigate through the system. Figure 2 Assessor s Home page menu bar, Menu bar varies from page to page Three things on the menu bar that will never change are. Home return to the home page,Help get help for the current page. Quit quit the application at any time, B Inactivity for security the user is automatically logged out of the eRETR system after 30 minutes of inactivity. Back to table of contents,Provide Assessment Data Manual. C Editing submitted information, You can edit assessment information you already submitted if it s within the same week you submitted it.
Each Saturday information submitted in the PAD system is uploaded to DOR s database and is removed from PAD. If you need to make corrections after the assessment data is uploaded to DOR s database contact the. Equalization Bureau District Office in your area, Note If a transfer return is deleted from the database and re entered with corrected information an amended. transfer return the sale may re appear on the list of sales needing assessment data. Note An assessor can only access sales in the PAD system for his or her municipalities If you are able to access a. municipality where you are not the statutory assessor or are unable to access a municipality where you are the. statutory assessor please notify the Equalization Bureau District Office in your area. IV Entering Data in the PAD System, Step 0 Select Provide Assessment Data link from the eRETR assessor s home page. Step 1 Select a county,Step 2 Select a municipality. Figure 3 Municipality List page, Note If there are sales in a municipality that need assessment data the number of sales is indicated in the. Needs assessor response column see below, Step 3 Select a sale from the list by clicking the sale s Conveyance date link.
You are now on the Search Results page which lists the sales in the selected municipality needing assessment. data see Figure 4 on next page,a Each sale lists the following from the eRETR. Conveyance date,DLN DOR sale,Parcel number,Grantor name. Grantee name,AD Assessment Data Provided,Back to table of contents. Provide Assessment Data Manual, b PAD Search Results page shows the list of useable sales for a given County and Municipality and the indicators. in the AD column described below The Browse history pane allows the user to re select a county or municipality. Each of the columns has a circle to the right of the column heading If you click the circle the columns sort by. ascending descending or original order A maximum of 100 sales appear per page. Figure 4 Search Results page,c AD definitions, I Posting assessment data was started but is incomplete The prior work on this sale was saved but not.
submitted perhaps because more information is needed. N Posting assessment data has not started yet, Y Assessment data was submitted and can be reviewed and changed until Saturday when the information is. loaded to the DOR s database After Saturday the sale no longer appears in the list of sales that need. assessment data, M Sale involves manufacturing and will be reviewed by DOR. Note If a sale is listed in the wrong municipality please contact the Equalization Bureau District Office that handles. that county Provide the DLN document locator number or sales number county and municipality. d Helpful Hints for the Provide Assessment Data pages. Help button provides general screen information and helpful tips to navigate the screen using the keyboard or. Completing fields you must complete different fields whether the sale is useable or rejected for arm s length. and ratio Once you determine the use reject only the fields you need to complete are active The system. automatically grays out the fields you don t have to complete once the use reject determination is made The. blocked fields are grayed out, Step 4 Determine if the sale includes any parcels classified as Manufacturing. Figure 5 Manufacturing check box, If Yes Check the box You do not have to take further action on this Sale Click Submit continue or Submit. return to list,If No Proceed to the next step,Back to table of contents.
Provide Assessment Data Manual,Step 5 Complete the Sales Validation Information. Sales validation information is located on the left side of the screen It is your responsibility to determine if a sale is. a valid arm s length market sale and field review all market sales to verify property attributes This section gathers. the validation information collected by you through your questionnaires interviews and field reviews There are. six validation questions requiring your response for all sales. Figure 6 Sales Validation Information page, a Sale number at the top of the page you can click the sale number to view the entire real estate transfer You can. view or print the sale from this screen, 1 Improved or vacant improved vacant indicator is based on information from the original real estate. transfer return, 2 Arm s length useable reject and ratio useable reject both arm s length and ratio are defaulted to. Useable and that will remain until a reject code is submitted and loaded to the DOR sales database. b Sales validation information is located on the left side of the screen. 1 Sale validation complete, Yes Response received select if you were successful in contacting a party or parties to the sale and.
were able to validate the sale as arm s length or not arm s length. No Attempt made no response select if your attempts to contact a party or parties to the sale were. unsuccessful It is not acceptable to skip the validation process. 2 Sale validation method this is the method you used to contact a party or parties to the sale in your. validation process Options include,Questionnaire letter. Other a comment is required for this selection,Back to table of contents. Provide Assessment Data Manual, 3 Sale validation date this is the date you completed your validation of the sale not the conveyance or. recording date listed on the eRETR, 4 Sale validation source this is the party or parties to the sale you spoke with to validate the sale as either. arm s length or not arm s length Options include,Grantee agent.
Grantee and grantor,Grantee and grantor agents,Grantor agent. Other a comment is required for this selection, 5 Approximate time on market this is the approximate amount of time the property was exposed to the. open market It is important as time on market may be grounds for rejecting a sale as arm s length or. determining market adjustments, 6 Method of marketing this is the type of marketing used to sell the property It helps determine if a sale. was truly exposed to the open market Options include. Realtor broker,For sale by owner FSBO,Word of mouth. Newspaper ads,Sealed bids,Other a comment is required for this selection.
c Sales data information is located on the right side of the screen It includes data from the Sales Analysis. System and is for reference only If you enter conflicting data in certain input fields you will see a warning or. error message, Important note It is critical to review legal descriptions and parcel numbers on the full real estate transfer return. to ensure you submitted complete assessment data There may be additional parcel numbers listed on the full. transfer return that are not displayed here,Back to table of contents. Provide Assessment Data Manual, Step 6 Determine if the sale is an arm s length transaction. Figure 7 Arm s length and Assessment Information, If Yes If the sale is deemed to be a good market sale choose the option Useable for arm s length from the. Arm s Length drop down menu then proceed to Step 7 Ratio field. If the sale is not an arm s length sale you must select the corresponding reject code 11 through 59. If the sale is rejected in the Arm s length field the Ratio field is grayed out and rejected for the same reason. This sale is finished and no other information is required. Note If the reject code is Other ends in a 9 it is mandatory that you enter comments. Step 7 Determine if the sale is useable for assessment sale ratio comparison. If the sale is useable for ratio comparison choose the option Useable for ratio from the drop down menu. then proceed to the next step, If the sale is rejected not useable for ratio comparison you must select the reason from the Ratio drop.
After you choose the reject code except for code 76 most fields are grayed out You must complete the non. grayed fields, Note The Comments field is optional except for reject codes ending in 9. Step 8 Enter all assessment data from the post BOR assessment roll corresponding to the year of. Provide Assessment Data Manual Step 5 Complete the Sales Validation Information Sales validation information is located on the left side of the screen It is your responsibility to determine if a sale is a valid arm s length market sale and field review all market sales to verify property attributes This section gathers the validation information collected by you through your

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