Workflow Templates: Property Tax Review Checklist

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Property Tax Review Checklist

Property Information Verification

Confirm the property's legal description matches the deed

Verify the address and parcel identification number

Check the property's recorded square footage against tax records

Tax Assessment Analysis

Review the current year's property tax assessment notice

Compare the assessed value to similar properties in the area

Analyze the change in assessed value from the previous year

Exemption and Relief Eligibility

Identify if the property qualifies for any exemptions or reliefs

Ensure that all eligible exemptions are filed and up-to-date

Review the process and deadlines for appealing assessments

Billing and Payment Verification

Confirm that all tax bills have been received

Check for accuracy in tax bill calculations

Verify payment deadlines and ensure payments are made on time

Documentation and Record Keeping

Maintain copies of all tax assessments and bills

Keep records of payments and any correspondence with the tax office

Document any changes to the property that may affect tax valuation

Appeal Preparation

Gather evidence to support an appeal, if necessary

Understand the local rules and procedures for filing an appeal

Prepare a cogent argument for why the assessment is incorrect

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