What you need to know
Each state sets its own appeal deadline. Enter it once for the state, and every property in that state gets a due date on its “Recommend an appeal or a true-up” task, every year. WarpCore works the date out each time the task shows, from the state's dates and the property's reassessment year.
A state's deadline rule has one of two forms:
- Days after notice: a number of days after the state's notice date, from 1 to 366. For example, notices on August 15 and 25 days to appeal give September 9.
- Day of month: a day, from 1 to 31, of the month in Appeal deadline month. The deadline is that day after the notice: in the notice's year, or in the next year when that day comes on or before the notice date. A day the month does not have that year, such as April 31, gives no date.
The notice date is the state's Tax notification month and Tax notification day in the property's reassessment year. Both forms count from it.
Before you start
- You must be a developer, or in Legal by the Legal flag, the JD or the bar admission. Everyone else sees the state's dates read-only.
- Have the state's notice date and its appeal deadline at hand, from the state's statute or its tax office.
- When the deadline differs by county, leave Deadline rule empty for the state. Its properties then show no due date, rather than a date that is wrong for some counties.
What to do
- Open any property in the state. Select Assessments, then Default Tax Rates, then the Dates tab. The tab shows the state of the property's address.
- Under State Notification Dates, pick the Tax notification month and type the Tax notification day.
- Under State Appeal Dates, in Deadline rule, pick Days after notice or Day of month, then type the number beside it. For Day of month, also pick the Appeal deadline month.
- Click outside the box. The rule saves.
To change the form, pick the other one and type its number: the old rule stays until you do. To remove the rule, clear Deadline rule.
Confirm it worked
- Open a property in the state with a reassessment year. Its “Recommend an appeal or a true-up” task shows Due and the date while the task is open.
- The state's history lists each change with your name, under the box's label.
If it did not work
- The task shows no due date. Check the state's Tax notification month and Tax notification day, the Appeal deadline month for Day of month, and the property's state and reassessment year. Any one of them empty gives no date.
- The boxes are read-only: you are not a developer or in Legal, or the property is locked.
- The notice month, the notice day, the appeal month or Appeal Notes went back to an earlier value. Until the company stops using FileMaker, each copy from FileMaker writes FileMaker's values over these four. Enter them in FileMaker until then, and here once FileMaker is no longer used. Deadline rule is WarpCore's own: the copy never changes it.
Good to know
Where the due date shows on a task card: The Work panel.