Add a New Personal Property

Description of Issue

A Personal Property needs to be manually added.

Context
  • Property Tax Billing 
  • Personal Property (txppmast)
Cause

The personal property record has never been added before and was not included with the CAMA import. 

Resolution
  1. Navigate to the Parcels program either by searching or using the following path: Property Revenues > Property Tax Billing > Region > State > Assessor Processing and Reports > Parcels 
  2. Click Add
  3. Click the +1 in the Property ID to automatically assign the next available Personal Property ID number or type in the desired Property ID.
  4. Enter the Parcel ID and Old ID if desired. 
  5. Enter the customer number of the owner in the Owner field. (Note: If a new customer needs to be added, please follow the steps outlined here: Add a New Customer)
  6. Enter the DBA in the DBA field if desired. 
  7. Enter all desired fields for the Location number, Location suffix, Location street, and Location unit. (Note: Full field descriptions are available at anytime by clicking the question mark icon in the right corner and then clicking Help). 
  8. Choose the Town/Precinct of the Property from the dropdown if desired. 
  9. Chose the Business Type of the Property from the dropdown if desired.
  10.  Choose the Jurisdiction and Class by making the appropriate selection from each dropdown menu.
  11. TAB until the General tab appears (the next screen).
  12. Enter all desired fields including Last Year Gross, Compliance Information, and Assessment Dates using the field descriptions for reference.
  13. When all fields are filled out, TAB through to the end or click Accept to save the record as entered. 
Additional Information

If additional assistance is required, please contact tax support for the appropriate region.