Reporting Requirements

This page provides information related to required reporting requirements for those Assessors who are awarded a grant.

Pursuant to Revenue and Taxation Code section 95.5 (g), the annual report that is due each April 15th is required to contain the following information:

  1. The amount of matching funds provided by the county in the fiscal year.

  2. A general progress report on how the Program grant and county matching funds have been used to enhance the county’s assessment activities.

Pursuant to Revenue and Taxation Code section 95.5 (h), the annual report that is due each September 15th is required to contain the following information:

  1. The amount of matching funds provided by the county in the fiscal year.

  2. The number of Program Staff whose salaries and benefits were paid in full with Program grant funds and with county matching funds in the fiscal year.

  3. The number of properties assessed and enrolled in the fiscal year by the Program Staff and the total assessed value of those properties.

    If applicable, the number of properties assessed and enrolled in the fiscal year using the information technology (IT) systems and software purchased with Program grant funds and with county matching funds, and the total assessed value of those properties.

  4. The number of properties reassessed in the fiscal year by the Program Staff and the total roll value of those reassessments.

  5. If applicable, the number of properties reassessed in the fiscal year using Program-funded IT systems, and the total roll value of those assessments.

  6. The number of supplemental assessments enrolled in the fiscal year by the Program Staff and the total roll value of those supplemental assessments. 

    If applicable, the number of supplemental assessments enrolled in the fiscal year using Program-funded IT systems, and the total roll value of those supplemental assessments.

  7. reassessed in the fiscal year by Program Staff and the total roll value of those reassessments. 

  8. If applicable, the number of properties reassessed in the fiscal year using Program-funded IT systems, and the total roll value of those reassessments.

  9. The number of escaped assessments enrolled in the fiscal year by the Program Staff and the total roll value of those assessments.

    If applicable, the number of escaped assessments enrolled in the fiscal year using Program-funded IT Systems, and the total roll value of those assessments.

  10. The number of properties reassessed during the fiscal year by Program Staff and the total roll value of those reassessments.

    If applicable, the number of properties reassessed in the fiscal year using Program-funded IT systems, and the total roll value of those reassessments.

  11. The number of assessment appeals successfully responded to in the fiscal year by Program Staff and the total value retained on the roll as a result.  Successfully responded to means the assessment appeals board did not reduce the assessed value to that claimed by the applicant.

  12. The additional number of property tax audits completed in the fiscal year by Program Staff and the total value retained on the roll as a result.  Additional units refer to the number greater than the required volume of pool audits pursuant to Revenue and Taxation Code section 469. 

  13. The number of properties discovered by Program Staff and the total value retained on the roll as a result. 

Reporting Template

Webpage last updated July 24, 2015

Governor Brown
Finance Director Michael Cohen

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