How do I add/remove a property?

A property is the land, building, or site that is being assessed. Use Properties to add, edit, or remove properties from an assessment district.

Add a new property

Create a new record for a property.

Do this...

1. Open Connect Property Improvements > Properties > Setup New Properties.

2. Fill in the details on the property record.

3. Now, add the owner, accounts, and legal description to the property.

4. Click Save (CTRL+S).

The property is saved.

Change a property

Update the details assigned to a property.

Do this...

1. Open Connect Property Improvements > Properties > Modify Existing Properties.

2. Use the Lookup bar to enter a property number. Press Enter.

3. Where is the property record saved?

It's saved in System Management. Use this option when the Property field is not available. Click the link to Edit This Property In System Management.
It's saved in Property Improvements. Use the Property drop-down list to select a property description.

Delete a property

You cannot remove a property when related transactions exist.

Do this...

1. Open Connect Property Improvements > Properties > Modify Existing Properties.

2. Use the Lookup bar to enter a property number. Press Enter.

3. Click Delete (CTRL+D).

The property is deleted.

Options

Accounts

A GL account is an account in the General Ledger that records credits and debits. Use the options on the Accounts tab to add, update, or remove the GL accounts for the property.

What do you want to do?

I want to add an account. On the Accounts tab, click Add a New Account. Use the Setup Single Accounts form to enter the account properties. Click Save (CTRL+S). Then, click Close to return to the property record.
I want to change the account properties. On the Accounts tab, click Modify an Account. Use the Setup Single Accounts for to update the account properties.
I want to remove an account. On the Accounts tab, click to select an account. Then, click Remove the Selected Account.

Acreage

The acreage is the area in acres. Use Acreage to enter the property size in acres.

Districts

A district is an area, region, or section for billing assessments. Use the options on the Districts tab to add the property to a district.

What do you want to do?

I want to add the property to a district. On the Districts tab, click Add a New District.
I want to edit the district properties. On the Districts tab, click to select a district description from the display grid. Then, click Modify the Selected District.
I want to remove the property from the district. On the Districts tab, click to select a district description from the display grid. Then, click Remove the Selected District.

Latitude and longitude

The latitude is the distance in degrees from north to south, while the longitude is the distance in degrees from west to east. Use latitude and longitude to map a property's location on a map.

Legal description

A legal description of property provides information in addition to the property address to describe the location of the property. A simple legal description may include a lot, block, and subdivision name. On the other hand, a more complex legal description may include metes and bounds, and/or townships, ranges, and sections.

Linear footage

A linear foot is a straight-line measurement for measuring length, where as a square foot measures area. For example, a 2 by 4 that is five feet long is five linear feet long. On the other hand, a 5 by 5 foot square is 25 square feet.

Location

A location is a tract of land designated for a purpose.

Number of buildings

A building is a usually roofed and walled structure built for permanent use.

How many buildings are located on the property?

Use Number of Buildings to enter a number.

Number of units

A unit is an area set aside for a particular activity or purpose.

How many units are located on the property?

Use Number of Units to enter a number.

Owners

An owner is the individual or organization that owns the property that is being assessed. Use the options on the Owners tab to add the names of the individuals who are responsible for the property.

What do you want to do?

I want to add an existing owner to the property record. Click Add, on the toolbar on the Owners tab. Use the Search form to select a property. Click OK.
I want to add a new owner to the property record. Use the Add menu to select Create a New Owner. Fill in the Setup New Owners form. Click Save (CTRL+S) to save the record, then click Close to return to the Owners tab in the Property record.
I want to remove an owner. On the Owners tab, click to select an owner name. Then, use the Add menu to select Remove the Selected Owner.

Does this property have more than one owner?

Yes, this property has more than one owner. If this owner is the primary owner of the property, select the Primary Owner checkbox. If this owner is not the primary owner, leave the Primary Owner checkbox blank.
No, this property has only one owner. Click to select the Primary Owner checkbox.

Parcel ID

A parcel ID is a numbering system the tax assessor uses to track properties and bill property tax.

Property

A property is the land, building, or site that is being assessed.

What do you want to do?

Select a property from the master property list. Use the Property drop-down list to select a property name.
Add a new property to the Property Improvements database. Use the Property drop-down list to select Add a New Property to System Management. Now, fill in the fields on the Owners tab.

Property address

An address is a set of directions for delivery of letters and packages. Use Property Address to enter the street number and name for the property.

Property number

The property number is a unique number that is assigned to the property.

Property value

The property value is an estimated amount of a building or land.

Taxing district

A taxing district, also known as a special-purpose district, exists as an independent tax unit. Use the Taxing District field to enter the taxing district number that is assigned to the property.

Square footage

A square foot measures area, where a linear foot is a straight-line measurement for measuring length. For example, a 5 by 5 foot square is 25 square feet.