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Department of Revenue Introduction to Electronic TRIM, eTRIM

Department of Revenue Introduction to Electronic TRIM, eTRIM eTRIM

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Page 1: Department of Revenue Introduction to Electronic TRIM, eTRIM eTRIM

Department of Revenue

Introduction to Electronic TRIM,

eTRIM

Introduction to Electronic TRIM,

eTRIM

Page 2: Department of Revenue Introduction to Electronic TRIM, eTRIM eTRIM

eTRIM System

Department of Revenue’s internet based system used to complete and submit

• Truth-in-Millage &• Maximum Millage documents

Page 3: Department of Revenue Introduction to Electronic TRIM, eTRIM eTRIM

eTRIM History

• Launched in 2010

• Piloted by 12 property appraisers

• 32 participating property appraisers

Page 4: Department of Revenue Introduction to Electronic TRIM, eTRIM eTRIM

Benefits of eTRIM• Fewer errors

• More efficiency over traditional methods

• Paper reduction

Page 5: Department of Revenue Introduction to Electronic TRIM, eTRIM eTRIM

eTRIM• For successful use, this system requires

participation from the property appraiser's office and all taxing authorities within the county.

• The following overview is provided to give an overall demonstration of the system.

Page 6: Department of Revenue Introduction to Electronic TRIM, eTRIM eTRIM

Log in Screen:

Page 7: Department of Revenue Introduction to Electronic TRIM, eTRIM eTRIM

Once logged in: Property Appraiser’s Summary Page

Status Box

Taxing Authorities List

Page 8: Department of Revenue Introduction to Electronic TRIM, eTRIM eTRIM

Property Appraiser’s Summary Page:

From the Summary Page the Property Appraiser can:

• Access individual forms for data entry and editing

• Upload/download TRIM data

• View data entry of each levy

• Certify completed forms to taxing authorities

• Accept submitted data from taxing authorities

From the Summary Page the Property Appraiser can:

• Access individual forms for data entry and editing

• Upload/download TRIM data

• View data entry of each levy

• Certify completed forms to taxing authorities

• Accept submitted data from taxing authorities

Page 9: Department of Revenue Introduction to Electronic TRIM, eTRIM eTRIM

Forms: DR-420 and DR-420TIF & other TRIM Forms

At this screen the Property Appraiser completes required entries, other fields

are then auto calculated.

At this screen the Property Appraiser completes required entries, other fields

are then auto calculated.

Page 10: Department of Revenue Introduction to Electronic TRIM, eTRIM eTRIM

Data Upload Screen:

The Property Appraiser also has the option of uploading their file

rather than keying in data.

The Property Appraiser also has the option of uploading their file

rather than keying in data.

Page 11: Department of Revenue Introduction to Electronic TRIM, eTRIM eTRIM

Property Appraiser’s Certification:

The Property Appraiser. can certify initial/final values to the principal

authorities

The Property Appraiser. can certify initial/final values to the principal

authorities

Page 12: Department of Revenue Introduction to Electronic TRIM, eTRIM eTRIM

Principal Authorities’ Summary Page:

Status Box

Levy List

Page 13: Department of Revenue Introduction to Electronic TRIM, eTRIM eTRIM

At this screen the taxing authority can:

• Enter/edit data

• Enter date, time and location of hearing

• View data entry of each levy

• Certify completed forms to Property Appraiser

At this screen the taxing authority can:

• Enter/edit data

• Enter date, time and location of hearing

• View data entry of each levy

• Certify completed forms to Property Appraiser

Principal Authorities’ Summary Page:

Page 14: Department of Revenue Introduction to Electronic TRIM, eTRIM eTRIM

Forms: DR-420, DR-420TIF & DR-420MM-P and other TRIM Forms:

At this screen the taxing authority

completes required entries, other fields

are then auto calculated.

At this screen the taxing authority

completes required entries, other fields

are then auto calculated.

Page 15: Department of Revenue Introduction to Electronic TRIM, eTRIM eTRIM

Principal Authority Summary Page

Page 16: Department of Revenue Introduction to Electronic TRIM, eTRIM eTRIM

Thank You For Your Participation Today