How do I print an original assessment report?
Print an Original Assessment Report to review and document the initial assessment amounts assigned to properties within a district.
The Original Assessment Report provides a record of the assessment values established at the beginning of a district's lifecycle. It can be used to verify assessment allocations, support financial and administrative reviews, and provide historical documentation of the original assessment data.
What Happens When You Print an Original Assessment Report?
When an Original Assessment Report is printed:
Original assessment amounts are summarized and displayed.
Property and account assessment information can be reviewed.
Assessment allocations can be verified for accuracy.
Historical assessment data is documented for reference.
A record is created to support reporting, auditing, and district administration.
When Should You Print an Original Assessment Report?
Print an Original Assessment Report when:
You need to verify original assessment amounts.
Assessment allocations are being reviewed or audited.
Historical district information is required.
Questions arise regarding the basis of current assessment balances.
Documentation is needed for reporting, planning, or recordkeeping purposes.
Before Printing an Original Assessment Report
Review the following information before proceeding:
The district selected for the report
The accounts or properties to be included
Any reporting filters or selection criteria
Recent district setup changes, if applicable
Organizational reporting requirements
Verifying these settings helps ensure that the report accurately reflects the district's original assessment information.
Note: The Original Assessment Report reflects the assessment amounts established when the district was created. Subsequent payments, adjustments, billings, or other account activity do not change the original assessment values shown in this report.
Printing an original assessment report
Caselle master reports include:
Original Assessment Report by Account Number
Original Assessment Report by Account Number with Notes
Original Assessment Report by by Owner
Original Assessment Report by Owner with Notes
Do this...
1. Open Connect Property Improvements > Reports > Original Assessment Report.
2. Select a report definition.
3. Click Print (CTRL+P).
Options
Include inactive districts
The default option will exlcude inactive districts from the original assessment report. Select the checkbox to include inactive districts in the report.
Districts
This is a list of districts that have been set up in the application. Select the checkbox to include a district in the report.
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