Property Tax Update

James McAdamsDirector, Property Tax Oversight

Florida Tax Collectors Education ForumSeptember 19, 2012

Presentation SummaryDOR ChangesDOR TrainingOnline Tax Certificate SalesRefund Procedural Reviews2012 Property Tax DataE-Portal and SecurityQuestions

DOR Leadership Changes

Lisa Vickers Interim Executive Director

• Marshall Stranburg New General Counsel

• Nancy Terrell New Legislative & Cabinet Services Director

• Andrea Moreland New General Tax Administration Director

• Maria Johnson

DOR Training August 20-24, 2012

• TCC 504, Collection of Licenses, Taxes and Fees• Tallahassee DOR Office Complex

Under Development• TCC 503, Collection and Distribution of Property Taxes and

Non Ad Valorem Assessments• Online course

Currently reviewing feedback from annual needs assessment• Exploring feasibility of incorporating annual continuing

education workshop with the Association’s Spring Conference.

Certification Education Committee

Online Tax Certificate Sales

DOR working closely with TC liaison Public feedback on:

• Capability of some electronic sites

• Multiple bidding entities

• IRS issuance of FEI numbers Tax Collector Executive Committee DOR interest in uniformity of practices

and fairness to taxpayers

Refund Procedural Reviews

2011 Legislature Increased DOR Review Threshold on Property Tax Refunds from $400 to $2,500

Legislature also expressed interest in DOR conducting periodic reviews to ensure:• Refunds in excess of $2,500 required to be

submitted to DOR were sent.

• Refunds less than $2,500 were processed correctly and timely by Tax Collectors.

Procedural Reviews

Initial draft of proposed procedural review scope and work plan is under development

Tax Collectors will have an opportunity to review and provide feedback to DOR

Anticipated implementation date is FY 2013-2014

Contact Steve Remke at 850-617-8884

Property Tax Oversight, Data Portalhttp://dor.myflorida.com/dor/property/resources/data.html

Non Ad Valorem Tax Rolls

2008 Legislature passed SB-1588• Requires Tax Collectors to send NAV Rolls to DOR

beginning December 2009.

• Legislature expressed interest in DOR reviewing AV and NAV Rolls since passage of millage limitations in 2007

• For fiscal years 2010 and 2011• NAV assessments increased by 6.47% and 3.06%,

respectively

• AV assessments decreased by 7.98% and 5.86%, respectively

E-Portal & Security Changes

Development of DOR e-portal underway New server installation

• Groupwise to Microsoft New server = new security requirements

QUESTIONS?

Thank you.