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Volume 10 Number 3

Spotlight on TitleTax in Arizona and California
Getting the most out of your tax search

Property tax searches loom large in a weakened economy.  Responding to increased demand for tax information, Property Insight will step up efforts to expand tax coverage and offer specialized services to meet growing demand. We’ll keep you advised of our efforts.

This newsletter highlights our tax information offering, and explains how to order the right tax product to best meet your needs.

What’s in a tax order?

A tax order is opened using a single Assessor’s Parcel Number (APN).  Additional APNs may be added to your order at the prevailing cost.

When opened in TitlePoint, a tax order can include the following tax data and services, as available. Note that you will be asked to verify your request before most of these searches and services are provided.

bullet point Current assessment data obtained from the Assessor’s Roll for the tax year in which the order was opened. This includes owner(s) name of record when the roll was created, situs address in most counties, mailing address, land and improvement values and exemptions of record.
bullet point All current tax bills, including the most recently corrected regular tax bill if applicable, and any secured supplemental bill, which includes escaped bills for the current year.
bullet point All current tax bills, including the most recently corrected regular tax bill if applicable, and any secured supplemental bill, which includes escaped bills for the current year.
bullet point All prior year delinquent tax bills along with a monthly redemption schedule that displays the amount due for the tax year, with the following exceptions:
  bullet point Redemption amounts will be calculated using the entire original bill amount due, so any county that accepts partial payments or applied payments will need to be contacted using the county systems or by telephone to obtain the actual amount due for the current note.  Every tax sheet comes with a disclaimer at the bottom of the sheet, and we provide payoff amounts as part of our TitleTax service when an open tax order is of record.
  bullet point Any prior year delinquent bills that are currently on a payment plan, whether in good standing or lapsed. The redemption amount will not be displayed and the amount due has to be obtained from the county, which we do upon request when an open tax order is of record.
  bullet point Any prior year delinquency that is flagged for litigation or bankruptcy will also require a payoff amount, which we will obtain from the county upon request for an open tax order of record.
  bullet point Leasehold APNs for prior year taxes that stay with the property, but were originally issued to an individual. In Riverside County these are called 009’s. In LA these are called 8900’s.
  bullet point BY-VALUE redemption amounts for escaped bills in Riverside County for which payment plans have been opened.
bullet point A county printout that you need for your files and that we obtain from the county system when an open tax order is of record.
bullet point Screens that pertain to prior owner(s) will only be provided when an open tax order is of record.
bullet point Parcel history obtained from county systems will only be provided when an open tax order is of record.
bullet point Screens that pertain to prior owner(s) will only be provided when an open tax order is of record.
bullet point Parcel history obtained from county systems will only be provided when an open tax order is of record.
bullet point A state Board of Equalization tax payoff amount (SBE’s), when the parent property has an open tax order of record.
Tax orders may also contain additional direct assessments when the county tax data does not include special liens.  These may include:
bullet point 1915 Act and 1911 Act Bond payoff amounts
bullet point Mello-Roos information
bullet point Stripped assessments
bullet point Paid redemption screen confirmation
bullet point Supplemental bill creation date or creation reason
bullet point Auction dates and auction fees (these vary from county to county)
bullet point In Arizona, Improvement District payoff amount, if needed

Tax Search Options

tax search options

TitlePoint and TitlePoint Xpress are registered trademarks of Property Insight, LLC in the United States.

 



Adding APNs to tax orders

TitlePoint features the ability to add APNs to an existing tax order. This feature is intended to support tax searching for multi-parcel orders.

When you add an APN to an existing tax order, you can receive Prior Year Taxes (formerly known as Extended Tax), together with a redemption schedule that shows the monthly payments required to bring property taxes current. This will also set in motion manual efforts by the TitleTax team to verify delinquent tax obligations and the terms of any repayment plans.

On a Full Tax order we also insure the accuracy of the tax data.

There is an additional fee for every APN added, which covers the cost of manual research and the insured tax coverage.

We advise against using the “add APN” feature to generate Prior Year Tax for customer service tax reports. In addition to generating more than you possibly need (like insured tax coverage and manual verification of tax balances), there is a less expensive way to obtain this information.

Special pricing for customer service tax reports

Recently, we notified our customers of a fee reduction for non-order Prior Year Tax inquiries. This adjustment was designed to enable our clients to order prior year tax information as a customer service add-on to a Current Tax search.

Current Tax search (also known as Customer Service Sheet) results list current tax status only. In order to provide prior year taxes you can perform a Prior Year Tax search for an additional fee, or open a new tax order.

The Prior Year Tax search is an ideal complement to the Current Tax report – and less expensive than the fee to add an APN to an open tax order.

Your Account Manager can explain how much you can save under the new pricing structure.

To take advantage of the special pricing, no action is required by current subscribers. The new pricing will reflect in your billing beginning with the March 2012 invoice. If you wish to activate the Prior Year Tax search feature, please contact your Account Manager or call the Sales Desk (877.747.2537).


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