Appendix II

The Tax Year: Ad Valorem and Non-Ad Valorem Assessments

TYPICAL DATE AD VALOREM TYPICAL DATE NON-AD VALOREM
Prior to January 1 Advertise and adopt resolution of intent to use tax notice "uniform method"
January 1 Assessment and valuation date January 1 Assessment date
By January 10 Notify PA, TC and DOR of intent
January 31 Deferral application due January 31 Deferral application due
March 1 Exemption application due
April 1 Tangible Personal Property return due
May 1 Installment application due May 1 Installment application due
Prior to June 1 PA provides information to local governments on taxpayers' names, addresses and parcel legal description
June 30 Exemption denials mailed
June 30 1st Installment due June 30 1st Installment due
July 1 PA certifies value to taxing authorities
Prior to Hearing to Create Assessment Notice mailed to taxpayers; notice in newspaper for 4 weeks
Within 20 Days of Hearing Property owners file written objections
June 1 - September 15 Hearing to create non-ad valorem, special assessment
August 24 TRIM Notice = notice of proposed property [approximate]taxes mailed to taxpayers August 24 [approximate] TRIM Notice = notice of proposed property taxes mailed to taxpayers, contains some non-ad valorem assessments
September 15 Local government certifies non-ad valorem assessment roll to tax collector
September 18 VAB petition deadline [by 25th day after TRIM notice]
September 30 2nd Installment due September 30 2nd Installment due
September 23 to October 8 VAB begins meetings [30 to 45 days after TRIM]
October 10 Taxing authorities finalize their millage
Before November 1 Property appraiser certifies tax roll to tax collector Before November 1 Property appraiser certifies tax roll to tax collector
November 1 Notice of taxes and non-ad valorem assessments "tax bill" November 1 Notice of taxes and non-ad valorem assessments "tax bill"
November 4% Discount on taxes November 4% Discount on taxes
December 3% Discount December 3% Discount
December 31 3rd Installment due December 31 3rd Installment due
Year Following Tax Year Year Following Tax Year
January 2% Discount January 2% Discount
February 1% Discount February 1% Discount
March 31 4th Installment due March 31 4th Installment due
April 1 Taxes become delinquent; interest starts to accrue April 1 Taxes become delinquent; interest starts to accrue
June 1 Tax certificates sold on real property June 1 Tax certificates sold on real property
Second Year After Tax Year
May 29 Warrants ratified by circuit court on tangible personal property

© Copyright Florida TaxWatch, March 2000


Return to the The Final Report of the Florida TaxWatch Ad Valorem Tax Task Force.