Notes
Slide Show
Outline
1
Tax Notices
  • Hands on Workshop


  • with
  • Bill Wallace
  • Summit County Treasurer
  • and
  • Steve Elliott
  • Chief Deputy Treasurer, Boulder County
2
 
3
Goals
  • Comply with Colorado Law
  • Reduce postage
  • Reduce staff workload
  • Reduce phone call questions
  • Improve taxpayer prompt compliance


4
Variables
  • Colorado Revised Statutes
  • Assessor Information
  • Frequency 1, 2, or more notices
  • Verbiage (that stuff nobody reads)
  • Supplemental information
  • Coupons and Return Envelopes
  • Addressing and postage
5
Colorado Revised Statutes
  • Mail a tax notice to every owner
    • Total taxes due
    • Separate real and personal property
    • Actual and Assessed Values
    • Tax Rate / dollars per thousand
    • Receipt request
    • Modular Home statement
    • School mill levy without state aid


6
Verbiage
  • Required Mobile Home statement:
    • “This property may not be moved without a valid transitional transrelational transportable translatable transactional tax receipt and a burden of proof manuscript in triplicate because we say so. So.”
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Assessor Information
  • Actual Value (Land & Improvements)
  • Bundle Notice of Value (NOV) with tax notice
  • Optional prior year values & taxes
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Frequency
  • One mailing – two coupons – how many envelopes?
  • Two mailings – two coupons – two envelopes
  • One mailing, postcard reminder
  • Steve’s patented 1.5 mailing Headline Producing Technique
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Supplemental Verbiage
  • Varies depending on whether or not this is an election year.
  • Opportunity to make friends with another department (piggy-back postage)
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Coupons and Envelopes
  • Scanned Coupons
  • Lockbox Coupons
  • Bill-Pay Lockbox
  • Return Envelopes
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Postage options
  • CASS
  • ACS
  • IMB
  • AEC
  • NCOA
  • ETC
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Workshop
  • Look over the samples on your tables
  • Look for best practices
  • Report back to the group –
      • One good idea
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Workshop Results –
Things We Liked
  • Prior Year tax $ - Boulder
  • Checks must be drawn on US Bank – Douglas
  • If your taxes are paid by a mortgage…various
  • Phone numbers for other Offices – Rio Blanco
  • Bright Orange background –
  • Sent to owner by law – Boulder
  • No staples - Grand
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Printers & Mailers
  • List of printers & mailers
  • Copies of the PowerPoint Slide
  • And the good ideas
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And we thank you for your support
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"Bill Wallace"
  • Bill Wallace
    • Summit County Treasurer
    • billw@co.summit.co.us
    • 970-453-3441
  • Steve Elliott
    • Boulder County Chief Deputy Treasurer
    • selliott@bouldercounty.org
    • 303-441-3595