PE
Whats the deadline for filing?
September 1st
What income documents do I need to submit?
Submit copies of: First 2 pages of Federal 1040 Tax Return for 2024, 2023, and 2022 for all property owners, including any nontaxable strike benefits, if applicable. If you did not file tax returns, please submit SSA-1099 Social Security Statement and/or any 1099 forms for the last 3 years for all property owners.
What is the deadline for filing FOR NON-PROFIT ORGANIZATIONS?
September 1st
Whats a PUC on a non-consolidated parcel?
0262-Open space area Non-Qualified
0252-Private roadway Non-Qualified
What is the residential owner consenting to when they are applying for Historic classification?
They are consenting to maintain their property and to preserve the integrity of its historic features, materials, appearance, workmanship, and environment.
Only my Real property will receive the exemption
False, the exemption is applied to the qualifying owner's portion of any real estate first, then to a mobile home or automobile.
What legal classes are accepted when processing?
3.1
3.2
6.1
Whats the deadline for filing for a RELIGIOUS ORGANIZATION?
December 31st
What's a PUC on a Consolidated parcel
0261-Open space area Qualified
0251-Private roadway Qualified
Commercial owners enter into a __ year agreement.
10 year agreement
How is my Veterans disability exemption calculated?
The exemption amount is multiplied by the percentage of disability and applied to the percentage of ownership.
I own a business, do I have to include the income from my business if I didn't make a profit?
Yes you do. All income from all sources (gross income) will be reviewed for this program. Gross Income is all income from any source and is not limited to cash received.
The parcel received an exemption but still have due taxes, what should the organization look for?
Special district taxes due, our unit cannot exempt these fee's the organization should reach out to the charging entity found on the tax bill
What information is verified when applying for consolidation?
Non-profit statuses, Arizona Corporation Commission standing, recorded plat maps, the Covenants, Conditions & Restrictions of the HOA and/or perform a field inspection for eligibility under Arizona Revised Statute
Residential owners enter into a __ year agreement.
15 year agreement
When processing a resolution what is the reason code you should select?
05
When processing a resolution what is the reason code you should select?
14
What information is verified when processing an organization exemption?
Organizational Exemptions will verify all incoming applications including but not limited to the IRS issued EIN number, 501c3 status, AZ Corporation Commission standing, licensing, and the use of the property per a letter of use and/or field inspection for eligibility.
Is consolidation mandatory for property owners?
No
Assessors processors are responsible for verifying the property is listed on the national registry for historic.
FALSE- The State Historical Preservation Office is responsible for verifying the parcel is registered.
What documents are required when applying?
What is $46,416 OR $58,020
Income requirement limits for one owner, and for two or more owners.
*
My goodwill charitable community service organization is leasing our store from a for profit owner. What statute can I apply under?
NONE
The only organizations that are permissible to hold leases from for profit owners are
Veteran organizations
Church, religious assembly or religious institution
Educational institutions
What is the due date for all applications?
What is the due date for all applications?
June 30th