Video Tutorials

Assessing and Property Tax Tutorials

Watch tutorials of our Assessing and Property Tax software. Want to suggest a new tutorial video? Send us a request.

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Various Items Export play button icon

Various Items Export

Use this export/import process to transfer various information such as Comments, Mortgage Codes, and Deferment Information from one database to another

The Online Personal Property Process play button icon

The Online Personal Property Process

Using the Personal Property e-File website

Special Assessments import, comma delimited play button icon

Special Assessments import, comma delimited

Instructions on how to import a comma delimited special assessment file

Special Assessments from the prior year play button icon

Special Assessments from the prior year

Importing special assessments from a prior year tax database.

Snapshot Feature play button icon

Snapshot Feature

Temporarily suspend editing on a parcel when interrupted, and recall those changes at a later time.

Setup of GIS integration play button icon

Setup of GIS integration

Create an active map set to allow the integration of your GIS files with your assessing data.

Setting up and Applying an ECF Table play button icon

Setting up and Applying an ECF Table

Adding new ECF Tables and applying calculated economic condition factors to individual parcels.

Set database fields play button icon

Set database fields

Set various assessing fields en-masse on a select population of parcels.

Sending Files to the State FTP site play button icon

Sending Files to the State FTP site

How to send documents or backups to the State’s FTP website

Rolling over a database play button icon

Rolling over a database

Create and rollover a database in preparation for the new assessing year.

Reversing a Payment play button icon

Reversing a Payment

How to reverse payments in the apply payments window.

Restoring Attachments play button icon

Restoring Attachments

Restoring a backup of database attachments in the Equalizer Assessing application

Restoring a Database play button icon

Restoring a Database

When a backup needs to be restored, these instructions will guide you through the process.

Restoring a Database play button icon

Restoring a Database

Restoring a database that has been backed up through the Equalizer Assessing application

Request Support Call play button icon

Request Support Call

Sending a support call or email request directly from any .NET application

Report Profiles play button icon

Report Profiles

Creating Report Profiles to group together and run frequently-used reports.

Renewing a License play button icon

Renewing a License

Learn how to renew a license for an animal that that already exists within the program.

Real Estate Tax Service Export play button icon

Real Estate Tax Service Export

Export Tax Bills to a Mortgage Company so they can be paid Electronically

Partial Payments play button icon

Partial Payments

How to take a partial payment in the apply payments window.

New Year Tax Database Wizard play button icon

New Year Tax Database Wizard

The process to create a new database using the New year Database wizard.

Mortgage Company Payment Import play button icon

Mortgage Company Payment Import

How to Import Payments from a Mortgage Company

Mortgage Codes by Parcel from prior Year play button icon

Mortgage Codes by Parcel from prior Year

Export and Import Mortgage Codes by Parcel from Last Years Database to this years Database.

Land Value Map play button icon

Land Value Map

Using GIS to instantly create a Land Value Map from the Land Table screen.

Import Mortgage Codes from a File play button icon

Import Mortgage Codes from a File

Import Mortgage Codes Electronically using a file sent by a Mortgage Company

Entering an Adjustment play button icon

Entering an Adjustment

Entering Board of Review, Tribunal and other adjustments to previous year values.

Driving Directions play button icon

Driving Directions

Add and establish driving directions to multiple parcels from your Assessing System.

Drawing a simple sketch play button icon

Drawing a simple sketch

The basics of adding a simple sketch using the Apex Sketch System.

Creating Mailing Labels Using the Radius Tool play button icon

Creating Mailing Labels Using the Radius Tool

Using GIS to find parcels within a given radius of a selected parcel. Save records as a population while running reports or setting database fields.

Copying mortgage company list from prior database to current database play button icon

Copying mortgage company list from prior database to current database

Transfer your Mortgage Company List from Last Year’s database, to this Year’s Database.

Complete Tax Roll Export play button icon

Complete Tax Roll Export

Running a Complete Tax Roll Export to send to your County for Settlement or monthly updates.

Backing up attachments play button icon

Backing up attachments

Create a backup of all existing attachments in your database.

Backing up a database play button icon

Backing up a database

Create a backup of your assessing database.

Backing up a Database play button icon

Backing up a Database

Your database should be backed up frequently. Instructions on how to backup a database.

Assign Mortgage Codes Manually play button icon

Assign Mortgage Codes Manually

Assign Mortgage Codes Manually one at a time, or using Quick Entry Utilities

Adjustments play button icon

Adjustments

Entering an adjustment on a parcel.

Adding a User play button icon

Adding a User

Adding a user and setting rights and securities.

Adding a new Database play button icon

Adding a new Database

Most databases are created with the new tax year wizard. These instructions are included should you need to add a new database.

Adding a New Animal to an Existing Owner play button icon

Adding a New Animal to an Existing Owner

Learn what to do when an owner needs to add an animal to their existing account.

Adding a New Animal and a New Owner play button icon

Adding a New Animal and a New Owner

Add a new license for an animal belonging to an owner that doesn’t yet exist within the program.

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