Glossary

Plain-language definitions for every term you will encounter. Browse by letter or filter by category.

Property Assessment44Appeal Process19Tax Exemptions35Property Valuation64Tax Rates60Commercial Property19

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1

A

Assessed Value

The dollar value assigned to a property by the local assessor for tax calculation purposes.

Property Assessment

Appraised Value

A professional estimate of a property's worth based on inspection and market analysis.

Property Valuation

Assessment Ratio

The percentage of market value used to calculate assessed value in a jurisdiction.

Property Assessment

Ad Valorem Tax

A tax based on the assessed value of property, meaning according to value in Latin.

Tax Rates

Adjustment

A dollar or percentage change applied to a comparable sale to account for differences from the subject.

Property Valuation

Assessment Roll

The official public list of all properties in a jurisdiction and their assessed values.

Property Assessment

Assessment Notice

A written notice from the assessor informing a property owner of their new assessed value.

Property Assessment

Appeal

A formal request to a review board or court to lower an assessed property value.

Appeal Process

Appraisal Review Board

A panel of citizens that hears property owner protests and rules on assessment disputes.

Appeal Process

Appraisal Report

A formal document prepared by a licensed appraiser detailing a property's estimated value.

Property Valuation

Agricultural Exemption

A reduced assessment for land actively used for farming, ranching, or timber production.

Tax Exemptions

Abatement

A temporary reduction or elimination of property taxes granted by a local government.

Tax Exemptions

Assessment Cycle

The regular schedule on which a jurisdiction reassesses all properties, often every one to five years.

Property Assessment

Assessment Cap

A statutory limit on the annual percentage increase of a property's assessed value.

Property Assessment

Assessed to Market Ratio

The proportion of a property's market value that is used as its assessed value.

Property Assessment

Arm's Length Transaction

A sale between unrelated parties acting in their own self-interest with no outside pressure.

Property Valuation

Assessment Date

The specific date on which a property's value is determined for tax purposes, often January 1.

Property Assessment

Assessed Value Freeze

A program that locks the assessed value at a certain level for qualifying senior homeowners.

Tax Exemptions

Assemblage

The combining of two or more adjacent parcels into a single larger tract to increase total value.

Property Valuation

Appraiser Certification

A state-issued license verifying that an appraiser meets education and experience requirements.

Property Valuation

B

C

Comparable Sales

Recent sales of similar properties used to estimate the market value of a subject property.

Property Valuation

Cost Approach

A valuation method estimating value by adding land value to the depreciated cost of improvements.

Property Valuation

Comparative Market Analysis

A report by a real estate agent comparing similar properties to estimate a home's market value.

Property Valuation

Coefficient of Dispersion

A statistical measure of how uniformly properties are assessed compared to their sale prices.

Property Assessment

Computer Assisted Mass Appraisal

Software systems that use algorithms and property data to generate assessments at scale.

Property Assessment

Capitalization Rate

The ratio of net operating income to property value, used in the income approach to valuation.

Property Valuation

Closing Costs

Fees and expenses paid at the completion of a real estate transaction, often including prorated taxes.

Tax Rates

Contingency Fee Agreement

A payment arrangement where the consultant's fee is a percentage of the tax savings achieved.

Appeal Process

Clawback Provision

A clause requiring repayment of tax benefits if the property owner fails to meet agreed conditions.

Tax Exemptions

Conditional Use Permit

A permit allowing a specific land use not normally permitted under the current zoning.

Property Assessment

Condition Adjustment

A value change applied to a comparable sale to reflect differences in property condition.

Property Valuation

Change of Ownership

A transfer of property that may trigger a reassessment to current market value.

Property Assessment

Calamity Reassessment

A temporary reduction in assessed value after a property is damaged by a disaster.

Property Assessment

Consumer Price Index

An economic indicator sometimes used to calculate the annual inflation adjustment to assessed values.

Property Assessment

Conservation Easement

A legal agreement that limits development on a property, often reducing its assessed value.

Tax Exemptions

Circuit Breaker

A tax relief program that limits property taxes to a percentage of the homeowner's income.

Tax Exemptions

Community Facilities District

A special district formed to finance public improvements through additional property taxes.

Tax Rates

Commercial Property Tax

Property taxes levied on real estate used for business purposes such as offices and retail.

Commercial Property

Contract Rent

The actual rental amount specified in a lease agreement between landlord and tenant.

Commercial Property

Condemnation

The legal process by which the government exercises eminent domain to acquire private property.

Property Valuation

Curable Depreciation

Property deficiencies that can be economically repaired, where the fix costs less than the value gain.

Property Valuation

Certified Tax Rate

The tax rate officially adopted by a taxing authority for the current fiscal year.

Tax Rates

D

Disability Exemption

A property tax reduction for homeowners who have a qualifying physical or mental disability.

Tax Exemptions

Deferral

A program allowing eligible homeowners to postpone property tax payments until the home is sold.

Tax Exemptions

Delinquent Taxes

Property taxes that remain unpaid after the due date, subject to penalties and interest.

Tax Rates

Documentary Stamp Tax

A state tax levied on real property documents such as deeds at the time of recording.

Tax Rates

Deadline to File

The last date by which a property owner must submit a protest or appeal of their assessment.

Appeal Process

Depreciation Schedule

A table showing the annual decline in value of tangible personal property for tax purposes.

Commercial Property

Decline in Value

A temporary assessment reduction when a property's market value falls below its assessed value.

Property Assessment

Direct Assessment

A charge on a property tax bill for specific services like trash, lighting, or flood control.

Tax Rates

Distressed Sale

A sale under financial pressure such as foreclosure that typically results in a below-market price.

Property Valuation

Dark Store Theory

A valuation approach comparing an occupied retail property to vacant or closed stores to lower taxes.

Commercial Property

Debt Service Coverage Ratio

The ratio of net operating income to annual debt payments, indicating ability to service a loan.

Commercial Property

Direct Capitalization

Converting a single year's net income to property value by dividing by the capitalization rate.

Property Valuation

Discounted Cash Flow

An analysis projecting future income and expenses to estimate present property value.

Property Valuation

E

Evidence Packet

A collection of documents and data submitted to support a property tax appeal.

Appeal Process

Equalization

The process of adjusting assessments across jurisdictions to ensure uniform and fair taxation.

Property Assessment

Equalization Rate

The ratio of total assessed value to total market value in a jurisdiction, used to measure uniformity.

Property Assessment

Effective Gross Income

Potential gross income minus vacancy and collection losses for a rental property.

Property Valuation

Economic Obsolescence

Loss in value caused by external factors such as neighborhood decline or environmental hazards.

Property Valuation

External Obsolescence

A decrease in property value caused by factors outside the property, such as nearby noise or blight.

Property Valuation

Effective Age

The apparent age of a building based on its condition rather than its actual construction date.

Property Valuation

Escrow

An account held by a mortgage lender to collect and pay property taxes on behalf of the borrower.

Tax Rates

Enterprise Zone

A designated area offering property tax incentives to encourage business investment and job creation.

Tax Exemptions

Exclusion from Reassessment

A provision preventing reassessment for certain transfers, such as between parent and child.

Tax Exemptions

Escaped Assessment

A correction to the tax roll for property or value that was previously missed or omitted.

Property Assessment

Exemption Application

The form a property owner files to request a tax exemption from the assessor's office.

Tax Exemptions

Exemption Deadline

The last date by which a property owner must file for a tax exemption to receive it for that year.

Tax Exemptions

Expense Ratio

Operating expenses expressed as a percentage of effective gross income for a commercial property.

Commercial Property

Effective Tax Rate

The actual property tax paid as a percentage of the property's full market value.

Tax Rates

Easement

A right allowing someone other than the owner to use a portion of the property for a specific purpose.

Property Valuation

Encumbrance

Any claim or restriction on a property that may affect its value, such as liens or easements.

Property Valuation

Environmental Contamination

Pollution or hazardous materials on a property that can significantly reduce its assessed value.

Property Valuation

Eminent Domain

The government's power to take private property for public use with fair compensation.

Property Valuation

Excess Land

Land beyond what is needed for the property's highest and best use, which may be valued separately.

Property Valuation

F

G

H

I

J

L

M

N

O

P

Property Classification

The category assigned to property such as residential, commercial, or agricultural for tax purposes.

Property Assessment

Protest

A formal objection filed by a property owner challenging their assessed value.

Appeal Process

Proposition 13

A California law that caps property tax at 1% of purchase price with a 2% annual increase limit.

Tax Rates

Portability

The ability to transfer accumulated tax savings from a previous homestead to a new primary residence.

Tax Exemptions

Physical Depreciation

Loss in property value caused by wear, tear, and aging of the physical structure.

Property Valuation

Parcel

A distinct piece of real property identified by a unique number in the assessor's records.

Property Assessment

Parcel Number

A unique identification number assigned to a property by the local assessor's office.

Property Assessment

Plat Map

A survey map showing the boundaries, lots, and dimensions of properties in a subdivision.

Property Assessment

Penalty

A charge added to unpaid property taxes for late payment, usually a percentage of the tax owed.

Tax Rates

Pollution Control Exemption

A tax exemption for equipment or facilities installed primarily to reduce pollution.

Tax Exemptions

Payment in Lieu of Taxes

A payment made by a tax-exempt entity to a local government in place of property taxes.

Tax Rates

Presumption of Correctness

The legal assumption that the assessor's value is correct until the owner proves otherwise.

Appeal Process

Property Tax Consultant

A professional hired to analyze assessments and represent property owners in tax appeals.

Appeal Process

Personal Property Tax

A tax on movable assets such as business equipment, vehicles, and inventory.

Tax Rates

Price Per Square Foot

A common metric dividing a property's sale price or value by its total square footage.

Property Valuation

Parent-Child Transfer

A property transfer between parent and child that may qualify for reassessment exclusion.

Tax Exemptions

Proposition 8 Reduction

A California provision allowing temporary assessment reductions when market value drops below base year.

Property Assessment

Property Tax Refund

A rebate issued to homeowners who overpaid taxes or qualified for retroactive exemptions.

Tax Rates

Property Tax Deduction

A federal income tax deduction for state and local property taxes paid, subject to SALT limits.

Tax Rates

Public Hearing

A government meeting where taxpayers can comment on proposed tax rates or budget changes.

Tax Rates

Partial Taking

The government acquisition of only a portion of a property through eminent domain.

Property Valuation

Plottage

The increase in value that results from combining adjacent parcels into a single larger parcel.

Property Valuation

R

Right of Redemption

A former owner's legal right to reclaim their property by paying overdue taxes within a set period.

Tax Rates

Revaluation

A comprehensive reassessment of all properties in a jurisdiction to reflect current market values.

Property Assessment

Reassessment

An update to a property's assessed value, which may occur annually or on a set cycle.

Property Assessment

Replacement Cost New

The current cost to construct a replica of the subject building using modern materials and standards.

Property Valuation

Reproduction Cost

The cost to build an exact duplicate of the subject building using the same materials and design.

Property Valuation

Remaining Useful Life

The estimated number of years a building will continue to contribute value to the property.

Property Valuation

Redemption Period

The time allowed for a property owner to pay delinquent taxes and reclaim their property.

Tax Rates

Religious Exemption

A tax exemption for property used primarily for religious worship and related activities.

Tax Exemptions

Rendition

A form filed by a business listing its taxable personal property and declared values.

Commercial Property

Roll Correction

An amendment to the assessment roll to fix errors in property value, ownership, or description.

Property Assessment

Rollback Taxes

Additional taxes owed when land receiving an agricultural exemption is converted to a different use.

Tax Rates

Regression Analysis

A statistical method used to model property values based on characteristics like size and location.

Property Valuation

Revenue Neutral Rate

The tax rate that would generate the same total revenue as the prior year after reassessment.

Tax Rates

S

Sales Comparison Approach

A valuation method that estimates value by comparing the subject to recent comparable sales.

Property Valuation

Senior Exemption

A property tax reduction available to homeowners who meet a minimum age requirement.

Tax Exemptions

Special Assessment District

An area where property owners pay extra taxes to fund specific local improvements.

Tax Rates

Special Assessment

A charge levied on properties that benefit from a specific public improvement like roads or sewers.

Tax Rates

Save Our Homes

A Florida amendment capping annual assessed value increases at 3% for homesteaded properties.

Tax Rates

Site Value

The value of a parcel of land as if it were vacant and available for its highest and best use.

Property Valuation

Solar Exemption

A property tax exemption for the added value of solar panels or renewable energy systems.

Tax Exemptions

Stipulation

An agreement between the property owner and assessor to settle on a specific assessed value.

Appeal Process

Split Assessment

Separate valuation of land and improvements on the same parcel for tax purposes.

Property Assessment

Size Adjustment

A value change applied to a comparable sale to account for differences in building or lot size.

Property Valuation

Supplemental Tax Bill

An additional tax bill issued when a property is reassessed mid-year due to sale or new construction.

Tax Rates

Special Use Valuation

A method assessing agricultural or open-space land based on its current use instead of market value.

Tax Exemptions

Surviving Spouse Exemption

A property tax benefit available to the surviving spouse of a deceased veteran or homeowner.

Tax Exemptions

STAR Program

New York's School Tax Relief program providing exemptions for eligible homeowners.

Tax Exemptions

Sales Ratio Study

An analysis comparing assessed values to actual sale prices to evaluate assessment accuracy.

Property Assessment

SALT Cap

The $10,000 federal limit on deducting state and local taxes, including property taxes.

Tax Rates

Split Roll

A system that applies different assessment rules to residential and commercial properties.

Tax Rates

Setback

The required minimum distance between a building and the property boundary line set by zoning.

Property Assessment

Stigma Damage

A reduction in property value caused by negative perceptions, such as a history of contamination.

Property Valuation

Severance Damages

Compensation for the loss in value to the remaining property after a partial government taking.

Property Valuation

Surplus Land

Land that is not needed for the current improvements but cannot be separately developed or sold.

Property Valuation

Subdivision

The division of a single parcel of land into smaller lots, typically for residential development.

Property Assessment

T

Tax Rate

The percentage applied to assessed value to determine the annual property tax owed.

Tax Rates

Tax Levy

The total amount of property tax revenue a taxing authority authorizes to collect.

Tax Rates

Tax Roll

The official record listing all taxable properties, their values, and the taxes owed.

Tax Rates

Tax Tribunal

A specialized court that hears property tax disputes when administrative appeals are exhausted.

Appeal Process

Tax Freeze

A program that locks the property tax amount for eligible homeowners such as seniors.

Tax Exemptions

Tax Lien

A legal claim placed on a property by the government for unpaid property taxes.

Tax Rates

Tax Sale

A public auction where properties or tax liens are sold to recover unpaid property taxes.

Tax Rates

Tax Deed

A legal document transferring property ownership to a buyer at a tax sale.

Tax Rates

Taxing Authority

A government entity authorized to impose and collect property taxes, such as a county or school district.

Tax Rates

Tax District

A geographic area subject to a specific set of property tax rates from various taxing authorities.

Tax Rates

Tax Cap

A legal limit on the amount property taxes or assessed values can increase in a given year.

Tax Rates

Tax Assessor

The local government official responsible for determining property values for tax purposes.

Property Assessment

Tax Collector

The government official responsible for collecting property tax payments from property owners.

Tax Rates

Tax Bill

The official statement sent to a property owner showing the amount of property taxes owed.

Tax Rates

Tax Proration

The division of property taxes between buyer and seller based on their ownership period at closing.

Tax Rates

Transfer Tax

A tax imposed on the transfer of real property ownership from one party to another.

Tax Rates

Tax Certificate

A document purchased at a tax lien sale granting the holder a lien on the delinquent property.

Tax Rates

Tax Exemption

A provision that reduces or eliminates the property tax obligation for qualifying property owners.

Tax Exemptions

Tax Increment Financing

A financing tool that uses future property tax revenue increases to fund current improvements.

Tax Rates

Tax Attorney

A lawyer specializing in property tax law who represents owners in appeals and litigation.

Appeal Process

Tax Abatement Agreement

A contract between a government and property owner granting reduced taxes for a set period.

Tax Exemptions

Tangible Personal Property

Physical business assets like machinery, furniture, and tools subject to property taxation.

Tax Rates

Timber Exemption

A reduced assessment for land used primarily for growing and harvesting timber.

Tax Exemptions

Tax Credit

A dollar-for-dollar reduction in the amount of property tax owed.

Tax Rates

Tax Payment Plan

An arrangement allowing a property owner to pay delinquent taxes in installments.

Tax Rates

Tax Abatement Zone

A geographic area designated by a local government where qualifying properties receive tax reductions.

Tax Exemptions

Triple Net Lease

A lease where the tenant pays all operating expenses, taxes, and insurance in addition to rent.

Commercial Property

Tax Shelter

A legal strategy using property ownership and depreciation to reduce overall tax liability.

Tax Rates

Taxable Value

The assessed value minus any exemptions, which is the amount subject to the property tax rate.

Property Assessment

Truth in Taxation

A law requiring public notice and hearings before a taxing authority raises the effective tax rate.

Tax Rates

Taxpayer Advocacy

Services offered by government offices to help property owners understand and exercise their rights.

Appeal Process

Topography

The physical features and terrain of a property that can affect its usability and value.

Property Valuation

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Y

Z

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