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Introduction to Electronic TRIM ( eTRIM )

Introduction to Electronic TRIM ( eTRIM ). eTRIM System. Department of Revenue’s Internet-based system for completing and submitting: Truth in Millage Maximum Millage documents. eTRIM History. Launched in 2010 12 property appraisers piloted 64 participating property appraisers

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Introduction to Electronic TRIM ( eTRIM )

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  1. Introduction to Electronic TRIM (eTRIM)

  2. eTRIM System Department of Revenue’s Internet-based system for completing and submitting: • Truth in Millage • Maximum Millage documents

  3. eTRIM History • Launched in 2010 • 12 property appraisers piloted • 64 participating property appraisers • 609 participating taxing authorities

  4. Benefits of eTRIM • Fewer errors • More efficient over traditional methods • Paper reduction

  5. eTRIM • For successful use, this system requires participation from the property appraiser's office and all taxing authorities in the county. • The following overview gives a general demonstration of the system.

  6. Login Screen

  7. Property Appraiser’s Summary Page Status Box Taxing Authorities List

  8. Property Appraiser’s Summary Page From the summary page the property appraiser can: • Access individual forms for data entry and editing • Upload/download TRIM data • View data entry of each levy • Certify completed forms to taxing authorities • Accept submitted data from taxing authorities

  9. Forms DR-420 and DR-420TIF and Other TRIM Forms On this screen, the property appraiser completes required entries. eTRIM then automatically calculates other fields.

  10. Data Upload Screen The property appraiser also has the option of uploading the file rather than keying in data.

  11. Property Appraiser’s Certification The property appraiser can certify initial/final values to the principal authorities.

  12. Principal Authorities’ Summary Page Status Box Levy List

  13. Principal Authorities’ Summary Page On this screen, the taxing authority can: • Enter/edit data • Enter date, time, and location of hearing • View each levy’s data entry • Certify completed forms to propertyappraiser

  14. Forms DR-420, DR-420TIF, and DR-420MM-P and Other TRIM Forms On this screen, the taxing authority completes required entries. eTRIM then automatically calculates other fields.

  15. Principal Authority’s Summary Page

  16. TRIM Compliance Contacts

  17. Thank you for your participation today!

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