Massachusetts Certification Reports

Certification Reports

How to correctly access Massachusetts Certification Reports

*If less than 10 sales in any grouping use 2 years*
*If less than 20 sales split quartiles into halves*

ANALYSIS REPORTS
101's @ SALE
- Grand
- Building
- NBC
- YearBlt
*Price Quartile

102's @ SALE
- Grand
- Neighborhood - Complex
*Price Quartile

104's @ SALE
- Grand Total
* Price Quartile

105's @ SALE
- Grand Total
*Price Quartile

109's @ SALE
- Grand Total
*Price Quartile

- Base Rate Report 101 & 104 Sales
- Common Neighborhood Pricing Report

LAND
130, 131, 132, & 106 @ SALE
- Grand Land & "P"
- Neighborhood Land & "P"
- Land Only - Grand
- "P" Sales Only - Grand

RESIDUALS
- Use all sales that are using residential land schedule usually 101, 104, 105
- Use the Report Folder that is located in Analysis Reports name Special Patriot Properties Analysis - Grand Report - GrandMRes Set the filter to LUC@SALE = 101, 104, 105 - add to criteria, a set of tabs are displayed to allow for ratios and how it should be sorted. This NEW folder will allow you to run Residuals within the application and NOT have to open Crystal Reports. - NBCMRes - LUC's and sorts that were used for Grand
- If you are using ZONING as the prime site and everything else is EXCESS. You must run residuals for parcels less than or equal to the zone, and another group of residuals for lots greater than the zone.

111's @ SALE
- Grand
- Price Quartile

112's @ SALE
- Grand

COMMERCIAL & INDUSTRIAL
- Certification Detail by LUC Class 3 & 4
- Certification Detail by LUC Class 013 & 049
- Certification Detail by LUC Class 111 & 112
- Inc. Residuals (3 & 4, 013-049, 111-112) split 111 & 112
- Report Income (3 & 4, 013-049, 111-112)
- Income Detail Report (3 & 4, 013-049, 111-112) (Old Spreadsheet #2)
- Income Adjustment Table (Calc. Table)
- Income Econo Rent (Types, Adjustments, Calc. Table)
- Market Cost vs. Income Sorted by Ratio
- Sales Analysis Report (3 & 4, 013-049, 111-112)

ADDITIONAL REPORTS NEEDED FOR CERTIFICATION
- Top 5 Taxpayers (Real Estate & Personal Property combined NOT utilities) This report should display Previous Assessment
- Current VS Previous Summary (Found in Mass State Folder)
- Land Use Summary
- Calculation Tables
- LA4
- Samples of 61, 61A, 61B with application, cards and liens
- Land Write Up

DOR EXPORT FILES
All export files for DOR certification are located in State Folder in Reports then select DOR Export (MA) Folder
1. Property Sales Export (LA3)
(If using 2 years of sales be sure to include 2nd year of sales ONLY for classes needed)
2. Certification Detail Export
3. Landline Export
4. Certification Residential/Condo Export
5. Analysis Grand DOR (with Zoning)
6. Land Curve (Hard Copy & Excel)