Post on 05-Nov-2018
OCTOBER 2018 Local Tasks in BlackMonday Tuesday Wednesday Thursday Friday
1 2 3 4 5
DOR determines, DPI certifies school equalized values by 10-1.
Last day for property owners to submit late Lottery Credit (LC-400) claims for
2017
Request for Chargebacks of refunded or rescinded taxes (PC-201) due to DOR
8 9 10 11 12
15 16 17 18 19
DOR posts Tech College apportionment Mid-October, DOR begins equating manufacturing assessment rolls
DOR posts Special District apportionment
22 23 24 25 26
NOVEMBER 2018 Local Tasks in BlackMonday Tuesday Wednesday Thursday Friday
OCTOBER 29 OCTOBER 30 OCTOBER 31 1 2Tech Colleges certify tax levies
Farm Drainage District lists to County Treasurer for inclusion
on 2018 tax bills.
5 6 7 8 9
County Treasurer sends 2016 Delinquency Tax Notices prior to
January 2019 publication.DOR: School Districts certify tax levies
12 13 14 15 16
Deadline for SchoolDistricts to send certified
school levy to municipal clerks.
Municipalities send 20% managed forest land payments to the County
Last day for utilities to be paid before inclusion on 2018 tax bill
Last day to have SOA and specials to County Property Listing for inclusion
on 2018 tax bills
DOR posts TIF Worksheet Form
19 20 21 22 23
Double check submission ofdelinquent utility amounts
Re-Check AccessDane and security access for mill rate worksheet entry
DOR posts credits andestimated state aids
DOR posts SOT Form County Offices Closed
26 27 28 29* 30
Local Treasurers/Clerks should access the County Treasurer’s Local Treasurers/Clerks website (Treasurer.countyofdane.com/apps ) to reset password and make sure you have access to the system.
Begin 2018 Mill Rate Worksheet as soon as they are available from County Property Listing
County Treasurer sends Unclaimed Funds reminder to Clerk of Court and Municipal Treasurers/Clerks
DECEMBER 2018 Local Tasks in BlackMonday Tuesday Wednesday Thursday Friday
3 4 5 6 7
10 11 12 13 14
Municipalities file Levy Limit Worksheet and TIF Worksheet with DOR
ACCESSDANE.CountyofDanewebsite updated with 2018 tax bills
(Today or Monday)
17 18 19 20 21
Municipalities file SOT with DORand SOT, TIF and Tax RollCertificate for Taxes Levied
with County Treasurer
Deadline to mail tax bills
Double check DOR numbers. Taxbills must be the same as SOT
24 25 26 27 28County Offices Closed
County Offices Closed
Complete mill rate worksheet submission County Treasurer prepares tax bills Municipal Treasurers pick up tax bills for mailing.
County Treasurer prepares tax bills Municipal Treasurers pick up tax bills for mailing.
County Treasurer prepares tax bills Municipal Treasurers pick up tax bills for mailing.
Begin 1st Installment Tax Collections
Make sure the County Treasurer has updated contact information and current bank/Local Government Investment Pool routing information.
JANUARY 2019 Local Tasks in BlackMonday Tuesday Wednesday Thursday Friday
DECEMBER 31 1 2 3 4
County Offices Closed
County Offices ClosedDeadline for municipalities to file final Municipal Assessment reports & Tax
Incremental District reports with Wisconsin DOR
Write-Off of 12 year old taxes and specials
December collection tax exportdue to treasurerexchange
@countyofdane.com by 4:30 pm.Only those payments in hand on
December 31
7 8 9 10 11
Last day for local municipalitiesto adjust specials, amend SOT.
Unclaimed Funds Report to County Treasurer (Jan 2016 to Dec 2017)
14 15 16 17 18County Offices Closed
JANUARY SETTLEMENTMunicipalities settle December tax
collections (pay taxing jurisdictions in-hand collections
21 22 23 24 25
County posts unclaimed funds notice
Delinquent 2016 List Publication(Week 1 of 2)
28 29 30 31 FEBRUARY 1
Watch for Updates on FebruaryExports and Settlement information from the County Treasurer’s Office
Delinquent 2016 List Publication(Week 2 of 2)
Last Day of MunicipalTax Collections
Last day to apply Lottery Credit.Claims form must be on hand
on Dec 31, postmark is not relevant.
First day to submit Chargeback of Delinquent 2016 Personal Property
Taxes (PC-200)
FEBRUARY 2019 Local Tasks in BlackMonday Tuesday Wednesday Thursday Friday
4 5 6 7 8
1st installment collection tax exportdue to treasurerexchange@
countyofdane.com by 10:30 amon Feb 4.
All Lottery Credit Formsare due at the same time.
End of legal grace period
11 12 13 14 15
County Treasurer uploads district summary of tax payments and
municipal settlement documents to AccessDane
18 19 20 21 22
FEBRUARY SETTLEMENTMunicipalities: transfer tax roll toCounty Treasurer, pay all taxing
jurisdictions for collections in-hand
Provide separate checks for Taxes, Lottery credit, Farm Drainage, Ag
Conversion, Public Health (Sewerage District). Late payments are not part of
the February settlement.
County works to send delinquency notices this week
25 26 27 28 MARCH 1
Deadline for County Treasurerto post notice of unclaimed funds
(odd years)
Local governments set up settlement appointments to collect settlement materials: 1)Paper copy of payment settlement documents and receipts, 2)Paper copy of the RE and PP summary of tax payments and balances report, 3)CD with digital
copies of Feb RE and PP tax rolls, overpayment report, special tax payments and balances report
Any tax payments received and date-stamped by Local Treasurers after the deadline should be sent to the County Treasurer, include the envelope to verify post mark, and keep a copy for future reference.
MARCH 2019 Local Tasks in BlackMonday Tuesday Wednesday Thursday Friday
4 5 6 7 8
11 12 13 14 15
Deadline for County to sendState DOR completed tax
settlement documents
18 19 20 21 22
25 26 27 28 29
Deadline for property ownersto file tax exemption reports
with municipalities.
APRIL 2019 Local Tasks in BlackMonday Tuesday Wednesday Thursday Friday
1 2 3 4 5
City of Madison2nd Installment due
Final personal property chargebacks for 2016 due to County Treasurer.
City of Madison 2nd InstallmentGrace Period Complete
8 9 10 11 12
15 16 17 18 19
City of Madison2nd Installment Settlement
County (City of Madison & Villageof Waunakee) Lottery
Credit Settlement
22 23 24 25 26
Local AssessorsOpen Book in April
April to June—State sends manufacturing full value rolls to municipalities for review by clerks. Also send assessment notices to taxpayers.
MAY 2019 Local Tasks in BlackMonday Tuesday Wednesday Thursday Friday
APRIL 29 APRIL 30 1 2 3
6 7 8 9 10
Assessment rolls due to Municipal Clerks (1st M in May)
File Expenditure RestraintWorksheet with DOR
13 14 15 16 17
Board of Review. Must meet within 30 days of this date (2nd M in May)
Municipalities examine and correct assessment rolls (by 2nd M in May)
20 21 22 23 24
27 28 29 30 31
County Treasurer sends 20182nd Installment Notices to taxpayers
City of Madison3rd Installment due
JUNE 2019 Local Tasks in BlackMonday Tuesday Wednesday Thursday Friday
3 4 5 6 7
City of Madison 3rd InstallmentGrace Period Complete
10 11 12 13 14
5 days after Board of Reviewwith a deadline of the second
Monday in June, send Statementof Assessment to DOR and
County Property Listing
17 18 19 20 21
City of Madison3rd Installment Settlement
24 25 26 27 28
15 days after Board of Review, Assessors send Ag Conversion Worksheet to County Treasurer (send form marked NONE if none)
JULY 2019 Local Tasks in BlackMonday Tuesday Wednesday Thursday Friday
1 2 3 4 5
8 9 10 11 12
15 16 17 18 19
22 23 24 25 26
State sends CountyFirst Dollar Credit payments.
AUGUST 2019 Local Tasks in BlackMonday Tuesday Wednesday Thursday FridayJULY 29 JULY 30 JULY 31 1 2
Final Installment 2018 Property Taxes due to County Treasurer
(excluding City of Madison)
County Treasurer sends outdelinquent notices as soon as
all timely payments are processed
5 6 7 8 9
Final Installment GracePeriod Ends
12 13 14 15 16
City of MadisonFinal Installment Settlement
State DOR certifies Equalized Value
19 20 21 22 23
AUGUST SETTLEMENTCounty Treasurer pays all property taxes
owed to each Municipality
26 27 28 29 30
County Treasurer issuesTax Certificates on all
unpaid parcels on Sept 1
From August 1 to the 3rd Monday in December each year, taxpayers may pre-pay current year tax payments to municipalities
SEPTEMBER 2019 Local Tasks in BlackMonday Tuesday Wednesday Thursday Friday
2 3 4 5 6
9 10 11 12 13
Reconciled Dog License Report County Clerk Deadline for Rebate.
16 17 18 19 20
County Treasurer pays each municipality for specials and charges
collected Feb 1 to Aug 31, 2018
23 24 25 26 27
Within 90 days of the issuance of tax certificates, the County Treasurer will mail notice to taxpayers of any unpaid taxes or charges.
OCTOBER 2019 Local Tasks in BlackMonday Tuesday Wednesday Thursday Friday
SEPTEMBER 30 1 2 3 4
DOR determines, DPI certifies school equalized values by 10-1.
Last day for property owners to submit late Lottery Credit (LC-400) claims for
2017
Request for Chargebacks of refunded or rescinded taxes (PC-201) due to DOR
7 8 9 10 11
14 15 16 17 18
DOR posts Tech Collegeapportionment
Mid-October, DOR begins equating manufacturing assessment rolls
DOR posts Special District apportionment
21 22 23 24 25
2019 Local Training likely this week
28 29 30 31
Tech Colleges certify tax levies
Local Treasurers/Clerks should access the County Treasurer’s Local Treasurers/Clerks website (Treasurer.countyofdane.com/apps ) to reset password and make sure you have access to the system.