Getting started with Tax Assessment & Appeal Tribunal

The Tax Assessment & Appeal Tribunal lets property owners and their agents file assessment appeals online, upload evidence and follow their case to a decision. Board clerks manage the docket, the assessor's office answers each appeal in the same file, and board members hear the case and record their decision with its reasons. Every filing, exhibit, hearing and decision keeps its history, so the board can show how each value was reached.

What it is for

Most boards of review and assessment appeal boards still take appeals on paper forms or by email, track them in spreadsheets, and pass exhibits between the clerk, the assessor's office and board members by hand. Filing windows bring a surge of appeals that the docket cannot absorb, appellants call to ask where their case stands, and hearings are scheduled around missing documents. When a decision is challenged, the evidence and the reasoning behind it are spread across folders, inboxes and minutes.

• Appeals arrive on paper or by email, incomplete and hard to track
• Evidence from appellants and the assessor is exchanged by hand before each hearing
• Appellants have no way to see where their appeal stands
• Decisions and their reasons are hard to assemble when challenged or requested as public records

Who uses it

• Clerks and staff of boards of review, boards of equalization and assessment appeal boards
• Board members and hearing officers who hear and decide appeals
• County and municipal assessors' offices that defend assessed values
• Property owners, taxpayers' agents and attorneys who file appeals
• County administrators and auditors who answer for the appeals process

Before you start

• Your organization licenses Tax Assessment & Appeal Tribunal from Moraph.
• A Moraph client account in that organization, signed in.
• Access to Tax Assessment & Appeal Tribunal in Moraph Apps, given by an administrator in the Moraph Portal under People and access.
• For setup: the product administrator role.

Steps to get started

1. Sign in at app.moraph.com with your Moraph account.

2. Open Tax Assessment & Appeal Tribunal from the launcher. The first time anyone opens it, its workspace is created from the default described in Workspace reference.

3. Check your role: what you can see and do depends on it. See Roles and permissions.

4. Product administrators: work through Set up Tax Assessment & Appeal Tribunal before your team starts.

5. Everyone else: start with Everyday tasks.

Where to go next

• Set up Tax Assessment & Appeal Tribunal
• Everyday tasks
• Connect your systems
• Security, data and compliance
• Troubleshooting and the support guide
• Product overview on moraph.com