goptaa

Calendar
Group or Personal Calendar that allows you to manage other users and alerts for Appeals, Taxes, Task and Queries
Portfolio
A listing of all your properties at a high level glance
Rolls
Lets you store and track all active and inactive property identifiers
Appeals
Allows you to track, report and set reminders for procedural orders and appeal filing dates
Budget
Gives you the ability to project future taxes and accrue for prior years taxes at the property and tenant level
Valuation
Compares the assessed details to your contractual or proposed details at the property and tenant level
Lease
Track all critical sections of the lease with the option to attach all lease agreement documents
Assessment
Track, allocate and consolidate all assessments and assessment changes at the property and tenant level
Tax Management
Track and consolidate all taxes payable and tax adjustments at the property level with the option to generate cheque requisitions
Queries
Document all the ongoing disputes and set alerts to follow up on outstanding issues and receivables
Proportionate Share
Calculate and reconcile taxes based on leaseable area with attribution at the tenant level
Effective Tax Rate
Reconcile numerous complex tax adjustments throughout the year to determine the final effective tax rate at the property level
Capping/Clawback Calculator
Input your factors and rates to determine the taxes payable at the property level for Ontario assets

Features Overview

Tax Management
Administer all your tax payments with alert reminders. Monitor adjustments, refunds/credits, special charges, local improvements, school taxes, business taxes and realty taxes.

Calendar Management
Allows you to track and monitor procedural orders, tax payments, appeal deadlines, staff activity, tasks, assignments and critical dates.

Property Management
Maintain historical and current property information to ensure accurate records for all of your assets. Attach current site plans, photos, documents and notices.

Assessment Management
Oversee and track your multiple omitted/supplementary assessments, class changes, consolidations, severances, amended assessments and revised assessments.

Appeal Management
Alert reminders for appeal deadlines and procedural dates. Report and archive agreements, minutes of settlement and decisions. Update the status and progress on your appeal.

Time Management
Helps you manage your Consultants time and keep you within the approved Budget. Document your billable hours and report your time billings.