How to submit STAR report changes

There are several reasons that an assessor or county real property tax director may submit STAR report changes to ORPTS. These include the following:

• You have information – as of Taxable Status Date – that would change ORPTS’s eligibility determination for a property. (For example, you are aware that a property owner is not eligible for STAR due to age, residency, or ownership.)
• You submitted an IVP form for a property, but a report indicates that the property does not have an IVP enrollment.
• A property is described as Closed in the IVP Tool, and you believe it was closed inappropriately.
• A report indicates that there is no assessment roll record for a property,  and you are submitting corrected information.
• A report indicates that there is no IVP enrollment for a property, but the assessor entered the property into IVP Tool or transmitted the form to ORPTS for data entry.

To submit the change(s) to ORPTS, follow the instructions for Options A or B below.

If you are submitting multiple changes: Follow the instructions below for Option A (spreadsheet). You can cut and paste directly into the Excel template. You can also include properties from multiple municipalities.

If you are submitting one property: Follow the instructions below for Option A or B.

We will review your information in the order submitted and respond to you as quickly as possible.

Options to submit STAR report changes

Option A: Spreadsheet

1. If you have not already done so, download the report and import it into Excel. (See How to Access and Download STAR Reports.)
2. Open the Recommended Changes to STAR report spreadsheet.
   Note: If you are the assessor for multiple municipalities, you can include changes for more than one municipality on the Recommended Changes spreadsheet.
3. For the properties you are submitting, copy the first two columns (SWIS code and Print key) from your spreadsheet and paste them into the Recommended Changes spreadsheet.
4. Copy and paste the Property key and Levy year for the properties you are submitting.
5. Complete the remaining fields on the Recommended Changes spreadsheet.
6. Save the Recommended Changes spreadsheet to your computer.
7. Attach the Recommended Changes spreadsheet to an email with this subject line: Recommended changes to Report #6 for (SWIS code).
8. Send the email and spreadsheet to assessor.report.feedback@tax.ny.gov

Option B: Email

1. Open a new email.
2. Type Recommended changes to Report #___ for (SWIS code) into the subject line.
3. For each property you are submitting, continue with steps 4 – 10 below:
4. Copy and paste these bullets into the body of the email:
   
   1. Report #___
   2. SWIS code –
   3. Print key –
   4. Property key –
   5. Levy Year – 20__
   6. Recommended change –
   7. Reason for change –
   8. Date sold on or prior to Taxable Status Date –
   9. Date deceased on or prior to Taxable Status Date –
   10. Additional information regarding this property –
5. Bullets a through c: Copy and paste directly from your report.
6. Bullet e: What do you think should change about this property?
7. Bullet f: Why do you think the change is warranted?
8. Bullet g: If the change is due to a property sale, enter the date. (x/x/xx)
9. Bullet h: If the change is due to the death of an owner, enter the date. (x/x/xx)
10. Bullet i: Enter additional information about this property that will be of assistance to ORPTS.
11. Send one email per municipality to assessor.report.feedback@tax.ny.gov.

Example

To: assessor.report.feedback@tax.ny.gov
Subject: Recommended changes to Report #__ for 111111

1. Report #__
2. SWIS code – 111111
3. Print key – 11.-1-1
4. Property key – RS11111
5. Levy Year – 20__
6. Recommended change – Eligible for Enhanced
7. Reason for change – surviving spouse
8. Date sold on or prior to Taxable Status Date –
9. Date deceased on or prior to Taxable Status Date –
10. Additional information regarding this property – owner died but surviving spouse was not listed on assessment roll; she now owns property