Annual Assessment Report (AAR) Sharing

  1. Who should receive the AAR?

  2. How does the AAR handle confidential information?

  3. Does DOR share the AARs with other assessors?

  4. How can I use the AAR for defense of value at Board of Review (BOR)?


  1. Who should receive the AAR?

  2. You should deliver the AAR to the municipality's head of government (the client) and to the Wisconsin Department of Revenue. When defending an assessment, you should provide the Board of Review with the AAR.

  3. How does the AAR handle confidential information?

  4. The AAR does not change confidentially requirements. (ex: You should continue to keep confidential information—such as income and expense data—in a secure work file.)

  5. Does DOR share the AARs with other assessors?

    • We review some of the reports with assessors for training

    • Reports are available under open records requests

  6. How can I use the AAR for defense of value at Board of Review (BOR)?

  7. Present your AAR for each BOR case (along with summary of the individual property). Since each case stands on its own, if appealed, the AAR should be part of the record.

​​​FOR MORE INFORMATION PLEASE CONTACT:

MS 6-97
WISCONSIN DEPARTMENT OF REVENUE
Division of State & Local Finance
Office of Technical Assessment Services
PO Box 8971
Madison, WI 53708-8971
Phone: (608) 266-7750
Fax: (608) 267-0835
Email additional questions to bapdor@wisconsin.gov​

February 8, 2018