2018 Statement of Assessment – Now Available

April 18, 2018

To: Municipal Clerks and Treasurers
      County Clerks, Treasurers and Real Property Listers

The Wisconsin Department of Revenue (DOR) posted the 2018 Statement of Assessment (SOA) on our website. You must electronically file (e-file) the SOA using our e-file form or file transfer.

General form information

  • Due date: June 11, 2018 or after your Board of Review (BOR)
  • You do not need to inform us if your BOR is held after June 11, 2018
  • Assessed values:
    • SOA is a summary of each district's assessed value (real and personal property)
    • Provide an assessed value for each district, even if it has no tax levy
  • SOA also includes parcel counts and acreage of exempt real property

2018 form updates

  • Reporting of locally assessed personal property – machinery, tools and patterns is no longer required (Sec. B, Line 12)
  • The managed forest lands rates were updated for 2018

File transfer

  • Your text file must follow the current SOA File Layout
  • DOR cannot process files with incorrect district codes
  • Do not include manufacturing values in your file
  • You must include the assessor name and accurate phone number
  • Receipt number is confirmation your file was sent to DOR. If we are unable to process it, we will contact you.

Why is accurate filing important?

  • DOR uses SOA values to certify school district, technical college and special district Equalized Values; this process begins September 1
  • If we do not receive a completed SOA, we will estimate the assessment data based on the prior year SOA values
  • DOR posts all final SOAs on our website. After a final SOA is posted, you may still amend it, if needed. However, we will not update the final SOA on our website or calculate a new aggregate ratio.
  • If you submit an amended SOA, DOR will process it and you should use the corrected values to calculate tax rates

If you have questions, contact us at lgs@wisconsin.gov.