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Blank Wisconsin Pr 230 Form

The Wisconsin Pr 230 form is a request for property tax exemption that property owners must submit to qualify for tax relief. This form must be completed and filed with the local assessor by March 1 of the assessment year. If not filled out correctly, applicants risk denial of their exemption request.

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Wisconsin Pr 230 - Usage Guidelines

Filling out the Wisconsin PR 230 form is an important step for property owners seeking tax exemption. This form requires detailed information about the applicant, the property, and any tenants. Completing it accurately and thoroughly is essential for a successful application. Below are the steps to guide you through the process.

  1. Begin with Section 1 – Applicant Information. Fill in the applicant's name and the date.
  2. Indicate the type of organization by selecting from the options provided.
  3. Provide contact information for the applicant, including a contact person, address, phone number, and email.
  4. List the registered agent’s information, if applicable.
  5. Include the mailing address and phone number for the applicant, if different from the contact person.
  6. Identify each organizational officer along with their addresses, phone numbers, and positions.
  7. Describe the use of the property by selecting the relevant option from the list provided.
  8. Identify the statutory reference supporting the exemption.
  9. State the organization’s purpose, mission, and primary goal.
  10. Describe the services provided by the organization.
  11. List the primary beneficiaries of those services.
  12. Indicate whether a fee is charged for services and, if so, provide the amount.
  13. Answer whether any free services are provided and explain if applicable.
  14. Specify the percentage of recipients receiving free services.
  15. Indicate if services are provided at below-market rates and explain if applicable.
  16. State the percentage of recipients receiving services at reduced rates.
  17. Answer if there is an obligation to provide services to those who cannot pay and explain if applicable.
  18. Indicate if the applicant receives any subsidies or grants and provide details.
  19. Specify the amount of annual gross income derived from donations and its percentage of total income.
  1. Move to Section 2 – Subject Property Information. Provide the address, tax parcel number, number of acres, and legal description of the property.
  2. State the estimated fair market value of the property and provide appraiser details if applicable.
  3. Identify the owner of the property and explain the relationship if different from the applicant.
  4. Provide the date the owner acquired the property.
  5. Indicate the person or entity from whom the owner acquired the property.
  6. State the date the owner began using and occupying the property.
  7. State the date the applicant began using and occupying the property.
  8. Explain how the applicant uses the property.
  9. Detail why the applicant believes the property qualifies for tax exemption.
  1. In Section 3 – Tenant Information, identify all persons or entities using the property.
  2. Provide details for each tenant, including their name, address, interest in the property, and how they use it.
  3. State the date each tenant began occupancy and the monthly rate or fee they pay.
  4. Explain how the fees paid by tenants are used.
  5. Indicate the portion of the property used by tenants and the number of other users.
  6. State the percentage of the property occupied by persons other than the owner.
  7. Answer if the property was used in an unrelated trade or business and explain if applicable.
  1. In Section 4 – Attachments, gather and attach required documents, including proof of non-profit status and organizational documents.
  2. Include any additional information that may aid in determining exempt status.
  3. Attach documents regarding the subject property, such as surveys and appraisals.
  1. In Section 5 – Affidavit, sign and date the affidavit, certifying the information is true and correct.
  2. Have the affidavit notarized.

Once completed, submit the form and all attachments to the assessor in the taxation district where the property is located by March 1. Ensure that all sections are filled out completely to avoid any issues with your application.

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Dos and Don'ts

When filling out the Wisconsin PR 230 form, it is essential to follow specific guidelines to ensure a smooth application process. Here are seven things you should and shouldn't do:

  • Do read the instructions carefully before starting to fill out the form.
  • Don't leave any sections blank; provide complete information for each question.
  • Do submit the form by the March 1 deadline to be eligible for the current assessment year.
  • Don't forget to attach all necessary documents, such as proof of non-profit status.
  • Do use the “Additional Information” box if you need more space for any answers.
  • Don't provide misleading information; ensure all details are accurate and truthful.
  • Do keep a copy of the completed form and attachments for your records.

Common mistakes

When completing the Wisconsin Pr 230 form, applicants often encounter several common pitfalls that can lead to denial of their property tax exemption request. Understanding these mistakes can help ensure a smoother application process.

One frequent error involves incomplete information. Applicants may forget to fill in all required fields, such as the applicant's name or contact details. Each section of the form is crucial, and missing information can result in delays or outright rejection. It is essential to review the form thoroughly before submission to confirm that all necessary details are provided.

Another mistake is failing to adhere to the March 1 deadline. Submitting the application after this date means the property will not qualify for exemption for the current assessment year. Timeliness is key, and applicants should mark their calendars to avoid this oversight.

Misunderstanding the property’s use can also lead to issues. Applicants often do not clearly articulate how the property is utilized, which is critical for establishing eligibility for the exemption. Providing vague descriptions or failing to connect the property’s use to the statutory requirements can weaken the application.

Additionally, some applicants neglect to include supporting documentation. The form requests various attachments, such as proof of non-profit status or financial records. Omitting these documents can create obstacles in verifying the application and may result in denial. Ensuring that all required documents are included is essential for a successful submission.

Another common oversight is not identifying the relationship between the applicant and the property owner if they differ. Clearly explaining this relationship is necessary for the assessor to understand the context of the application. Failure to do so can raise questions about eligibility.

Applicants sometimes also overlook the importance of detailing financial information. Questions regarding fees charged for services or income derived from donations must be answered accurately. Inconsistent or incomplete financial disclosures can lead to complications in the review process.

Moreover, some individuals mistakenly believe that the property’s market value is irrelevant. Providing an estimated fair market value is essential, as it helps establish the basis for the exemption request. Applicants should ensure that they include this information, along with any relevant appraisal details if applicable.

Lastly, neglecting to utilize the Additional Information box can hinder an application. This section allows applicants to provide extra context or clarify responses. Utilizing this space effectively can help address any ambiguities and strengthen the overall submission.

Documents used along the form

When submitting the Wisconsin Pr 230 form for property tax exemption, it is important to include several other documents to support your request. These documents provide necessary information about the applicant, the property, and any related parties. Below is a list of commonly used forms and documents that may accompany the Wisconsin Pr 230 form.

  • Proof of Non-Profit Status: This document verifies the organization’s tax-exempt status under section 501(c)(3) of the Internal Revenue Code.
  • Partnership Agreement: This outlines the terms and conditions agreed upon by partners in a business or organization, including roles and responsibilities.
  • Articles of Incorporation: This legal document establishes a corporation's existence and includes information about its structure and purpose.
  • Form 990: This is an annual information return that tax-exempt organizations must file with the IRS to provide transparency about their financial activities.
  • Leases and Subleases: These documents detail the terms under which tenants occupy the property, including rights and obligations of both parties.
  • Appraisal Report: This provides an independent assessment of the property's fair market value, which is crucial for determining eligibility for tax exemption.
  • Hold Harmless Agreement: This document is vital for protecting parties from liability during events, and you can find a template at Ohio Documents Online.
  • Survey of the Property: This document includes maps and plats that outline the boundaries and features of the property, helping to clarify its use and size.
  • Ordination Papers: If applicable, these documents confirm the religious status of individuals living on the property, which may affect exemption eligibility.
  • Financial Statements: These provide an overview of the organization’s financial health, including income and expenses, which can support the case for exemption.
  • Additional Information: Any other relevant documents that may assist in determining the organization’s eligibility for property tax exemption should also be included.

Including these documents with your Wisconsin Pr 230 form can help ensure a smoother review process. Providing comprehensive and accurate information is essential for a successful exemption request.