Linked In Twitter Mobile
Search
Florida's Official Business Information Logo


Complete Submission and Roll Evaluation Standards

The Complete Submission and Roll Evaluation Standards outline the data requirements for assessment roll submissions, including real property (NAL), tangible personal property (NAP), sale data files (SDF), and geographic information system (GIS) files. Chapter 193, Florida Statutes (F.S.), authorizes the uniform standards and minimum data requirements for assessment roll submissions. Chapter 195, F.S.​, and applicable provisions of the Florida Administrative Code (F.A.C.) authorize the Department of Revenue's oversight and approval of county assessment rolls. If you have any questions about the contents of this page, please send them to PTOTREAT@floridarevenue.com.

Training Module for Real Property Transfer Qualification Codes

Training Module for Real Property Transfer Qualification Codes 
Document Description Format
Real Property Transfer Qualification Code Training Training adapted from the online course Download Real Property Transfer Qualification Code Training (This link will open up in a new window)PDF (1.4 MB)

2021 Tax Roll Production, Submission and Evaluation Standards

Document Description Format
Property Tax Communications
Draft 2021 Tax Roll Production, Submission and Evaluation Standards PTO Director's Memorandum Download Draft 2021 Complete Submission and Roll Evaluation Standards (This link will open up in a new window)PDF (3.9 MB)
Tax Roll Production, Submission and Evaluation Standards
2021 Tax Roll Production, Submission and Evaluation Standards Tax Roll Production, Submission and Evaluation Standards for the 2021 Assessment Rolls Download 2021 Tax Roll Production, Submission and Evaluation Standards (This link will open up in a new window)PDF (1.7 MB)
Summary Data File Layouts (NAL/SDF/NAP)
NAL (Name-Address-Legal) File Data Fields for 2021 Summary of required NAL data fields for 2021 roll submittal Download NAL (Name-Address-Legal) Data Fields for 2021 (This link will open up in a new window)PDF (149 KB)
SDF (Sale Data File) File Data Fields for 2021 Summary of required SDF data fields for 2021 roll submittal Download SDF (Sale Data File) Data Fields for 2021 (This link will open up in a new window)PDF (86 KB)
NAP (Name-Address-Personal) File Data Fields for 2021 Summary of required NAP data fields for 2021 roll submittal Download NAP (Name-Address-Personal) File Data Fields for 2021 (This link will open up in a new window)PDF (105 KB)
Current NAICS Codes 2017 U.S. Census Bureau’s NAICS codes for NAP roll submittal Download Current NAICS Codes (This link will open up in a new window)PDF (8.4 MB)
Download Current NAICS Codes (This link will open up in a new window)XLS (59 KB)
Exemption Code Lists (NAL/NAP)
NAL Exemption Codes List of exemption codes for the 2021 NAL roll submittal Download NAL Exemption Codes (This link will open up in a new window)PDF (73 KB)
NAP Exemption Codes List of exemption codes for the 2021 NAP roll submittal Download NAP Exemption Codes (This link will open up in a new window)PDF (22 KB)
Edit Guide (NAL/SDF/NAP)
2021 Assessment Roll Edit Guide for NAL, SDF, and NAP 2021 DOR NAL/SDF/NAP data quality edits and corresponding SQL statements Download 2021 Assessment Roll Edit Guide for NAL, SDF, and NAP (This link will open up in a new window)PDF (1.4 MB)
Homestead Assessment Edit Guide Summary of HSTD assessment limitation report edits Homestead Assessment Edit Guide (This link will open up in a new window)PDF (129 KB)
Non Homestead Assessment Edit Guide Summary of Non HSTD assessment limitation report edits Non Homestead Assessment Edit Guide (This link will open up in a new window)PDF (179 KB)
Real Property Transfer Qualification Codes
Real Property Transfer Codes (Prior Calendar Year) Used for sales dated BEFORE 1/1/2021 Download Real Property Transfer Codes (Prior Calendar Year) (This link will open up in a new window)PDF (80 KB)
Real Property Transfer Codes (Current Calendar Year) Used for sales dated AFTER 1/1/2021 Download Real Property Transfer Codes (Current Calendar Year) (This link will open up in a new window)PDF (110 KB)
Requesting Approval to Use Real Property Transfer Code 41 Prior approval from DOR is required for using Code 41. Download Requesting Approval to Use Real Property Transfer Code 41 (This link will open up in a new window)PDF (37 KB)
Real Property Transfer Code 41 Template Sample spreadsheets for reporting details of multiple- and single-sale transfers and other sales in the subject property group Download Real Property Transfer Code 41 Template (This link will open up in a new window)XLS (84 KB)
GIS File Submissions
2021 Edit Guide for GIS Data Description of DOR’s GIS data review Download 2021 Edit Guide for GIS Data (This link will open up in a new window)PDF (204 KB)
2021 Letter of Intent for GIS Map Submissions Form for counties having difficulty supplying required GIS data Download 2021 Letter of Intent for GIS Map Submissions (This link will open up in a new window)PDF (118 KB)
Download 2021 Letter of Intent for GIS Map Submissions (This link will open up in a new window)DOC (21 KB)
Sample Letter of Intent for GIS Map Submissions Example of completed letter of intent for GIS map submissions Download Sample Letter of Intent for GIS Map Submissions (This link will open up in a new window)PDF (103 KB)
Recapitulation Forms
DR-403 Tax Roll Certification, R. 01/18 Download form DR-403 (This link will open up in a new window)PDF (186 KB)
Download form DR-403 (This link will open up in a new window)XLS (233 KB)
DR-489 Tax Roll Certification, R. 01/18 Download form DR-489 (This link will open up in a new window)PDF (75 KB)
Download form DR-489 (This link will open up in a new window)XLS (90 KB)

2020 Complete Submission and Roll Evaluation Standards

Document Description Format
Property Tax Communications
Draft 2020 Complete Submission and Roll Evaluation Standards PTO Director's Memorandum Download Draft 2020 Complete Submission and Roll Evaluation Standards (This link will open up in a new window)PDF (1.4 MB)
2020 In-Depth Study Methodology Change Memo Stratum Grouping Change (Value Grouping) Download 2020 In-Depth Study Methodology Change Memo (This link will open up in a new window)PDF (718 KB)
2020 Roll Approval Process Methodology Change Memo Roll Approval Level of Assessment Change Download 2020 Roll Approval Process Methodology Change Memo (This link will open up in a new window)PDF (120 KB)
Complete Submission and Roll Evaluation Standards
2020 Complete Submission and Roll Evaluation Standards Complete Submission and Roll Evaluation Standards for the 2020 Assessment Rolls Download 2020 Complete Submission and Roll Evaluation Standards (This link will open up in a new window)PDF (1 MB)
Production Guide and Data File Layouts (NAL/SDF/NAP)
2020 Production Guide and Data Record Layout Descriptions of required fields for use with the NAL/SDF/NAP roll submissions Download 2020 Production Guide and Data Record Layout (This link will open up in a new window)PDF (1.2 MB)
NAL (Name-Address-Legal) File Data Fields for 2020 Summary of required NAL data fields for 2020 roll submittal Download NAL (Name-Address-Legal) File Data Fields for 2019 (This link will open up in a new window)PDF (342 KB)
SDF (Sale Data File) Data Fields for 2020 Summary of required SDF data fields for 2020 roll submittal Download SDF (Sale Data File) Data Fields for 2020 (This link will open up in a new window)PDF (86 KB)
NAP (Name-Address-Personal) File Data Fields for 2020 Summary of required NAP data fields for 2020 roll submittal Download NAP (Name-Address-Personal) File Data Fields for 2020 (This link will open up in a new window)PDF (91 KB)
Current NAICS Codes 2017 U.S. Census Bureau’s NAICS codes for NAP roll submittal Download Current NAICS Codes (This link will open up in a new window)PDF (8.4 MB)
Download Current NAICS Codes (This link will open up in a new window)XLS (59 KB)
Exemption Code Lists (NAL/NAP)
NAL Exemption Codes List of exemption codes for the 2020 NAL roll submittal Download NAL Exemption Codes (This link will open up in a new window)PDF (101 KB)
NAP Exemption Codes List of exemption codes for the 2020 NAP roll submittal Download NAP Exemption Codes (This link will open up in a new window)PDF (74 KB)
Edit Guide (NAL/SDF/NAP)
2020 Assessment Roll Edit Guide for NAL, SDF, and NAP 2020 DOR NAL/SDF/NAP data quality edits and corresponding SQL statements Download 2020 Assessment Roll Edit Guide for NAL, SDF, and NAP (This link will open up in a new window)PDF (1.4 MB)
Homestead Assessment Edit Guide Summary of HSTD assessment limitation report edits Homestead Assessment Edit Guide (This link will open up in a new window)PDF (120 KB)
Non Homestead Assessment Edit Guide Summary of Non HSTD assessment limitation report edits Non Homestead Assessment Edit Guide (This link will open up in a new window)PDF (142 KB)
Real Property Transfer Qualification Codes
Real Property Transfer Codes (Prior Calendar Year) Used for sales dated BEFORE 1/1/2020 Download Real Property Transfer Codes (Prior Calendar Year) (This link will open up in a new window)PDF (366 KB)
Real Property Transfer Codes (Current Calendar Year) Used for sales dated AFTER 1/1/2020 Download Real Property Transfer Codes (Current Calendar Year) (This link will open up in a new window)PDF (80 KB)
Requesting Approval to Use Real Property Transfer Code 41 Prior approval from DOR is required for using Code 41. Download Requesting Approval to Use Real Property Transfer Code 41 (This link will open up in a new window)PDF (275 KB)
Real Property Transfer Code 41 Template Sample spreadsheets for reporting details of multiple- and single-sale transfers and other sales in the subject property group Download Real Property Transfer Code 41 Template (This link will open up in a new window)XLS (84 KB)
GIS File Submissions
2020 Edit Guide for GIS Data Description of DOR’s GIS data review Download 2020 Edit Guide for GIS Data (This link will open up in a new window)PDF (479 KB)
2020 Letter of Intent for GIS Map Submissions Form for counties having difficulty supplying required GIS data Download 2020 Letter of Intent for GIS Map Submissions (This link will open up in a new window)PDF (112 KB)
Download 2020 Letter of Intent for GIS Map Submissions (This link will open up in a new window)DOC (20 KB)
Sample Letter of Intent for GIS Map Submissions Example of completed letter of intent for GIS map submissions Download Sample Letter of Intent for GIS Map Submissions (This link will open up in a new window)PDF (97 KB)
Recapitulation Forms
DR-403 Tax Roll Certification, R. 01/18 Download form DR-403 (This link will open up in a new window)PDF (186 KB)
Download form DR-403 (This link will open up in a new window)XLS (233 KB)
DR-489 Tax Roll Certification, R. 01/18 Download form DR-489 (This link will open up in a new window)PDF (75 KB)
Download form DR-489 (This link will open up in a new window)XLS (90 KB)

2019 Complete Submission and Roll Evaluation Standards

Document Description Format
Property Tax Communications
Draft 2019 Complete Submission and Roll Evaluation Standards PTO Director's Memorandum Download Draft 2019 Complete Submission and Roll Evaluation Standards (This link will open up in a new window)PDF (1.6 MB)
Complete Submission and Roll Evaluation Standards
2019 Complete Submission and Roll Evaluation Standards Official Complete Submission and Roll Evaluation Standards for the 2019 assessment roll review process Download 2019 Complete Submission and Roll Evaluation Standards (This link will open up in a new window)PDF (1.4 MB)
Production Guide and Data File Layouts (NAL/SDF/NAP)
2019 Production Guide and Data Record Layout Descriptions of required fields for use with the NAL/SDF/NAP roll submissions Download 2019 Production Guide and Data Record Layout (This link will open up in a new window)PDF (1.4 MB)
NAL (Name-Address-Legal) File Data Fields for 2019 Summary of required NAL data fields for 2019 roll submittal Download NAL (Name-Address-Legal) File Data Fields for 2019 (This link will open up in a new window)PDF (340 KB)
SDF (Sale Data File) Data Fields for 2019 Summary of required SDF data fields for 2019 roll submittal Download SDF (Sale Data File) Data Fields for 2019 (This link will open up in a new window)PDF (132 KB)
NAP (Name-Address-Personal) File Data Fields for 2019 Summary of required NAP data fields for 2019 roll submittal Download NAP (Name-Address-Personal) File Data Fields for 2019 (This link will open up in a new window)PDF (151 KB)
Current NAICS Codes 2017 U.S. Census Bureau’s NAICS codes for NAP roll submittal Download Current NAICS Codes (This link will open up in a new window)PDF (8.4 MB)
Download Current NAICS Codes (This link will open up in a new window)XLS (59 KB)
Exemption Code Lists (NAL/NAP)
NAL Exemption Codes List of exemption codes for the 2019 NAL roll submittal Download NAL Exemption Codes (This link will open up in a new window)PDF (189 KB)
NAP Exemption Codes List of exemption codes for the 2019 NAP roll submittal Download NAP Exemption Codes (This link will open up in a new window)PDF (76 KB)
Edit Guide (NAL/SDF/NAP)
2019 Assessment Roll Edit Guide for NAL, SDF, and NAP 2019 DOR NAL/SDF/NAP data quality edits and corresponding SQL statements Download 2019 Assessment Roll Edit Guide for NAL, SDF, and NAP (This link will open up in a new window)PDF (2.9 MB)
Homestead Assessment Edit Guide Summary of HSTD assessment limitation report edits Homestead Assessment Edit Guide (This link will open up in a new window)PDF (421 KB)
Non Homestead Assessment Edit Guide Summary of Non HSTD assessment limitation report edits Non Homestead Assessment Edit Guide (This link will open up in a new window)PDF (458 KB)
Real Property Transfer Qualification Codes
Real Property Transfer Codes (Prior Calendar Year) Used for sales dated BEFORE 1/1/2019 Download Real Property Transfer Codes (Prior Calendar Year) (This link will open up in a new window)PDF (125 KB)
Real Property Transfer Codes (Current Calendar Year) Used for sales dated AFTER 1/1/2019 Download Real Property Transfer Codes (Current Calendar Year) (This link will open up in a new window)PDF (198 KB)
Requesting Approval to Use Real Property Transfer Code 41 Prior approval from DOR is required for using Code 41. Download Requesting Approval to Use Real Property Transfer Code 41 (This link will open up in a new window)PDF (26 KB)
Real Property Transfer Code 41 Template Sample spreadsheets for reporting details of multiple- and single-sale transfers and other sales in the subject property group Download Real Property Transfer Code 41 Template (This link will open up in a new window)XLS (85 KB)
GIS File Submissions
2019 Edit Guide for GIS Data Description of DOR’s GIS data review Download 2019 Edit Guide for GIS Data (This link will open up in a new window)PDF (443 KB)
2019 Letter of Intent for GIS Map Submissions Form for counties having difficulty supplying required GIS data Download 2019 Letter of Intent for GIS Map Submissions (This link will open up in a new window)PDF (249 KB)
Download 2019 Letter of Intent for GIS Map Submissions (This link will open up in a new window)DOC (26 KB)
Sample Letter of Intent for GIS Map Submissions Example of completed letter of intent for GIS map submissions Download Sample Letter of Intent for GIS Map Submissions (This link will open up in a new window)PDF (114 KB)
Recapitulation Forms
DR-403 Tax Roll Certification, R. 01/18 Download form DR-403 (This link will open up in a new window)PDF (506 KB)
Download form DR-403 (This link will open up in a new window)XLS (234 KB)
DR-489 Tax Roll Certification, R. 01/18 Download form DR-489 (This link will open up in a new window)PDF (532 KB)
Download form DR-489 (This link will open up in a new window)XLS (91 KB)
Linked In
Twitter
Mobile
MyFlorida.com

Florida Department of Revenue
5050 West Tennessee Street, Tallahassee, FL 32399