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STAR program actions and reports schedule

For assessors and county real property tax directors

Before finalizing the tentative assessment roll
Action Report type Timeframe (standard calendar municipalities) Timeframe (alternative calendar municipalities, except those that levy on the prior year roll) Report content RPSV4 transaction option
Update your roll file based on the STAR exemption eligibility report (report #1).

If a property is listed on the report as eligible but you’re aware that it’s not eligible due to age, ownership, or residency:

 STAR exemption eligibility changes Early April About 20 days before 
tentative roll date 
wherever possible		 The STAR Exemption Eligibility Report (Report #1) provides eligibility determinations for properties with a Basic or Enhanced exemption registration where our eligibility determination does not match the prior year’s final roll.

The report includes any property where the income determination for the registration exceeds the $250,000 income limit and there is a STAR exemption on the prior year’s final roll, as well as Voluntary Exemption Removal registrations where there is a STAR exemption on the prior year’s final roll.

 No
Remove the STAR exemption from the properties listed in the Income greater than $250,000 report (report #2).  STAR removal Early April About 20 days before
tentative roll date 
wherever possible		 STAR recipients with incomes > $250k  Yes
Remove the STAR exemption from the properties listed in the Voluntary exemption removal report - initial (report #3). STAR removal Early April About 20 days before
tentative roll date 
wherever possible		 STAR exemption recipients who opted to switch to the STAR credit No

Within ten days of filing your tentative assessment roll
Action Report type Timeframe (standard calendar municipalities) Timeframe (alternative calendar municipalities except those that levy on the prior year roll) Report content RPSV4 transaction option
Transmit your tentative assessment roll to the Tax Department NA As soon as possible, or no later than 10 days after filing your tentative assessment roll. As soon as possible, or no later than 10 days after filing your tentative assessment roll. NA No

Before finalizing your final assessment roll
Action Report type Timeframe (standard calendar municipalities) Timeframe (alternative calendar municipalities, except those that levy on the prior year roll) Report content RPSV4 transaction option
Send the manufactured home and co-op spreadsheets to the Tax Department. NA No later than May 8 See the webpage for details NA Yes
Standardize the STAR exemption naming conventions NA May May NA Yes
Update your roll file based on the Tentative roll corrections report (report #4).

If a property is listed on the report as eligible but you’re aware that it’s not eligible due to age, ownership, or residency:

 STAR exemption eligibility changes Early June About 25 days after receipt of tentative rolls The Tentative Roll Corrections Report (report #4) indicates STAR changes that must be made prior to finalizing the final assessment roll. It includes the following:
  • disparities between the tentative assessment roll and reports #1, 2, and 3
  • changes to our determination due to a taxpayer responding to our mailing
  • flags for parcels that have missing rolls or registrations
 No
Remove the STAR exemption from the properties listen in the STAR delinquency report (report #5). STAR removal Early June Beginning of June Property owners who are no longer eligible 
for the STAR exemption because their 
property taxes are more than one year 
delinquent. For more information, see STAR 
and property tax delinquency.		 No
Remove the STAR exemption from the properties listed in the Voluntary exemption removal report - final (report #6). STAR removal Late June One week prior to final roll date STAR exemption recipients who switched to the credit prior to the deadline, which is:
  • two weeks prior to the final roll date in most localities,
  • four weeks prior to final roll date in localities that levy shool taxes on prior year assessment rolls.
 No

Within ten days of filing your final assessment roll
Action Report type Timeframe (standard calendar municipalities) Timeframe (alternative calendar municipalities, except those that levy on the prior year roll) Report content RPSV4 transaction option
Transmit your final assessment roll to the Tax Department NA As soon as possible, or no later than 10 days after filing your final assessment roll. As soon as possible, or no later than 10 days after filing your final assessment roll. NA No

Before school tax bills are processed
Action Report type Timeframe (standard calendar municipalities) Timeframe (alternative calendar municipalities, except those that levy on the prior year roll) Report content RPSV4 transaction option
Update your roll based on the Final roll corrections report (report #7).

If a property is listed on the report as eligible but you’re aware that it’s not eligible due to age, ownership, or residency:

 STAR exemption eligibility changes Late July Twenty days after final roll date The Final Roll Corrections Report (report #7) indicates STAR changes that must be made prior to the processing of school tax bills. It includes the following:
  • disparities between the final assessment roll and reports #1, 2, and 3
  • changes to our determination due to a taxpayer responding to our mailing
  • flags for parcels that have missing rolls or registrations
 No
Update your roll file based on the STAR credit eligible report (report #8). STAR credit Early August 30 days prior to the date school tax bills are issued All STAR credit recipients that have been processed as of the report date.

Note: Properties that aren't on the report may still receive the STAR credit.

 Yes

Reports that are informational only
Action Report type Timeframe (standard calendar municipalities) Timeframe (alternative calendar municipalities, except those that levy on the prior year roll) Report content RPSV4 transaction option
Senior income level report (report #9)

No action required. The report is for your information only.

 Standalone Early October October Seniors who:
  • meet the age requirements for the Enhanced STAR benefit in the upcoming year, and
  • have reported Federal Adjusted Gross Income (FAGI) below $58,400 on their income tax return(s).
 No
NYS tax return deceased report (report #10)

No action required. The report is for your information only.

 Standalone November November Taxpayers registered for a STAR benefit that were reported as deceased on New York State tax returns as of certain dates. No
STAR credit issued report (report #11)

No action required. The report is for your information only.

 STAR credit November About 45 days after school tax bill due date STAR credits issued for the current year No
Updated: