Instructions and file specifications for the RPSV4 users co-op spreadsheet
The Co-op Spreadsheet for RPSV4 Users will extract all cooperative units in your jurisdiction, regardless of whether the unit is receiving the STAR credit or exemption. This data is critical for the Office of Real Property Tax Services to confirm the eligibility of cooperative shareholders who register for the STAR credit.
These instructions are only for RPSV4 Co-op Worksheet users. If you do not use the RPSV4 Co-op Worksheet, or if you need to submit manufactured homes, please see other options.
If you submit a file that does not meet the format specification in this document, we will have to reformat it. To avoid delays in STAR credit processing, follow the file specifications provided below. If you have questions, contact your ORPTS regional liaisons or email orpts.MHCoop@tax.ny.gov.
File instructions
- Before you use the Co-op Spreadsheet, open RPSV4 and ensure that the DSN is identified as rps in the RPSV4 logon window. If the DSN is not identified as rps, you will need to create a rps DSN. If you need assistance, contact your ORPTS regional liaisons.
- Open the Co-op Spreadsheet. If you receive a Security Warning that Data connections have been disabled when you open the file, select Enable Content.
- Right click in field A4 and select Refresh. If your version of Excel is earlier than Excel 2007, the Refresh option will be at the bottom of the list.
- When prompted for a roll year, enter the roll year against which the 2026-2027 school taxes will be extended. For most assessors, the roll year will be 2026.
To avoid processing delays:
- Ensure that the format, field order, and field length correspond to the file specifications in the table below.
- To the extent possible, use the same conventions for print key, street name, and unit number as previous years. Changes in these fields from one year to the next require manual processing.
- Use unique print key and lot number combinations.
Follow these guidelines for the specified fields:
- Owner Occupied: Populate with a “1” for yes, populate with a “0” for no.
- Market Value: Assessed Value divided by the Uniform Percent. Use whole dollars, no decimal point, and no dollar sign.
- STAR Exempt Type: If the unit has a STAR exemption, enter “B” for Basic STAR or “E” for Enhanced STAR. If the unit has the STAR credit or no STAR exemption, leave the field blank.
- Owner 1 name fields: This is the first name that will appear on any checks issued. The name should be complete including a first and last name.
When entering data for Name fields, only enter the owner's name, do not include:
- special characters (for example, &, -, /);
- words like spouse, wife or husband, or any variation thereof (for example, Wf, Wife, & Wife, H/W, WFE, housewife, &1, & one, +1, husband);
- et al or et ux or any variation thereof (for example, etal, et al, et-al, etux, et ux, et-ux, ux, ors, or others);
- trustee names, however, you can enter a valid Trust name (trustee names should be in the Owner 2 fields); or
- the name of a deceased person.
| Field name | Format | Length | Description |
|---|---|---|---|
| Roll year | Text | 4 | The roll year against which the 2026-2027 taxes will be extended |
| Muni code | Text | 6 | Municipal code, first four digits of SWIS code + “00” |
| SWIS | Text | 6 | 6-digit SWIS code where the parcel is located with leading zeros |
| Owner occupied | Text | 1 | “1” for yes, “0” for no |
| Print key | Text | 30 | Print key, left justify and space fill (section-lot-block) |
| Unit percent total coop value | Text | 10 | The unit # of shares divided by the total # of shares |
| Uniform percent | Numeric | 6, 2 | Percent to the nearest hundreds place rounded to 2 decimal places |
| Assessed value | Numeric | 11 | Total assessment value of unit before exemptions (no decimal, rounded) |
| Co-op unit sch taxable value | Text | 11 | Taxable value for school tax purposes |
| Co-op num of shares | Numeric | 10 | Number of shares owned for unit |
| Market value | Text | 11 | Assessed value of unit divided by uniform percent (no decimal, rounded) |
| Co-op unit number | Text | 10 | Unique unit number |
| STAR exempt type | Text | 1 | “B” for basic, “E” for enhanced, or leave blank |
| Street number dwelling | Text | 10 | Property address street number |
| Street name dwelling | Text | 20 | Property street name of dwelling |
| Street name suffix | Text | 20 | Property street suffix |
| City/town | Text | 30 | Municipality where dwelling is located |
| State | Text | 2 | State of dwelling (must be NY) |
| ZIP code | Text | 9 | ZIP code of dwelling (this can be 5 or 9 characters, no hyphen) |
| Mailing street number | Text | 10 | Owner’s mailing street number |
| Mailing street name | Text | 30 | Owner’s mailing street name |
| Mailing street suffix | Text | 6 | Owner’s mailing street |
| Mailing unit name/number | Text | 10 | Owner’s mailing unit number |
| Mail PO box | Text | 10 | Owner’s PO box |
| Mail city | Text | 30 | Owner’s mailing city/town |
| Mail state | Text | 2 | Owner’s mailing state |
| Mail ZIP code | Text | 9 | Owner’s mailing ZIP code (this can be 5 or 9 characters, no hyphen) |
| Owner 1 primary residence | Text | 1 | Populate with a “1” for yes, populate with a “0” for no |
| Last name 1 | Text | 30 | First property owner’s last name |
| First name 1 | Text | 20 | First property owner’s first name |
| Middle initial 1 | Text | 1 | First property owner’s middle initial |
| Suffix name 1 | Text | 8 | First property owner’s suffix |
| Owner 2 primary residence | Text | 1 | Populate with a “1” for yes, populate with a “0” for no |
| Last name 2 | Text | 30 | Second property owner’s last name |
| First name 2 | Text | 20 | Second property owner’s first name |
| Middle initial 2 | Text | 1 | Second property owner’s middle initial |
| Suffix name 2 | Text | 8 | Second property owner’s suffix |
| Comment field | Text | Variable | Any useful comments |
Submitting the report
- Save the report with this naming convention: XXXXXXCoop.xlsx (where XXXXXX represents your six-digit municipal or county code).
- Review your final data and email the file to orpts.MHCoop@tax.ny.gov.