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Templates & Tools

Annual Assessment Calculator Template

4.8 (23 reviews)
1,247 downloads
Updated February 2026
A comprehensive Excel template for calculating property assessments, including formulas for different property types, exemptions, and multi-year projections.
What's Included
This template includes: • Property value calculation worksheets • Assessment rate tables by property type • Exemption tracking and documentation • Multi-year projection models • Board presentation summary sheets • Merchant communication templates Designed for BIDs and SSAs with 50-500 properties. Easily customizable for your district's specific assessment methodology.
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Contributed by
Sarah Mitchell
Executive Director, Downtown Phoenix Partnership