PTMS Advanced Course Description

PTMS Advanced is a customized training course for property tax professionals who have previously attended a three-day PTMS Basics course or have otherwise acquired a firm grasp of the basics of PTMS. This course is designed to give in-depth knowledge of PTMS well beyond the beginner level. PTMS Users decide the length of the PTMS Advanced class. The sessions use a curriculum customized to address your company's specific education needs and interests. Attendance is limited to one company per session, so we encourage booking Advanced Training sessions several weeks in advance.

Sample topics covered include:

1. Tips for Successful Tax Returns
2. Managing Asset Valuations to Minimize Taxes
3. Tax Bill Processing
4. Reports
5. Abatements
6. Preparing PTMS for the Next Reporting Year
7. Advanced Imports
8. Advanced Exporting/e-Filing /Interfacing
9. System Administration

CPE Information

Training in San Diego or On-site?

TCI encourages training at its San Diego Training Center where hardware and software are set up specifically for basic and advanced training of up to 12 trainees per session. Training in San Diego eliminates distractions and interruptions that are largely unavoidable when training is completed in your office. Along with a primary trainer, additional TCI "specialists" (trainers, support persons and programmers) are available during the training period as needed to supplement standard classroom training and address specific issues for each client. Each trainee has lunch with his/her designated support person, forming a personal connection that facilitates support after the trainee returns home and begins using PTMS. The tuition for PTMS Advanced training in San Diego is $600 per trainee per day.

On-site training in your office is available if training in San Diego is not a suitable option. Effective on-site training requires the availability of appropriate hardware and operating software sufficient to accommodate all trainees, plus the availability of an LCD projector, all ready to go when the TCI trainer first arrives on site so as not to waste limited training time with setting up. If you do not have a training classroom environment with a competent, available IT person to ensure its proper setup and availability, the likelihood of a fully successful on-site training session is diminished.