Legacy Learning Modules

Welcome to the OPT™ legacy training website.

On September 13, 2022, Ryan's tax.com™ operating division acquired the ONESOURCE® Property Tax solution from Thomson Reuters, relaunching it under the Ryan brand name OPT™. While Thomson Reuters provides Ryan with limited transitional services supporting Ryan's OPT solution, and while the information below may contain legacy ONESOURCE markings, Ryan wants to be clear that Thomson Reuters does not own, control, sponsor, or endorse, and is not otherwise affiliated with Ryan's OPT solution.

OPT™ is a tried-and-true solution for simplifying property tax management. It’s one of many innovative property tax solutions offered by tax.com™. We are honored to serve your organization and pleased to provide access to legacy OPT training modules.

Please note that we are currently in the process of modifying courses. Some training content and downloads may be temporarily unavailable. Support requests may be submitted via email at opt.support@ryan.com.

For more information about OPT features and benefits, please visit tax.com/property-tax/opt.

Links to access legacy training modules are provided below.

Introduction to Property Tax

OPT 0.1 - Signing In OPT 0.2 - Key Solution Property Tax Facts OPT 0.3 - The eTax tab and the Home tab OPT 0.4 - The Process Tab OPT 0.5 - Introduction to Tax Center and Asset Center OPT 0.6 - Navigation and Grid Tools OPT 0.7 - Additional Tools and Resources OPT 0.8 - Creating Properties and Parcels

Asset Center – Introduction and Account Setup

OPT 1.1 - Asset Center Overview OPT 1.2 - Templates and Research Tools OPT 1.3 - Preparing for Filing Season OPT 1.4 - Navigating Locations and Accounts OPT 1.5 - Importing Assets OPT 1.6 - Working with Assets OPT 1.7 - Using a Previous Import Spec

Asset Center – Assets

OPT 2.1 - Correcting Asset Errors OPT 2.2 - Activating Assets OPT 2.3 - Classifying Assets OPT 2.4 - Recommended Processes and Tools OPT 2.5 - Asset Analyzer OPT 2.6 - The Returns Subject OPT 2.7 - Personal Property Reports

Asset Center – Returns

OPT 3.1 - Setting up your Forms and Attachments OPT 3.2 - Processing Returns OPT 3.3 - Additional Action Menu Items OPT 3.4 - Amended Returns

Administrative Processes

OPT 4.1 - Copy Parcel OPT 4.2 - Asset Roll Into Next Year

Tax Center – Parcels

OPT 5.1 - Navigating Parcel Data OPT 5.2 - The Detail Window OPT 5.3 - Additional Detail Window Tabs OPT 5.4 - Editing and Inactivating Parcels OPT 5.5 - Grid Reports and Downloading Data

Tax Center – Assessments and Appeals

OPT 6.1 - Assessments Grid Overview OPT 6.2 - Assessments Detail Overview OPT 6.3 - Creating Assessments

Tax Center – Tax Bills and Payment Processing Options

OPT 7.1 - Tax Bills Grid Overview OPT 7.2 - Processing Tax Bills - Part 1 OPT 7.3 - Processing Tax Bills - Part 2 OPT 7.4 - Payment Processing Options - Part 1 OPT 7.5 - Payment Processing Options - Part 2 OPT 7.6 - Payment Processing Options - Part 3

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