Forms & Documents > Exemptions

Name Description Type Action
Affidavit -- Housing of Elderly or Handicapped Families This form is a supplemental affidavit filed annually with the Assessor annually to provide necessary income information. File Download
Affidavit -- Leased Property Used for Low-Income Housing This form is a supplemental affidavit filed annually with the Assessor to provide necessary income information of residents in leased low-income housing. File Download
Affidavit -- Low Income Housing This form is a supplemental affidavit filed annually with the Assessor to provide necessary income information on resident of lower income households. File Download
Affidavit -- Low Income Housing of Limited Partner This form is a supplemental affidavit filed annually with the Assessor to provide income information on residents living in low-income housing owned by a limited partnership. File Download
Affidavit -- Exemption for Rehabilitation Program Living Quarters This form is a supplemental affidavit filed annually with the Assessor to provide necessary details of qualifying rehabilitation activity on exempt property. This form should be filed in conjunction with BOE forms 267 or 267-A [Claims for Welfare Exemption.] File Download
Certificate of Disability This form is to be completed by a physician describing specific reasons why a property owner's disability necessitates a move to a replacement dwelling. File Download
Church Exemption This claim for exemption is filed with the Assessor and is available to religious organizations that own property used solely for religious purposes. File Download
Disabled Veterans' Exemption Change of Eligibility Report This form is filed with the Assessor if a Disabled Veterans' Claimant has moved or no longer qualifies for the exemption. File Download
Disabled Veterans Exemption This is the initial claim filed with the Assessor (filed annually if claimant is low income). The exemption is available under certain conditions to 100% Disabled Veterans and the spouses of deceased veterans. File Download
Disabled-Veterans-Household-Income-Worksheet This form is filed annually by disabled veterans who qualify for a larger exemption based on their low-income status. File Download
Exemption Low-Income Leased-Property This is an annual claim form filed with the Assessor for the exemption of leased property used exclusively for low-income housing. File Download
Homeowners' Exemption Spanish Language Version Spanish language version of the Homeowners' Exemption claim form. Este formulario se presenta en la propiedad de sus ocuupantesunidades de vivienda. Esta execncion bajara el valor tasado de la propiedad por $7,000. File Download
Homeowners' Property Tax Exemption The most common property tax exemption is the Homeowners Exemption. California state law provides for a reduction in property taxes if you own and reside in your home. To qualify for this exemption you must have owned and lived in your home on the January 1st immediately preceding the fiscal year for which the taxes are billed. This exemption will lower a property's assessed value by $7,000. File Download
Homeowners' Exemption Termination This form is to be completed when canceling a Homeowners' Exemption. Taxpayers are required to notify the Assessor when the property is no longer the claimant's principle place of residence. File Download
Property Use Report This form is used to report activity on exempt property that is outside the primary purpose or activity by outside groups or individuals. File Download
Public School Exemption BOE-268A This is an annual claim form filed with the Assessor for leased property that is used exclusively by public schools. File Download
Religious-Exemption This is an initial claim for filed with the Assessor. It is available to religious organizations that own property and conduct worship services and related religious activities on the site. File Download
Veterans' Exemption This is the initial claim filed with the Assessor for the $4,000 Veterans' Exemption on a residence. It is available to veterans whose assets do not exceed $5,000 or, if married, $10,000. File Download
Welfare Exemption -- First Filing This form is the initial request to the Assessor for an exemption from paying property tax by non-profit organizations that are religious, medical, scientific or charitable in nature and meet the requirements set out in the property tax code. File Download
Welfare Exemption Change This form should be filed if you are no longer eligible to claim a welfare exemption because you sell or change the use on a property to a non-exempt use. File Download