Claim for homeowners property tax exemption santa clara county

GENERAL INSTRUCTIONS

Each PDF form contains state (BOE) issued form-specific instruction pages; those instruction pages can be found at the end of the form PDF file.

Please download each form by clicking on the download button and proceed as per instructions to fill each form with the proper information listed in the instruction pages.

Those instruction pages will provide taxpayers guidance with:

  1. Information needed to complete each form section.
  2. Any deadlines associated with each form filing timeline if a deadline exists.
  3. Detailed explanations of each section of the form required information.
  4. Details of any requirements needed to file the given form.
  5. and many more ...please download the PDF form to see those instruction pages.

GENERAL INSTRUCTIONS

Each PDF form contains state (BOE) issued form-specific instruction pages; those instruction pages can be found at the end of the form PDF file.

Please download each form by clicking on the download button and proceed as per instructions to fill each form with the proper information listed in the instruction pages.

Those instruction pages will provide taxpayers guidance with:

  1. Information needed to complete each form section.
  2. Any deadlines associated with each form filing timeline if a deadline exists.
  3. Detailed explanations of each section of the form required information.
  4. Details of any requirements needed to file the given form.
  5. and many more ...please download the PDF form to see those instruction pages.

Learn Everything You Need to Know About School Parcel Tax Exemptions in Santa Clara County

What is a Parcel Tax?

Parcel taxes are real property tax assessments available to cities, counties, special districts, and school districts. These taxes are flat rate, and are non-ad valorem meaning that they are not based on the assessed value of the property. California permits, but does not require, school districts to grant exemptions from parcel taxes for those age 65 or older and persons with disabilities. 23 districts currently allow exemptions.

Who is taxing and why do they give exemptions?

23 of 32 school districts in Santa Clara County offer parcel tax exemptions for seniors and/or homeowners with disabilities, but they are often not publicized well and taxpayers may not know they are eligible for an exemption. Local school districts pass parcel taxes to supplement state funding for school supplies, classroom upgrades, and  operating expenses.

On June 16, 2017 the Santa Clara County Civil Grand Jury Released a Detailed Report on parcel tax exemptions for seniors and homeowners with disabilities. The report found that many school districts make it more difficult and complex to get information on the exemptions and the application itself.

Parcel Tax Exemptions: How do I apply and qualify for an exemption?

Most exemption applications are around a page long and consist of proof of ownership, proof of residence, and proof of birthdate. For SSI applicants a copy of your Benefits Verification Letter is required.  It can be difficult to find information about parcel tax exemptions so we have compiled a list of school district names, phone numbers and links to applying for a parcel tax exemption below.

As a REALTORⓇ How can I help my clients?

Be sure to reach out to clients in each of these school districts that may qualify and let them know about these exemptions. Your clients will be happy to hear that they may be eligible for tax relief. These parcel taxes are often passed by voters with promises to insure that seniors and the disabled are not overly burdened, but school districts do not fulfill that promise after the election. This is a chance for you to help a neighbor or client and show the value of an educated real estate professional. The applications are often about a page long and may require submission online, in person, or by mail.

Look up the school districts with parcel tax exemptions below.

Alum Rock Union School District

Berryessa Union School District

Campbell Union High School District

Campbell Union School District

Cupertino Union School District

Evergreen School District

Franklin-McKinley School District

Fremont Union High School District

Lakeside Joint School District

Loma Prieta Joint Union School District

Los Altos School District

Los Gatos Union School District

Los Gatos-Saratoga Joint Union High School District

Milpitas Unified School District:

Moreland School District

https://www.moreland.org/apps/pages/index.jsp?uREC_ID=427283&type=d&pREC_ID=1104070

Mount Pleasant School District

Mountain View-Whisman School District

Phone: 650-526-3500

https://www.mvwsd.org/district_business/budget_and_bonds/parcel_tax_measure_b

Oak Grove School District

Palo Alto Unified School District

San Jose Unified School District

Saratoga Union School District

Sunnyvale School District

Union Elementary School District

Districts That Do not Impose Parcel Taxes

Cambrian School District

East Side Union High School District

Gilroy Unified School District

Luther Burbank School District

Metropolitan Education District

Mountain View-Los Altos Union High School District

Orchard School District

Santa Clara Unified School District

Districts That Do Not Allow Parcel Tax Exemptions

Morgan Hill Unified School District

What is Santa Clara county claim for homeowners property tax exemption?

If you own and occupy your home as your principal place of residence, you may be eligible for an exemption of up to $7,000 off the dwelling's assessed value, resulting in a property tax savings of approximately $70 to $80 annually.

What is California claim for homeowners property tax exemption?

The California Constitution provides a $7,000 reduction in the taxable value for a qualifying owner-occupied home.

How much is a California Homeowners exemption worth?

The Homeowners' Exemption provides homeowners a discount of $7,000 of assessed value resulting in a savings of approximately $70-$80 in property taxes each year. This is a free program; however, an application is required.

What are the properties exempt from the payment of real property taxes?

* Exemption is strictly applicable to properties actually, directly, and exclusively used for religious operations, or charitable operations, or educational purposes.