Clerk-Recorder-Assessor-Registrar of Voters

Assessor

Clerk-Recorder-Assessor-Registrar of Voters

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County Of Sonoma › Administrative Support & Fiscal Services › Clerk-Recorder-Assessor-Registrar of Voters › Assessor › Assessor Forms

Assessor Forms

Important Notice

The regular filing period for the 2022-23 annual assessment period is now closed. If you feel your market value has declined, you may file an Informal Request for Decline in Market Value between January 1 and June 30, 2023.

https://sonomacounty.ca.gov/Board-of-Supervisors/Assessment-Appeals/

eFile Business Property Statements

Deadline to File Business Property Statements has passed . The deadline was Monday, 5/8/2023. We will mail the 2024 Notice to File letters in February 2024.

eFile Your Statement Now

Authorization and Change of Address

Form Name	Electronic Form	PDF Form
Authorization to Access Confidential Files	N/A	SCAO-096
Change of Mailing Address	Click Here	SCAO-003
Cambio de Dirección de Correo/Postal	Haz Clic Aquí	SCAO-003

Business and Personal Property

Business Property

Form Name	Form	Deadline
Agricultural Property Statement More Information	BOE-571-A	April 1
Apartment House Property Statement More Information	BOE-571-R	April 1
Business Property Statement More Information	BOE-571-L	April 1
Horse Property Statement More Information	BOE-571-K	April 1
Standard Data Record System More Information	SDR	May 9
Statement of Change More Information	SCAO-215	Varies

Personal Business Property

Form Name	Form	Deadline
Aircraft Property Statement More Information	BOE-577	April 1
Vessel Property Statement More Information	BOE-576-D	April 1
Certificate and Affidavit for Exemption of Certain Aircraft More Information	BOE-260-A
Claim for Exemption From Property Taxes of Aircraft of Historical Significance More Information	BOE-260-B	February 15 for the full exemption. August 1 for the partial exemption.

Change in Ownership

Form Name	Form
Change in Ownership Statement Death of Real Property Owner	BOE-502-D
Preliminary Change of Ownership Report (PCOR)	BOE-502-A
Claim for Homeowners’ Property Tax Exemption	BOE-266
Homeowners Exemption Termination Notice	CAA-FC02

Disaster Relief

Form Name	Form
Calamity Damage Reassessment More Information	SCAO 023
Desastre Preguntas Y Respuestas	SCAO 023-A
Intracounty Transfer of Base Year Value Governor Declared Disaster More Information	BOE-65-P
Intercounty Transfer of Base Year Value Principal Residence in Governor-Declared Disaster More Information	BOE-65-PT
Transfer of Base Year Value Qualified Contaminated Disaster More Information	BOE-65-CP
Prop 19 Transfer of Base Year Value to Replacement Primary Residence for Victims of Wildfire or Other Natural Disaster More Information	BOE-19-V

Exclusions

Form Name	Form
Parent and Child Exclusion More Information	BOE-58-AH
Grandparent to Grandchild Exclusion More Information	BOE-58-G
Affidavit of Cotenant Residency More Information	BOE-58-H
Builder’s Exclusion Form More Information	SCAO-179
Transfer of Base Year Value Replacement Dwelling (55 or older) More Information	BOE-60-AH
Prop 110 Disabled Persons Claim for Transfer of Base Year Value to Replacement Dwelling More Information	BOE-62
Prop 110 Certificate of Disability More Information	BOE-62-A
Disabled Persons Claim for Exclusion of New Construction for Occupied Dwelling	BOE-63
Claim for Disabled Accessibility Construction Exclusion for Assessment for ADA Compliance	BOE-63-A
Claim for Seismic Safety Construction Exclusion from Assessment	BOE-64
Initial Purchaser Claim For Solar Energy System New Construction Exclusion	BOE-64-SES
Transfer of Base Year Value Acquisition by Public Entity More Information	BOE-68
Prop 19 Intergenerational Transfer between Parent and child More Information	BOE-19-P
Prop 19 Intergenerational Transfer between Grandparents and Grandchildren More Information	BOE-19-G
Prop 19 Transfer of Base Year Value to Replacement Primary Residence (55 and older) More Information	BOE-19-B
Prop 19 Transfer of Base Year Value to Replacement Primary Residence for Severely Disabled More Information	BOE-19-D
Prop 19 Certificate of Disability More Information	BOE-19-DC

Exemptions

Important Deadlines

Some forms have specific deadlines to file, others can be filed any time during the year or must be filed within a set number of days past an event. Please refer to the referenced page or contact our office for more information

Homeowners

Form Name	Form
Claim for Homeowners’ Property Tax Exemption	BOE-266
Homeowners Exemption Termination Notice	CAA-FC02

Organizations - Religious

Form Name	Form
Church Exemption More Information	BOE-262-AH
Religious Exemption More Information	BOE-267-S
Welfare Exemption First Filing More Information	BOE-267

Form Name

Form

Welfare Exemption First Filing

More Information

BOE-267

Organizations - Non Profit

Form Name	Form
Welfare Exemption First Filing More Information	BOE-267
Welfare Housing Exemption - For Elderly and Handicapped More Information	BOE-267-H
Welfare Housing Exemption - Family Household Income Reporting Worksheet More Information	BOE-267-H-A
Welfare Exemption Supplemental Affidavit Housing for Lower Income More Information	BOE-267-L
Lower Income Households- Family Household Income Reporting Worksheet More Information	BOE-267-L-A
Welfare Exemption Supplemental Affidavit More Information	BOE-267-L1
Welfare Exemption Supplemental Affidavit - Rehabilitation Living Quarters More Information	BOE-267-R

Organizations - Other

Form Name	Form
Cemetery Exemption More Information	BOE-265
College Exemption More Information	BOE-264-AH
Public School Exemption More Information	BOE-268-A
Lessor's Exemption More Information	BOE-263
Free Public Library and Museum Exemption More Information	BOE-268-B

Veterans

Form Name	Form
Disabled Veterans' Exemption More Information	BOE-261-G
Disabled Veterans Exemption Change of Eligibility More Information	BOE-261-GNT

Form Name

Form

Disabled Veterans' Exemption

More Information

BOE-261-G

Disabled Veterans Exemption Change of Eligibility

More Information

BOE-261-GNT

Informational Guides

Guide Name	Guide Number
State Board of Equalization Guide to Appeals	Pub 30
State Board of Equalization Informational Guides	All Guides
Williamson Act (Ag Preserve) Informational Packet	Pub 30

Value Decline

Form Name	Form	Deadline
Informal Request for Decline in Market Value More Information	SCAO 341	June 30
Value Decline Frequently Asked Questions More Information	SCAO 337	N/A
Prop 8 Preguntas mas Frecuentes	SCAO 337	N/A

Form Name

Form

Deadline

Informal Request for Decline in Market Value

More Information

SCAO 341

June 30

Value Decline Frequently Asked Questions

More Information

SCAO 337

N/A

Prop 8 Preguntas mas Frecuentes