Forms

Notice of Assessed Value Sample (Spanish - Aviso del valor tasado)
Notice of Assessed Value Sample (Vietnamese -THÔNG BÁO VỀ MỨC ĐỊNH GIÁ)
Notice of Recission of Claim to Transfer Base Year Value to Replacement Dwelling

BOE-60-NR

NOTE: In November 2020, California voters passed Proposition 19, which makes changes to property tax benefits. Please visit the Proposition 19 resource page for more information.

This form applies only to claims filed for base year value transfers under Proposition 60/90/110.
Parcel Management Condominium Descriptions and Values Template

The Parcel Management Condominium Descriptions and Values template is available for download here. Please e-mail the completed form to assessor.mapping@sfgov.org
Possessory Interest Mailing Address Change Form

It is the owner’s responsibility to report a change of mailing address. Please click on the Download Form button below to print out a Possessory Interest Change of Mailing Address application.
Preliminary Change of Ownership Report

BOE-502A

State law requires the property owner of real property to file a Preliminary Change of Ownership Report when recording certain documents. If this form is not filed, a $20 fee must be charged at the time of recording. The information provided on this document is confidential and is not subject to public inspection.
Public School Exemption

BOE-268-A

Buildings, land, equipment that is being used exclusively for public schools, community college, state college, state university, or University of California may qualify for the public school exemption.
Qualified Lessors’ Exemption

BOE-263-A

The Lessor’s Exemption is available to property that is leased, as of the lien date, January 1, for the very specific uses.
Recorded Document Request by Mail

A request for a copy of a recorded document can be mailed to the Assessor-Recorder’s Office.
Recorder Division Fee Schedule

San Francisco County Recorder Division Fee Schedule (Effective May 12, 2024)
Reduction of Deficiency Assessed for Rent-Restricted Affordable Housing Projects

Under a new local law passed on December 15, 2023, transfers of qualified rent-restricted affordable housing that occurred between January 1, 2017, but prior to July 1, 2024, may be eligible for a partial refund of taxes paid or a reduction of a deficiency assessed if the taxpayer submits a refund request by December 31, 2024.
Refund of Transfer Taxes Paid for Rent-Restricted Affordable Housing Projects

Under a new local law passed on December 15, 2023, transfers of qualified rent-restricted affordable housing that occurred between January 1, 2017, but prior to July 1, 2024, may be eligible for a partial refund of taxes paid or a reduction of a deficiency assessed if the taxpayer submits a refund request on or by December 31, 2024.
Religious Exemption Change in Eligibility or Termination Notice

BOE 267SNT

Verification - property to which the exemption applies towards the following fiscal year continue to be used exclusively for religious purposes.
Religious Exemption Claim

BOE-267-S

The exemption applies to property used for worship, fellowship, religious counseling, offices, parking, and school grades 12 and under.
Report of Tenants

The Report of Tenants is to fulfill our duty of identifying assessable personal property as required by the Revenue and Taxation Code, which is done annually.

As part of our efforts to streamline our processes and avoid unintended errors, we strongly encourage you to complete the Report of Tenants (item #1) in an EXCEL format through our website.

We ask that you email all the...