Residential Homestead Exemption: How to File
The Williamson Central Appraisal District presents…
Residential Homestead Exemption: How To File.
This presentation is provided to explain: an overview of the different sections of the application, and where the application must be filed.
This portion of the video will show an example of how to fill out the homestead exemption application form. The first items that must be filled out are located in step one. In this section you will need to indicate the year for which you are seeking exemption and the date you began occupying the property as your principal residence. Next, check the Yes or No box indicating if you own the property for which you are seeking an exemption. A late homestead exemption may be filed no later than one year after the tax delinquency date.
Step one will require the following information: Owner’s name, Mailing address, City, State, and Zip code, Phone number, Driver license, or personal ID certificate, Date of birth, and other owner names and owners’ percentage, if applicable.
Step two: Describe the property for which you are seeking exemption by indicating the property’s street address, city, state and zip code, then enter the legal description and appraisal district account number of the property if known. Residential properties with more than one acre may apply for up to twenty acres and should be indicated here. If the residence is a manufactured home, a space is provided to indicate the make, model, and identification number.
Step three: You will need to identify the exemptions that apply to you and indicate whether you are transferring a tax ceiling. If you are only applying for the Residential Homestead Exemption, please check the General Residence Homestead Exemption box.
Step four: Attach a copy of your driver’s license or state-issued personal identification certificate. The address listed on your driver’s license or state-issued personal identification certificate must correspond to the address of the property for which an exemption is claimed in this application. In certain cases, you are exempt from these requirements or the chief appraiser may waive the requirements. Please indicate if you are exempt from the requirement to provide a copy of your driver license or state-issued personal identification certificate by selecting the applicable box on the application. The first box refers to residents of a facility that provides services related to health, infirmity, or aging. The second box refers to being a participant in the Attorney General’s address confidentiality program. The third box relates to being an active member of the armed services of the United States or the spouse of an active duty member. The last box refers to Judges, their spouses and peace officers. Additionally, you may refer to the application for the specific codes related to these requirements.
If the applicant is requesting the Age 65 or Older or Disabled exemption and is not specifically identified on the deed or other applicable document, they must provide a community property affidavit or other compelling evidence establishing ownership in the residence.
Manufactured home owners are required to attach a copy of the statement of ownership and location for the manufactured home issued by the Texas Department of Housing and Community Affairs showing the applicant is the owner of the manufactured home. Additionally, they will need to provide a verified copy of the purchase contract, or a payment receipt showing the applicant is the purchaser. In the event that this document is not available, an affidavit may be submitted.
Step five applies to owners occupying a cooperative housing unit who have an exclusive right to occupy the unit because of their cooperative housing stock ownership. Please mark the appropriate box as applicable.
Step six is required to finalize the form. A signature and date by the property owner will be required on the line indicated “Sign Here”. By signing this document you state that the facts in this application are true and correct, that you do not claim a residence homestead exemption on another residence homestead in Texas and that you do not claim a residence homestead exemption on a residence homestead outside of Texas. False statements on this application could result in legal action under the Texas Penal Code Section 37.10.
Homesteads filed online will be submitted electronically. All other completed homestead exemption applications may be emailed to firstname.lastname@example.org, mailed to the Williamson Central Appraisal District or hand delivered to the office. Driving directions are also available on the website, www.wcad.org.
Anyone visiting the appraisal district is also invited to complete a short public service survey to indicate the quality of service provided. Surveys may be completed electronically in the lobby and on the WCAD website. Additionally, paper copies of the survey may be obtained from any public service representative, or the kiosk located in the lobby. The printed surveys have prepaid postage and may be mailed, or placed in the survey box located in the lobby.
We appreciate your interest in how to file a residential homestead exemption. If you have any questions, please contact us at 512.930.3787.