Most forms can now be downloaded directly from the California Board of Equalization. The only exceptions to this are forms that are specific to Ventura County. Click on the button below to download BOE forms.
Supplemental schedule for reporting monthly acquisitions and disposals of property reported on Schedule B of the Business Property Statement
BOE-571-L form and instructions in one file.
Appeals form - Clerk of the Board
APN combination request form
Revenue and Taxation Code Section 62(c)(1) provides that a change in ownership shall not include, "The creation, assignment, termination, or reconveyance of a security interest..." This code section pertains to those situations in which a person's name is added or removed from the title of real property when that person did not have an actual ownership interest in the property.
It is a rebuttable presumption under Civil Code Section 1105 that a conveyance is what it is purported to be: a transfer of property. The burden is on the property owner to produce evidence if it is felt that only a security interest has been transferred. The completion of the following questionnaire should provide the facts supporting your contention. This statement pertains to the parcel number and recorded document number shown above.
Sale or transfer of any improvements on the real estate of others. The report is to be made to the Assessor's Office immediately after the sale or transfer of these improvements.
California Revenue and Taxation Code 62(d) provides that a change in ownership shall not include any transfer by the trustor, or by the trustor's spouse, or by both, into a trust for so long as (1) the transferor is the present beneficiary of the trust, or (2) the trust is revocable; or any transfer by a trustee of such a trust described in either clause (1) or (2) back to the trustor; or any creation or termination of a trust in which the trustor retains the reversion and in which the interest of others does not exceed 12 years duration.
Claim for reassessment exclusion for transfer between individual and legal entities, or between legal entities.
Builders will be automatically excluded from a supplement assessment on new construction if the property they are building will be offered for sale, and:
1) it is subdivided into five or more parcels;
2) a map describing the parcels has been recorded, and
3) the zoning regulations or building permits for the parcels require that single-family residences will be constructed on them.
Look at the law to find out if you automatically qualify and if there are other conditions that might apply. For information search Revenue & Taxation Code 75.12. (1) Section B) (effective Jan. 1, 2006)