Homestead Exemption:

Online Application - Tax Code Section 11.13

1. Need copy of Texas Driver License or Texas ID with matching situs
   
2. If Mailing Address is a PO Box, the Texas Driver License or Texas ID still has to match the situs (both PO box and situs can be listed on the license/id's). The mailing address does not necessarily need to be listed on any form of ID
   
3. If Confidential Owner, Texas Driver License or Texas ID does NOT have to match situs
   
4. If Active Military, need Utility Bill that matches situs and military ID. Driver's License does NOT have to match situs
   
5. A late application for a residence homestead may be filed up to two years within the delinquency deadline of January 31st. Tax Code Section 11.431
   
6. Effective January 1, 2022, property owners who acquire property after January 1st may qualify for a general residence homestead exemption, for the applicable portion of that tax year, immediately upon owning and occupying the property as their principal residence, if the preceding owner did not receive the exemption that tax year. Tax Code Section 11.42(f)
   
1. An owner who receives a prorated homestead exemption is considered to have qualified for the homestead exemption as of January 1^st of the following year. Homestead cap adjustment will only apply after the exemption is on the property 1 full year. Tax Code Section 23.23(c-1)
   

Over 65 Exemption: Tax Code Section 11.13 (c)

1. Must own AND occupy property
   
2. Need copy of Texas Driver License or Texas ID with matching situs
   
3. Eligible the year they purchase property and least one owner is 65
   
4. A person who qualifies for the Age 65 or older & Disabled Person exemptions may receive both exemptions if they are placed on separate taxing entities.
   

Over 65-NEW IMPROVEMENT VALUE 11.26(b)

Over 65 Surviving Spouse: Tax Code Section 11.13(q)

1. Must own AND occupy property
   
2. Must provide death certificate of deceased spouse
3. The deceased spouse died in a year in which the deceased spouse qualified for the exemption
   
4. The surviving spouse was 55 or older when the deceased spouse died
   
5. The property was the residence homestead of the surviving spouse when the deceased spouse died and remains the residence homestead of the surviving spouse
   
   

Disabled Person: Tax Code Section 11.13(d)

1. Must own AND occupy property
   
2. Need copy of Texas Driver License or Texas ID with matching situs
   
3. Need current Disability Benefits Letter, Medicare Card, OR Physician's Statement showing effective date of disability
   
4. A person who qualifies for the Age 65 or older & Disabled Person exemptions may receive both exemptions if they are placed on separate taxing entities
   

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Disabled Person - NEW IMPROVEMENT VALUE 11.26(b)

100% Disabled Veteran: Tax Code Section 11.131

1. Must own AND occupy property
   
2. Must receive 100% disability benefits OR be considered total and permanent OR unemployable by the Veteran Affairs
   
3. Need copy of Texas Driver License or Texas ID with matching situs
   
4. Need 100% Disability Benefits letter-letter must be current (within the last two years) with effective date of disability
5. Exemption is prorated based on deed date or move in-date as long as 100% disability benefits were granted the same year
   
6. If veteran sells or moves to another property, the exemption will be prorated based on deed date
   
   

Surviving Spouse of a 100% Disabled Veteran: Tax Code Section 11.131(d)

1. Veteran had to own property for surviving spouse to qualify
2. Surviving spouse of a U.S. armed services member who has not remarried since the death of the service member
   
3. Need copy of Texas Driver License or Texas ID with matching situs
4. Exemption is prorated based on deed date or move-in date as long as 100% disability benefits were granted the same year
   
5. Need 100% Disability Benefits letter-letter must be current (within the last two years) with effective date of disability
   
6. If veteran's surviving spouse sells or moves to another property, the exemption will be prorated based on deed date
   
   

(Disabled Veteran with a Disability Rating Less Than 100% - SEE FORM 50-135)

Surviving Spouse of a Member of Armed Services Killed in Line of Duty: Tax Code Section 11.133

1. Surviving spouse of a U.S. armed services member who is killed in in the line of duty or fatally injured in the line of duty, who has not remarried since the death of the service member
   
2. Documentation must be provided to support this exemption request
   
1. Need copy of Texas Driver License or Texas ID with matching situs
2. Report of Casualty (ROC) from VA (also known as a DD1300)
3. Line of Duty Determination Letter
   
4. Department of Defense Letter
   
   

Surviving Spouse of First Responder Killed: Tax Code Section 11.134

1. Surviving spouse of a Texas first responder who is killed or fatally injured in the line of duty who has not remarried since the death of the first responder
   
2. Need copy of Texas Driver License or Texas ID with matching situs
3. Death certificate must be provided to support this exemption request
   
4. (ERS) Employee Retirement System of Texas letter
    

Donated Residence of Partially Disabled Veteran (Or Surviving Spouse): Tax Code Section 11.132

1. A disabled veteran who has a disability rating of less than 100% is entitled to an exemption from taxation of a percentage of the appraised value of the disabled veteran's residence homestead equal to their disability rating IF the residence was donated by a charitable organization
   
2. Documentation must be provided to support this exemption request
   
   

Heirship Homestead Exemption: Tax Code Section 11.49

1. Heir must occupy property
   
2. Need copy of Texas Driver License or Texas ID with matching situs
   
3. Exemption application must be signed by heir apply for exemption
   
4. Need death certificate
   
5. Need Homestead Heirship Affidavit(s)
   
6. Need utility bill matching property address