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Taxpayer Rights Advocate reports July–August caseloads, issues guidance on nonprofit exemptions
Summary
The Taxpayer Rights Advocate reported two months of casework to the board, with the bulk concerning valuation questions (exclusions, change in ownership) and released a new information sheet on nonprofit exemptions and welfare exemption procedures.
Lisa Thompson, Chief of the Taxpayer Rights Advocate office, briefed the Board of Equalization on Sept. 16 about recent casework and outreach, reporting completed case counts for July and August and announcing a new information sheet on nonprofit property‑tax exemptions.
“For the month of July our office completed 43 cases, of which 35 were in the valuation category,” Thompson said. She told the board that exclusions from reassessment (parent‑to‑child transfers and base‑year transfers for seniors and disabled persons) and change‑in‑ownership issues…
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