Charlotte County

Charlotte County

Eligibility Requirements

To file online:

• You must be the owner of the property listed in your name on our website, which may take up to 4 weeks after closing.

• You must be a permanent resident of Florida and live on the property as your primary residence as of January 1st.

• The deadline to apply for the current year is March 1st.

• Married couples must complete the application together.

If your situation falls into any of the following categories, please apply in person at our office:

• Property or part of it is held in a Trust.

• Any portion of the property is rented or leased.

• One or more owners hold a Permanent Resident Alien Card.

You will need the following documents while completing the application:

• Valid Florida Driver License or Florida ID card reflecting the property address.

• Vehicle registration (if applicable) reflecting the property address.

• Voter registration (if applicable) reflecting the property address.

Information needed for the application:

• Date of birth.

• Social Security Number (including spouse’s if married).

• Property purchase date.

• Date of occupancy.

• Previous residence address.

• Address of other owned properties.

• Telephone number.

• Email address.

• Employment information (if applicable).

• Mailing address on last IRS tax return.

If any owner is single and not filing for homestead exemption, you will need the single person’s Social Security Number.

Instructions for Filing Personal Exemptions by Mail

Important Notice

To qualify for an exemption, the application must be filed by March 1. Applications postmarked by March 1 will be considered timely filed. If you can’t file on time due to extenuating circumstances, you must apply in person and file a petition with the Value Adjustment Board.

Application Locations

• Charlotte County Administration Center, Third Floor
  18500 Murdock Circle
  Port Charlotte, FL
  Telephone: 743-1593

• South County Annex
  410 Taylor Street
  Punta Gorda, FL

• West Charlotte Annex
  6868 San Casa Drive
  Englewood, FL

Please note that failure to apply by March 1 waives the exemption privilege for the year unless specified exceptions apply. Late applicants must file a petition with the Value Adjustment Board by the 25th day following the mailing of the Notice of Proposed Property Taxes.

Information to Provide When Filing by Mail

• Print your application in black ink.

• Mention the tax year on the application.

• Specify the type of exemption you are applying for.

• If applying for homestead exemption and own vacant adjoining property, you can combine them for tax roll purposes.

• Include a valid Florida Driver’s License or Florida ID card (photocopy for each applicant).

• Include a photocopy of Charlotte County voter registration card or declaration of domicile.

• Provide Florida vehicle license plate number(s) for all vehicles.

• Include Social Security numbers for all applicants and spouses.

• Provide date(s) of birth for all applicants.

• Include a copy of the Deed or Tax Bill.

• Complete, sign, and date the exemption application, and mail it to the Charlotte County Property Appraiser’s Office.

Address for Mailing

• Charlotte County Property Appraiser’s Office
  Attn: Exemptions
  18500 Murdock Circle
  Port Charlotte, FL 33948-1076

Transfer of Homestead Assessment Differential (Portability)

If eligible, complete form DR501T and submit it to the office by March 1 of the application year.

Additional Information

• Enclose a stamped self-addressed envelope to receive a signed copy of your application(s) as proof of receipt.

• Send the application(s) by certified mail for delivery assurance.

• Non-U.S. citizens should provide a copy of the recorded Declaration of Domicile and Resident Alien Card or apply in person.

• If not residing in Charlotte County, contact the Property Appraiser in your permanent residence county.

• For any questions, contact the Charlotte County Property Appraiser’s Office at [email protected] or (941) 743-1593.