Alameda County, CA · Alameda County
Claim for Refund of Tax Payments or Dispute of Assessed Penalties Before the Hearing Officer
This claim form lets a person who paid taxes or disputes an assessed penalty request a refund or challenge the penalty before the hearing officer.
At a glance
- Issued by
- City of Alameda County · Alameda County, Alameda County, California
- Notarization
- Not required: file this form without a notary.
- Official source
- acgov.org
- Blank form
- Download the PDF
- Catalogued
- Machine-readable
- JSON record · about the forms index
What this form is
Use this form to claim a refund of taxes or dispute assessed penalties before the hearing officer. Taxes must be paid before filing a refund claim, and the form asks for applicant and property details, the appeal type, tax years, refund amount, and reasons for the claim. File it in duplicate with a copy of the tax bill and proof of payment.
Who needs it
A person who paid the tax, their executor, administrator, or guardian, or someone disputing an assessed penalty may file this claim.
How to submit it
File the claim in duplicate with the Assessment Appeals Unit, Attn: Claim for Refund, at 1221 Oak Street, Suite 536, Oakland, CA 94612. Attach a copy of the tax bill and proof of payment for a refund claim.
About notarization
This claim is signed without a notary; the signer declares under penalty of perjury that the information is true and correct.
How to submit this form
- 1
Download the Claim
Download the claim form for a tax refund or assessed-penalty dispute.
- 2
Complete the Form
Type or print clearly in blue ink, provide the requested information, select one appeal type, and state your reasons.
- 3
Gather Attachments
For a refund claim, attach a copy of the tax bill and proof of payment. Add supporting documents if needed.
- 4
Submit to the County
File the claim in duplicate with the Assessment Appeals Unit at the Oakland address shown on the form.
Frequently asked questions
- Do I need a notary for this tax refund or penalty dispute claim?
- No. The claim is signed without a notary, but the signer must declare under penalty of perjury that the information is true and correct.
- How do I submit the claim?
- File two copies with the Assessment Appeals Unit, Attn: Claim for Refund, at 1221 Oak Street, Suite 536, Oakland, CA 94612.
- What should I attach to a tax refund claim?
- Attach a copy of your tax bill and proof of payment. You may also attach supporting documents, and use the reverse side if you need more space for your reasons.
- What if I want to cancel a delinquent penalty for late tax payment?
- The form says to contact the Tax Collectors at (510) 272-6800 for the appropriate form.
