Property Transfer Tax Affidavit

Property Transfer Tax Affidavit Template

When transferring property ownership, most jurisdictions require a tax affidavit that documents the property's assessed value, tax payment history, and any applicable exemptions. This sworn statement protects both buyers and sellers while ensuring the assessor's office has accurate records for the transfer.

This Property Transfer Tax Affidavit template provides a structured, professional form that captures all essential information required by tax assessors and county recorders. Whether you're a real estate attorney, title company, property owner, or municipal office, this template streamlines the affidavit process and ensures compliance with local requirements.

What's included in this template

The form collects comprehensive information across several key sections:

• Property identification with full legal description, parcel numbers, and current ownership details
• Transfer details including parties involved, transfer date, and transaction type
• Assessed value documentation for land, improvements, and total property value
• Tax payment history with verification of current and past-due amounts
• Exemption claims such as homestead, senior citizen, veteran, agricultural, or disability exemptions
• Sworn affirmation confirming the accuracy of all provided information
• Signature capture for the affiant with notarization details

How Paperform makes tax affidavits easier

Traditional affidavits involve printing, manual completion, scanning, and mailing—a process that creates delays and increases the risk of errors or missing information. With Paperform, you can digitize the entire workflow:

• Conditional logic shows only relevant exemption fields based on what the applicant claims
• Required field validation ensures nothing critical is missed before submission
• Digital signature capture via Paperform's built-in signature field speeds up execution
• Automated workflows through Stepper can route completed affidavits to the assessor's office, notify title companies, and update property records automatically
• PDF generation creates print-ready documents for filing with county recorders
• Secure storage with SOC 2 Type II compliance keeps sensitive property and financial data protected

For legal professionals and title companies handling multiple transactions, Paperform's Agency+ plan lets you manage affidavits across different clients and properties from one central account, with role-based permissions for your team.

Who should use this template

This Property Transfer Tax Affidavit is designed for:

• Real estate attorneys preparing closing documents
• Title companies coordinating property transfers
• Property owners handling direct sales or family transfers
• County assessor's offices accepting digital affidavit submissions
• Real estate agents supporting clients through the transfer process
• Estate administrators transferring inherited property

Once submitted, you can connect the form to your case management system, send automatic confirmation emails, or use Papersign to gather additional required signatures on related transfer documents—all without leaving your Paperform workflow.

This template helps ensure accurate, complete tax affidavits that meet assessor requirements while reducing processing time and administrative burden for everyone involved in the property transfer.