Can I file electronically?

Many Vermont towns and the state accept electronic submissions or scanned signed forms; check the Vermont Department of Taxes or your town clerk for accepted methods and whether electronic signatures meet local requirements.

Is an electronic signature legally valid?

Yes, electronic signatures are legally binding under the federal ESIGN Act (15 U.S.C. ch. 96) and UETA in most states, provided intent, consent, attribution, and record retention requirements are met.

Not all homestead declarations require notarization, but if the form or local rules require an acknowledgement or if an agent signs under POA, notarization or RON may be needed—confirm with the town clerk.

What if income information changes?

If household income changes materially for the year claimed, follow the amendment procedures specified by the state or town; maintain documentation to support any revised claim.

How long until a credit posts?

Processing times vary by town and state workload; typical stages include intake, verification, calculation, and posting—expect weeks to months depending on volume and whether additional documentation is requested.

Where to get help preparing the form?

Contact your town clerk, a local tax preparer, or an attorney for complex situations; low-cost assistance may be available through municipal offices for straightforward claims.

Electronic Signature
Templates
Tax
Vermont Homestead Declaration and Property Tax Credit Claim

Vermont Homestead Declaration and Property Tax Credit Claim

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

Vermont Homestead Declaration and Property Tax Credit Claim

2023 Form HS-122 and Schedule HI-144

Please complete the form fields below based on the paper form. Section A is the Homestead Declaration, Section B is the Property Tax Credit Claim, and Schedule HI-144 collects household income information.

Section A. Homestead Declaration

Claimant Information

Claimant Last Name

Claimant First Name

MI

Claimant Social Security Number

Spouse/CU Partner Last Name

Spouse/CU Partner First Name

MI

Spouse/CU Partner Social Security Number

Mailing Address

Claimant Date of Birth

City

State

ZIP Code

Location of Homestead

City/Town of Legal Residence

State

Federal Filing Status

Single Married/CU Filing Jointly Married/CU Filing Separately Head of Household

A1-A4 Property Use

A1. SPAN - Required

A2. Business Use of Dwelling

A3. Rental Use of Dwelling

A4. Business or Rental Use of Improvements or Other Buildings Yes No

A5-A8 Special Situations

A5. Grantor and sole beneficiary of a revocable trust owning the property A6. Life estate holder of the property A7. Homestead property crosses town boundaries A8. Residing in a dwelling on the homestead parcel owned by a related farmer

Section B. Property Tax Credit Claim

Answer the eligibility questions and enter amounts from your property tax bill and household income schedule.

B1. Were you domiciled in Vermont all of calendar year 2022? Yes, Go to Line B2 No, Stop

B2. Were you claimed as a dependent in 2022 by another taxpayer? Yes, Stop No, Go to Line B3

B3. Do you anticipate selling this Vermont housesite on or before April 1, 2023? Yes, Stop No, Continue

B4. Housesite Value

B5. Housesite Education Tax

B6. Housesite Municipal Tax

B7. Ownership Interest

B8. Household Income (attach Schedule HI-144)
Check here if amended Schedule HI-144 is included

Optional / Additional Credit Lines

B9. For Profit Mobile Home Lot Rent

B10. Allocated Education Tax

B11. Allocated Municipal Tax

B12. Contiguous Property Education Tax

B13. Contiguous Property Municipal Tax

Check if the Department of Taxes may discuss this return with the preparer shown

Schedule HI-144. Household Income

List household members and enter income by category for the year January 1 - December 31, 2022.

Check this box if you temporarily hosted a refugee, asylee, or asylum seeker in your home during 2022

Household Member Information

Claimant Last Name

Claimant First Name

MI

Claimant Social Security Number

Spouse/CU Partner Last Name

Spouse/CU Partner First Name

MI

Date of Birth

Other Person #1 Last Name

Other Person #1 First Name

MI

Other Person #1 Social Security Number

Other Person #2 Last Name

Other Person #2 First Name

MI

Other Person #2 Social Security Number

Income Type	1. Claimant / Joint Spouse	2. Filing Separately Spouse/CU Partner	3. Other People
a. Cash public assistance and relief
b. Social Security, SSI, disability, railroad retirement, veteran’s benefits
c. Unemployment compensation/worker’s compensation
d. Wages, salaries, tips, etc.
e. Interest and dividends
f. Interest on U.S., state, and municipal obligations
g. Alimony and support money
h. Child support and cash gifts
i. Business income
j. Capital gains, taxable and nontaxable
k. Taxable pensions, annuities, IRA and other retirement fund distributions
l. Rental and royalty income
m. Farm/partnerships/S corporations/LLC/Estate or Trust income
n. Other income
o. Total Income
p. Social Security and Medicare tax withheld / self-employment tax
q. Child support paid
r1. Business expenses for Reservists
r2. Alimony paid
r3. Self-employed health insurance deduction
r4. Health Savings Account deduction
s. ADD Lines p, q, and total of r1 through r4
t. SUBTRACT Line s from Line o
u. ADD all three amounts from Line t
v. Interest and dividend income for those born Jan. 1, 1958 and after
w. ADD all three amounts from Line v
x. Asset Adjustment of Interest and Dividend Income
y. SUBTRACT Line x from Line w
z. HOUSEHOLD INCOME

Support paid to

Last Name

First Name

MI

Social Security Number

Signature Sections

Claimant Signature

Date

Daytime Telephone Number

Joint Return Signature

Date

Daytime Telephone Number

Paid Preparer's Signature

Date

Preparer's Telephone Number

Firm's Name and Address

Preparer's SSN or PTIN

FEIN

Overview of the Vermont Homestead Declaration and Property Tax Credit Claim

The Vermont Homestead Declaration and Property Tax Credit Claim is a combined state form used by Vermont property owners to declare a primary residence (homestead) and to apply for the property tax adjustment available to eligible households. Filing the declaration establishes the property as a primary residence for tax assessment and may enable a claim for a state property tax credit based on income and household composition. The form collects owner and property details, occupancy dates, household income, and supporting information required to determine eligibility and calculate any credit due.

Why this form matters for homeowners and local tax administration

Completing the Vermont Homestead Declaration and Property Tax Credit Claim ensures correct homestead classification for local property tax purposes and enables an income-based state credit when eligible. Accurate filing helps avoid reassessments, ensures school property tax rates apply correctly, and documents entitlement to credits under state rules while remaining subject to federal and state recordkeeping requirements such as ESIGN (15 U.S.C. ch. 96) and UETA where electronic submission is used.

Who typically completes this declaration and claim

If multiple owners live separately, only the occupant who qualifies as the primary resident should file; joint owners must coordinate to avoid conflicting claims.

Owner-occupants seeking homestead classification and property tax adjustment
Landlords or investors are not eligible to declare a property as a homestead
Authorized agents completing the claim on behalf of an owner (power of attorney)

Step-by-step: completing the declaration and claim

A clear sequence reduces errors and speeds processing; follow these steps in order.

01

Gather documents: Collect deed, parcel ID, and income records
02

Complete fields: Fill owner, address, occupancy, and income sections
03

Sign and date: Provide required signature and date of execution
04

Submit to town: File with your town clerk or Vermont Department of Taxes portal

Configuring an electronic workflow for filing

If you digitize this form, design a workflow that captures required data, signatures, and a verifiable audit trail before submission.

Field	Configuration
Signatures	Require signer email and date; collect authentication metadata
Attachments	Allow upload of deed, ID, and income documentation (PDF)
Audit trail	Capture IP, timestamp, and action log
Submit endpoint	Route final package to town clerk or VT tax portal

How electronic submission typically flows

Electronic filing follows a predictable path from data entry to local processing; ensure each handoff is auditable.

Prepare: Complete form and attach required documents
Authenticate: Signers confirm identity via email, SMS, or stronger methods
Sign: Apply an electronic signature compliant with ESIGN/UETA
Transmit: Send final package to town clerk or state portal

Timing and key deadlines to observe

Observe filing windows and tax-year rules to ensure the claim applies to the intended assessment period.

Assessment year:

File before the town's deadline for the tax year

Income reporting:

Provide income for the tax year specified on the form

Amendments:

Submit corrections promptly to avoid interest or denial

Appeals:

Use local appeal deadlines for assessment disputes

Renewals:

Some jurisdictions require periodic re-declaration; check town requirements

Key milestones from submission to resolution

Typical stages follow submission, verification, credit calculation, and final posting; timelines vary by town and workload.

01

Submission received

Town clerk logs the declaration and begins intake verification

02

Document verification

Clerk or tax office confirms parcel and identity information

03

Credit calculation

State or local office computes eligible property tax credit

04

Final posting

Credit applied to tax bill or owner notified of decision

Required information and essential data points

Owner Name: Full legal name

Property Address: Street, city, VT, ZIP

Parcel Identifier: Town parcel ID or SPAN

Occupancy Date: MM/DD/YYYY

Household Income: Gross annual income

Signature: Signed and dated consent

Consequences and risks of incorrect or late filing

Claim denial: Late or incorrect forms may be rejected

Assessment errors: Wrong homestead status can affect tax rate

Interest and penalties: Incorrect credits may trigger repayment obligations

Backup withholding: Tax reporting issues can trigger withholding rules

Audit exposure: Inaccurate income reporting increases audit risk

Legal challenges: Misstatements could lead to administrative or civil actions

Common preparation mistakes to avoid

Using a P.O. box instead of the physical property address
Entering the wrong parcel ID or SPAN, causing mismatched records
Failing to sign or date the declaration before submission
Omitting household income or providing inconsistent figures

Relevant user stories and practical examples

These examples show how electronic signing and compliant workflows support document-heavy municipal processes.

Martin Properties — Field Operations

Many small property managers moved declarations online to avoid in-person delays

They used mobile signing for on-site execution
"I can process and execute all of these documents online with 100% compliance and built-in security. Whether on mobile or working offline, I can get forms back to their necessary parties efficiently."

Fertility Centers of Illinois — Administrative

Healthcare administrators centralized signatures to standardize intake forms

Audit trails simplified record audits
"The airSlate SignNow team has been exceptional, responsive, the API has been great, and we're extremely happy that we chose airSlate SignNow as a company."

eSignature vendor comparison for filing and processing forms

Common pricing and capability points for popular eSignature vendors. signNow is listed first per comparison conventions.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Technical considerations for electronic filing and signatures

Ensure your chosen platform supports required integrations, document formats, and authentication methods before implementing e-filing.

Formats: PDF, DOCX, and fillable form exports
Integrations: Salesforce, Microsoft 365, NetSuite, Google Workspace
Authentication: Email, SMS, KBA, or advanced methods

Frequently asked questions about filing and electronic submission

Answers to common questions about form completion, signatures, and submission processes for the Vermont Homestead Declaration and Property Tax Credit Claim.

Need help? Contact support

Can I file electronically?
Many Vermont towns and the state accept electronic submissions or scanned signed forms; check the Vermont Department of Taxes or your town clerk for accepted methods and whether electronic signatures meet local requirements.
Is an electronic signature legally valid?
Yes, electronic signatures are legally binding under the federal ESIGN Act (15 U.S.C. ch. 96) and UETA in most states, provided intent, consent, attribution, and record retention requirements are met.
Do I need a notary?
Not all homestead declarations require notarization, but if the form or local rules require an acknowledgement or if an agent signs under POA, notarization or RON may be needed—confirm with the town clerk.
What if income information changes?
If household income changes materially for the year claimed, follow the amendment procedures specified by the state or town; maintain documentation to support any revised claim.
How long until a credit posts?
Processing times vary by town and state workload; typical stages include intake, verification, calculation, and posting—expect weeks to months depending on volume and whether additional documentation is requested.
Where to get help preparing the form?
Contact your town clerk, a local tax preparer, or an attorney for complex situations; low-cost assistance may be available through municipal offices for straightforward claims.

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