Florida Senate - 2026                                    SJR 550
       
       
        
       By Senator Bernard
       
       
       
       
       
       24-00725-26                                            2026550__
    1                       Senate Joint Resolution                     
    2         A joint resolution proposing amendments to Sections 3,
    3         4, and 9 of Article VII and creating a new section in
    4         Article XII of the State Constitution to prohibit
    5         levying ad valorem taxes on tangible personal property
    6         by counties, school districts, and municipalities and
    7         to provide an effective date.
    8          
    9  Be It Resolved by the Legislature of the State of Florida:
   10  
   11         That the following amendments to Sections 3, 4, and 9 of
   12  Article VII and the creation of a new section in Article XII of
   13  the State Constitution are agreed to and shall be submitted to
   14  the electors of this state for approval or rejection at the next
   15  general election or at an earlier special election specifically
   16  authorized by law for that purpose:
   17                             ARTICLE VII                           
   18                        FINANCE AND TAXATION                       
   19         SECTION 3. Taxes; exemptions.—
   20         (a) All property owned by a municipality and used
   21  exclusively by it for municipal or public purposes shall be
   22  exempt from taxation. A municipality, owning property outside
   23  the municipality, may be required by general law to make payment
   24  to the taxing unit in which the property is located. Such
   25  portions of property as are used predominantly for educational,
   26  literary, scientific, religious or charitable purposes may be
   27  exempted by general law from taxation.
   28         (b) There shall be exempt from taxation, cumulatively, to
   29  every head of a family residing in this state, household goods
   30  and personal effects to the value fixed by general law, not less
   31  than one thousand dollars, and to every widow or widower or
   32  person who is blind or totally and permanently disabled,
   33  property to the value fixed by general law not less than five
   34  hundred dollars.
   35         (c) Any county or municipality may, for the purpose of its
   36  respective tax levy and subject to the provisions of this
   37  subsection and general law, grant community and economic
   38  development ad valorem tax exemptions to new businesses and
   39  expansions of existing businesses, as defined by general law.
   40  Such an exemption may be granted only by ordinance of the county
   41  or municipality, and only after the electors of the county or
   42  municipality voting on such question in a referendum authorize
   43  the county or municipality to adopt such ordinances. An
   44  exemption so granted shall apply to improvements to real
   45  property made by or for the use of a new business and
   46  improvements to real property related to the expansion of an
   47  existing business and shall also apply to tangible personal
   48  property of such new business and tangible personal property
   49  related to the expansion of an existing business. The amount or
   50  limits of the amount of such exemption shall be specified by
   51  general law. The period of time for which such exemption may be
   52  granted to a new business or expansion of an existing business
   53  shall be determined by general law. The authority to grant such
   54  exemption shall expire ten years from the date of approval by
   55  the electors of the county or municipality, and may be renewable
   56  by referendum as provided by general law.
   57         (d) Any county or municipality may, for the purpose of its
   58  respective tax levy and subject to the provisions of this
   59  subsection and general law, grant historic preservation ad
   60  valorem tax exemptions to owners of historic properties. This
   61  exemption may be granted only by ordinance of the county or
   62  municipality. The amount or limits of the amount of this
   63  exemption and the requirements for eligible properties must be
   64  specified by general law. The period of time for which this
   65  exemption may be granted to a property owner shall be determined
   66  by general law.
   67         (e) By general law and subject to conditions specified
   68  therein:
   69         (1) Twenty-five thousand dollars of the assessed value of
   70  property subject to tangible personal property tax shall be
   71  exempt from ad valorem taxation.
   72         (2) The assessed value of solar devices or renewable energy
   73  source devices subject to tangible personal property tax may be
   74  exempt from ad valorem taxation, subject to limitations provided
   75  by general law.
   76         (f) There shall be granted an ad valorem tax exemption for
   77  real property dedicated in perpetuity for conservation purposes,
   78  including real property encumbered by perpetual conservation
   79  easements or by other perpetual conservation protections, as
   80  defined by general law.
   81         (f)(g) By general law and subject to the conditions
   82  specified therein, each person who receives a homestead
   83  exemption as provided in section 6 of this article; who was a
   84  member of the United States military or military reserves, the
   85  United States Coast Guard or its reserves, or the Florida
   86  National Guard; and who was deployed during the preceding
   87  calendar year on active duty outside the continental United
   88  States, Alaska, or Hawaii in support of military operations
   89  designated by the legislature shall receive an additional
   90  exemption equal to a percentage of the taxable value of his or
   91  her homestead property. The applicable percentage shall be
   92  calculated as the number of days during the preceding calendar
   93  year the person was deployed on active duty outside the
   94  continental United States, Alaska, or Hawaii in support of
   95  military operations designated by the legislature divided by the
   96  number of days in that year.
   97         SECTION 4. Taxation; assessments.—By general law
   98  regulations shall be prescribed which shall secure a just
   99  valuation of all property for ad valorem taxation, provided:
  100         (a) Agricultural land, land producing high water recharge
  101  to Florida’s aquifers, or land used exclusively for
  102  noncommercial recreational purposes may be classified by general
  103  law and assessed solely on the basis of character or use.
  104         (b) As provided by general law and subject to conditions,
  105  limitations, and reasonable definitions specified therein, land
  106  used for conservation purposes shall be classified by general
  107  law and assessed solely on the basis of character or use.
  108         (c) Pursuant to general law tangible personal property held
  109  for sale as stock in trade and livestock may be valued for
  110  taxation at a specified percentage of its value, may be
  111  classified for tax purposes, or may be exempted from taxation.
  112         (d) All persons entitled to a homestead exemption under
  113  section 6 of this article shall have their homestead assessed at
  114  just value as of January 1 of the year following the effective
  115  date of this amendment. This assessment shall change only as
  116  provided in this subsection.
  117         (1) Assessments subject to this subsection shall be changed
  118  annually on January 1st of each year; but those changes in
  119  assessments shall not exceed the lower of the following:
  120         a. Three percent (3%) of the assessment for the prior year.
  121         b. The percent change in the Consumer Price Index for all
  122  urban consumers, U.S. City Average, all items 1967=100, or
  123  successor reports for the preceding calendar year as initially
  124  reported by the United States Department of Labor, Bureau of
  125  Labor Statistics.
  126         (2) No assessment shall exceed just value.
  127         (3) After any change of ownership, as provided by general
  128  law, homestead property shall be assessed at just value as of
  129  January 1 of the following year, unless the provisions of
  130  paragraph (8) apply. Thereafter, the homestead shall be assessed
  131  as provided in this subsection.
  132         (4) New homestead property shall be assessed at just value
  133  as of January 1st of the year following the establishment of the
  134  homestead, unless the provisions of paragraph (8) apply. That
  135  assessment shall only change as provided in this subsection.
  136         (5) Changes, additions, reductions, or improvements to
  137  homestead property shall be assessed as provided for by general
  138  law; provided, however, after the adjustment for any change,
  139  addition, reduction, or improvement, the property shall be
  140  assessed as provided in this subsection.
  141         (6) In the event of a termination of homestead status, the
  142  property shall be assessed as provided by general law.
  143         (7) The provisions of this amendment are severable. If any
  144  of the provisions of this amendment shall be held
  145  unconstitutional by any court of competent jurisdiction, the
  146  decision of such court shall not affect or impair any remaining
  147  provisions of this amendment.
  148         (8)a. A person who establishes a new homestead as of
  149  January 1 and who has received a homestead exemption pursuant to
  150  section 6 of this article as of January 1 of any of the three
  151  years immediately preceding the establishment of the new
  152  homestead is entitled to have the new homestead assessed at less
  153  than just value. The assessed value of the newly established
  154  homestead shall be determined as follows:
  155         1. If the just value of the new homestead is greater than
  156  or equal to the just value of the prior homestead as of January
  157  1 of the year in which the prior homestead was abandoned, the
  158  assessed value of the new homestead shall be the just value of
  159  the new homestead minus an amount equal to the lesser of
  160  $500,000 or the difference between the just value and the
  161  assessed value of the prior homestead as of January 1 of the
  162  year in which the prior homestead was abandoned. Thereafter, the
  163  homestead shall be assessed as provided in this subsection.
  164         2. If the just value of the new homestead is less than the
  165  just value of the prior homestead as of January 1 of the year in
  166  which the prior homestead was abandoned, the assessed value of
  167  the new homestead shall be equal to the just value of the new
  168  homestead divided by the just value of the prior homestead and
  169  multiplied by the assessed value of the prior homestead.
  170  However, if the difference between the just value of the new
  171  homestead and the assessed value of the new homestead calculated
  172  pursuant to this sub-subparagraph is greater than $500,000, the
  173  assessed value of the new homestead shall be increased so that
  174  the difference between the just value and the assessed value
  175  equals $500,000. Thereafter, the homestead shall be assessed as
  176  provided in this subsection.
  177         b. By general law and subject to conditions specified
  178  therein, the legislature shall provide for application of this
  179  paragraph to property owned by more than one person.
  180         (d)(e) The legislature may, by general law, for assessment
  181  purposes and subject to the provisions of this subsection, allow
  182  counties and municipalities to authorize by ordinance that
  183  historic property may be assessed solely on the basis of
  184  character or use. Such character or use assessment shall apply
  185  only to the jurisdiction adopting the ordinance. The
  186  requirements for eligible properties must be specified by
  187  general law.
  188         (e)(f) A county may, in the manner prescribed by general
  189  law, provide for a reduction in the assessed value of homestead
  190  property to the extent of any increase in the assessed value of
  191  that property which results from the construction or
  192  reconstruction of the property for the purpose of providing
  193  living quarters for one or more natural or adoptive grandparents
  194  or parents of the owner of the property or of the owner’s spouse
  195  if at least one of the grandparents or parents for whom the
  196  living quarters are provided is 62 years of age or older. Such a
  197  reduction may not exceed the lesser of the following:
  198         (1) The increase in assessed value resulting from
  199  construction or reconstruction of the property.
  200         (2) Twenty percent (20%) of the total assessed value of the
  201  property as improved.
  202         (f)(g) For all levies other than school district levies,
  203  assessments of residential real property, as defined by general
  204  law, which contains nine units or fewer and which is not subject
  205  to the assessment limitations set forth in subsections (a)
  206  through (d) shall change only as provided in this subsection.
  207         (1) Assessments subject to this subsection shall be changed
  208  annually on the date of assessment provided by law; but those
  209  changes in assessments shall not exceed ten percent (10%) of the
  210  assessment for the prior year.
  211         (2) No assessment shall exceed just value.
  212         (3) After a change of ownership or control, as defined by
  213  general law, including any change of ownership of a legal entity
  214  that owns the property, such property shall be assessed at just
  215  value as of the next assessment date. Thereafter, such property
  216  shall be assessed as provided in this subsection.
  217         (4) Changes, additions, reductions, or improvements to such
  218  property shall be assessed as provided for by general law;
  219  however, after the adjustment for any change, addition,
  220  reduction, or improvement, the property shall be assessed as
  221  provided in this subsection.
  222         (g)(h) For all levies other than school district levies,
  223  assessments of real property that is not subject to the
  224  assessment limitations set forth in subsections (a), (b), (c),
  225  (a) through (d) and (f) (g) shall change only as provided in
  226  this subsection.
  227         (1) Assessments subject to this subsection shall be changed
  228  annually on the date of assessment provided by law; but those
  229  changes in assessments shall not exceed ten percent (10%) of the
  230  assessment for the prior year.
  231         (2) No assessment shall exceed just value.
  232         (3) The legislature must provide that such property shall
  233  be assessed at just value as of the next assessment date after a
  234  qualifying improvement, as defined by general law, is made to
  235  such property. Thereafter, such property shall be assessed as
  236  provided in this subsection.
  237         (4) The legislature may provide that such property shall be
  238  assessed at just value as of the next assessment date after a
  239  change of ownership or control, as defined by general law,
  240  including any change of ownership of the legal entity that owns
  241  the property. Thereafter, such property shall be assessed as
  242  provided in this subsection.
  243         (5) Changes, additions, reductions, or improvements to such
  244  property shall be assessed as provided for by general law;
  245  however, after the adjustment for any change, addition,
  246  reduction, or improvement, the property shall be assessed as
  247  provided in this subsection.
  248         (h)(i) The legislature, by general law and subject to
  249  conditions specified therein, may prohibit the consideration of
  250  the following in the determination of the assessed value of real
  251  property:
  252         (1) Any change or improvement to real property used for
  253  residential purposes made to improve the property’s resistance
  254  to wind damage.
  255         (2) The installation of a solar or renewable energy source
  256  device.
  257         (i)(j)(1) The assessment of the following working
  258  waterfront properties shall be based upon the current use of the
  259  property:
  260         a. Land used predominantly for commercial fishing purposes.
  261         b. Land that is accessible to the public and used for
  262  vessel launches into waters that are navigable.
  263         c. Marinas and drystacks that are open to the public.
  264         d. Water-dependent marine manufacturing facilities,
  265  commercial fishing facilities, and marine vessel construction
  266  and repair facilities and their support activities.
  267         (2) The assessment benefit provided by this subsection is
  268  subject to conditions and limitations and reasonable definitions
  269  as specified by the legislature by general law.
  270         SECTION 9. Local taxes.—
  271         (a) Counties, school districts, and municipalities shall,
  272  and special districts may, be authorized by law to levy ad
  273  valorem taxes and may be authorized by general law to levy other
  274  taxes, for their respective purposes, except ad valorem taxes on
  275  intangible personal property and tangible personal property and
  276  taxes prohibited by this constitution.
  277         (b) Ad valorem taxes, exclusive of taxes levied for the
  278  payment of bonds and taxes levied for periods not longer than
  279  two years when authorized by vote of the electors who are the
  280  owners of freeholds therein not wholly exempt from taxation,
  281  shall not be levied in excess of the following millages upon the
  282  assessed value of real estate and tangible personal property:
  283  for all county purposes, ten mills; for all municipal purposes,
  284  ten mills; for all school purposes, ten mills; for water
  285  management purposes for the northwest portion of the state lying
  286  west of the line between ranges two and three east, 0.05 mill;
  287  for water management purposes for the remaining portions of the
  288  state, 1.0 mill; and for all other special districts a millage
  289  authorized by law approved by vote of the electors who are
  290  owners of freeholds therein not wholly exempt from taxation. A
  291  county furnishing municipal services may, to the extent
  292  authorized by law, levy additional taxes within the limits fixed
  293  for municipal purposes.
  294                             ARTICLE XII                           
  295                              SCHEDULE                             
  296         Prohibition on levying ad valorem taxes on tangible
  297  personal property by counties, school districts, and
  298  municipalities.—This section and the amendments to Sections 3,
  299  4, and 9 of Article VII, prohibiting the levying of ad valorem
  300  taxes on tangible personal property by counties, school
  301  districts, and municipalities, shall take effect January 1,
  302  2027.
  303         BE IT FURTHER RESOLVED that the following statement be
  304  placed on the ballot:
  305                      CONSTITUTIONAL AMENDMENT                     
  306                  ARTICLE VII, SECTIONS 3, 4, AND 9                
  307                             ARTICLE XII                           
  308         PROHIBITION ON LEVYING AD VALOREM TAXES ON TANGIBLE
  309  PERSONAL PROPERTY BY CERTAIN ENTITIES.—Proposing amendments to
  310  the State Constitution to prohibit the levying of ad valorem
  311  taxes on tangible personal property by counties, school
  312  districts, and municipalities. This amendment takes effect
  313  January 1, 2027.