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Forms

You need Adobe Reader to view, print and fill out most of the forms listed below. To request forms by mail, please contact the agency by sending an e-mail or calling the telephone numbers listed next to the title of the form. Documents Contact Information Five Year Payment Plan –...

FY 2022-23

1. Annual Compliance Audits (Cal Govt. Code 27134) Orange County Treasury Oversight Committee Compliance Audit For the Year Ended June 30, 2023 (Issued July 22, 2024) Revised Engagement Letter Annual Compliance Audit June 30, 2023 (Issued January 29, 2025) 2. Quarterly Compliance Monitoring (TOC Directive) Compliance Monitoring of the Treasurer’s...

FY 2023-24

1. Annual Compliance Audits (Cal Govt. Code 27134) Engagement Letter Annual Compliance Audit June 30, 2024 (Issued July 18, 2025) 2. Quarterly Compliance Monitoring (TOC Directive) Compliance Monitoring of the Treasurer's Investment Portfolio for the Quarter Ended September 30, 2023 (Issued January 17, 2024) Compliance Monitoring of the Treasurer's Investment...

FY 2024-25

1. Annual Compliance Audits (Cal Govt. Code 27134) 2. Quarterly Compliance Monitoring (TOC Directive) Engagement Letter Quarterly Compliance Monitoring 9-30-24 & 12-31-24 Revised Due to Change in Audit Scope (Issued July 18, 2025) 3. Quarterly Schedule of Assets Review (Cal Govt. Code 26920(a)) Engagement Letter Quarterly Schedule of Assets Review...

Secured Property Tax Reminder

What is the Secured Property Tax Reminder Program? The Orange County Treasurer-Tax Collector offers an easy and convenient text and/or email reminder service to help you stay informed about important dates for your secured property tax bill. Once subscribed, you’ll receive: A September notification when your secured property tax bill...

Penalty Cancellation Request / How to Avoid Penalties

FAQs and Penalty Cancellation Request Examples Penalty Cancellation Form Military Tax Relief Application Penalty Cancellation Request Process Any Taxpayer may request cancellation of a penalty assessed on a secured or unsecured property, either in writing, or by submitting a completed and signed Penalty Cancellation Request Form . California Revenue &...

Unclaimed Funds

The Office of the County Treasurer has the following five types of unclaimed funds: 1. Deceased Estates Held in Trust: Under Probate Code 11850, monies are held for one year then, if not claimed, are escheated to the State. This is a semi-annual process. Under Probate Code 7663, monies are...

2025

2025 1. January (4.36 MB) 2. February (3.28 MB) 3. March (2.49 MB) 4. April (3.40 MB) 5. May (12.84 MB) 6. June (3.5 MB)