When a refund is owed, who do you send it to?

A refund cannot exist unless there is a payment first. That sounds simple enough but this can get confusing when the timing isn't what the customer expects or a mortgage company is involved.

There are a few different situations that would cause a refund to be created, like an overpayment or as a result of an account adjustment made by the Beaufort County Assessor's or Auditor's Offices. Who receives the refund is governed by South Carolina State Law and varies based on what caused the refund in the first place.

Here is a summary of how refunds are disbursed.

If an account was…

The refund will be distributed to…

Adjusted due to a value appeal

Whoever filed the appeal.

Overpaid

Whoever paid the taxes.

Removed from the installment program

Whoever paid the taxes.

Corrected

The current owner of record.

Adjusted due to a Legal Residence Application
(Helpful Hint: This is a great tax discount!)

The current owner of record.

Helpful Hints!

Our most frequently asked questions are about mortgage company payments so let's review some examples. If your mortgage company paid your taxes and then you apply for the Legal Residence Exemption, the adjustment happened after the payment so YOU get the refund. We mentioned earlier that timing matters so here is a slightly different scenario. Now let's say you applied for the Legal Residence Exemption AND THEN your mortgage company pays your taxes. Because the payment happened after the adjustment, it is an overpayment and your mortgage company would receive the refund.

Was this article helpful?
9 out of 15 found this helpful

Articles in this section

Pay Now
Pay now, sign up for e-billing, and more!
Our helpline hours:
8:30am - 4:30pm EST Monday to Friday; except Wednesdays 9:30am - 4:30pm EST
Follow Us on Facebook & Instagram
Get the latest news and updates.