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Signed Into Law
Signed June 20, 2025Effective 2025-09-01
SB2068

Regular Session

Relating to the duty of an appraisal district to keep confidential certain identifying information provided by a property owner.

Government Affairs & Regulatory Compliance Analysis

SB2068: Government Affairs Overview

SB2068 mandates that County Appraisal Districts redact and keep confidential the name, age, address, and phone number of a minor child when provided in a property tax exemption application. This change primarily affects property tax consultants, family law attorneys, and wealth managers, who must now alter filing procedures to ensure client data triggers these statutory protections.

Sen. Paul Bettencourt·Senate Bill·Regular Session

Low
Low Cost
Effective:2025-09-01
Enforcing Agencies

Chief Appraisers • County Appraisal Districts

Business Impact

Who SB2068 Affects

This legislation has regulatory implications for the following Texas businesses and organizations:

Regulatory Priority: low

Standard regulatory changes (effective 2025-09-01). Review during normal business planning.

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Real Estate

Affected business types:

  • Property developers
  • Commercial landlords
  • Property managers
  • Real estate investors
View all real estate legislation

Key Operational Considerations

  • 1Client Engagement Letters: Update agreements to explicitly state your firm’s adherence to SB2068 privacy standards as a value-add service.
  • 2Verification Protocols: Implement a "post-filing check" to confirm the Appraisal District has correctly flagged the account as confidential.

Estimated Cost Impact

lowMinimal cost impact anticipated.

Enforcing Agencies

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SB2068
Low
Relating to the duty of an appraisal district to keep confidential certain identifying information provided by a property owner.
Low Compliance Urgency
Requires routine attention
Cost Impact
Low
Effective
2025-09-01
Enforcing Agencies
Chief AppraisersCounty Appraisal Districts
Primary Author: Sen. Paul Bettencourt
89th Texas Legislature
jdkey.com
01

Compliance Analysis

Key implementation requirements and action items for compliance with this legislation

Implementation Timeline

  • Effective Date: September 1, 2025
  • Compliance Deadline: September 1, 2025 (All applications filed on or after this date must adhere to new protocols).
  • Agency Rulemaking: The Texas Comptroller is expected to update exemption forms (specifically Form 50-114) by July 2025 to accommodate these data fields. Monitor the Comptroller’s Property Tax Assistance Division for these releases.

Immediate Action Plan

  • 1. Audit Intake Forms: Immediately revise client intake questionnaires to specifically ask if a minor resides at the property or is a beneficiary.
  • 2. Update CRM: Configure case management software to tag files containing minor PII to prevent accidental inclusion in bulk reporting.
  • 3. Monitor Forms: Assign a compliance officer to check the Texas Comptroller’s website monthly starting May 2025 for updated exemption forms.
  • 4. Client Communication: Notify high-net-worth clients of this new protection and offer to re-file exemptions in late 2025 to "cleanse" their public record.

Operational Changes Required

Contracts

  • Client Engagement Letters: Update agreements to explicitly state your firm’s adherence to SB2068 privacy standards as a value-add service.
  • Data Vendor Agreements: If your business purchases bulk data from Appraisal Districts, amend contracts to acknowledge that demographic data regarding household composition will be statutorily redacted beginning Q4 2025.

Hiring/Training

  • Intake Staff Training: Train staff to identify applications involving minors (e.g., heirship, trusts). They must ensure minor PII is entered *only* in designated confidential fields and not in general "Notes" or "Comments" sections which may not be automatically redacted.
  • Verification Protocols: Implement a "post-filing check" to confirm the Appraisal District has correctly flagged the account as confidential.

Reporting & Record-Keeping

  • Document Stamping: Until standardized forms are updated, you must stamp "CONFIDENTIAL - CONTAINS MINOR PII" on all supporting affidavits or attachments (birth certificates, trust documents) submitted to the District.
  • Internal Redaction: If your firm is subject to any public disclosure requirements (e.g., public-private partnerships), you must adopt internal redaction standards mirroring the Appraisal District's protocols.

Fees & Costs

  • No Direct Fee Increases: There are no statutory filing fees associated with this confidentiality.
  • Operational Costs: Minimal costs associated with updating CRM fields to segregate "Minor PII" from general client contact data.

Strategic Ambiguities & Considerations

  • Scope of "Application": The statute protects information "provided in an application." It is legally ambiguous whether this extends to *attachments* (e.g., a birth certificate attached to prove age). Guidance: Do not assume attachments are protected. Redact non-essential PII from attachments *before* filing, or explicitly label them as confidential.
  • Retroactivity: The law is prospective. It does not automatically scrub minor data from applications filed prior to September 1, 2025. To protect high-profile clients with existing records, you must file a new application or a specific confidentiality request after the effective date.

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JD Key Consulting specializes in Texas regulatory compliance strategy. Work directly with James Dickey—former Chairman of the Republican Party of Texas—to understand this bill's impact on your operations and develop an actionable compliance plan.

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Information presented is for general knowledge only and is provided without warranty, express or implied. Consult qualified government affairs professionals and legal counsel before making compliance decisions.

02

Legislative Timeline

This bill's path through the Texas Legislature

Filed
Mar 7, 2025
Passed Senate
Apr 24, 2025
Passed House
May 21, 2025
Signed
Jun 20, 2025
Effective
Sep 1, 2025
TopicsProtection of Personal InformationTaxationTaxation--property-appeal of Tax DecisionsTaxation--property-exemptionsTaxation--property-appraisals & Appraisal Districts
03

Senate Authors

Sen. Paul BettencourtRepublican · Primary Author

House Sponsors

Rep. Angie ButtonRepublican · Primary Sponsor
Joint Sponsors

Bill Text(with markup)

View bill text in multiple formats on Texas Legislature website

Fiscal NoteView Original

Related Legislation

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More from Sen. Paul Bettencourt

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Related by Topic

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Quick Reference

Frequently Asked Questions

Common questions about SB2068

Q

What does Texas SB2068 do?

SB2068 mandates that County Appraisal Districts redact and keep confidential the name, age, address, and phone number of a minor child when provided in a property tax exemption application. This change primarily affects property tax consultants, family law attorneys, and wealth managers, who must now alter filing procedures to ensure client data triggers these statutory protections.

Q

Who authored SB2068?

SB2068 was authored by Texas Senator Paul Bettencourt during the Regular Session.

Q

When was SB2068 signed into law?

SB2068 was signed into law by Governor Greg Abbott on June 20, 2025.

Q

Which agencies enforce SB2068?

SB2068 is enforced by Chief Appraisers and County Appraisal Districts.

Q

How significant are the changes in SB2068?

The regulatory priority for SB2068 is rated as "low". Businesses and organizations should review the legislation to understand potential impacts.

Q

What is the cost impact of SB2068?

The cost impact of SB2068 is estimated as "low". This may vary based on industry and implementation requirements.

Q

What topics does SB2068 address?

SB2068 addresses topics including protection of personal information, taxation, taxation--property-appeal of tax decisions, taxation--property-exemptions and taxation--property-appraisals & appraisal districts.

Q

What are the key dates for SB2068?

Key dates for SB2068: Effective date is 2025-09-01. Consult with legal counsel regarding applicability.

Q

Which Texas businesses are affected by SB2068?

SB2068 primarily affects property owners and real estate professionals. These businesses should review the legislation with their legal and compliance teams to understand potential impacts.

Need Strategic Guidance on This Legislation?

JD Key Consulting is an Austin, Texas-based government affairs firm led by James Dickey, former Chairman of the Republican Party of Texas. We specialize in Texas regulatory compliance and legislative strategy for data centers, energy, banking, and manufacturing.

Legislative data provided by LegiScanLast updated: January 11, 2026