California Tax Exemption Certificate for Equipment

To submit this form, ensure all fields are accurately filled and signed. You can send it via email using the appropriate contacts provided on our website or fax it to the designated number. For physical submissions, mail the completed form to the California Department of Tax and Fee Administration at their designated address.

Important dates for this form include the exemption application period starting January 1, 2018, and the phased tax rate reductions until June 30, 2030. Ensure to submit all applications and documentation before these dates for a successful exemption. Stay updated with any changes in regulations that may affect these timelines.

The purpose of this form is to facilitate the exemption process for sales and use taxes on manufacturing and research equipment. It helps qualified individuals and organizations claim tax benefits under California law. This form is essential for compliance and efficient financial management regarding tax obligations.

• 1. Seller's/Lessor's Name: The name of the individual or business selling or leasing the equipment.
• 2. Seller's/Lessor's Address: Complete address of the seller's or lessor's location.
• 3. Description of Qualified Property: Clear description of the equipment or property being exempted.
• 4. Usage Qualifications: Indicate the nature of use for the equipment, such as manufacturing or research.
• 5. Certification Section: Fields requiring the purchaser's signature and details for validation.

Failure to submit this form may result in an inability to claim the intended tax exemption. It could lead to potential tax liabilities and penalties. Therefore, it's crucial to ensure timely and accurate submission.

• Tax Penalties: Inaccurate submissions can lead to fines and increased tax obligations.
• Lost Exemptions: You may lose eligibility for tax exemptions if forms are not filed correctly.
• Compliance Issues: Not following submission guidelines may complicate future tax matters.

• 1. Manufacturing Equipment Purchases: To claim tax exemptions on machinery used for production.
• 2. Research and Development Acquisitions: For equipment purchased for scientific exploration.
• 3. Electric Power Generation: Used in processes integral to creating electric power.