Get Open Pdf File, 61.11 Kb, For Form St-5: Sales Tax Exempt ...

Filling out Form ST-5, the Sales Tax Exempt Purchaser Certificate, is an essential step for qualifying organizations seeking tax exemptions in Massachusetts. This guide provides clear and concise instructions on how to complete the form accurately online.

Follow the steps to successfully complete Form ST-5 online.

1. Press the ‘Get Form’ button to obtain the form and open it in your preferred PDF viewer.
2. Begin with Part 1 by entering the exempt taxpayer information. This section requires the name, address, city, state, zip code, exemption number, issue date, and expiration date of the certificate for the government or 501(c)(3) organization.
3. Ensure that you provide a signature, title, and date in the designated fields to certify that the organization is recognized as an exempt purchaser under Massachusetts General Laws.
4. Continue to Part 2, where the agent's information is to be filled out. Input the name and address of the agent’s organization, the agent's name, and other relevant details.
5. Identify the role of the agent, selecting whether they represent a government organization or a 501(c)(3) organization. If applicable, attach Form ST-2.
6. In Part 3, provide the vendor information by entering the vendor’s name and selecting the appropriate certificate type, whether it is a single purchase certificate or blanket certificate.
7. If completing Part 4, describe each property purchased by entering the date, description, quantity, and cost. Ensure that all relevant quantities and costs are totaled accurately.
8. After filling in all necessary sections, review the form for accuracy. You can then save your changes, download, print, or share the completed Form ST-5 as needed.

Complete your documents online today to ensure compliance and streamline your tax-exempt purchasing process.