Blank Indiana St 105 PDF Form

Blank Indiana St 105 PDF Form

The Indiana ST-105 form is a General Sales Tax Exemption Certificate used by registered retail merchants and businesses located outside Indiana. This certificate allows eligible purchasers to claim exemptions from sales tax on specific purchases, provided they meet the criteria outlined in Indiana code. It is crucial to complete all sections accurately to ensure the exemption is valid.

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The Indiana ST-105 form serves as a General Sales Tax Exemption Certificate, designed for use by Indiana-registered retail merchants and businesses located outside of Indiana. This certificate allows qualifying purchasers to claim exemption from sales tax on certain purchases, provided the exemption is recognized under Indiana law. It is important to note that exemptions from other states do not apply to purchases made from Indiana vendors. The form cannot be used for purchasing specific items such as liquor, vehicles, watercraft, or aircraft. To qualify for the exemption, purchasers must be registered with the Indiana Department of Revenue or the appropriate taxing authority in their home state. Complete information is required in each section of the form; otherwise, sales tax will be charged. If the necessary details are not provided, the purchaser must pay the sales tax and may later file a claim for a refund using Form GA-110. The form requires the purchaser's identification numbers, which may include the Indiana Taxpayer Identification Number (TID) and the location number (LOC), or an equivalent from another state. Additionally, the purchaser must indicate the type of exemption being claimed and provide a description of the items to be purchased. Misuse of the exemption certificate can lead to penalties, including tax liabilities and potential civil or criminal consequences.

Document Sample

Form ST-105

Indiana Department of Revenue

State Form 49065

General Sales Tax Exemption Certificate

(R7 / 6-23)

 

Indiana registered retail merchants and businesses located outside Indiana may use this certificate. The claimed exemption must be allowed by Indiana code. Exemption statutes of other states are not valid for purchases from Indiana vendors. This exemption certificate can not be issued for the purchase of Utilities, Vehicles, Watercraft, Aircraft, or Gasoline. In addition, this exemption certificate may not be issued by a nonprofit organization. Purchaser must be registered with the Department of Revenue or the appropriate taxing authority of the purchaser’s state of residence.

Sales tax must be charged unless all information in each section is fully completed by the purchaser. Purchasers not able to provide all required information must pay the tax and may file a claim for refund (Form GA-110L) directly with the Department of Revenue. A valid certificate also serves as an exemption certificate for (1) county innkeeper’s tax and (2) local food and beverage tax.

Section 1 (print only)

Name of Purchaser:_____________________________________________________________________________________

Business Address:____________________________ City:____________________ State:__________ ZIP Code:________

Purchaser must provide minimum of one ID number below.*

Provide your Indiana Registered Retail Merchant’s Certificate TID and LOC Number as shown on your Certificate.

TID Number (10 digits):_______________________________ - LOC Number (3 digits):________________

If not registered with the Indiana DOR, provide your State Tax ID Number from another State

*See instructions on the reverse side if you do not have either number.

State ID Number:_____________________________

State of Issue:_________________

Section 3 Section 2

Section 4

Section 5

Name of Seller:_________________________________________________________________________________________

Address of Seller:_ ___________________________ City:____________________ State:__________ ZIP Code:________

Is this a blanket purchase exemption request or a single purchase exemption request? (check one)

Description of items to be purchased:________________________________________________________________________

Sales to a retailer, wholesaler, or manufacturer for resale only.

Sale of manufacturing machinery, tools, and equipment to be used directly in direct production.

Sales of tangible personal property predominately used (greater then 50 percent) in providing public transportation - provide USDOT Number. A person or corporation who is hauling under someone else’s motor carrier authority, or has a contract as a school bus operator, must provide their SSN or FID Number in lieu of a State ID Number in Section 1.

USDOT Number:________________________________________

Sales to persons, occupationally engaged as farmers, to be used directly in production of agricultural products for sale. Note: A farmer not possessing a State Business License Number may enter a FID Number or a SSN in lieu of a State ID Number in Section 1.

Sales to a contractor for exempt projects (such as public schools, government, or nonprofits).

Sales to Indiana Governmental Units (agencies, cities, towns, municipalities, public schools, and state universities).

Sales to the United States Federal Government - show agency name._________________________________________

Note: A U.S. Government agency should enter its Federal Identification Number (FID) in Section 1 in lieu of a State ID Number.

Other - explain._ _____________________________________________________________________________________Purchaser must indicate the type of exemption being claimed for this purchase. (check one or explain)

I hereby certify under the penalties of perjury that the property purchased by the use of this exemption certificate is to be used for an exempt purpose pursuant to the State Gross Retail Sales Tax Act, Indiana Code 6-2.5, and the item purchased is not a utility, vehicle, watercraft, aircraft, or gasoline. I further attest that the property purchased is not being purchased by a nonprofit organization.

I confirm my understanding that misuse, (either negligent or intentional), and/or fraudulent use of this certificate may subject both me personally and/or the business entity I represent to the imposition of tax, interest, and civil and/or criminal penalties.

Signature of Purchaser:_____________________________________________

Date:______________________________

Printed Name:____________________________________________________

Title:_ _____________________________

The Indiana Department of Revenue may request verification of registration in another state if you are an out-of-state purchaser.

Seller must keep this certificate on file to support exempt sales.

Instructions for Completing Form ST-105

All five sections of the ST-105 must be completed or the exemption is not valid and the seller is responsible for the collection of the Indiana sales tax.

Section 1

A)This section requires an identification number. In most cases this number will be an Indiana Department of Revenue issued Taxpayer Identification Number (TID - see note below) used for Indiana sales and/or withholding tax reporting. If the purchaser is from another state and does not possess an Indiana TID Number, a resident state’s business license, or State issued ID Number must be provided.

B)Exceptions - For a purchaser not possessing either an Indiana TID Number or another State ID Number, the following may be used in lieu of this requirement.

Federal Government – place your FID Number in the State ID Number space.

Farmer – place your SSN or FID Number in the State ID Number space. Please complete the Agricultural Equipment Exemption Usage Questionnaire (Form AGQ-100) in order to determine the amount of the exemption you can claim. If the purchase does not qualify for a 100% or predominate exemption, the ST-105 should not be issued to the vendor. Instead, sales tax should be paid on the purchase, and the farmer should file a Claim for Refund (Form GA-110L) with the department and include the AGQ-100. Public transportation haulers operating under another motor carrier authority, or with a contract as a school bus operator, must indicate their SSN or FID Number in the State ID Number space.

Section 2

A)Enter the seller’s name and address.

Section 3

A)Check a box to indicate if this is a single purchase or blanket exemption.

B)Describe product being purchased.

Section 4

A)Purchaser must check the reason for exemption.

B)Purchaser must be able to provide additional information if requested.

Section 5

A)Purchaser must sign and date the form.

B)Printed name and title of signer must be shown.

Note: The Indiana Taxpayer Identification Number (TID) is a ten digit number followed by a three digit LOC Number. The TID is also known as the following:

a)Registered Retail Merchant Certificate

b)Tax Exempt Identification Number

c)Sales Tax Identification Number

d)Withholding Tax Identification Number

The Registered Retail Merchant Certificate issued by the Indiana Department of Revenue shows the TID (10 digits) and the LOC (3 digits) at the top right of the certificate.

File Specifics

Fact Name Details
Purpose The Indiana ST-105 form is used as a General Sales Tax Exemption Certificate for qualifying purchases.
Eligibility Indiana-registered retail merchants and businesses located outside Indiana can utilize this certificate.
Governing Law The form is governed by Indiana Code 6-2.5, which outlines the regulations for sales tax exemptions.
Restrictions This exemption cannot be applied to purchases of utilities, vehicles, watercraft, or aircraft.
Filing Requirements All sections of the ST-105 must be completed. Incomplete forms will not be valid, and sales tax must be collected.

How to Use Indiana St 105

Filling out the Indiana ST-105 form is a straightforward process, but it requires attention to detail to ensure that all necessary information is provided. This form is essential for claiming a sales tax exemption in Indiana, and each section must be completed accurately to avoid any issues. Below are the steps to guide you through the process of filling out the form.

  1. Begin by entering the Name of Purchaser in the designated field.
  2. Fill in the Business Address, including the City and Zip Code.
  3. Provide your Indiana Registered Retail Merchant's Certificate TID and LOC Number as shown on your certificate. If you are not registered with the Indiana Department of Revenue, enter your State Tax ID Number from your home state.
  4. Indicate whether this is a single purchase or a blanket exemption by checking the appropriate box.
  5. In the next section, describe the type of exemption being claimed for this purchase. You must check one of the options provided, such as sales to a retailer or sales of manufacturing machinery.
  6. If applicable, provide any additional information required, such as the USDOT# for public transportation or the FID# for federal government purchases.
  7. Sign and date the form in the Signature of Purchaser section.
  8. Finally, print your name and title in the designated fields below your signature.

Your Questions, Answered

  1. What is the Indiana ST-105 form?

    The Indiana ST-105 form is a General Sales Tax Exemption Certificate issued by the Indiana Department of Revenue. It allows registered retail merchants and certain businesses located outside Indiana to make tax-exempt purchases from Indiana vendors. The exemption claimed must comply with Indiana law, and exemptions from other states are not recognized for purchases made in Indiana.

  2. Who can use the ST-105 form?

    This form can be used by Indiana-registered retail merchants and businesses that are registered in other states. However, the purchaser must provide valid identification numbers, such as the Indiana Taxpayer Identification Number (TID) or an out-of-state tax ID number. If the purchaser does not have either, they may need to pay sales tax and file a claim for a refund later.

  3. What types of purchases are exempt under the ST-105 form?

    The ST-105 form can be used for various types of exempt purchases, including:

    • Sales to retailers, wholesalers, or manufacturers for resale.
    • Sales of manufacturing machinery, tools, and equipment used directly in production.
    • Sales to nonprofit organizations under specific guidelines.
    • Sales of tangible personal property used predominantly in public transportation.
    • Sales to farmers for agricultural production.
    • Sales for exempt projects, such as public schools or nonprofit organizations.
    • Sales to governmental units and the United States Federal Government.
  4. What information is required to complete the ST-105 form?

    The ST-105 form requires several pieces of information to be filled out completely, including:

    • Name and address of the purchaser.
    • Indiana TID and LOC numbers or an out-of-state tax ID number.
    • Type of exemption being claimed.
    • Description of the items being purchased.
    • Signature, printed name, and title of the purchaser.
  5. What happens if the ST-105 form is not filled out correctly?

    If any part of the ST-105 form is incomplete or incorrect, the exemption may not be valid. In such cases, the seller is responsible for collecting the appropriate Indiana sales tax. Purchasers who cannot provide all required information must pay the tax and may later file a claim for a refund using Form GA-110.

  6. Are there any restrictions on what can be purchased using the ST-105 form?

    Yes, certain items cannot be purchased tax-exempt using the ST-105 form. These include utilities, vehicles, watercraft, and aircraft. The exemption is strictly limited to qualifying purchases as outlined in the Indiana Code.

  7. What is a blanket exemption?

    A blanket exemption allows a purchaser to use the ST-105 form for multiple transactions over a specified period without needing to complete a new form for each individual purchase. However, the purchaser must indicate whether the exemption is for a single purchase or a blanket exemption when filling out the form.

  8. Can out-of-state purchasers use the ST-105 form?

    Yes, out-of-state purchasers can use the ST-105 form, provided they are registered with their own state's taxing authority and can supply the required identification numbers. The Indiana Department of Revenue may request verification of the purchaser's registration in their home state.

  9. What are the penalties for misuse of the ST-105 form?

    Misuse of the ST-105 form, whether due to negligence or intentional fraud, can result in significant penalties. These may include the imposition of tax, interest, and civil or criminal penalties against both the individual and the business entity represented by the purchaser.

Common mistakes

  1. Incomplete Identification Information: Failing to provide a valid Indiana Taxpayer Identification Number (TID) or a State Tax ID number from another state can render the exemption invalid.

  2. Missing Signature: Not signing the form is a common oversight. The purchaser's signature is essential for validating the exemption.

  3. Incorrect Exemption Type: Selecting the wrong type of exemption can lead to issues. It's important to check the appropriate box that corresponds to the claimed exemption.

  4. Failure to Describe Purchase: Not providing a description of the items being purchased can invalidate the exemption. A clear description is necessary to justify the exemption.

  5. Ignoring State Regulations: Some individuals mistakenly believe exemptions from other states are valid for purchases in Indiana. This is incorrect; only Indiana exemptions apply.

  6. Not Indicating Purchase Type: Failing to indicate whether the exemption is for a single purchase or a blanket exemption can lead to complications. This choice must be clearly marked.

  7. Providing Incorrect Contact Information: Inaccurate business address or contact details can hinder communication and verification processes. Ensure all information is correct and up-to-date.

Documents used along the form

The Indiana ST-105 form serves as a crucial document for businesses seeking sales tax exemptions in the state. However, it is often accompanied by several other forms and documents that help clarify the exemption process and ensure compliance with state regulations. Below is a brief overview of four commonly used forms alongside the ST-105.

  • Form GA-110L: This form is used by purchasers who have paid sales tax on exempt purchases and wish to claim a refund. It requires detailed information about the transaction and proof of tax payment. Submitting this form allows businesses to recover funds that were incorrectly paid.
  • Indiana Registered Retail Merchant Certificate: This certificate is essential for businesses operating in Indiana. It provides the Taxpayer Identification Number (TID#) necessary for the ST-105 form. Without this certificate, a business cannot claim tax exemptions, making it a vital component of the sales tax process.
  • Form ST-136: This is the Indiana Sales Tax Exemption Certificate for specific transactions. It is often used for sales to governmental units or non-profit organizations. The ST-136 outlines the specific reasons for exemption and must be filled out completely to be valid.
  • Form ST-200: This form is utilized for claiming an exemption on purchases of manufacturing machinery and equipment. Businesses must provide details about the machinery and how it will be used in production, ensuring that the exemption aligns with state guidelines.

Understanding these documents can significantly streamline the process of claiming sales tax exemptions in Indiana. Each form serves a specific purpose and, when used correctly, can help businesses navigate the complexities of tax regulations effectively.

Similar forms

The Indiana Form ST-105 is similar to the IRS Form W-9, which is used to provide taxpayer identification information. Both forms require the individual or business to provide identifying numbers, such as a Tax Identification Number (TIN) or Social Security Number (SSN). While the ST-105 is specifically for sales tax exemptions in Indiana, the W-9 serves a broader purpose, often used for reporting income paid to independent contractors. Each form is essential for ensuring compliance with tax regulations and helps facilitate the proper handling of tax obligations.

Another document comparable to the Indiana Form ST-105 is the IRS Form 8832, which is used by businesses to elect their tax classification. Like the ST-105, Form 8832 requires detailed information about the entity, including its name and identification numbers. Both forms help clarify the tax status of the entity and ensure that the appropriate tax exemptions or classifications are applied. While the ST-105 focuses on sales tax exemptions, Form 8832 is more about federal tax classification, but both are crucial for maintaining tax compliance.

The Indiana Form ST-105 also shares similarities with the Certificate of Exempt Use, commonly used in various states. This certificate allows buyers to purchase goods without paying sales tax, provided they meet specific criteria. Both documents require the purchaser to indicate the reason for the exemption and provide necessary identification numbers. The Certificate of Exempt Use is often used for specific types of purchases, similar to how the ST-105 is limited to certain exemptions under Indiana law.

Additionally, the Indiana Form ST-105 resembles the Sales Tax Exemption Certificate used in other states. These certificates allow businesses to claim exemptions from sales tax on qualifying purchases. Each state has its own version, but they generally require similar information, such as the purchaser's identification and the reason for the exemption. While the ST-105 is tailored to Indiana regulations, the fundamental purpose of facilitating tax-exempt purchases remains consistent across state lines.

Another related document is the Nonprofit Organization Exemption Certificate. This certificate is used by qualifying nonprofits to purchase items without paying sales tax. Similar to the ST-105, it requires the organization to provide its identification and specify the nature of the exempt purchase. Both documents serve to support tax-exempt status, helping nonprofits manage their finances effectively while complying with tax laws.

The Indiana Form ST-105 is also akin to the Government Purchase Card Exemption Certificate. This document is used by government entities to make purchases without incurring sales tax. Just like the ST-105, it requires the buyer to provide identification and verify that the purchase meets exemption criteria. Both forms aim to streamline the purchasing process for entities that are not required to pay sales tax, thus facilitating efficient governmental operations.

Lastly, the Indiana Form ST-105 can be compared to the Retail Sales Tax Exemption Certificate used for agricultural purchases. Farmers often use this certificate to exempt certain purchases related to agricultural production. Like the ST-105, it requires the purchaser to provide identification and specify the type of exemption being claimed. Both forms are designed to support specific industries by allowing tax-exempt purchases, ultimately helping to reduce operational costs for businesses in those sectors.

Dos and Don'ts

When filling out the Indiana ST-105 form, it’s essential to approach the task with care. Here are some important dos and don’ts to keep in mind:

  • Do ensure all sections of the form are completed. Incomplete forms may lead to tax collection by the seller.
  • Do provide your Indiana Registered Retail Merchant's Certificate TID and LOC Number if applicable.
  • Do indicate whether you are claiming a single purchase exemption or a blanket exemption.
  • Do check the appropriate box for the type of exemption being claimed.
  • Don’t forget to sign and date the form. A missing signature can invalidate your exemption.
  • Don’t use this certificate for the purchase of items like vehicles, watercraft, or aircraft.
  • Don’t assume exemptions from other states apply to purchases from Indiana vendors.

By following these guidelines, you can help ensure a smooth process when using the Indiana ST-105 form. Remember, accuracy is key!

Misconceptions

  • Misconception 1: The ST-105 form can be used for any purchase.
  • This is not true. The ST-105 form is specifically for certain types of purchases that qualify for tax exemption under Indiana law. Items like liquor, vehicles, watercraft, and aircraft cannot be purchased using this exemption certificate.

  • Misconception 2: Only Indiana businesses can use the ST-105 form.
  • This is misleading. While the form is primarily for Indiana-registered retailers, businesses located outside of Indiana can also use it. However, they must provide valid identification numbers and meet specific criteria set by Indiana law.

  • Misconception 3: Completing the ST-105 form is optional for tax-exempt purchases.
  • This is incorrect. All sections of the ST-105 form must be fully completed for the exemption to be valid. If the form is incomplete, the seller is responsible for collecting the Indiana sales tax.

  • Misconception 4: Misuse of the ST-105 form only affects the purchaser.
  • This is a common misunderstanding. Both the purchaser and the business entity represented can face penalties if the form is misused. This includes potential tax, interest, and civil or criminal penalties.

Key takeaways

Here are some key takeaways about filling out and using the Indiana ST-105 form:

  • Complete All Sections: Every section of the ST-105 form must be filled out completely. If any part is missing, the exemption will not be valid, and the seller is responsible for collecting sales tax.
  • Provide Proper Identification: The purchaser must include their Indiana Taxpayer Identification Number (TID#) or a valid identification number from their home state. Without this information, sales tax will apply.
  • Understand Exemption Types: The form allows for various types of exemptions. Purchasers need to check the appropriate box that corresponds to the reason for the exemption, such as resale or sales to non-profit organizations.
  • Keep Records: Sellers are required to retain the ST-105 form on file to support any exempt sales. This documentation is crucial for compliance with tax regulations.