Blank Texas 01 924 PDF Form

Blank Texas 01 924 PDF Form

The Texas 01-924 form is an Agricultural Sales and Use Tax Exemption Certificate that allows commercial agricultural producers to claim exemption from Texas sales and use tax on qualifying agricultural items. This form is essential for those purchasing items exclusively for agricultural production, ensuring compliance with state tax regulations. To get started with your exemption claim, fill out the form by clicking the button below.

The Texas 01-924 form, officially known as the Agricultural Sales and Use Tax Exemption Certificate, serves as a vital tool for commercial agricultural producers in Texas. This form allows eligible individuals and businesses to claim an exemption from sales and use tax when purchasing, leasing, or renting certain agricultural items intended solely for the production of agricultural products for sale. However, it's important to note that this exemption does not extend to motor vehicle purchases, including trailers. For those transactions, a different form, the Texas Motor Vehicle Tax Exemption Certificate for Agricultural and Timber Operations (Form 14-319), is required. Additionally, the 01-924 form does not apply to specific items such as horses, livestock, animal feed, and seeds, which are always exempt from sales tax. The form must be filled out accurately, including the purchaser's ag/timber number, to ensure its validity. Retailers are also responsible for accepting this certificate in good faith, provided it is properly completed. Understanding the nuances of this exemption certificate is essential for both buyers and sellers in the agricultural sector, as misuse can lead to significant penalties. Familiarity with qualifying items, proper record-keeping, and compliance with state regulations are crucial for maintaining eligibility for tax exemptions.

Document Sample

01-924 (Rev.4-17/4)

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Texas Agricultural Sales and Use Tax Exemption Certificate

Commercial agricultural producers must use this form to claim exemption from Texas sales and use tax when buying, leasing or renting qualifying agricultural items they will use exclusively in the production of agricultural products for sale.

You cannot use this form to claim exemption from motor vehicle tax when buying motor vehicles, including trailers. To claim motor vehicle tax exemption, you must give a properly completed Texas Motor Vehicle Tax Exemption Certificate for Agricultural and Timber Operations (Form 14-319) to the vehicle’s seller or dealer. You must also claim the exemption on the Application for Texas Title (Form 130-U) when titling or registering the vehicle with the local County Tax Assessor-Collector.

This form is not required when purchasing the following types of agricultural items:

horses, mules and work animals commonly used in agricultural production;

animal life, the products of which ordinarily constitute food for human consumption, such as cows, goats, sheep, chickens, turkeys and pigs;

feed for farm and ranch animals, including oats, corn, chicken scratch and hay; and

seeds and annual plants, the products of which are commonly recognized as food for humans or animals (such as corn, oats and soybeans) or are usually only raised to be sold in the regular course of business (such as cotton seed).

All other purchases of agricultural items require this properly completed form to claim a sales tax exemption. See the back of this form for examples of exempt and taxable items.

Name of retailer

Address (Street and number, P.O. Box or route number)

City, State, ZIP code

Proper use of this certificate

Purchasers - You can only use this certificate for items you purchase for exclusive use in an exempt manner. You should be familiar with qualifying items. Any non-agricultural or personal use disqualifies the purchase from exemption. See the back of this form for examples of exempt and taxable items.

Retailers - You can accept this certificate in good faith at the time of sale if it is properly completed with an ag/timber number and expiration date. You can also accept it as a blanket certificate covering all sales made during the time this certificate is valid on qualifying items that can reasonably be used to produce agriculture products for sale.

Name of purchaser

Address (Street and number, P.O. Box or route number)

City, State, ZIP code

Phone (Area code and number)

Ag/Timber number

Name of person to whom number is registered, if different than purchaser

This exemption certificate expires on Dec. 31, 2 0

I understand that I am required to keep records to verify eligibility for the exemption(s) claimed and that I will be required to pay sales or use tax on purchases that do not qualify for the exemption(s), in addition to any applicable interest and penalties.

I understand that it is a criminal offense to issue an exemption certificate to the seller for taxable items that I know will be used in a manner that does not qualify for the exemptions found in Tax Code Section 151.316. The offense may range from a Class C misdemeanor to a felony of the second degree.

Purchaser's signature

Purchaser's name (print or type)

Date

This certificate should be given to the retailer. Do not send the completed certificate to the Comptroller of Public Accounts.

Form 01-924 (Back)(Rev.4-17/4)

Always Exempt

These items are always exempt and do not require an exemption certificate or an ag/timber number.

Horses, mules and work animals commonly used in agricultural production;

Animal life, the products of which ordinarily constitute food for human consumption, such as cattle, goats, sheep, chickens, turkeys and hogs;

Feed such as oats, hay, chicken scratch, wild bird seed and deer corn for livestock and wild game (pet food is not exempt); and

Seeds and annual plants, the products of which are commonly recognized as food for humans or animals, such as corn, oats and soybeans or for fiber, such as cotton seed.

Exempt

Here are examples of items that are exempt from sales tax when used exclusively on a farm or ranch to produce agricultural products for sale and pur- chased by a person with a current ag/timber number.

Air tanks

Augers

Bale transportation equipment

Baler twine

Baler wrap

Balers

Binders

Branding irons

Brush hogs Bulk milk coolers Bulk milk tanks

Calf weaners and feeders

Cattle currying and oiling machines

Cattle feeders

Chain saws used for clearing fence lines or pruning orchards

Choppers

Combines

Conveyors

Corn pickers

Corral panels

Cotton pickers, strippers

Crawlers – tractors

Crushers

Cultipackers

Discs

Drags

Dryers

Dusters

Egg handling equipment

Ensilage cutters

Farm machinery and repair or replacement parts

Farm tractors Farm wagons

Farrowing houses (portable and crates)

Feed carts

Feed grinders

Feeders

Fertilizer

Fertilizer distributors

Floats for water troughs

Foggers

Forage boxes

Forage harvesters

Fruit graters

Fruit harvesters

Grain binders

Grain bins

Grain drills

Grain handling equipment

Greases, lubricants and oils for qualifying farm machinery and equipment

Harrows

Head gates

Hoists

Husking machines

Hydraulic fluid

Hydro-coolers Implements of husbandry Incubators

Irrigation equipment

Manure handling equipment Manure spreaders Milking equipment

Mowers (hay and rotary blade)

Pesticides

Pickers

Planters Poultry feeders

Poultry house equipment

Pruning equipment

Rollbar equipment Rollers

Root vegetable harvesters

Rotary hoes

Salt stands

Seed cleaners

Shellers

Silo unloaders

Soilmovers used to grade farmland

Sorters

Sowers

Sprayers

Spreaders

Squeeze chutes

Stalls

Stanchions

Subsoilers

Telecommunications services used to navigate farm machinery and equipment*

Threshing machines Tillers

Tires for exempt equipment Troughs, feed and water

Vacuum coolers

Vegetable graders

Vegetable washers

Vegetable waxers

* As of Sept. 1, 2015, telecommunications services used to navigate farm machinery and equipment are exempt.

Taxable

These items DO NOT qualify for sales and use tax exemption for agricultural production.

Automotive parts, such as tires, for vehicles licensed for highway use, even if the vehicle has farm plates

Clothing, including work clothing, safety apparel and shoes

Computers and computer software used for any purposes other than agricultural production

Furniture, home furnishings and housewares

Golf carts, dirt bikes, dune buggies and go-carts

Guns, ammunition, traps and similar items

*See www.comptroller.texas.gov/taxes/ag-timber/.

Materials used to construct roads or buildings used for shelter, housing, storage or work space (examples include general storage barns, sheds or shelters)

Motor vehicles and trailers*

Pet food

Taxable services such as nonresidential real property repairs or remodeling, security services, and waste removal

Tax Help: www.comptroller.texas.gov/taxes/ = Window on State Government: www.comptroller.texas.gov

Tax Assistance: 1-800-252-5555

Sign up to receive email updates on the Comptroller topics of your choice at www.comptroller.texas.gov/subscribe.

File Specifics

Fact Name Fact Description
Purpose The Texas 01-924 form is used by commercial agricultural producers to claim exemption from sales and use tax for qualifying agricultural items purchased exclusively for production purposes.
Exemption Limitations This form cannot be used to claim exemption from motor vehicle tax. For vehicles, a different form (14-319) is required.
Exempt Items Items like horses, feed, and seeds that are typically used in agricultural production do not require this form for tax exemption.
Record Keeping Purchasers must maintain records to verify eligibility for the claimed exemptions, ensuring compliance with tax regulations.
Expiration Date The exemption certificate expires on December 31 of the year it is issued, requiring renewal for continued use.
Criminal Penalties Issuing the certificate for non-qualifying items can lead to serious legal consequences, ranging from misdemeanors to felonies.
Retailer Responsibilities Retailers can accept the certificate in good faith if it is properly completed, covering all qualifying sales made during its validity period.

How to Use Texas 01 924

Filling out the Texas 01-924 form is straightforward. Follow these steps to ensure you complete it correctly. This form is essential for claiming a sales tax exemption on qualifying agricultural items. Make sure to have all necessary information ready before you begin.

  1. Obtain the Texas 01-924 form. You can find it online or at your local tax office.
  2. In the first section, fill in the Name of retailer where you are purchasing the items.
  3. Provide the retailer's Address (Street and number, P.O. Box or route number).
  4. Enter the City, State, ZIP code of the retailer.
  5. Next, fill in the Name of purchaser, which is your name or the name of your business.
  6. Provide your Address (Street and number, P.O. Box or route number).
  7. Enter your City, State, ZIP code.
  8. Include your Phone number with area code.
  9. Fill in your Ag/Timber number. If it differs from the purchaser's name, provide the Name of person to whom number is registered.
  10. Note the expiration date of the exemption certificate, which is December 31 of the current year.
  11. Read the statement regarding record-keeping and the legal implications of misuse. Acknowledge your understanding by signing the form.
  12. Print or type your name in the designated area.
  13. Finally, enter the Date you are completing the form.

Once you have completed the form, give it to the retailer. Do not send it to the Comptroller of Public Accounts. Ensure you keep a copy for your records, as it may be needed for verification in the future.

Your Questions, Answered

What is the Texas 01-924 form?

The Texas 01-924 form, also known as the Texas Agricultural Sales and Use Tax Exemption Certificate, allows commercial agricultural producers to claim exemption from sales and use tax when purchasing qualifying agricultural items. This form is specifically for items that will be used exclusively in the production of agricultural products for sale.

Who is eligible to use the Texas 01-924 form?

Only commercial agricultural producers who hold a valid ag/timber number can use this form. It is essential that the items purchased are intended solely for agricultural production. Personal or non-agricultural use of the items will disqualify the exemption.

What items are exempt from sales tax under this form?

Items exempt from sales tax when purchased using the Texas 01-924 form include, but are not limited to:

  • Farm machinery and equipment
  • Feed for livestock
  • Seeds and annual plants for agricultural production
  • Fertilizers and pesticides

However, certain items like horses, mules, and specific animal life do not require this form for exemption.

What items are not eligible for exemption?

Items that do not qualify for exemption include:

  • Automotive parts for vehicles licensed for highway use
  • Clothing and safety apparel
  • Furniture and home furnishings
  • Motor vehicles and trailers

These items are explicitly excluded from tax exemption, regardless of their use in an agricultural context.

How should the Texas 01-924 form be completed?

The form must be filled out with the purchaser's name, address, ag/timber number, and signature. It is crucial to ensure that all information is accurate and complete. The retailer should also verify that the form includes an expiration date and is properly signed before accepting it.

What happens if I misuse the exemption certificate?

Issuing the Texas 01-924 form for taxable items can lead to serious consequences. If you knowingly use the form for items that do not qualify, you may face penalties ranging from a Class C misdemeanor to a felony of the second degree. It is vital to understand the rules governing the use of this certificate.

Is there a time limit for using the Texas 01-924 form?

Yes, the Texas 01-924 form has an expiration date, which is typically December 31 of the year it is issued. It is essential to keep track of this date and renew the certificate as needed to maintain eligibility for tax exemptions.

Where should I submit the completed form?

The completed Texas 01-924 form should be given directly to the retailer at the time of purchase. Do not send the form to the Comptroller of Public Accounts. Retain a copy for your records to verify eligibility for the exemption claimed.

Common mistakes

  1. Incomplete Information: One common mistake is failing to fill out all required fields. Ensure that every section of the form is completed, including the name and address of both the purchaser and the retailer.

  2. Incorrect Ag/Timber Number: Providing an incorrect or expired ag/timber number can invalidate the exemption. It’s essential to verify that the number is accurate and current before submission.

  3. Misunderstanding Qualifying Items: Many people mistakenly believe that all agricultural items qualify for exemption. Familiarize yourself with which items are exempt and which are taxable to avoid errors.

  4. Using the Certificate for Non-Exempt Purchases: Some individuals incorrectly use this form for items that do not qualify for exemption, such as vehicles or personal items. Always check the guidelines to ensure compliance.

  5. Not Retaining Records: Failing to keep proper records can lead to issues later on. It’s crucial to maintain documentation that verifies eligibility for the exemptions claimed.

  6. Submitting the Form Incorrectly: Some individuals mistakenly send the completed form to the Comptroller of Public Accounts. This form should only be given to the retailer at the time of purchase.

Documents used along the form

The Texas 01-924 form is essential for agricultural producers to claim exemptions from sales and use tax on qualifying agricultural items. Along with this form, there are several other documents that may be necessary for related transactions. Below is a list of these forms, each with a brief description.

  • Texas Motor Vehicle Tax Exemption Certificate for Agricultural and Timber Operations (Form 14-319): This certificate is used to claim an exemption from motor vehicle tax when purchasing vehicles that will be used for agricultural or timber operations.
  • Application for Texas Title (Form 130-U): This form is required when titling or registering a vehicle with the local County Tax Assessor-Collector. It includes a section to claim motor vehicle tax exemption if applicable.
  • Texas Agricultural and Timber Exemption Registration (Form 01-924A): This registration form helps producers obtain an ag/timber number, which is necessary for claiming tax exemptions on qualifying purchases.
  • Sales Tax Resale Certificate (Form 01-339): Retailers use this certificate to purchase items tax-free that they intend to resell. It is crucial for maintaining compliance with sales tax regulations.
  • Texas Agricultural Products Exemption Certificate (Form 01-917): This form allows producers to claim exemptions for specific agricultural products, ensuring they are not taxed when purchasing these items for production.
  • Texas Business Personal Property Rendition (Form 50-144): This document is filed annually to report personal property owned by a business. It helps determine the property tax owed on agricultural equipment and other assets.

Each of these documents serves a specific purpose in the agricultural tax exemption process. Proper completion and submission of these forms are essential for compliance and to ensure that producers can take advantage of available tax benefits.

Similar forms

The Texas Motor Vehicle Tax Exemption Certificate for Agricultural and Timber Operations (Form 14-319) serves a specific purpose similar to the Texas 01-924 form. Both documents allow agricultural producers to claim tax exemptions, but the 14-319 form is specifically for motor vehicles used in agricultural operations. While the 01-924 form covers a broader range of agricultural items, the 14-319 focuses solely on vehicles, such as trucks and trailers, that are essential for farming activities. Proper completion of the 14-319 is necessary to ensure that the vehicle is exempt from motor vehicle tax when purchased or registered.

The Texas Agricultural Exemption Certificate (Form 01-925) is another document that shares similarities with the Texas 01-924 form. Like the 01-924, this certificate is used by agricultural producers to claim exemptions on purchases. However, the 01-925 is more general and can be used for a wider range of agricultural purchases beyond just sales tax exemptions. Both forms require proper completion and adherence to specific guidelines to ensure that the exemptions are valid and applicable to the items purchased.

The Texas Timber Exemption Certificate (Form 14-320) is also akin to the Texas 01-924 form. This certificate is specifically designed for timber operations, allowing timber producers to claim exemptions on purchases related to timber production. Both forms require the purchaser to have a valid ag/timber number and to use the purchased items exclusively for exempt purposes. While the 01-924 focuses on agricultural products, the 14-320 is tailored for the timber industry, reflecting the unique needs of each sector.

The Texas Agricultural and Timber Registration Application (Form 01-917) complements the Texas 01-924 form by facilitating the registration process for agricultural and timber operations. This application is essential for obtaining an ag/timber number, which is required for both the 01-924 and 14-320 forms. By completing the 01-917, producers can establish their eligibility for tax exemptions, thereby streamlining the process of claiming exemptions on purchases related to their agricultural or timber activities.

The Texas Agricultural Products Sales Tax Exemption Certificate (Form 14-318) is another document that is similar to the Texas 01-924 form. This certificate allows producers to claim sales tax exemptions on specific agricultural products sold to consumers. While the 01-924 focuses on exemptions for purchases made by producers, the 14-318 is aimed at ensuring that the products sold by these producers are exempt from sales tax. Both forms require careful completion and adherence to guidelines to maintain compliance with tax regulations.

Finally, the Texas Sales and Use Tax Resale Certificate (Form 01-339) shares a functional relationship with the Texas 01-924 form. This certificate allows businesses to purchase items for resale without paying sales tax at the time of purchase. Similar to the 01-924, the resale certificate requires proper documentation and is intended for specific use cases. While the 01-924 is focused on agricultural exemptions, the resale certificate serves a broader audience of businesses, emphasizing the importance of correct usage and compliance in both cases.

Dos and Don'ts

When filling out the Texas 01-924 form, it is crucial to follow certain guidelines to ensure compliance and avoid issues. Here are ten things you should and shouldn't do:

  • Do ensure that the form is filled out completely and accurately.
  • Don't use this form for motor vehicle tax exemptions; use Form 14-319 instead.
  • Do include your Ag/Timber number on the form.
  • Don't submit the completed form to the Comptroller of Public Accounts; give it directly to the retailer.
  • Do keep records that verify your eligibility for the exemption claimed.
  • Don't claim exemptions for items that will be used for non-agricultural purposes.
  • Do familiarize yourself with the list of exempt and taxable items provided in the form.
  • Don't issue the exemption certificate for items you know do not qualify for the exemption.
  • Do ensure that the certificate is signed and dated by the purchaser.
  • Don't forget that the exemption certificate expires on December 31 of the year indicated.

Misconceptions

Misconceptions about the Texas 01 924 form can lead to confusion and potential tax issues. Here are four common misunderstandings:

  • This form can be used for any agricultural purchase. Many believe the Texas 01 924 form applies to all agricultural items. However, it is only for items purchased exclusively for agricultural production. Certain items, like horses and feed, do not require this form.
  • The form is necessary for all motor vehicle purchases. Some assume that the Texas 01 924 form can be used for motor vehicles. In reality, a different form, the Texas Motor Vehicle Tax Exemption Certificate (Form 14-319), is needed for vehicle tax exemptions.
  • All agricultural producers can use the form without restrictions. There is a misconception that anyone can use this form freely. Only commercial agricultural producers with a current ag/timber number can claim the exemption. Non-agricultural or personal use disqualifies the purchase from exemption.
  • Once the form is submitted, no further action is required. Some individuals think that providing the form is the end of the process. In fact, purchasers must keep records to verify their eligibility for exemptions. Failure to do so may result in penalties or tax liabilities.

Key takeaways

Filling out the Texas 01-924 form correctly is essential for agricultural producers seeking tax exemptions. Here are some key takeaways to keep in mind:

  • Purpose of the Form: The Texas 01-924 form is used to claim exemption from sales and use tax on qualifying agricultural items purchased for exclusive use in agricultural production.
  • Exclusions: This form cannot be used for motor vehicle tax exemptions. For vehicles, a separate Texas Motor Vehicle Tax Exemption Certificate is required.
  • Items Not Requiring the Form: Certain agricultural items, such as horses and feed for livestock, do not require this exemption certificate.
  • Eligibility: Purchasers must ensure that the items are used exclusively for agricultural purposes. Any personal or non-agricultural use will disqualify the exemption.
  • Retailer Responsibilities: Retailers can accept the form in good faith if it is properly completed, including the ag/timber number and expiration date.
  • Record Keeping: It is crucial for purchasers to maintain records that verify eligibility for the claimed exemptions.
  • Criminal Offense: Issuing the certificate for taxable items knowingly used in a non-qualifying manner can lead to serious legal consequences.
  • Expiration Date: The exemption certificate has an expiration date, typically December 31 of the year issued. Ensure that it is current when making purchases.
  • Submission: The completed form should be given to the retailer and not submitted to the Comptroller of Public Accounts.

Understanding these key points can help ensure compliance and maximize the benefits of the Texas 01-924 form.