Alabama Sales Use Tax Exemption Reporting Requirements
This file outlines the requirements for statutorily exempt organizations in Alabama. It details the process for filing the quadrennial informational report and maintaining a tax exemption certificate. Compliance with these requirements is essential to avoid revocation of tax exemptions.
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How do I fill this out?
To fill out this form, ensure you have your exemption account details handy. Start by entering your total purchases in the respective columns against the specified tax rates. Follow the specific instructions for your organization type to accurately report your financials.

How to fill out the Alabama Sales Use Tax Exemption Reporting Requirements?
1
Gather all required financial information for the reporting period.
2
Go to the 'My Alabama Taxes' website and log into your exemption account.
3
Fill out the form with your total purchases and applicable financial details.
4
Review the entries for accuracy prior to submission.
5
Submit the report before the deadline to maintain your exemption status.
Who needs the Alabama Sales Use Tax Exemption Reporting Requirements?
1
Non-profit organizations seeking tax exemption in Alabama.
2
United Appeal Funds that must report their financials.
3
Supported charities associated with United Appeal Funds.
4
Companies required to file Form 990 with the IRS.
5
Entities not obligated to file IRS Form 990 but use tax exemptions.
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Once satisfied, save your edited PDF.
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Download or share your updated document as required.

What are the instructions for submitting this form?
To submit this form, log into your 'My Alabama Taxes' account and upload the completed report. If you need to contact the Sales and Use Tax Division, you can reach them at (334) 242-1490 or email them at stexemptionunit@revenue.alabama.gov. Ensure you follow the guidelines provided in the form for a successful submission.
What are the important dates for this form in 2024 and 2025?
The first report for the period ending September 30, 2017, was due on October 31, 2017. Following this, subsequent reports will be due quadrennially. Key upcoming dates for filing in 2024 and 2025 will typically fall around October 31.

What is the purpose of this form?
The purpose of this form is to ensure that statutorily exempt organizations accurately report their exempt purchases to the Alabama Department of Revenue. By providing detailed financial information, organizations help maintain their tax-exempt status and comply with state regulations. This report is vital for tracking exemptions and supporting accurate tax records.

Tell me about this form and its components and fields line-by-line.

- 1. Total Purchases: Enter the overall exempt purchases from the reporting period.
- 2. Lodgings/Accommodations: Specify the total amount of exempt purchases of Alabama lodgings.
- 3. Revenue: For entities required to file Form 990, report revenue here.
- 4. Expenses: For entities required to file Form 990, report expenses here.
- 5. Gross Receipts: For entities not required to file Form 990, enter gross receipts.
What happens if I fail to submit this form?
Failure to submit this form can result in the revocation of your sales and use tax exemption certificate. This could lead to potential penalties and increased tax liabilities for the organization. Timely submission is crucial to avoid losing your tax benefits.
- Loss of Tax Exemption: If the report is not filed, the organization may lose its sales tax exemption.
- Financial Penalties: Late submissions could incur financial penalties imposed by the state.
- Compliance Issues: Failure to report accurately can lead to compliance audits and scrutiny.
How do I know when to use this form?

- 1. Quadrennial Reporting: Required every four years for organizations that are tax-exempt.
- 2. Documentation of Exempt Purchases: To accurately track and report exempt purchases made during the defined period.
- 3. Compliance with Alabama Law: Ensures your organization meets state legal requirements for tax exemption.
Frequently Asked Questions
What is the Alabama Sales Tax Exemption Report?
It is a report that statutorily exempt organizations in Alabama need to file that outlines their sales and use tax exemptions.
How often do I need to file this report?
Organizations must file the report once every four years.
Where can I find the filing instructions?
Filing instructions are included in the PDF and can be accessed on our website.
What happens if I miss the filing deadline?
Failing to file on time may lead to revocation of your exemption certificate.
Is there an online platform to submit this form?
Yes, you can submit the report through the 'My Alabama Taxes' online portal.
Can I edit the PDF before submission?
Absolutely, you can edit the PDF easily on PrintFriendly before finalizing your report.
How do I contact the Tax Division for assistance?
You can reach the Sales and Use Tax Division at (334) 242-1490 or email them.
Do I need supporting documents for this report?
Yes, you should gather all relevant financial records related to your tax-exempt purchases.
What is the purpose of this form?
The form helps organizations report exempt purchases and maintain compliance with tax regulations.
How can I download my edited PDF?
After editing, simply click the download button on PrintFriendly to save your document.
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