Fillable Printable Stax-1 Application For Sales Tax Exemption

Stax-1 Application For Sales Tax Exemption

Illinois Department of Revenue

Application for Sales Tax Exemption

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questions, visit our website or contact us weekdays between 8:00 a.m. and 4:30 p.m. at 217 782-8881 or email us at rev[email protected].

Read this information ﬁrst

Complete all steps of this Application for Sales Tax Exemption. Failure to complete any part of this application may result in the denial of the sales

tax exemption. For more information about the laws, rules, and regulations governing the sales tax exemption, visit our website at tax.illinois.gov.

Check one: New Application Renewal

If renewal, enter you Illinois Sales Tax Exemption number: E99 ____________________________________

Step 1: Identify your organization

FEIN:________-_____________________________________

Legal name: ________________________________________

DBA:______________________________________________

Legal address: ______________________________________

Street address - NO PO Box number Apartment or suite number

__________________________________________________

City State ZIP

Mailing address if different from the address above:

__________________________________________________

In-care of name

__________________________________________________

Street address or PO Box number Apartment or suite number

__________________________________________________

City State ZIP

Step 2: Tell us about your organization

- Check the box that best describes your organization’s primary function.

Governmental

Attach a letter on your organization’s letterhead that indicates you are applying for sales tax exemption.

It must include your:

• governmental organization type (e.g., federal, state, local, or foreign) and department; and

• organization’s complete legal name (no abbreviations, acronyms, etc.) and legal address.

Note: School districts should apply for the exemption as a governmental body, while individual schools should apply as an

educational organization.

Charitable (e.g., youth sports programs, animal shelters, low income housing programs)

Educational

Arts & cultural

Senior citizen

Religious

Teacher-sponsored student organization

Cemetery - To qualify for this exemption, the cemetery must be owned by a governmental or religious organization. Provide

documentation showing that your organization is operating under the Cemetery Association Act, 805 ILCS 320.

County fair association

STAX-1

STAX-1 (R-07/17)

Provide a statement of your organization’s purpose.

____________________________________________________

Contact person: ___________________________________

Phone:(____) _____ - ______ Fax:(____) _____ -

_______

Email address:

___________________________________

Organization’s website:

_____________________________

Page 1 of 2

Step 3:

Required documentation -

All organizations, except governmental organizations, must provide copies of the

following documentation when submitting your application.

• If incorporated, your organization’s Articles of Incorporation;

• If unincorporated, your organization’s constitution;

• Your organization’s by-laws;

• A detailed narrative explaining the purposes, functions, and activities of your organization;

• Brochures or other printed material explaining the purposes, functions, and activities of your organization;

• A copy of the Internal Revenue Service (IRS) letter, regarding federal tax-exempt status, if applicable;

Note: Exemption from federal income taxes under section 501(c)3 does not automatically grant your organization

tax exempt status under Illinois law;

• A copy of the most recent full-year audited ﬁnancial statement showing the breakdown of income and expenses

Note: If you are applying as a religious organization you are not required to provide a ﬁnancial statement (with the intial

application); and

• Any other information that describes the purposes, functions, and activities of your organization.

Step 4

: Sign below

Under the penalties of perjury, I state that I have examined this application and all attachments and other information required

and to the best of my knowledge, it is true, correct, and complete.

________________________________________________________________________________________________________________

Signature Printed name Date

Page 2 of 2STAX-1 (R-07/17)

Mail your completed application and any required

documentation to:

EXEMPTION SECTION MC 3-520

ILLINOIS DEPARTMENT OF REVENUE

101 WEST JEFFERSON STREET

SPRINGFIELD IL 62702

This form is authorized as outlined under the tax or fee Act imposing the tax or fee for which this form is ﬁled. Disclosure of this information is required. Failure to

provide information may result in this form not being processed and may result in a penalty.