Farm Business & Financial Management
Farm Sales Tax Exemption Checklist
A checklist for claiming sales tax exemptions on farm purchases, helping owners gather exemption certificates and sort qualifying items. Rules vary by state for the farm.
Download free PDF1 page, US Letter, prints clean in black and white
ChecklistFarm Business & Financial ManagementFree PDF
What is on this checklist
- Find your state exemption rules
- Apply for any required certificate or permit
- Identify items that qualify
- Keep copies of certificates
- Give certificates to suppliers
- Check invoices for tax charged
- Record exempt and taxed purchases
- Separate personal purchases
- Review annually for rule changes
How to use this checklist
Work down the list in the same order each time so nothing gets skipped. Anything marked FIX should be handled before the job starts and written down.
Where to check the details
This sheet is a general template, so confirm specifics with your own manuals, labels and local rules. For current official guidance, start with IRS and Texas Department of Agriculture.
For more in this area, see the Farm Money and Grants. Between chores, farm.FM has farm humor, including Where’s My Farm Bill?, and agribusiness farm stories.