Form Stax 1 PDF Details

In the state of Illinois, the Department of Revenue facilitates the application and renewal process for sales tax exemption through the STAX-1 form, a crucial document for various organizations seeking this financial relief. Aimed at a wide range of entities, including governmental bodies, charitable organizations, educational institutions, arts and cultural groups, senior citizen centers, religious congregations, teacher-sponsored student organizations, cemeteries owned by qualifying organizations, and county fair associations, this form serves as a gateway for eligible entities to register or renew their tax-exempt status. By mandating the provision of extensive details—such as the organization's Federal Employer Identification Number (FEIN), legal and doing business as (DBA) names, addresses, and a thorough description of the organization's purpose—alongside the required documentation including, but not limited to, articles of incorporation or constitution, by-laws, and for some, IRS tax-exemption confirmation letters, the STAX-1 form embodies the procedural and documentary rigor organizations must navigate to claim exemption. Adding to its comprehensive nature, the form discriminates between new applications and renewals, thereby tailoring the submission process to fit the organization's specific circumstances. With the option of online management through the MyTax Illinois platform, the Illinois Department of Revenue highlights its commitment to streamlining this process, juxtaposed with the warning that incomplete applications could lead to exemption denial—an indicator of the procedural strictness overseen by the department. Furthermore, the form encapsulates the state's legal landscape concerning tax exemption, underscoring the necessity for organizations to align meticulously with specified criteria to achieve or maintain their exempt status.

QuestionAnswer
Form NameForm Stax 1
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesillinois sales tax exemption, illinois exemption tax, stax 1, illinois tax exempt form

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Illinois Department of Revenue

STAX-1

Application for Sales Tax Exemption

Register faster using MyTax Illinois, our online account management program, available on our website at tax.illinois.gov. If you have 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.e99@illinois.gov.

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 your Illinois Sales Tax Exemption number: E99 ____________________________________

Step 1: Identify your organization

FEIN:________-_____________________________________

Legal name: ________________________________________

DBA:______________________________________________

Legal address: ______________________________________

Street address - NO PO Box numberApartment or suite number

__________________________________________________

City

State

ZIP

Mailing address if different from the address above:

__________________________________________________

In-care of name

__________________________________________________

Street address or PO Box numberApartment or suite number

__________________________________________________

City

State

ZIP

Provide a statement of your organization’s purpose.

Contact person: ___________________________________

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

Email address: ___________________________________

Organization’s website: _____________________________

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

Provide the address of the place of worship. If you do not own the facility, a copy of the lease agreement or rental agreement is required.

Legal address:

__________________________________________

 

Street address - NO PO Box number

Apartment or suite number

 

__________________________________________

 

City

State

ZIP

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

Printed by authority of the State of Illinois STAX-1 R-07/19 - web only - one copy

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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), but you must provide a copy of your lease or rental agreement if you do not own the place of worship; 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

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.

STAX-1 (R-07/19)

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Completing section 1 in illinois sales tax exemption

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Stage no. 2 of completing illinois sales tax exemption

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