Fill Out Your Washington Resale Certificate Form

Fill Out Your Washington Resale Certificate Form

The Washington Resale Certificate form allows businesses purchasing merchandise for resale to do so without paying sales tax at the time of purchase. By certifying the intent to resell the items listed, buyers can avoid the sales tax, contingent upon the items' use aligning with the stipulations outlined in the form. For businesses in Washington, understanding and properly executing this form is essential for compliance and financial efficiency.

For a step-by-step guide on accurately completing and utilizing the Washington Resale Certificate for your business transactions, click the button below.

Customize Washington Resale Certificate Online

In the bustling economic landscape of Washington, the Resale Certificate form plays a pivotal role for businesses engaging in the purchase and sale of goods. Drafted by the State of Washington Department of Revenue, this document serves as a linchpin for transactions that exempt purchasers from sales tax on items they plan to resell. The comprehensively structured form mandates particulars such as the seller's and buyer's names, buyer's address, and their Uniform Business Identifier (UBI)/Revenue Registration Number, ensuring legitimacy and accountability in each transaction. Furthermore, it meticulously categorizes the nature of goods purchased for resale, encompassing items intended for direct resale, components for manufacturing, agricultural supplies, and more. By certifying their intent through this form, buyers affirm that their purchases are strictly for resale or production purposes, eschewing any personal use that would otherwise necessitate sales tax payment. It harbors significant implications for business operations, emphasizing the buyer's acknowledgment of their responsibilities and the hefty penalties awaiting misuse of the resale privilege. The document underlines its efficacy with a validity period of up to four years, after which renewal is required. Above all, it articulates the legal and financial dimensions underlying resale transactions, thus safeguarding both the state's interests and the integrity of its commercial transactions. Essential for compliance and optimized for clarity, the Washington Resale Certificate form stands as a crucial tool for businesses navigating the realm of taxable and tax-exempt purchases.

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State of Washington

Department of Revenue

RESALE CERTIFICATE

1.Name of Seller:

2.Name of Buyer/Business:

3.Address of Buyer:

Street

City

State

Zip Code

4.Buyer’s UBI/Revenue Registration Number:

5.Buyer is in the business of:

6.Types of items purchased for resale:

The buyer certifies that it is purchasing the items listed on line 6 (please check appropriate box):

for resale in the regular course of business without intervening use.

for use as an ingredient or component part of a new article of tangible personal property to be produced for sale,

as a chemical to be used in processing a new article of tangible personal property to be produced for sale, or

for use as feed, seed, seedlings, fertilizer, or spray materials in its capacity as a farmer.

The buyer acknowledges that it is solely responsible for purchasing within the categories listed on line 6. The buyer acknowledges that misuse of the resale privilege subjects the buyer to a penalty of 50 percent of the tax due, in addition to the tax, interest, and any other penalties imposed by law.

Print Name:

 

 

 

Name of Person Authorized By the Buyer to Sign the Resale Certificate

Signature:

 

 

 

 

 

 

 

Signature of Authorized Agent of the Buyer

Effective Date:

 

 

through

 

 

 

 

(Not To Exceed 4 Years)

Date Signed:

 

 

 

 

 

 

 

 

Seller must maintain a copy. Please do not send to Department of Revenue.

 

 

 

Reference Rule and Statute (RCW 82.08.130 and WAC 458.20.102)

For tax assistance visit http://dor.wa.gov or call (800) 647-7706. To inquire about the availability of this document in an alternate format for the visually impaired, please call (360) 486-2342. Teletype (TTY) users may call (800) 451-7985.

REV 27 0020e (fill-in) (12-10-01)

File Information

Fact Number Detail
1 The Washington Resale Certificate is issued by the State of Washington Department of Revenue.
2 It requires information such as the name and address of the seller and buyer, as well as the buyer’s UBI/Revenue Registration Number.
3 The certificate specifies the business nature of the buyer and the types of items purchased for resale.
4 Items can be purchased for resale directly, as components or ingredients of new tangible personal property, or for specific agricultural uses.
5 Misuse of the resale certificate is subject to a penalty of 50 percent of the due tax, in addition to other penalties and interest.
6 The certificate is valid for up to 4 years from the effective date specified by the authorized buyer’s signature.
7 Sellers are required to maintain a copy of the certificate but should not send it to the Department of Revenue.
8 The governing laws for the Resale Certificate are RCW 82.08.130 and WAC 458.20.102.

Detailed Steps for Filling Out Washington Resale Certificate

When conducting business transactions that involve the resale of items in Washington, it’s essential to understand how to properly fill out a Resale Certificate. This document is critical for buyers planning to purchase items for resale. It allows them to buy products tax-free, provided these items are resold in the regular course of business. Completing this form accurately ensures compliance with state regulations and facilitates tax-free purchasing for resale purposes. Here's a step-by-step guide to fill out the Washington Resale Certificate form correctly.

  1. Begin with the Name of Seller. Enter the full legal name of the business or individual selling the goods to you.
  2. Under Name of Buyer/Business, input your own business's legal name or your name if you are the sole proprietor.
  3. Fill out the Address of Buyer section with your business’s physical address, including the street, city, state, and zip code.
  4. Enter your Buyer’s UBI/Revenue Registration Number. This unique identifier is issued by the Washington Department of Revenue. It's vital for tax identification purposes.
  5. Describe your business activities briefly in the section labeled Buyer is in the business of:. This helps clarify why you're eligible to make tax-exempt purchases.
  6. In the section titled Types of items purchased for resale, specify the types of items you plan to purchase for resale. Be as detailed as necessary to accurately reflect your business needs.
  7. Tick the appropriate box under the statement “The buyer certifies that it is purchasing the items listed on line 6”. Choose the option that best describes your intent for using the purchased goods, such as for resale, as an ingredient or component, or for use in farming activities.
  8. The section underneath requires the Print Name and Signature of the authorized agent of the buyer responsible for the certification. Ensure the print name is clear and the signature matches the authorized signatory for the business.
  9. Indicate the Effective Date of the certificate. Remember, the validity of this document cannot exceed 4 years. Fill in the start date and, if desired, an end date within this period.
  10. Finally, sign and date the form where it says Date Signed.

Remember, the completed Resale Certificate should be kept by the seller for record-keeping purposes. Do not send this document to the Department of Revenue. It’s the buyer’s responsibility to ensure the accuracy and validity of the information provided on this form. False or inaccurate information can lead to penalties, so take care to review all details before submitting the certificate to the seller. This step is crucial for maintaining compliance and ensuring smooth tax-exempt transactions for resale purposes.

Understanding Washington Resale Certificate

What is a Washington Resale Certificate?

The Washington Resale Certificate is a document that allows businesses to purchase items without paying sales tax on them, provided those items are bought for resale in the regular course of business. This certificate needs to be presented to the seller at the time of purchase to qualify for the tax exemption.

Who needs to fill out a Washington Resale Certificate?

Any business that purchases goods for resale, or for use as an ingredient or component in manufacturing new goods intended for sale, should complete a Washington Resale Certificate. This includes businesses using goods as feed, seed, seedlings, fertilizer, or spray materials in farming activities.

What information is required to fill out the form?

The required information includes:

  • The name of the seller.
  • The name and address of the buyer/business.
  • The buyer’s UBI/Revenue Registration Number.
  • The type of business the buyer operates.
  • Types of items purchased for resale.

How does a business qualify for a resale certificate in Washington?

To qualify for a resale certificate in Washington, a business must be purchasing goods for resale in their regular course of business without any intervening use. This means the goods cannot be used by the business before they are resold. Moreover, businesses must be registered with the Washington Department of Revenue and have a valid UBI/Revenue Registration Number.

What are the consequences of misuse of the Washington Resale Certificate?

Misuse of the Washington Resale Certificate, such as claiming exemption for goods not intended for resale, subjects the buyer to a penalty of 50 percent of the tax due on those goods. This is in addition to the taxes, interest, and any other penalties imposed by law.

How long is a Washington Resale Certificate valid?

A Washington Resale Certificate is valid for a period determined by the issuer, not to exceed four years from the effective date. Businesses are responsible for renewing their certificates as needed.

Does the seller need to send a copy of the certificate to the Washington Department of Revenue?

No, sellers are not required to send a copy of the completed resale certificate to the Washington Department of Revenue. However, they must keep a copy of the certificate for their records to show why sales tax was not collected from the buyer.

Where can I get tax assistance or more information about the Washington Resale Certificate?

For tax assistance or more information about the Washington Resale Certificate, you can visit the Washington Department of Revenue's website at dor.wa.gov or call their help line at (800) 647-7706. Assistance is also available for the visually impaired and TTY users at the numbers provided in the certificate documentation.

Can this document be filled out electronically?

Yes, the Washington Resale Certificate form is available in a fill-in format (REV 27 0020e), which allows it to be completed electronically. However, it is important to ensure that all information is accurately entered and the form is properly saved and/or printed for records and future use.

Common mistakes

When filling out the Washington Resale Certificate form, it's crucial to ensure accuracy and completeness to prevent possible legal issues or financial penalties. Below are nine common mistakes people often make during this process:

  1. Failing to provide complete information on the seller and the buyer, including full addresses. It's essential for both parties to be clearly identified to ensure the certificate's validity.
  2. Not including the Buyers UBI/Revenue Registration Number. This number is critical for verifying the buyer's legal right to make tax-exempt purchases for resale and must be accurately provided.
  3. Omitting details about the buyer's specific business operations under item 5. Understanding the buyer's business context is crucial for justifying the resale certificate's use.
  4. Misidentification of the types of items purchased for resale. Accurately describing these items helps in preventing misuse of the resale certificate for non-qualifying goods or services.
  5. Selecting incorrect categories for the intended use of purchased items. This choice has tax implications and must reflect the buyer's actual business activities.
  6. Overlooking the signature and date sections at the bottom of the form. An unsigned or undated form is not valid and will not be recognized by the State of Washington or the Department of Revenue.
  7. Not specifying an effective date for the resale certificate, which should not exceed four years. This date range is crucial for determining the certificate's validity period.
  8. Failure to keep a copy of the certificate for records. Although the form instructs not to send it to the Department of Revenue, maintaining a copy for verification or audit purposes is important.
  9. Ignoring the acknowledgment section regarding the misuse of the resale privilege. It's vital to recognize the responsibilities and penalties associated with the improper use of the certificate.

To ensure compliance and avoid these mistakes, all parties must carefully review the certificate's instructions and requirements. Providing accurate and complete information not only upholds legal and tax obligations but also facilitates a smoother transaction process.

Documents used along the form

When handling the Washington Resale Certificate form, it's important to be aware of other documents and forms that are frequently used alongside it. These documents are crucial for a variety of reasons, including verifying the legitimacy of the business conducting the purchase, ensuring compliance with tax regulations, and documenting the nature of the transaction in detail. Below is a list of documents that are often used together with the Washington Resale Certificate form to streamline business transactions and comply with the legal requirements.

  • Business License Application: This document is required for registering a business with the state. It provides essential information about the business, such as its legal structure, ownership details, and type of business activity.
  • Sales Tax Exemption Certificate: Similar to the Resale Certificate, this form is also used by businesses to purchase goods tax-free. However, it specifically applies to items purchased for use in manufacturing or other exempt purposes, rather than for resale.
  • Buyer's Retail Sales Tax Exemption Certificate: Used by eligible buyers, such as government entities and certain non-profit organizations, this certificate allows the purchase of goods or services without paying sales tax.
  • Annual Tax Return Form: This is a crucial document for reporting the business's annual sales and calculating the total sales tax due. It's important for reconciling purchases made with the Resale Certificate.
  • Transaction Records: Keeping detailed records of all transactions, including invoices, receipts, and purchase orders, is critical. These records support the exemptions claimed and ensure compliance during audits.
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    Understanding the purpose and proper use of each document listed above is key to navigating the complexities of business operations successfully. By maintaining accurate and comprehensive records, businesses can ensure they remain in good standing with tax authorities and protect themselves against potential penalties. Whether you're a new business owner or have been in the market for a while, staying informed about these documents will help in managing your business's tax-related responsibilities effectively.

Similar forms

The Washington Resale Certificate form is similar to the Sales and Use Tax Exemption Certificate used in other states. Both documents serve the valuable purpose of documenting the intent to resell purchased goods in a business context, therefore exempting the transaction from sales tax at the point of purchase. Such documents require information about the seller and the buyer, a description of the goods to be resold, and an attestation that the goods are bought for resale. This exemption hinges on the principle that sales tax should be applied only at the final point of sale to the end consumer, preventing a "tax on tax" scenario that would otherwise unfold if goods were taxed at every transaction between businesses.

Another document resembling the Washington Resale Certificate is the Uniform Sales & Use Tax Exemption/Resale Certificate - Multijurisdictional Form. This particular form is designed for use across multiple states, allowing businesses to purchase goods for resale without paying sales tax in states that recognize it. Like the Washington form, it asks for detailed information about the buyer and seller, what is being purchased, and the purpose of the purchase (resale). However, the multijurisdictional form adapts to various states’ rules, making it broader in application. Both types of certificates emphasize the responsibility of the buyer to ensure the correctness of the information provided and adhere to the resale conditions, warning of penalties for misuse.

The Certificate of Exemption - Manufacturing Machinery and Equipment is also akin to the Washington Resale Certificate, but with a more specific use case. This certificate allows businesses to purchase machinery and equipment without sales tax, provided the machinery is used in the manufacturing process that results in a new product for sale. Like the resale certificate, this form requires detailed information about the transaction and attests to the specific use of the purchased goods. Both certificates are designed to promote business operations by minimizing upfront costs on tax-exempt purchases for qualified reasons. Although their applications are different, the core principle — facilitating tax-exempt transactions for eligible purchases — remains consistent.

Dos and Don'ts

When you're ready to fill out the Washington Resale Certificate form, it's important to take the right steps to ensure you do it correctly. Here is a list of dos and don'ts that can help guide you through the process:

  • Do ensure you have all the required information before you start filling out the form. This includes your business's UBI/Revenue Registration Number, the name and address of the buyer, and a detailed description of the items purchased for resale.
  • Do clearly specify the types of items you're purchasing for resale in the space provided. It's important to be precise to avoid any confusion or issues down the line.
  • Do check the appropriate box on line 6 to indicate your intention for the items purchased. Whether they are for resale, as components, or for specific use in processing or farming.
  • Do print the name of the authorized person signing the certificate and ensure the signature is from an individual empowered to represent your business. This adds a layer of legitimacy to the document.
  • Do specify the effective date range for which the certificate will be valid, keeping in mind that it should not exceed four years.
  • Don't send the completed certificate to the Department of Revenue. It is crucial to remember that the seller should maintain a copy for their records.
  • Don't overlook the penalty clause. Be aware that misuse of the resale privilege can lead to significant penalties, including a 50 percent penalty on the tax due. This emphasizes the importance of using the certificate correctly.

By following these guidelines, you'll be in a great position to correctly fill out the Washington Resale Certificate form. This not only keeps you compliant but also ensures a smoother transaction process for both the buyer and the seller. Keep in mind that for any assistance or if you have questions, the Department of Revenue's contact information is provided on the form. Being cautious and thorough with your documentation protects your business and supports your operational success.

Misconceptions

When dealing with the Washington Resale Certificate, there are several misconceptions that can lead to misunderstandings or misuse of this document. Unpacking these misconceptions can help ensure businesses comply with state tax laws and regulations effectively.

  • Only tangible goods can be resold: Many believe the Washington Resale Certificate only applies to tangible personal property intended for resale. However, this certificate also covers items used as ingredients or components in new products, and even specific non-tangible items like chemicals used in processing new tangible products.
  • The certificate covers all business purchases: A common mistake is thinking that once you have a resale certificate, it covers all purchases made by the business. Actually, the certificate only applies to items that are bought for resale or for use in production as specified on the form. Purchases not intended for resale or specified use can't use this certificate for tax-exempt purchases.
  • There's no penalty for misuse: Some might wrongly assume that misusing a resale certificate might just require them to pay the unpaid tax if they get caught. However, the certificate clearly states that misuse not only subjects the buyer to the tax due but also a penalty of 50 percent of that tax, along with any additional interest and penalties.
  • Resale Certificates last indefinitely: Another misconception is that once a resale certificate is issued, it does not have an expiration date. The truth is, the effective period of the certificate is explicitly stated and cannot exceed four years from the date of issuance. After this period, businesses must reapply to continue enjoying the tax-exempt status for eligible purchases.

Understanding these misconceptions can help businesses navigate the complexities of using their Washington Resale Certificate properly, ensuring compliance and avoiding unnecessary penalties.

Key takeaways

Understanding the Washington Resale Certificate form is crucial for businesses engaging in resale activities within the state. This document, provided by the State of Washington Department of Revenue, is designed to help businesses purchase goods for resale without paying sales tax at the point of purchase. Here are four key takeaways to consider when filling out and using this form:

  • Filling in the basics is mandatory: The form requires specific information, including the names of the seller and buyer, the address of the buyer, and the buyer's UBI/Revenue Registration Number. It's essential to complete all these fields accurately to ensure the certificate's validity.
  • Clarify the purpose of purchase: Clearly indicating the type of items purchased for resale and the purpose of these purchases is necessary. Whether items are for resale as-is, to be used as components in a new product, or for agricultural use, make sure to check the appropriate box to describe the intended use accurately.
  • Acknowledge responsibility: By signing the form, the buyer acknowledges their responsibility for ensuring purchases fall within the categories listed and that they are for resale. This acknowledgment is crucial, as misuse of the resale privilege carries significant penalties, including a 50 percent penalty of the tax due, on top of any other taxes, interest, and penalties imposed by law.
  • Maintenance of records: Though the form should not be sent to the Department of Revenue, it's imperative for the seller to maintain a copy of the certificate for their records. This is important for tax reporting purposes and may be necessary for auditing. The form's effectiveness is capped at four years from the effective date, after which a new form must be completed and signed.

For additional assistance or to inquire about the certificate in an alternate format for visually impaired individuals, it's encouraged to reach out to the Department of Revenue directly via their provided contact information. Understanding and properly utilizing the Washington Resale Certificate can help businesses navigate tax implications more efficiently, ensuring compliance with state laws and regulations.

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