Tax Exempt Sale Affidavit printable pdf download

Tax Exempt Sale Affidavit

Instructions for Use of Affidavits

These instructions are applicable for both the Charitable or Religious Affidavit and the Governmental

Affidavit.

Both of the affidavits require that the goods are sold directly to the charitable, religious or government

agency and verifiable payment is made directly from the organization or government funds. Please be

sure this is the case before asking for completion of the appropriate affidavit. This affidavit is

intended to assist the vendor in maintaining documentation that will be needed to verify whether a

transaction is exempt. The sale is not exempt from taxes simply because this affidavit is

completed. The responsibility for proper collection of the taxes remains with the vendor.

The ordinance provides that if the vendor and purchaser disagree on the application of the tax, the

vendor must collect the tax. The vendor should give the purchaser a receipt showing the taxes

collected. The purchaser can then file a claim for refund directly with the City for recovery of the tax.

The claim for refund can be obtained from the City’s website at Simply click on

“City Departments” then on “Sales Tax”.

The affidavits need to be completed in their entirety. Be sure information is complete, accurate and

legible. Review the information to assure the Driver’s License Number and customer’s name is

correct. Also the digits that are required from the credit cards are correct. Record and keep those

digits from the credit card that the affidavit requires. The signature of the customer should be the

same as on the driver’s license.

Charitable organizations must include a copy of the Exempt License issued by the City of Pueblo in

order to be eligible to make purchases without payment of the tax.

For purchases by the federal government using a credit card please see City of Pueblo Tax Guide

entitled “Credit Cards from Governmental Organizations”. It explains which of the credit cards can be

used for purchases of tangible personal property. It also explains how the numbering system can be

used to identify if the federal government is paying for the purchase (not taxable) or if the individual is

paying for the purchase (taxable).

Tax Exempt Sale Affidavit