Get Florida Annual Resale Certificate Form

Get Florida Annual Resale Certificate Form

The Florida Annual Resale Certificate for Sales Tax is a vital document that allows businesses to make tax-exempt purchases for items intended for resale. By using this certificate, registered dealers can buy goods or services without paying sales tax, provided they plan to resell those items. To begin utilizing this certificate, click the button below to fill out the necessary form.

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The Florida Annual Resale Certificate for Sales Tax is an essential tool for businesses engaging in the resale of goods and services. This certificate allows registered dealers to make tax-exempt purchases, which is crucial for maintaining healthy profit margins. Available for download and printing, the certificate can be accessed as often as needed, making it convenient for business owners. Notably, the requirement for a signature has been removed, simplifying the process even further. However, it’s important to understand that this certificate is only valid for purchases intended for resale, not for personal use or items that will not be resold. To qualify for the Annual Resale Certificate, businesses must first register as sales and use tax dealers with the Florida Department of Revenue. Once registered, they will receive their Annual Resale Certificate each year, which expires on December 31. This ensures that businesses remain compliant and up-to-date with their tax obligations. The certificate can cover a variety of transactions, including the resale of tangible personal property and certain services, but it cannot be used for items that will not be resold. Understanding the correct usage of this certificate is vital to avoid penalties associated with misuse, which can include civil and criminal charges. With clear guidelines and accessible resources, the Florida Annual Resale Certificate serves as a valuable asset for businesses navigating the complexities of sales tax regulations.

Florida Annual Resale Certificate Preview

Flor id a An n u a l Re sa le Ce r t ifica t e

for

Sa le s Ta x

GT-800060

R. 04/19

FLO R ID A AN N U A L RE SA LE CE R T IF ICA T E S F OR SA LE S TA X

Florida Annual Resale Certificates for Sales Tax are available for downloading and printing. You can download or print your certificate as often as needed.

Signature requirements have been discontinued. The certificate user declares that the items or services being purchased will be resold when the certificate or the certificate number is issued to a seller to make tax-exempt purchases.

Re gist r a t ion

If your business will have taxable transactions, you must register as a sales and use tax dealer before you conduct business in Florida. You can register to collect and report tax through the Department's website. The site will guide you through an application interview that will help you determine your tax obligations. If you do not have Internet access, you can complete a paper Florida Business Tax Application (Form DR-1). After your application is approved, you will receive a Certificate of Registration (Form DR-11) and a Florida Annual Resale Certificate for Sales Tax (Form DR-13).

Note: The information in this brochure applies only to the Florida Annual Resale Certificate for Sales Tax (“Annual Resale Certificate”). It does not apply to the Florida Annual Resale Certificate for Communications Services Tax (see Florida’s Communications Services Tax brochure GT-800011).

An Annual Resale Certificate will allow you to make tax-exempt purchases or rentals of property or services for resale. Examples are:

Resale or re-rental as tangible personal property.

Re-rental as commercial real property.

Re-rental as transient rental property.

Resale of services.

Incorporation into and sale as part of the repair of tangible personal property by a repair dealer.

Incorporation as a material, ingredient, or component part of tangible personal property that is being produced for sale by manufacturing, compounding, or processing.

W h e n N ot t o U se y ou r AN N U A L RE SA LE CE R T IF ICA T E

An Annual Resale Certificate may not be used to make tax-exempt purchases or rentals of property or services that will be used:

But not resold or re-rented.

Before selling or renting the goods.

By your business or for personal purposes.

See the chart provided in this publication listing types of businesses and examples of items that you may purchase or rent tax-free. If you have specific questions about your business, visit your nearest service center or call Taxpayer Services.

AN N U A L RE SA LE CE R T IF ICA T E S e x p ir e e a ch y e a r on D e ce m be r 3 1

As long as you are a registered sales and use tax dealer and you are conducting business, an Annual Resale Certificate will be issued to you each year. Certificates issued to new business locations beginning in mid-October will be effective from the date they are issued through the following calendar year. Each November, Annual Resale Certificates for the following calendar year will be available on the

Florida Department of Revenue, Florida Annual Resale Certificate for Sales Tax, Page 1

Department's website for electronic or paper filers. If you file paper sales and use tax returns, your certificate will also be mailed to you with your annual coupon book or your paper return.

Using your tax account information, you may download and print your certificate. Go to floridarevenue.com/taxes/printcertificate. Easy-to-follow steps for printing your certificate can be found when selecting the applicable button on the website. If you need additional assistance, contact Taxpayer Services at 850-488-6800.

I n a ct iv e Re gist e r e d D e a le r s a n d U se Ta x D e a le r s

Annual Resale Certificates are issued only to dealers who have a valid sales tax account and whose registration status is active, which means the business is open for business and collecting and remitting sales tax to the Department of Revenue. A registered dealer who is on inactive status or has only a use tax account will not be issued an Annual Resale Certificate.

Con solida t e d Re gist r a t ion s

Purchasers who file returns on a consolidated basis (80-code account numbers) may use a copy of the current Annual Resale Certificate for either the consolidated registration number (80-code number) or the active location reported under the consolidated registration number. Selling dealers may accept either copy from the purchaser.

Pu r ch a se r ’s Re spon sib ilit y

As a purchaser it is your responsibility to ensure that goods purchased using your Annual Resale Certificate are purchased for resale. If the goods purchased for resale are later used (not resold), you are responsible for reporting and paying use tax and surtax on the items.

Pe n a lt y

There are civil and criminal penalties for intentional misuse of an Annual Resale Certificate. Resale fraud is a third-degree felony subject to a 200 percent penalty. Anyone who, for the purpose of evading tax, uses an Annual Resale Certificate or signs a written statement claiming an exemption knowing that tax is due on the property or services at the time of purchase is subject to civil and criminal penalties. As part of the audit process, the Department routinely examines resale transactions and Annual Resale Certificates to ensure they are legitimate purchases for resale.

Se lle r ’s Re spon sib ilit y

Other businesses may buy goods from you tax exempt. Business owners who purchase goods for resale must provide you a copy of their current Annual Resale Certificate. You should not accept an Annual Resale Certificate if you know or have reason to believe that the goods are purchased for reasons other than those stated on the certificate. For example, a resale certificate from a car dealership should not be accepted for the purchase of office supplies or similar items not normally sold by car dealerships.

Se llin g D e a le r Lia bilit y

A selling dealer who accepts a copy of an Annual Resale Certificate will not be held liable for tax on the transaction if it is later determined the purchaser was not an active, registered dealer at the time of the transaction.

Sig n a t u r e N ot Re qu ir e d

A signature is not required on the annual resale certificate. The user certifies that the items or services purchased will be resold when the certificate or the certificate number is issued to a seller to purchase items and services tax-exempt.

Florida Department of Revenue, Florida Annual Resale Certificate for Sales Tax, Page 2

Type of

Purchases that may

 

 

qualify for resale

Purchases that are generally taxable

business

exemption

 

 

 

 

Disposable “take-out” food

Dishes, flatware, kitchen utensils, cleaning supplies, office

 

Restaurants

containers, paper napkins,

Bars

plastic eating utensils, and

equipment, office supplies, delivery vehicles, kitchen equipment,

credit card machines, and menus

 

beverages

 

 

Items for resale to

Items used in serving customers on-site, including shampoo,

Barber shops

customers for off- premises

 

use, including shampoos,

brushes, cosmetics, cleaning supplies, hair dryers, curling irons,

Beauty salons

beautician chairs, scissors, combs, shears, office supplies, and

hair tonics, brushes, and

 

office equipment

 

cosmetics

 

 

 

 

 

Car dealers

Tires, batteries, auto parts,

 

seat covers, auto paint,

Hand and power tools, machinery, tape, sandpaper,

 

Auto repair shops

antifreeze, nuts, bolts, and

lubricants, solvents, rags, cleaning supplies, office supplies

oil available for resale to

and equipment, free loaner vehicles, delivery vehicles,

Service stations

customers or incorporated

wreckers, lifts, and diagnostic equipment

 

into repairs

 

 

 

 

Florists

Fertilizers, flowers, shrubs,

 

 

 

Plant nurseries

potting soil, and garden

Hoses, garden tools, lawn mowers, rakes, office equipment,

tools for resale to

 

supplies used in day-to-day operations, and delivery vehicles

Landscape

customers on an itemized

 

gardeners

invoice

 

 

 

 

 

Soft drinks, candy, beer,

 

 

t-shirts, hats, kitchen

 

Convenience

supplies, office supplies,

Cash registers, business equipment, cleaning supplies, office

household supplies,

stores

supplies, gas pumps, credit card machines, and ATMs

cleaning supplies, and

 

 

 

motor oil available for

 

 

resale to customers

 

 

Items intended for resale

 

 

rather than use in business

Items for use in day-to-day store operations, including pet food,

Pet shops

operations, including pet

pet litter, pet dishes, cleaning supplies, office supplies, and office

 

food, pet litter, brushes,

equipment

 

and pet dishes

 

 

 

 

Service providers,

None. These types of

 

businesses are generally

 

for example:

 

considered to be the end

 

attorneys,

Electronics, service vehicles, appliances, office equipment and

users of products they use

accountants,

supplies, books, stationery, computer hardware or software,

architects, doctors,

in providing service to

bandages, mouthwash, toothbrushes, toys, and bedding

customers and generally

dentists, daycare

do not qualify for resale

 

centers

 

exemption.

 

 

 

 

 

 

Florida Department of Revenue, Florida Annual Resale Certificate for Sales Tax, Page 3

D o cu m e n t in g Sa le s f or Re sa le

AS A SELLER you must document each tax-exempt sale for resale using one of the following methods. You may select a different method to document each sale for resale.

Method 1 – Obtain a copy of your customer’s current Annual Resale Certificate. You can accept paper or electronic copies. Maintain copies of the certificates (paper or electronic) for three years.

Method 2 – For each sale, obtain a transaction authorization number using your customer’s Annual Resale Certificate number. You do not need to maintain a copy of your customer’s Annual Resale Certificate number when you maintain a transaction authorization number for a tax-exempt sale for resale.

Phone: Dial 877-357-3725 and enter the customer’s Annual Resale Certificate number.

Online: Go to floridarevenue.com/taxes/certificates. Enter sales tax certificate numbers for verification.

FL TAX mobile app available for iPhone, iPad, Android phones and tablets, and Windows phones.

Find our free app in your device’s app store.

Download the free FL TAX mobile app from the app store on your mobile device. Enter your 13-digit sales tax certificate number in the Seller field. Your number will be validated each time you verify a customer’s certificate number. Once your number is validated, the app will store it for future use.

Enter your customer’s Annual Resale Certificate number in the Buyer field.

A Valid or Not Valid response will be provided immediately. If the buyer’s certificate number is valid, you will receive a transaction authorization number. This number is for a single purchase only, and is not valid for any other purchases made by the same customer.

A verification response report will be stored in the app if your device’s memory space permits. This report can be emailed for easy record storage. The report displays the following information:

Date and time of transaction

Buyer’s name (when their certificate is valid)

Buyer’s sales tax or tax exemption certificate number

Verification response short-text indicator (Pass or Fail)

Response details including transaction authorization number (when valid)

Florida Department of Revenue, Florida Annual Resale Certificate for Sales Tax, Page 4

Keep a record of all verification response reports to document your tax-exempt sales.

The telephone system, the online system, and the mobile app will each issue a transaction authorization number or alert the seller that the purchaser does not have a valid resale certificate. The transaction authorization number is valid for that purchase only, and is not valid for other resale purchases made by the same purchaser. As a seller, you must get a new transaction authorization number for each resale transaction.

Method 3 – Each calendar year, obtain annual vendor authorization numbers for your regular customers.

Online: Go to floridarevenue.com/taxes/certificates. You can upload a batch file for customer certificate verification and retrieve that file 24 hours after submission.

You do not need to maintain a copy of your customer’s Annual Resale Certificate when you maintain a vendor transaction authorization number each calendar year for that customer.

Information, forms, and tutorials are available on the Department’s website at floridarevenue.com.

To speak with a Department representative, call Taxpayer Services at 850-488-6800, Monday through Friday, excluding holidays.

To find a taxpayer service center near you, go to floridarevenue.com/taxes/servicecenters.

For written replies to tax questions, write to:

Taxpayer Services MS 3-2000

Florida Department of Revenue

5050 W Tennessee St

Tallahassee FL 32399-0112

Subscribe to Receive Updates by Email from the Department

Subscribe to receive emails for due date reminders, Tax Information Publications (TIPs), or proposed rules at floridarevenue.com/dor/subscribe.

Florida Department of Revenue, Florida Annual Resale Certificate for Sales Tax, Page 5

Document Data

Fact Name Description
Availability Florida Annual Resale Certificates for Sales Tax can be downloaded and printed as needed.
Signature Requirement Signature requirements have been discontinued; the user certifies resale intent.
Registration Requirement Businesses must register as sales and use tax dealers before conducting business in Florida.
Expiration Annual Resale Certificates expire each year on December 31.
Eligibility for Use Certificates may not be used for items that will not be resold or for personal use.
Purchaser Responsibility Purchasers must ensure that items bought with the certificate are for resale.
Penalties Intentional misuse of the certificate can lead to civil and criminal penalties.
Sellers' Liability Sellers are not liable for tax if they accept a valid resale certificate from a registered dealer.
Governing Law The Florida Annual Resale Certificate is governed by Florida Statutes, Chapter 212.

How to Use Florida Annual Resale Certificate

Filling out the Florida Annual Resale Certificate form is a straightforward process. Once completed, this form allows you to make tax-exempt purchases or rentals of property or services intended for resale. Follow these steps carefully to ensure accuracy.

  1. Access the Florida Annual Resale Certificate form. You can download it from the Florida Department of Revenue's website.
  2. Begin by entering your business name in the designated field. Ensure that it matches your registered business name.
  3. Provide your business address, including the street address, city, state, and zip code. This information must be accurate and current.
  4. Enter your Florida Sales Tax Registration Number. This number is crucial for validating your tax-exempt status.
  5. Indicate the type of items or services you intend to purchase for resale. Be specific to avoid any confusion.
  6. Leave the signature section blank, as no signature is required on this form.
  7. Review the completed form for any errors or omissions. Accuracy is essential to avoid issues later.
  8. Print the completed form or save it as a PDF for your records.
  9. Present the form to the seller at the time of purchase. Ensure that they accept it for tax-exempt transactions.

Once you have filled out the form and presented it to the seller, you can proceed with your tax-exempt purchases. Keep a copy of the certificate for your records, as it may be necessary for future transactions or audits.

Key Facts about Florida Annual Resale Certificate

What is the Florida Annual Resale Certificate for Sales Tax?

The Florida Annual Resale Certificate for Sales Tax allows registered businesses to make tax-exempt purchases of items or services intended for resale. This certificate can be downloaded and printed multiple times as needed. It simplifies the process of purchasing items without incurring sales tax, provided that those items will be resold. The certificate is valid until December 31 of each year and must be renewed annually.

How do I obtain a Florida Annual Resale Certificate?

To obtain a Florida Annual Resale Certificate, you must first register as a sales and use tax dealer with the Florida Department of Revenue. This can be done online or via a paper application. Once your registration is approved, you will receive your Annual Resale Certificate along with a Certificate of Registration. If you have an active registration status, you will receive your certificate automatically each year.

Are there any restrictions on using the Annual Resale Certificate?

Yes, the Annual Resale Certificate cannot be used for purchases that will not be resold or rented. For instance, if you buy items for personal use or for your business operations rather than for resale, you cannot use the certificate. Misuse of the certificate can lead to civil and criminal penalties, including substantial fines.

What happens if my business status changes?

If your business becomes inactive or if you only hold a use tax account, you will no longer be eligible for an Annual Resale Certificate. It is crucial to maintain an active sales tax account to continue making tax-exempt purchases. If your registration status changes, you must notify the Department of Revenue and ensure compliance with tax obligations.

What is the responsibility of the purchaser when using the Annual Resale Certificate?

As a purchaser, it is your responsibility to ensure that items bought with the Annual Resale Certificate are indeed for resale. If you later use those items instead of reselling them, you must report and pay the appropriate use tax. Keeping accurate records of your purchases is essential to avoid penalties.

How can sellers verify the validity of an Annual Resale Certificate?

Sellers can verify the validity of an Annual Resale Certificate through several methods. They can accept a copy of the certificate from the purchaser, obtain a transaction authorization number via phone or online, or request annual vendor authorization numbers for regular customers. It is important for sellers to document each tax-exempt sale for resale to avoid potential tax liabilities.

Common mistakes

When filling out the Florida Annual Resale Certificate form, individuals often make several common mistakes that can lead to complications. One of the most frequent errors is failing to properly register as a sales and use tax dealer before attempting to use the certificate. Registration is essential, as it ensures that the business is recognized by the Florida Department of Revenue and is compliant with tax obligations. Without this registration, any attempts to use the resale certificate may be invalid.

Another mistake involves using the certificate for purchases that do not qualify for tax exemption. The Annual Resale Certificate is specifically intended for items that will be resold or re-rented. If a business uses the certificate to purchase goods for personal use or for items that will not be resold, they may face penalties. It is crucial to understand the types of purchases that qualify under the certificate's guidelines to avoid misuse.

Many individuals overlook the expiration date of the Annual Resale Certificate. Each certificate expires on December 31 of the year it was issued. Businesses must ensure they are using a valid and current certificate. Failing to do so can lead to unintentional tax liabilities on purchases made after the certificate has expired.

Additionally, some users mistakenly believe that a signature is required on the form. However, the Florida Department of Revenue has discontinued the signature requirement. The user certifies that the items purchased will be resold simply by issuing the certificate. This misunderstanding can lead to unnecessary delays or complications when presenting the certificate to sellers.

Finally, purchasers often neglect to maintain proper documentation for their tax-exempt purchases. It is essential to keep records of all transactions made under the Annual Resale Certificate. This includes obtaining copies of the certificate from buyers and documenting each sale. Without proper documentation, businesses may struggle to prove the legitimacy of their tax-exempt purchases during audits, leading to potential fines or penalties.

Documents used along the form

The Florida Annual Resale Certificate is an important document for businesses engaged in the resale of goods or services. Alongside this certificate, there are several other forms and documents that businesses may encounter. These documents help ensure compliance with tax regulations and facilitate smooth transactions. Below is a list of commonly used forms and documents that often accompany the Florida Annual Resale Certificate.

  • Florida Business Tax Application (Form DR-1): This form is used to register as a sales and use tax dealer in Florida. Businesses must complete this application before conducting taxable transactions.
  • Certificate of Registration (Form DR-11): After registering as a sales tax dealer, businesses receive this certificate, which confirms their status and allows them to collect and remit sales tax.
  • Florida Annual Resale Certificate for Communications Services Tax (Form GT-800011): This certificate is specific to communications services and is distinct from the Annual Resale Certificate for Sales Tax. It allows for tax-exempt purchases related to communication services.
  • Transaction Authorization Number: This number is obtained for each tax-exempt sale for resale. It serves as a verification method to confirm that a purchaser has a valid resale certificate for that specific transaction.
  • Verification Response Report: Generated through the Florida Department of Revenue's verification system, this report documents the validity of a customer's resale certificate during a transaction.
  • Annual Vendor Authorization Numbers: These numbers can be obtained for regular customers each year, allowing sellers to document ongoing tax-exempt sales without needing to keep copies of the customers' resale certificates.
  • Taxpayer Services Contact Information: While not a form, having access to contact details for taxpayer services is essential for businesses needing assistance or clarification regarding tax-related issues.
  • Audit Documentation: Businesses must maintain records of all tax-exempt sales for resale, including copies of resale certificates or transaction authorization numbers, to comply with potential audits by the Department of Revenue.
  • Service Center Locations: Knowing where to find local service centers can be beneficial for businesses that need in-person assistance with tax forms or questions.

Understanding these documents is crucial for businesses operating in Florida. Each form plays a specific role in ensuring compliance with tax laws and facilitating tax-exempt transactions. Proper documentation helps prevent potential issues during audits and supports the smooth operation of business activities.

Similar forms

  • Sales Tax Exemption Certificate: Similar to the Florida Annual Resale Certificate, this document allows businesses to make tax-exempt purchases. It is often used in various states and requires the buyer to declare that the items will not be used for personal purposes.
  • Vendor's Exemption Certificate: This certificate is issued to vendors who are purchasing goods for resale. Like the Annual Resale Certificate, it allows for tax-free purchases but may have specific requirements depending on the state.
  • Wholesale Certificate: This document is utilized by businesses to buy goods at wholesale prices without paying sales tax. It shares similarities with the Annual Resale Certificate in that it is intended for resale purposes only.
  • Use Tax Certificate: This certificate allows businesses to purchase items tax-exempt if they intend to use them for resale. It is comparable to the Annual Resale Certificate as it focuses on the resale of purchased items.
  • Tax-Exempt Organization Certificate: Non-profit organizations use this certificate to make tax-exempt purchases. It is similar to the Annual Resale Certificate in that it eliminates the sales tax for qualifying purchases.
  • Interstate Commerce Exemption Certificate: This document is used by businesses engaging in interstate commerce to avoid paying sales tax on goods that will be resold in another state. It parallels the Annual Resale Certificate by allowing tax-exempt purchases intended for resale.

Dos and Don'ts

When filling out the Florida Annual Resale Certificate form, it's important to follow specific guidelines to ensure compliance and avoid issues. Here’s a list of things you should and shouldn’t do:

  • Do ensure you are a registered sales and use tax dealer before using the certificate.
  • Do download or print the certificate as needed; it can be used multiple times.
  • Do keep a record of your tax-exempt purchases for resale.
  • Do verify that the items you purchase with the certificate are intended for resale.
  • Don’t use the certificate for items that will not be resold or re-rented.
  • Don’t accept a resale certificate if you suspect the goods are not for resale.

Misconceptions

  • Misconception 1: The Annual Resale Certificate must be signed.
  • Many believe that a signature is necessary on the Annual Resale Certificate. However, this is no longer the case. The user simply declares that the items or services purchased will be resold, making the signature requirement obsolete.

  • Misconception 2: The certificate is only valid for one year.
  • While the Annual Resale Certificate does expire on December 31 each year, as long as you remain a registered sales and use tax dealer, you will receive a new certificate annually. This means you can continue to make tax-exempt purchases for resale.

  • Misconception 3: You can use the certificate for any purchase.
  • It is important to note that the Annual Resale Certificate cannot be used for purchases that will not be resold or re-rented. Using it for personal items or items for business use that are not intended for resale is prohibited.

  • Misconception 4: All businesses can automatically obtain the certificate.
  • Only businesses registered as sales and use tax dealers can receive the Annual Resale Certificate. If your business has taxable transactions, you must register before you can use the certificate.

  • Misconception 5: There are no penalties for misuse of the certificate.
  • In reality, there are significant penalties for the intentional misuse of the Annual Resale Certificate. This includes civil and criminal penalties, which can lead to serious consequences for those who engage in resale fraud.

  • Misconception 6: The seller is always liable if a resale certificate is misused.
  • In fact, a selling dealer who accepts a valid Annual Resale Certificate will not be held liable for tax if it is later determined that the purchaser was not an active registered dealer at the time of the transaction.

  • Misconception 7: You can use the certificate for both resale and personal purchases.
  • This is a common misunderstanding. The Annual Resale Certificate is strictly for items purchased for resale. If you use the goods for personal purposes, you are responsible for paying the applicable taxes.

Key takeaways

Key Takeaways on the Florida Annual Resale Certificate for Sales Tax:

  • Florida Annual Resale Certificates for Sales Tax can be downloaded and printed multiple times as needed.
  • Signature requirements have been eliminated; users declare that purchases will be for resale.
  • Businesses must register as sales and use tax dealers to conduct taxable transactions in Florida.
  • An Annual Resale Certificate allows for tax-exempt purchases of property or services intended for resale.
  • Annual Resale Certificates expire each year on December 31 and are renewed annually for active dealers.
  • Purchasers are responsible for ensuring that items bought with the certificate are for resale; misuse can lead to penalties.
  • Sellers should document tax-exempt sales for resale using methods such as obtaining a copy of the buyer's certificate.
  • Verification of a buyer's resale certificate can be done through phone, online, or a mobile app, providing immediate feedback on validity.