[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-302322-105":3,"doc-detail-302322-en":80,"detail-sidebar-cat-1-en-105":96},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":73,"head_meta":75,"extra_data":77,"updated_unix":79},105,"en","nys-sales-tax-exemption-how-to-request","NYS Sales Tax Exemption - How To Request","","This document provides a comprehensive guide for NYFA Fiscal Sponsorship project members on how to request a New York State sales tax exemption certificate for large project-related purchases. It outlines the essential criteria, including vendor requirements within New York State and the necessity of processing payments through the NYFA portal. The guide details a five-step procedure, covering vendor contact, invoice procurement, payment request submission, and the specific conditions for check and certificate issuance. It emphasizes that tax exemptions apply exclusively to large purchases and cannot be used for reimbursement requests, while also providing access to NYFA's 501c3 documentation to facilitate the exemption process. By adhering to these instructions, project directors can effectively manage their budgets and leverage tax-exempt status for qualifying expenses.",{"@graph":14,"@context":72},[15,34,55],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/general/","General",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/nys-sales-tax-exemption-how-to-request/302322/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/nys-sales-tax-exemption-how-to-request/302322.png","ImageObject",442,249,{"name":42,"@type":43},"Rhys","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-09-21","2026-09-19",true,{"@type":52,"interactionType":53,"userInteractionCount":22},"InteractionCounter",{"@type":54},"ViewAction",{"@type":56,"mainEntity":57},"FAQPage",[58,64,68],{"name":59,"@type":60,"acceptedAnswer":61},"Can I request a tax-exempt certificate for small purchases like office supplies?","Question",{"text":62,"@type":63},"No, NYFA does not issue tax-exempt certificates for small purchases such as office supplies; these are reserved for specific large purchases needed for your sponsored project.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"Does the vendor have to be located in New York State to honor the exemption?",{"text":67,"@type":63},"Yes, the vendor must be located in New York State because the sales tax exemption exclusively applies to New York State sales tax.",{"name":69,"@type":60,"acceptedAnswer":70},"Can NYFA issue a tax-exempt certificate for a reimbursement request?",{"text":71,"@type":63},"No, NYFA cannot issue tax-exempt certificates for reimbursement requests; the certificate can only be issued for payments made directly through your NYFA Fiscal Sponsorship account.","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},302322,1790026198,{"code":4,"msg":81,"data":82},"success",{"doc_id":78,"user_id":83,"nickname":42,"user_avatar":84,"doc_module":22,"category_id":85,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":86,"file_id":87,"file_url":88,"file_type":89,"file_size":90,"view_count":30,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":22,"language":91,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":92,"faqs":93,"seo_title":94,"seo_description":12,"update_tm":95,"read_time":4},687207024643,"https://ap-avatar.wpscdn.com/davatar_3d24733baf745e90a7e4bdd5f77d97b2",158,"How to Request  \na NYS Sales Tax Exempt Form  \nNYFA can issue a tax-exempt form for a specific large purchase needed for your sponsored project. We do not issue these certificates for small purchases (ex. office supplies) .  \nHow to request a NYS Sales Tax Exempt Form:  \n1. Contact your vendor to determine if they will waive sales tax. It is always the vendor’s discretion if they choose to honor a sales tax exemption. The vendor must be located in New York State, as the sales tax exemption only applies to NYS sales tax.  \n2. Obtain an invoice from your vendor for the items that you will be purchasing. It does not matter whether or not sales tax is included in this invoice.  \n3. Create a vendor payment request in the NYFA.org portal and upload the invoice.  \na. The payee will be your vendor.  \nb. Request a tax-exempt certificate in the ‘Notes’ section of the request.  \nc. Make sure the request amount matches the invoice without tax.  \nd. Select if you would like to pick-up the check and certificate, or to have them mailed to you.  \n4. NYFA can only issue a tax-exempt certificate for a payment made through your NYFA Fiscal  \nSponsorship account. You need to have the full balance of the invoice in your account in order for us to issue the tax-exempt certificate. We cannot issue a tax-exempt certificate for reimbursement requests.  \n5. NYFA will issue you a tax-exempt certificate with your check in that week’s payment cycle. Projects usually pick up the check, or have it mailed to the project director.  \nJust in case you need a copy of NYFA's 501c3 IRS Determination letter, available on Fiscal Sponsorship Internal here: [https://sites.google.com/a/nyfa.org/f](https://sites.google.com/a/nyfa.org/f)iscal-sponsorship/info-about-nyfa.","cbCaioJQmzAdYRIP","https://ap.wps.com/l/cbCaioJQmzAdYRIP","pdf",36999,"English","# Procedure for Requesting a NYS Sales Tax Exempt Form\n## Prerequisites and Vendor Requirements\n## Steps to Request an Exemption\n## Important Payment and Eligibility Conditions","[{\"question\":\"Can I request a tax-exempt certificate for small purchases like office supplies?\",\"answer\":\"No, NYFA does not issue tax-exempt certificates for small purchases such as office supplies; these are reserved for specific large purchases needed for your sponsored project.\"},{\"question\":\"Does the vendor have to be located in New York State to honor the exemption?\",\"answer\":\"Yes, the vendor must be located in New York State because the sales tax exemption exclusively applies to New York State sales tax.\"},{\"question\":\"Can NYFA issue a tax-exempt certificate for a reimbursement request?\",\"answer\":\"No, NYFA cannot issue tax-exempt certificates for reimbursement requests; the certificate can only be issued for payments made directly through your NYFA Fiscal Sponsorship account.\"}]","NYS Sales Tax Exemption - How To Request | PDF",1789791883,{"code":4,"msg":81,"data":97},[98,103,108,113,118,123,128,133,138],{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},11,"Presentations",90,"presentations",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},12,"Resumes",80,"resumes",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},14,"Invoices",70,"invoices",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},15,"Posters",60,"posters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":121,"slug":122},16,"Social Media",50,"social-media",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":125,"show_sort_weight":126,"slug":127},17,"Forms",40,"forms",{"id":129,"doc_module":22,"doc_module_name":25,"category_name":130,"show_sort_weight":131,"slug":132},18,"Letters",30,"letters",{"id":134,"doc_module":22,"doc_module_name":25,"category_name":135,"show_sort_weight":136,"slug":137},21,"Paper Templates",5,"papers-templates",{"id":85,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":4,"slug":139},"general-158"]