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The NJ ST-5 form, officially known as the Application for ST-5 Exempt Organization Certificate, is a crucial document for nonprofit organizations in New Jersey seeking exemption from sales tax. This form, issued by the New Jersey Division of Taxation, requires organizations to provide detailed information and submit specific documentation to prove their eligibility for tax exemption. It’s essential for organizations to thoroughly review the required documentation checklist and adhere to the submission guidelines to facilitate the approval process.

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Content Overview

In New Jersey, organizations aiming to operate without the burden of sales tax must navigate the application process for the ST-5 Exempt Organization Certificate, a critical step administered by the Division of Taxation. This process, detailed in the NJ ST 5 form, requires meticulous attention to providing accurate information and submitting the necessary documentation, as outlined in the accompanying checklist. The form not only demands a thorough understanding of the organization's income tax exemption status but also an assertion of its non-profit motives, spanning charitable, educational, scientific, and several other qualifiers. Furthermore, the completion and submission of this form come with specific guidelines— the cost of filing, where and how to file, and the requisite timeline for processing. Interestingly, the form delineates a clear demarcation between organizations that are eligible to claim exemption under its provisions and those that are not, such as senior citizens clubs and certain social clubs, which are explicitly advised against filing. Thus, the NJ ST-5 form embodies a complex yet essential process for exempt organizations, necessitating a comprehensive compilation of documentation and a profound understanding of the eligibility criteria to secure sales tax exemption in New Jersey.

Document Sample

(12-21)

New Jersey Division of Taxation

Application for ST-5 Exempt Organization Certificate

REG-1E

 

 

for Nonprofit Exemption from Sales Tax

Read Before Completing This Form

Refer to the submission and documentation requirements before starting the application. Organizations seeking exemption from Sales

and Use Tax must complete ALL steps of this application. Carefully follow the instructions to ensure all pertinent information and support- ing documentation are provided to avoid a delay or denial of your exemption certificate request.

Click in a shaded area to type your answers, OR print form and neatly print your information.

A. Organization’s Legal Name

Organization’s Web Address (if any)

 

 

 

B. FEIN (required)

-

C. Registered Corporate Alternative (D/B/A) Name, if applicable (must be registered by home state and IRS)

D. Physical Location

StreetCityStateZIP Code

Mailing Address

c/o Name

Street

City

State

ZIP Code

E. County/Municipality (NJ) or Out-of-State Code

F. Will you collect New Jersey Sales Tax?

 

Yes

 

No

If yes, give date of first sale

 

/

 

/

 

 

 

 

 

 

 

Month

 

Day

 

Year

 

 

 

 

 

 

 

 

(Collection not required if you have an ST-5 and only make occasional sales)

G. Will you begin paying wages or salaries to employees working in NJ or to NJ residents?

 

(Answer “No” if you already withhold NJ income tax)

 

 

 

Yes

 

 

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If yes, date of first wage or salary payment

 

 

/

 

 

 

/

 

 

and date that gross payroll will exceed $1,000

 

 

/

 

/

 

 

 

 

 

 

 

 

 

 

 

 

 

H. Type of Organization

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Corporation

State of incorporation

 

Incorporation date

 

 

/

 

 

/

 

(Attach Certificate/Articles of Incorporation).

 

 

 

 

 

 

 

 

 

 

 

Association

 

 

Trust

 

Foundation

 

 

 

Other Unincorporated

 

 

Partnership

 

LLC

 

 

Sole Proprietorship

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I. Contact Person

Name

Title

Email Address

Daytime Phone

J. Provide the following information for responsible officers.

Name (Last Name, First, MI)

SSN/Title

Home Address (Street, City, State, ZIP Code)

 

 

 

Print:

SSN*:

 

Sign:

Title:

 

 

 

 

 

Print:

SSN*:

 

Sign:

Title:

 

 

 

 

 

Print:

SSN*:

 

Sign:

Title:

 

 

 

 

 

Print:

SSN*:

 

Sign:

Title:

 

 

 

 

 

Print:

SSN*:

 

Sign:

Title:

 

 

 

 

 

*Required

 

 

Provide a summary of the organization’s primary organizational purpose and main activities.

K. Identify your organization by purpose for which you are claiming exempt status:

501(c)(3) formed and organized exclusively for charitable, scientific, literary, educational purposes and the prevention of cruelty to children and animals

Volunteer fire company, rescue, ambulance, first aid, or emergency company/squad

Veterans organization, National Guard, Marine Corps post, association, or organization, or affiliated auxiliaries/ societies

Parent-Teacher Association (PTA) or Parent Teacher Organization (PTO) or Booster Club

Church or religious organization

Federal or New Jersey governmental (including its instrumentalities and political subdivisions)

New Jersey private school

Public or private school – states other than New Jersey

Other:

L. If a branch or chapter, has the parent/central organization received an exemption from the IRS under IRC 501(c)(3) that applies to

subordinate branches or chapters?

 

Yes

 

No

If yes, submit a copy of the group determination letter from the IRS.

Sign Here

Certification: I certify that the information given in this application is complete and correct to the best of my knowledge and belief

and any accompanying documents submitted are true copies, and that I am authorized to sign this application..

Your Signature

Name and Title (please print)

 

Date

 

/

 

/

 

Submit this application and supporting documents by email to: exemptorganization.taxation@treas.nj.gov

OFFICIAL USE ONLY

DLN

Determination

Effective Date

New Jersey Division of Taxation

Application for Exempt Organization Certificate (Form ST-5)

Submission Requirements

Organizations That Should File the REG-1E

If all requirements are not met, do not file this form.

Organization that has 501(c)(3) exempt status as determined by the IRS that has been formed and is organized exclu- sively for charitable, scientific, literary, or educational purposes, or the prevention of cruelty to children and animals;

Volunteer fire company, rescue, ambulance, first aid, or emergency company or squad;

Veterans, National Guard or Marine Corps post, association, or organization, or affiliated auxiliaries/societies;

Local chapter of the Red Cross;

PTA, PTO, or booster club;

Church or religious organization;

New Jersey private school; and

Private or public school from states other than New Jersey.

NOTE: You cannot use an exemption certificate issued by another state to claim exemption of goods and services purchased

in New Jersey.

How to File

Organizations seeking exemption from New Jersey Sales and Use Tax must complete all steps of the REG-1E application.

You must also provide all pertinent information and supporting documentation to avoid a delay or the denial of your exemp- tion certificate request. The Division may require additional documentation. There is no fee to file the REG-1E application.

To submit the application, email the documents and all correspondence and requests to exemptorganization.taxation@treas. nj.gov. This will help avoid any delays and improve the process.

If you are unable to submit the application and supporting documents by email, you can fax them to (609) 989-0113 or mail to NJ Division of Taxation, Exempt Organizations Unit, Regulatory Services Branch, PO Box 269, Trenton, NJ 08695-0269.

Required Documentation

Most organizations are required to submit the following to demonstrate eligibility for exemption:

1.A completed application (Form REG-1E) signed and dated by an officer, trustee, or responsible party;

2.Determination of Exempt Status. Submit the most recent copy of an IRS determination letter establishing exemption from

certain federal taxes under an IRC 501(c) code. Most organizations applying that are formed and organized exclusively for charitable, scientific, literary, or educational purposes or for the prevention of cruelty to children and animals should have IRC 501(c)(3) exemption status;

a.As referenced in “Section L” of the line-by-line instructions, if your organization is a branch or chapter of a parent or central organization that has a group exemption that includes your organization, you must submit a copy of the par- ent or central organization’s group exemption determination letter issued by the IRS. In addition, you must provide a

letter issued by the parent or central organization stating that your organization is covered under its group exemption and is in good standing; or the listing issued to the IRS substantiating that your organization is one of the subordinate branches or chapters of the parent or central organization that the group exemption covers.

b.Exceptions to the IRS 501(c)(3) determination letter requirement are for veterans’ organizations; volunteer fire, rescue, first aid, and emergency companies; PTAs/PTOs and booster clubs (when associated with national organizations); public schools outside of New Jersey; and organizations organized and operated exclusively for religious purposes. Veterans’ organizations and their auxiliaries may submit IRS 501(c)(19) determination letters, fire and emergency com- panies/squads may submit whatever 501(c) letter the IRS has issued.

3.Confirmation of Incorporation or Registration. Submit a copy of the Certificate of Incorporation or Public Filing Registration issued by your organization’s home state. The documentation should show the date of filing. Include relevant amend- ments to formation documents;

4.If your organization is unincorporated, submit a copy of any official confirmed registration filed with your home state. For-

mation or other governing documents such as Articles of Association, Constitution, Charter, Trust Agreement, or Bylaws should be dated and signed by your organization’s governing body or a responsible person;

5.A copy of your organization’s formation/governing documents that show the organization is eligible for exempt status in

New Jersey as referenced in the “Purpose of Documentation” section above. The required language may be included in the following types of documents;

Certificate of Incorporation

Trust Agreement

Articles of Incorporation

Charter

Articles of Association

Constitution

Operating Agreement

Bylaws*

*While an organization may contain several documents that contain the same required provisions, you do not have to send multiple documents if a single document contains all the required language demonstrating the requisite eligibility for exemption. For example, if your organization’s Articles of Incorporation has all the necessary provisions, (including busi- ness purpose), you do not have to send a copy of the Bylaws.

Formation and governing documents must be presented as formal legal documents that are signed and dated by the ap- propriate officers or trustees of the governing body. The documents should not be in “draft” form and must be complete.

Single pages copied from a larger document are not acceptable unless the entire document is exceptionally long (over 30 pages).

If possible, the requisite language should be identified in the document(s) by highlighting, underlining, placing asterisks, or other acceptable markings on the appropriate pages.

6.Public schools from states other than New Jersey do not generally have IRS 501(c) letters. A public school from a state

other than New Jersey should submit a copy of its letterhead, and in lieu of formation documents, may also submit a copy of a state charter or a sales tax exemption certificate/letter issued by its home state.

Line-By-Line Instructions

SECTION A

Organization’s Legal Name. Enter the legal name, which should be the same name as on formation documents and the IRS determination letter (if applicable).

Organization’s Web Address (if any). Enter your organization’s URL or other web address where general information about the organization can be found.

SECTION B

FEIN. Enter the federal employer identification number (FEIN) assigned to your organization by the IRS. The application can- not be processed without a valid FEIN.

SECTION C

Registered Corporate Alternative (D/B/A) Name. Enter the alternate or trade name your organization may be known by (doing business as) if it is a name other than the legal name. The alternative or trade name must be registered with the or- ganization’s home state (appropriate documentation must be provided). If there is no alternative or trade name, leave this section blank.

Section D

Physical Location. Enter the street address, city, state, and ZIP Code of your organization.

Mailing address. Enter a contact name and a valid address where the ST-5 should be mailed.

SECTION E

County/Municipality (NJ) or Out-of-State Code. Enter the appropriate code.

Section F

Sales Tax Collection. Check the appropriate box to indicate whether your organization will collect New Jersey Sales Tax. If you check “Yes,” provide the date of the first sale in New Jersey.

SECTION G

Employee Wages/Salaries. Check the appropriate box to indicate whether your organization will begin paying wages or sal- aries to employees working in New Jersey or to New Jersey residents. If you check “Yes,” provide the date of the first wage

or salary payment and the date that gross payroll will exceed $1,000. Check “No” if you already withhold NJ Income Tax.

SECTION H

Type of Organization. Check the box next to the organization’s formation classification.

An incorporated organization must enter the state of incorporation and the date of the incorporation. Use the date that re- flects when the incorporation was filed with the state of incorporation (submit Filing Certificate/Articles of Incorporation).

An unincorporated organization may provide other types of formation or governing documentation such as Articles of As- sociation, Constitution, Charter, Trust Agreement, or Bylaws.

Section I

Contact Person. Enter the name, title, email address, and phone number of a person affiliated with your organization who has the requisite knowledge to answer questions related to the application.

Section J

Responsible Officers. Enter the names and contact information, including Social Security number, title, and home address, of all the officers of your organization.

Purpose and Primary Activities. In one brief statement summarize the primary purpose of your organization and its main activities.

SECTION K

Organization’s Exempt Purpose. Check the box next to the category that best describes your organization’s exempt pur- pose. If your organization’s exempt purpose is not specifically listed, check “Other” and write a brief description of what you

consider the exemption type to be.

Section L

Group Exemptions. If your organization is a branch or chapter of a parent or central organization that has a group ex- emption that includes your organization, check “Yes.” You must submit a copy of the parent or central organization’s group exemption determination letter issued by the IRS and other supporting documentation. (See subsection 2a under “Required Documentation” on page 3.)

Certification and Authorized Signature

Signature of Officer or Responsible Person. The application must be signed by a corporate officer or trustee who is re-

sponsible for the information provided. Enter the title of the person who signed the form. If not incorporated, a responsible person should sign the application.

New Jersey County/Municipality Codes

Enter the Appropriate Four-Digit Number in the Boxes Provided in Item E.

Location

Code Municipality

ATLANTIC COUNTY

0101 Absecon City

0102 Atlantic City

0103 Brigantine City

0104 Buena Bor.

0105 Buena Vista Twp.

0106 Corbin City City

0107 Egg Harbor City

0108 Egg Harbor Twp.

0109 Estell Manor City

0110 Folsom Bor.

0111 Galloway Twp.

0112 Hamilton Twp.

0113 Hammonton Town

0114 Linwood City

0115 Longport Bor.

0116 Margate City

0117 Mullica Twp.

0118 Northfield City

0119 Pleasantville City

0120 Port Republic City

0121 Somers Point City

0122 Ventnor City

0123 Weymouth Twp.

BERGEN COUNTY

0201 Allendale Bor.

0202 Alpine Bor.

0203 Bergenfield Bor.

0204 Bogota Bor.

0205 Carlstadt Bor.

0206 Cliffside Park Bor.

0207 Closter Bor.

0208 Cresskill Bor.

0209 Demarest Bor.

0210 Dumont Bor.

0211 Elmwood Park Bor.

0212 East Rutherford Bor.

0213 Edgewater Bor.

0214 Emerson Bor.

0215 Englewood City

0216 Englewood Cliffs Bor.

0217 Fair Lawn Bor.

0218 Fariview Bor.

0219 Fort Lee Bor.

0220 Franklin Lakes Bor.

0221 Garfield City

0222 Glen Rock Bor.

0223 Hackensack City

0224 Harrington Park Bor.

0225 Hasbrouck Heights Bor.

0226 Haworth Bor.

0227 Hillsdale Bor.

0228 Hohokus Bor.

0229 Leonia Bor.

0230 Little Ferry Bor.

0231 Lodi Bor.

0232 Lyndhurst Twp.

0233 Mahwah Twp.

0234 Maywood Bor.

0235 Midland Park Bor.

0236 Montvale Bor.

0237 Moonachie Bor.

0238 New Milford Bor.

0239 North Arlington Bor.

0240 Northvale Bor.

0241 Norwood Bor.

0242 Oakland Bor.

0243 Old Tappan Bor.

0244 Oradell Bor.

0245 Palisades Park Bor.

0246 Paramus Bor.

0247 Park Ridge Bor.

0248 Ramsey Bor.

0249 Ridgefield Bor.

0250 Ridgefield Park Village

0251 Ridgewood Village

0252 Riveredge Bor.

0253 Rivervale Twp.

0254 Rochelle Park Twp.

0255 Rockleigh Bor.

0256 Rutherford Bor.

0257 Saddle Brook Twp.

0258 Saddle River Bor.

0259 South Hackensack Twp.

Location

Code Municipality

0260 Teaneck Twp.

0261 Tenafly Bor.

0262 Teterboro Bor.

0263 Upper Saddle River Bor.

0264 Waldwick Bor.

0265 Wallington Bor.

0266 Washington Twp.

0267 Westwood Bor.

0268 Woodcliff Lake Bor.

0269 Wood-Ridge Bor.

0270 Wyckoff Twp.

BURLINGTON COUNTY

0301 Bass River Twp.

0302 Beverly City

0303 Bordentown City

0304 Bordentown Twp.

0305 Burlington City

0306 Burlington Twp.

0307 Chesterfield Twp.

0308 Cinnaminson Twp.

0309 Delanco Twp.

0310 Delran Twp.

0311 Eastampton Twp.

0312 Edgewater Park Twp.

0313 Evesham Twp.

0314 Fieldsboro Bor.

0315 Florence Twp.

0316 Hainesport Twp.

0317 Lumberton Twp.

0318 Mansfield Twp.

0319 Maple Shade Twp.

0320 Medford Twp.

0321 Medford Lakes Bor.

0322 Moorestown Twp.

0323 Mount Holly Twp.

0324 Mount Laurel Twp.

0325 New Hanover Twp.

0326 No. Hanover Twp.

0327 Palmyra Bor.

0328 Pemberton Bor.

0329 Pemberton Twp.

0330 Riverside Twp.

0331 Riverton Bor.

0332 Shamong Twp.

0333 Southampton Twp.

0334 Springfield Twp.

0335 Tabernacle Twp.

0336 Washington Twp.

0337 Westampton Twp.

0338 Willingboro Twp.

0339 Woodland Twp.

0340 Wrightstown Bor.

CAMDEN COUNTY

0401 Audubon Bor.

0402 Audubon Park Bor.

0403 Barrington Bor.

0404 Bellmawr Bor.

0405 Berlin Bor.

0406 Berlin Twp.

0407 Brooklawn Bor.

0408 Camden City

0409 Cherry Hill Twp.

0410 Chesilhurst Bor.

0411 Clementon Bor.

0412 Collingswood Bor.

0413 Gibbsboro Bor.

0414 Gloucester City

0415 Gloucester Twp.

0416 Haddon Twp.

0417 Haddonfield Bor.

0418 Haddon Heights Bor.

0419 Hi Nella Bor.

0420 Laurel Springs Bor.

0421 Lawnside Bor.

0422 Lindenwold Bor.

0423 Magnolia Bor.

0424 Merchantville Bor.

0425 Mt. Ephraim Bor.

0426 Oaklyn Bor.

0427 Pennsauken Twp.

0428 Pine Hill Bor.

0429 Pine Valley Bor.

Location

Location

Code Municipality

Code Municipality

0430

Runnemede Bor.

0817

Swedesboro Bor.

0431

Somerdale Bor.

0818

Washington Twp.

0432

Stratford Bor.

0819

Wenonah Bor.

0433 Tavistock Bor.

0820

West Deptford Twp.

0434

Voorhees Twp.

0821

Westville Bor.

0435

Waterford Twp.

0822

Woodbury City

0436

Winslow Twp.

0823

Woodbury Heights Bor.

0437

Woodlynne Bor.

0824

Woolwich Twp.

CAPE MAY COUNTY

HUDSON COUNTY

0501 Avalon Bor.

0901

Bayonne City

0502

Cape May City

0902

East Newark Bor.

0503

Cape May Point Bor.

0903

Guttenberg Town

0504

Dennis Twp.

0904

Harrison Town

0505

Lower Twp.

0905

Hoboken City

0506

Middle Twp.

0906

Jersey City City

0507

North Wildwood City

0907

Kearny Town

0508

Ocean City City

0908

North Bergen Twp.

0509

Sea Isle City City

0909

Secaucus Town

0510

Stone Harbor Bor.

0910

Union City City

0511 Upper Twp.

0911 Weehawken Twp.

0512 West Cape May Bor.

0912 West New York

0513

West Wildwood Bor.

 

 

0514

Wildwood City

HUNTERDON COUNTY

0515

Wildwood Crest Bor.

1001 Alexandria Twp.

0516

Woodbine Bor.

1002

Bethlehem Twp.

 

 

CUMBERLAND COUNTY

1003

Bloomsbury Bor.

1004

Califon Bor.

0601

Bridgeton City

1005

Clinton Town

0602

Commercial City

1006

Clinton Twp.

0603

Deerfield Twp.

1007

Delaware Twp.

0604

Downe Twp.

1008

East Amwell Twp.

0605

Fairfield Twp.

1009

Flemington Bor.

0606

Greenwich Twp.

1010

Franklin Twp.

0607

Hopewell Twp.

1011 Frenchtown Bor.

0608

Lawrence Twp.

1012

Glen Gardner Bor.

0609

Maurice River Twp.

1013

Hampton Bor.

0610

Millville City

1014

High Bridge Bor.

0611 Shiloh Bor.

1015

Holland Twp.

0612

Stow Creek Twp.

1016

Kingswood Twp.

0613

Upper Deerfield Twp.

1017

Lambertville City

0614

Vineland City

1018

Lebanon Bor.

 

 

1019

Lebanon Twp.

ESSEX COUNTY

1020

Milford Bor.

1021

Raritan Twp.

0701

Belleville Twp.

1022

Readington Twp.

0702

Bloomfield Twp.

0703

Caldwell Borough Twp.

1023

Stockton Bor.

1024 Tewksbury Twp.

0704

Cedar Grove Twp.

1025

Union Twp.

0705

East Orange City

1026

West Amwell Twp.

0706

Essex Fells Twp.

 

 

0707

Fairfield Twp.

MERCER COUNTY

0708

Glen Ridge Twp.

0709

Irvington Twp.

1101 East Windsor Twp.

0710

Livingston Twp.

1102 Ewing Twp.

0711 Maplewood Twp.

1103 Hamilton Twp.

0712

Millburn Twp.

1104 Hightstown Bor.

0713

Montclair Twp.

1105 Hopewell Bor.

0714

Newark City

1106 Hopewell Twp.

0715

North Caldwell Twp.

1107 Lawrence Twp.

0716

Nutley Twp.

1108 Pennington Bor.

0717

Orange City Twp.

1109 Princeton Bor.

0718

Roseland Bor.

1110 Princeton Twp.

0719

South Orange Village

1111 Trenton City

0720

Verona Twp.

1112 Washington Twp.

0721

West Caldwell Twp.

1113 West Windsor Twp.

0722

West Orange Twp.

 

 

GLOUCESTER COUNTY

MIDDLESEX COUNTY

1201

Carteret Bor.

0801

Clayton Bor.

1202

Cranbury Twp.

0802

Deptford Twp.

1203

Dunellen Bor.

0803

East Greenwich Twp.

1204

East Brunswick

0804

Elk Twp.

1205

Edison Twp.

0805

Franklin Twp.

1206

Helmetta Bor.

0806

Glassboro Bor.

1207

Highland Park Bor.

0807

Greenwich Twp.

1208

Jamesburg Bor.

0808

Harrison Twp.

1209

Metuchen Bor.

0809

Logan Twp.

1210

Middlesex Bor.

0810

Mantua Twp.

1211 Milltown Bor.

0811 Monroe Twp.

1212

Monroe Twp.

0812

National Park Bor.

1213

New Brunswick City

0813

Newfield Bor.

1214

North Brunswick Twp.

0814

Paulsboro Bor.

1215

Old Bridge Twp.

0815

Pitman Bor.

1216

Perth Amboy City

0816

South Harrison Twp.

1217

Piscataway Twp.

New Jersey County/Municipality Codes

Enter the Appropriate Four-Digit Number in the Boxes Provided in Item E.

Location

Code Municipality

1218 Plainsboro Twp.

1219 Sayreville Bor.

1220 South Amboy City

1221 South Brunswick Twp.

1222 South Plainfield Bor.

1223 South River Bor.

1224 Spotswood Bor.

1225 Woodbridge Twp.

MONMOUTH COUNTY

1301 Aberdeen Twp.

1302 Allenhurst Bor.

1303 Allentown Bor.

1304 Asbury Park City

1305 Atlantic Highlands Bor.

1306 Avon-by-the-sea Bor.

1307 Belmar Bor.

1308 Bradley Beach Bor.

1309 Brielle Bor.

1310 Colts Neck Twp.

1311 Deal Bor.

1312 Eatontown Bor.

1313 Englishtown Bor.

1314 Fair Haven Bor.

1315 Farmingdale

1316 Freehold Bor.

1317 Freehold Twp.

1318 Hazlet Twp.

1319 Highlands Bor.

1320 Holmdel Twp.

1321 Howell Twp.

1322 Interlaken Bor.

1323 Keansburg Bor.

1324 Keyport Bor.

1325 Little Silver Bor.

1326 Loch Arbour Village

1327 Long Branch City

1328 Manalapan Twp.

1329 Manasquan Bor.

1330 Marlboro Twp.

1331 Matawan Bor.

1332 Middletown Twp.

1333 Millstone Twp.

1334 Monmouth Beach Bor.

1335 Neptune Twp.

1336 Neptune City Bor.

1337 Ocean Twp.

1338 Oceanport Bor.

1339 Red Bank Bor.

1340 Roosevelt Bor.

1341 Rumson Bor.

1342 Sea Bright Bor.

1343 Sea Girt Bor.

1344 Shrewsbury Bor.

1345 Shrewsbury Twp.

1346 South Belmar Bor.

1347 Spring Lake Bor.

1348 Spring Lake Heights Bor.

1349 Tinton Falls Bor.

1350 Union Beach Bor.

1351 Upper Freehold Twp.

1352 Wall Twp.

1353 West Long Branch Bor.

MORRIS COUNTY

1401 Boonton Town

1402 Boonton Twp.

1403 Butler Bor.

1404 Chatham Bor.

1405 Chatham Twp.

1406 Chester Bor.

1407 Chester Twp.

1408 Denville Twp.

1409 Dover Twp.

1410 East Hanover Twp.

1411 Florham Park Bor.

1312 Hanover Twp.

1413 Harding Twp.

1414 Jefferson Twp.

1415 Kinnelon Bor.

1416 Lincoln Park Bor.

1417 Madison Bor.

1418 Mendham Bor.

1419 Mendham Twp.

Location

Code Municipality

1420 Mine Hill Twp.

1421 Montville Twp.

1422 Morris Twp.

1423 Morris Plains Bor.

1424 Morristown Town

1425 Mountain Lakes Bor.

1426 Mount Arlington Bor.

1427 Mount Olive Twp.

1428 Netcong Bor.

1429 Par-Troy Hills Twp.

1430 Passaic Twp.

1431 Pequannock Twp.

1432 Randolph Twp.

1433 Riverdale Bor.

1434 Rockaway Bor.

1435 Rockaway Twp.

1436 Roxbury Twp.

1437 Victory Gardens Bor.

1438 Washington Twp.

1439 Wharton Bor.

OCEAN COUNTY

1501 Barnegat Twp.

1502 Barnegat Light Bor.

1503 Bay Head Bor.

1504 Beach Haven Bor.

1505 Beachwood Bor.

1506 Berkeley Twp.

1507 Brick Twp.

1508 Dover Twp.

1509 Eagleswood Twp.

1510 Harvey Cedars Bor.

1511 Island Heights Bor.

1512 Jackson Twp.

1513 Lacey Twp.

1514 Lakehurst Bor.

1515 Lakewood Twp.

1516 Lavallette Bor.

1517 Little Egg Harbor Twp.

1518 Long Beach Twp.

1519 Manchester Twp.

1520 Mantoloking Bor.

1521 Ocean Twp.

1522 Ocean Gate Bor.

1523 Pine Beach Bor.

1524 Plumsted Twp.

1525 Pt. Pleasant Bor.

1526 Pt. Pleasant Beach Bor.

1527 Seaside Heights Bor.

1528 Seaside Park Bor.

1529 Ship Bottom Bor.

1530 South Toms River Bor.

1531 Stafford Twp.

1532 Surf City Bor.

1533 Tuckerton Bor.

PASSAIC COUNTY

1601 Bloomingdale Bor.

1602 Clifton City

1603 Haledon Bor.

1604 Hawthorne Bor.

1605 Little Falls Twp.

1606 North Haledon Bor.

1607 Passaic City

1608 Paterson City

1609 Pompton Lakes Bor.

1610 Prospect Park Bor.

1611 Ringwood Bor.

1612 Totowa Bor.

1613 Wanaque Bor.

1614 Wayne Twp.

1615 West Milford Twp.

1616 West Paterson Bor.

SALEM COUNTY

1701 Alloway Twp.

1702 Carneys Point Twp.

1703 Elmer Bor.

1704 Elsinboro Twp.

1705 Lower Alloways Creek Twp.

1706 Mannington Twp.

1707 Oldmans Twp.

1708 Penns Grove Bor.

1709 Pennsville Twp.

Location

Code Municipality

1710 Pilesgrove Twp.

1711 Pittsgrove Twp.

1712 Quinton Twp.

1713 Salem City

1714 Upper Pittsgrove Twp.

1715 Woodstown Bor

SOMERSET COUNTY

1801 Bedminster Twp.

1802 Bernards Twp.

1803 Bernardsville Bor.

1804 Bound Brook Bor.

1805 Branchburg Twp.

1806 Bridgewater Twp.

1807 Far Hills Bor.

1808 Franklin Twp.

1809 Green Brook Twp.

1810 Hillsborough Twp.

1811 Manville Bor.

1812 Millstone Bor.

1813 Montgomery Twp.

1814 North Plainfield Bor.

1815 Peapack-Gladstone Bor.

1816 Raritan Bor.

1817 Rocky Hill Bor.

1818 Somerville Bor.

1819 South Bound Brook Bor.

1820 Warren Twp.

1821 Watchung Bor.

SUSSEX COUNTY

1901 Andover Bor.

1902 Andover Twp.

1903 Branchville Bor.

1904 Byram Twp.

1905 Frankford Twp.

1906 Franklin Bor.

1907 Fredon Twp.

1908 Green Twp.

1909 Hamburg Bor.

1910 Hampton Twp.

1911 Hardystown Twp.

1912 Hopatcong Bor.

1913 Lafayette Twp.

1914 Montague Twp.

1915 Newton Town

1916 Ogdensburg Bor.

1917 Sandyston Twp.

1918 Sparta Twp.

1919 Stanhope Bor.

1920 Stillwater Twp.

1921 Sussex Bor.

1922 Vernon Twp.

1923 Walpack Twp.

1924 Wantage Twp.

UNION COUNTY

2001 Berkley Heights Twp.

2002 Clark Twp.

2003 Cranford Twp.

2004 Elizabeth City

2005 Fanwood Bor.

2006 Garwood Bor.

2007 Hillside Twp.

2008 Kenilworth Bor.

2009 Linden City

2010 Mountainside Bor.

2011 New Providence Bor.

2012 Plainfield City

2013 Rahway City

2014 Roselle Bor.

2015 Roselle Park Bor.

2016 Scotch Plains

2017 Springfield Twp.

2018 Summit City

2019 Union Twp.

2020 Westfield Town

2021 Winfield Twp.

WARREN COUNTY

2101 Allamuchy Twp.

2102 Alpha Bor.

2103 Belvidere Town

2104 Blairstown Twp.

Location

Code Municipality

2105 Franklin Twp.

2106 Frelinghuysen Twp.

2107 Greenwich Twp.

2108 Hackettstown Town

2109 Hardwick Twp.

2110 Harmony Twp.

2111 Hope Twp.

2112 Independence Twp.

2113 Knowlton Twp.

2114 Liberty Twp.

2115 Lopatcong Twp.

2116 Mansfield Twp.

2117 Oxford Twp.

2118 Pahaquarry Twp.

2119 Phillipsburg Town

2120 Pohatcong Twp.

2121 Washington Bor.

2122 Washington Twp.

2123 White Twp.

2200 ALABAMA

2300 ALASKA

2400 ARIZONA

2500 ARKANSAS

2600 CALIFORNIA

2700 COLORADO

2800 CONNECTICUT

2900 DELAWARE

3000 DISTRICT OF COLUMBIA

3100 FLORIDA

3200 GEORGIA

3300 HAWAII

3400 IDAHO

3500 ILLINOIS

3600 INDIANA

3700 IOWA

3800 KANSAS

3900 KENTUCKY

4000 LOUISIANA

4100 MAINE

4200 MARYLAND

4300 MASSACHUSETTS

4400 MICHIGAN

4500 MINNESOTA

4600 MISSISSIPPI

4700 MISSOURI

4800 MONTANA

4900 NEBRASKA

5000 NEVADA

5100 NEW HAMPSHIRE

5300 NEW MEXICO

5400 NEW YORK

5500 NORTH CAROLINA

5600 NORTH DAKOTA

5700 OHIO

5800 OKLAHOMA

5900 OREGON

6000 PENNSYLVANIA

6100 RHODE ISLAND

6200 SOUTH CAROLINA

6300 SOUTH DAKOTA

6400 TENNESSEE

6500 TEXAS

6600 UTAH

6700 VERMONT

6800 VIRGINIA

6900 WASHINGTON

7000 WEST VIRGINIA

7100 WISCONSIN

7200 WYOMING

7300 PUERTO RICO

7400 NETHERLANDS

7500 BELGIUM

7600 ARGENTINA

7700 CANADA

7800 MEXICO

7900 VIRGIN ISLANDS

8000 ENGLAND

8100 CHINA

8200 GERMANY

8300 IRELAND

8400 GREECE

8500 ISRAEL

Form Attributes

Fact Name Description
Form Purpose The New Jersey Division of Taxation Application for ST-5 Exempt Organization Certificate is used by organizations to apply for exemption from sales tax.
Who Should File Organizations dedicated to religious, charitable, scientific, educational, veterans, environmental, or emergency services purposes should file this form.
Who Should Not File Senior citizens clubs, social and recreational clubs, and certain other associations are not eligible for sales tax exemption under this form.
Documentation Requirement Applicants must submit required documentation outlined in the REG-1E, including information validating the organization's exempt status and operations.
Cost to File There is no cost mentioned for filing this application, implying it's free to submit the ST-5 application with the required documentation.
Where to File The completed application and attachments should be mailed to the Division of Taxation's regulatory address.
How to File Organizations must complete applicable sections of the application and ensure all accompanying documentation is included.
Processing Time Organizations should allow at least three weeks for processing of the REG-1E with the required documents for the issuance of the ST-5 Certificate.
Governing Law(s) The ST-5 Exempt Organization Certificate is governed by New Jersey state law pertaining to tax exemptions for qualifying organizations.

Nj St 5: Usage Guide

Filling out the New Jersey ST-5 Exempt Organization Certificate is an important process for eligible organizations seeking exemption from state sales tax. This certificate allows qualified nonprofit organizations to purchase goods and services without paying sales tax, aiding their mission and saving resources. The ST-5 form requests various pieces of information to ensure the applicant meets the requirements set forth by the New Jersey Division of Taxation. The steps below are designed to guide organizations through the preparation and submission of the form, making the process as straightforward as possible.

  1. Begin by gathering all necessary documents that prove your organization’s eligibility for sales tax exemption. This includes proof of your nonprofit status and any specific qualifications that match the criteria (for example, religious, educational, or charitable documentation).
  2. Complete the REG-1E form, if you haven't already, which is a prerequisite for filing the ST-5. The REG-1E requires basic organizational details and tax status information.
  3. Check the required documentation checklist on the form's first page. Ensure each item you're including with your REG-1E is marked off. These items verify your organization's eligibility.
  4. On the ST-5 form, fill in the "Organization Name" and "if applicable, Registered Trade/DBA/Alternate Name" to identify your organization accurately.
  5. Provide the "Physical Location of Office" address. If your mailing address differs, include that as well to ensure you receive your certificate and any other correspondence without issues.
  6. Answer the questions regarding New Jersey sales tax. This includes whether you’ll collect it and if you anticipate hiring employees, which could subject you to payroll tax obligations.
  7. If applicable, fill in the “Entity Type” section by checking the appropriate box that best describes your organization, such as a religious, educational, or charitable institution.
  8. Enter the details of your organization's primary contact person in the fields requesting email, phone number, and mailing address. This individual will receive communications regarding the application.
  9. Review all the information entered for completeness and accuracy. Any inaccuracies might delay the processing of your application.
  10. Sign and date the form, providing the name and title of the person authorized to submit the application on behalf of the organization.
  11. Mail the completed application along with all required documentation to the Division of Taxation at the address given under the “Where to File” section.
  12. Allow at least three weeks for the processing of your ST-5 application. The Division may reach out if further documentation or clarification is needed.

After submission, your application will be reviewed by the Division of Taxation. Should it meet all necessary criteria, your organization will receive an ST-5 Exempt Organization Certificate. This certificate serves as proof of your sales tax exemption status, enabling you to make purchases without being charged sales tax, provided they're for the organization's use. Keep this certificate readily available, as you may need to present it to vendors when making exempt purchases.

Listed Questions and Answers

What is the ST-5 Exempt Organization Certificate?

The ST-5 Exempt Organization Certificate is a document issued by the New Jersey Division of Taxation that grants qualified organizations an exemption from New Jersey sales tax. This exemption applies when these organizations make purchases that are necessary for their operations.

Who should file for an ST-5 Exemption?

Organizations that are religious, charitable, scientific, educational, or in certain cases, volunteer emergency services, as well as veterans' organizations seeking sales tax exemption on their purchases, should file for the ST-5 Exemption.

What documentation is required to apply for the ST-5 Certificate?

The New Jersey Division of Taxation requires the following documents to process an ST-5 Certificate application:

  • Completed REG-1E Application Form.
  • Proof of the organization's exempt status, such as a determination letter from the IRS.
  • Articles of incorporation or other organizational documents.
  • Financial statements or a detailed operating budget.

What is the cost to file for the ST-5 Certificate?

There is no mention of a filing fee for the ST-5 Certificate in the provided information. Usually, tax-exempt certificates like the ST-5 do not have a filing fee, but it is recommended to consult directly with the New Jersey Division of Taxation for the most current information.

Where and how should the ST-5 application be submitted?

The completed ST-5 application along with all required attachments should be mailed to the Division of Taxation's Regulatory Services Branch. Detailed instructions for the mailing address and any online submission options (if available) are typically provided on the New Jersey Division of Taxation’s official website or directly on the application form.

How long does it take to process the ST-5 Certificate application?

Applicants are advised to allow at least three weeks for the processing of a completed REG-1E application along with the required documents for the issuance of the ST-5 Certificate.

When does the sales tax exemption become effective?

The sales tax exemption becomes effective on the date the Division of Taxation receives the completed application and documentation, provided the application is approved. The specific date will be stated on the issued ST-5 Certificate.

Who should not file for an ST-5 Certificate?

Organizations such as senior citizen clubs, social and recreational clubs, homeowners' associations, tenants’ associations, and political subdivisions that do not meet the specific exemption qualifications under New Jersey tax law should not file for the ST-5 Certificate. Such entities are typically not eligible for sales tax exemption on their purchases.

Common mistakes

Filling out the New Jersey Division of Taxation Application for ST-5 Exempt Organization Certificate is a critical process for organizations seeking exemption from sales tax. However, many applicants make errors that can delay approval. Here are eight common mistakes to avoid:

  1. Not checking off each item on the required documentation checklist. It's vital to ensure every applicable box is checked and all necessary documents are submitted. Missing information can result in not receiving the Form ST-5.

  2. Incorrectly stating the organization's name or failing to provide a recognizable legal name. This could create confusion or delay the process as the Division of Taxation verifies the organization's identity.

  3. Leaving the physical location of the office's address blank or incomplete. A full address, including city, state, and zip code, is necessary for processing.

  4. Failing to specify the type of exempt organization, whether it's a religious, charitable, scientific, educational, or other qualified entity, as this directly affects eligibility for exemption.

  5. Omitting the signature and title of the authorized person. This oversight can invalidate the application since a verified signature is mandatory for processing.

  6. Underestimating the processing time by not allowing at least three weeks for the completed REG-1E with required documents and issuance of the ST-5 Certificate. Rushing or assuming a faster process can lead to unrealistic expectations.

  7. Incorrectly completing or skipping the sections that apply to employment and sales tax if applicable. These sections provide crucial information about the organization's financial operations and tax obligations.

  8. Not including the additional supporting documents requested by the Division after initial submission if deemed necessary. This additional information is crucial for a thorough review and accurate determination of tax-exempt status.

By avoiding these common mistakes, organizations can streamline their application process for the ST-5 Exempt Organization Certificate, ultimately facilitating a smoother path to obtaining sales tax exemption in New Jersey.

Documents used along the form

When applying for the New Jersey Division of Taxation Application for ST-5 Exempt Organization Certificate, entities seek exemption from sales tax, underlining the document's importance for nonprofit organizations. Often, to ensure the application's success and maintain organizational compliance, supplementary forms and documents are submitted alongside it. Each has its unique role in substantiating the application's details or fulfilling additional legal requirements.

  • REG-1E: Essentially the initial application for tax exemption, this form precedes the ST-5. Organizations must provide detailed information about their nonprofit status, mission, and operations to qualify for sales tax exemption.
  • Articles of Incorporation: This document offers proof of the entity's legal existence under state law. It outlines the organization's purpose, structure, and operational guidelines, serving as a foundational legal document.
  • IRS Determination Letter: Issued by the Internal Revenue Service, this crucial letter confirms the organization's tax-exempt status under section 501(c)(3) of the Internal Revenue Code, a prerequisite for many state-level exemptions.
  • Bylaws of the Organization: Detailing the rules governing the internal management of the organization, bylaws are essential for demonstrating operational integrity and governance standards to exemption-granting authorities.
  • Financial Statements: Recent financial statements validate the organization's fiscal responsibility and adherence to the nonprofit model. They are critical for assessing the ongoing eligibility for tax-exempt status.
  • Annual Reports: These reports provide a comprehensive overview of the organization’s yearly activities, achievements, and financial summary. They are instrumental in maintaining transparency and accountability.

Each document contributes to a thorough understanding of the organization's eligibility and need for sales tax exemption. Combining the NJ ST-5 with these additional documents allows for a robust presentation of the organization's case for exemption. Successful filing not only affords the organization benefits under the law but also reinforces its commitment to transparency and legal compliance.

Similar forms

The NJ ST-5 Exempt Organization Certificate shares similarities with the IRS Form 1023, Application for Recognition of Exemption under Section 501(c)(3) of the Internal Revenue Code. Both forms are used by organizations seeking tax-exempt status, but they target different levels of government and types of tax exemptions. While the ST-5 focuses on state sales tax exemptions in New Jersey, Form 1023 is aimed at federal income tax exemptions. Each requires detailed information about the organization's purpose, activities, and financial structure to qualify for exemption.

Similarly, the NJ REG-1E form, which is part of the process to obtain the ST-5 Certificate, is akin to the IRS Form SS-4, Application for Employer Identification Number (EIN). These forms do not serve the same purpose but are essential steps for organizations establishing their formal identities. The REG-1E facilitates an organization's registration with the New Jersey Division of Taxation, while form SS-4 is used to obtain an EIN that the IRS uses to identify taxpayer organizations. Both are foundational documents necessary for their respective tax-related applications.

The Uniform Sales & Use Tax Exemption/Resale Certificate - Multijurisdiction form is another document related to the NJ ST-5. This certificate is used by sellers who conduct business across multiple states and need to purchase goods for resale without paying sales tax at the time of purchase. Although it serves a different primary audience—businesses rather than exempt organizations—the purpose aligns closely with the ST-5's goal of avoiding sales tax on eligible transactions. Both forms reduce administrative and financial burdens associated with tax management for qualified entities.

Lastly, the NJ ST-4, Exempt Use Certificate, parallels the ST-5 in its exemption purpose but is utilized differently. The ST-4 allows purchasers to certify that goods or services bought are for use in exempt functions, not for resale. Conversely, the ST-5 applies more broadly to organizations purchasing items for their exempt activities, reflecting a more permanent status than transaction-based certificates like the ST-4. Both, however, alleviate tax liability for qualified parties, streamlining financial operations for their respective users.

Dos and Don'ts

Filling out the New Jersey ST-5 form is an important process for nonprofit organizations seeking exemption from sales tax. To help you navigate through the form accurately and efficiently, here's a list of dos and don'ts:

  • Do review all the instructions carefully before starting the form. This ensures a clear understanding of the requirements and can save time.
  • Do include all necessary documentation as outlined in the checklist on page 1 of the REG-1E. This is crucial for the processing of your application.
  • Do ensure all information provided in the form is accurate and complete. Inaccuracies can lead to delays or denial of the exemption certificate.
  • Do print neatly if you choose not to type your answers in the shaded areas. This helps prevent misinterpretation of your information.
  • Do check off each item you are including with your submission directly on the form to confirm you've met all requirements.
  • Don't rush through the checklist without ensuring each item has been addressed. Missing documentation can lead to processing delays.
  • Don't forget to sign and date the form. An unsigned application is incomplete and will not be processed.
  • Don't ignore the specified filing details, including the correct mailing address and any filing fees if applicable. This ensures your application reaches the intended destination without unnecessary delays.

Misconceptions

When it comes to understanding the New Jersey ST-5 Exempt Organization Certificate, several misconceptions often arise. Let's clear up some of these misunderstandings to ensure organizations are better informed.

  • Only religious organizations can apply: A wide range of nonprofit organizations—beyond just religious groups—can apply for an ST-5 certificate. This includes charitable, scientific, educational, veteran, and emergency service organizations, among others.

  • The process is instantaneous: Organizations might believe that the ST-5 certification process is immediate. However, it typically requires at least three weeks for processing once all the necessary documentation has been submitted.

  • One certificate covers all operations: Each location operated by an organization requires its own application and subsequent ST-5 certificate. Organizations cannot use a single certificate across multiple locations.

  • It’s costly to file: The misconception that filing for an ST-5 certificate is expensive prevents some organizations from applying. In reality, the process is designed to be accessible, and organizations should review the current filing costs or exemptions.

  • No annual renewal is required: The validity of an ST-5 certificate and the need for renewal depend on specific regulations and any changes in the organization’s status or New Jersey tax laws. Organizations should verify their certificate's status periodically.

  • Submitting the form guarantees exemption: Simply submitting the ST-5 form does not automatically guarantee exemption. The Division of Taxation must review and approve the application, which is contingent upon the organization meeting all exemption criteria.

  • All purchases are exempt once certified: Not all purchases made by an organization holding an ST-5 certificate are exempt from sales tax. The exemption only applies to purchases related to the organization's exempt activities.

Understanding these nuances is crucial for nonprofit organizations seeking the New Jersey ST-5 Exempt Organization Certificate. Clarifying these misconceptions helps streamline the application process and ensures organizations can leverage their exempt status effectively.

Key takeaways

Understanding the process and regulations for obtaining an ST-5 Exempt Organization Certificate in New Jersey is crucial for eligible organizations wishing to be exempt from sales tax. Here are key takeaways regarding the completion and use of the NJ ST-5 form:

  • Before submitting the NJ ST-5 application, organizations must ensure they fall under the categories described as eligible. These include religious, charitable, scientific, educational, and certain other nonprofit entities.
  • The application requires the inclusion of a checklist and various documents as proof of the organization's exempt status. Failure to include these documents could result in the denial of the Form ST-5.
  • There is no fee for filing the application, making it an accessible process for all qualifying organizations.
  • The form and all required attachments should be mailed to the Division of Taxation's Regulatory Services Branch, following the address guidelines provided in the application instructions.
  • Organizations must provide detailed and accurate information on the application, including the organization's name, address, purpose, and proof of nonprofit status.
  • Each location operated by the organization that wishes to utilize the sales tax exemption must file a separate application, ensuring that all are properly registered and recognized by the state.
  • The ST-5 certificate is effective from the date the Division of Taxation approves the application. Organizations should closely monitor the processing time and effective date to understand when their exemption begins.
  • Entities such as senior citizen clubs, recreational clubs, and similar non-qualified entities should not file this form as they do not meet the exemption criteria established by New Jersey law.

By following these guidelines closely, eligible organizations can successfully navigate the application process for an ST-5 Exempt Organization Certificate, ensuring compliance with New Jersey's tax laws and benefitting from the state's sales tax exemption for qualified entities.

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