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If you are selling to a customer who has an exempt status, you must collect a California Sales Tax Exemption certificate and keep it on file. If you are audited, you will be expected to produce this as proof that you sold an exempt item.
Summary. A sales tax exemption certificate allows a buyer to make tax-free purchases. The purchaser must provide the seller with a completed exemption certificate. Items covered by the exemption certificate are then exempt from sales and use tax. The seller keeps the exemption certificate.
Form 8233 is used by employees and independent contractors who are non-resident aliens to claim an exemption from federal income tax withholding. It must be filled out by the employee and signed by both the employee and employer.
Some customers are exempt from paying sales tax under California law. Examples include government agencies, some nonprofit organizations, and merchants purchasing goods for resale. Sellers are required to collect a valid exemption or resale certificate from buyers to validate each exempt transaction.
IRS Form 8843 Statement for Exempt Individuals and Individuals with a Medical Condition, For use by alien individuals only, is used to exclude days of presence in the U.S. for certain individuals. ing to the instructions for the form, it would either be mailed to the IRS alone or with Form 1040NR or 1040NR-EZ.
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To apply for California tax exemption status, use form FTB 3500, Exemption Application. This is a long detailed form, much like the IRS form 1023. If you have already received your 501c3 status from the IRS, use form FTB 3500A, Submission of Exemption Request.
You may need to file Form 1040-NR if you: Were a nonresident alien engaged in a trade or business in the United States. Represented a deceased person who would have had to file Form 1040-NR. Represented an estate or trust that had to file Form 1040-NR.
A sellers permit provides a business with authority to make sales inside California. In contrast a resale certificate is a form that is provided from a buyer to a seller to support the exempt nature of a sale for resale that would otherwise be taxable.

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