Arizona Form 5000A—Best Practices for Storing and Tracking the Reseller Certificate

Businesses in Arizona that purchase tangible property for resale need to obtain the Arizona sales tax exemption certificate, also known as the Arizona Form 5000A. This form allows businesses to avoid paying sales taxes at the point of purchase, ensuring that the end customer, who ultimately uses the product, is responsible for paying the tax.

While filing the Arizona tax exempt form with regulatory authorities is not required, entities must store and track it for audit purposes. Harbor Compliance offers a tool that simplifies this process, ensuring your AZ Form 5000A is organized and easily accessible.

In this article, we’ll explain what the Arizona Form 5000A entails, how to fill it out, and how Harbor Compliance’s Tax Manager can help you track and store your AZ tax-exempt forms.

Sales & Use Tax Licensure

This section applies to businesses that are applying for a license in Arizona for the first time.

What Is the Arizona Form 5000A?

Arizona Form 5000A is a resale certificate businesses use to request an exemption from paying sales taxes when purchasing tangible property intended for resale. This ensures the sales tax is only collected from the final customer, preventing double taxation on goods throughout the supply chain.

Various businesses use the AZ 5000A tax form, including manufacturers, retailers, and wholesalers. It’s important to note that if the purchaser uses the property for purposes other than resale during business, they will be responsible for paying the sales tax themselves.

Under Arizona law, the misuse of the AZ resale tax form, such as using it to avoid taxes on personal purchases, will result in criminal penalties and felony charges.

How To Fill Out the Arizona Form 5000A

The purchaser is expected to fill out the AZ sales tax exemption form and submit it to the vendor. The AZ 5000A Form PDF can be downloaded online from the Arizona Department of Revenue’s website.

The form includes the following three sections:

1. Purchaser’s information—The business name, address, and Transaction Privilege Tax (TPT) license number
2. Seller’s information—The name and address of the vendor supplying the tangible property
3. Description—The physical description of the items being purchased for resale and the precise nature of the purchaser’s business

Best Practices for Tracking and Storing the Arizona Form 5000A

To maintain accurate records, businesses should adopt the following practices for tracking and storing their Arizona Tax Form 5000A:

1. Complete the form accurately at the time of purchase—This ensures the tax exemption is valid and prevents issues when the form is reviewed during an audit.
2. Keep records of the form—Although businesses do not need to file the Arizona sales tax exempt form, it’s important to retain records of it. This serves as proof of tax-exempt purchases.
3. Store digital copies in a centralized location—Storing digital copies of the Arizona resale license form allows for quick retrieval during audits or other reviews.

Streamlining the Arizona Sales Tax Exemption Form Management With Harbor Compliance’s Tax Manager

Entities must keep accurate records of the AZ 5000A Form, particularly due to potential audits from government agencies. It’s also important to remember that tracking and storing the resale certificate is just one aspect of a larger set of tax records that must be maintained. Businesses should store all these documents in a secure, centralized location they can easily access during audits.

Harbor Compliance offers a solution to assist in this process. Our Software Suite is designed to aid various tasks, such as entity and license management. One of the modules included in the suite is Tax Manager, which:

• Offers a centralized location for tax filings and related documents
• Tracks tax exemption and registrations
• Displays upcoming tax events, such as deadlines for paying wage withholding taxes

By utilizing this tool, businesses can enhance their tax management processes and ensure they have the proper documentation. Aside from the suite, you can also take advantage of the Payroll Tax Registration Service, which is specifically designed to help business owners set up their payroll tax accounts quickly and seamlessly.

How To Order Harbor Compliance’s Tax Manager

If you’d like to schedule a demo session with our team and experience firsthand how our Tax Manager software can streamline your processes, follow these steps:

1. Visit Harbor Compliance’s Tax Manager page.
2. Click on Schedule a Demo Session.
3. Provide your contact and business details.
4. Submit your demo request.

Additional Services Harbor Compliance Offers

Aside from our compliance software suite, Harbor Compliance provides ongoing filing support and helps entities adhere to state regulations. The table below outlines the services we offer:

Tracking and Storing the Arizona Form 5000A With Harbor Compliance’s Tax Manager

If your entity intends to purchase tangible property for resale and wants to obtain tax exemption at the point of purchase, you will need the Arizona Form 5000A.

While there’s no requirement to file this form, it’s essential to store and track the resale certificate for audit purposes. Harbor Compliance’s Tax Manager can help you store the form in a centralized location for easy access whenever needed. You can also use our Payroll Tax Registration Service for other tax-related purposes.

To get started, schedule a demo session with our team to learn more about our Tax Manager software, and we will reach out to discuss your specific requirements. You can also use our FREE Harbor Compliance Score™ to check your standing with the state.

For more learning opportunities, visit our Information Center and explore our collection of articles on payroll tax registration in the U.S.

Sales & Use Tax Licensure

This section applies to businesses that are applying for a license in Arizona for the first time.