Is my equipment purchase eligible for the Partial Tax Exemption?

Beginning on July 1, 2014, the University may qualify for a partial exemption of sales and use tax on certain research and development equipment purchases and leases. To be eligible for this partial exemption, your purchase must meet all three of these conditions:

  • Be engaged in certain types of business, also known as a “qualified person.”
  • Purchase “qualified property.”
  • Use that qualified property for the uses allowed by this law.

For eligibility and process questions, please contact Ron Hirst in Accounts Payable, or view the CA BOE's website:

www.cdtfa.ca.gov/industry/manufacturing-exemptions.htm

The Certificate form can be found here:

www.cdtfa.ca.gov/formspubs/cdtfa230m.pdf

The UCSB Partial Tax PERMIT NUMBER is: 015-036188

Unit or Topic: 

Accounts Payable
Procurement Services