Treasurer's Office General Sales Tax Assistance Form

Treasurer's Office
General Sales Tax Assistance Form

Please let us know what type of sales tax assistance you require (required)

Room Occupancy Tax assistance

Dormitory rentals for non-students (e.g., summer camps, conferences), hotel/motel stay reimbursements, and the "31-day rule" for exemptions.

Please see Room Occupancy Tax in Section 1 (Sales Tax When Selling in Massachusetts) in the Sales Tax page of the Treasury site and use it to troubleshoot your issue first.

Please only proceed with this request form once all steps have been followed to resolve your issue via the resources provided.

Tax Exempt Items assistance

Textbooks, items purchased directly with university funds for institutional use, and software/services that meet the "custom" vs. "prewritten" exemption.

Please see Tax Exempt Items in Section 1 (Sales Tax When Selling in Massachusetts) in the Sales Tax page of the Treasury site and use it to troubleshoot your issue first.

Please only proceed with this request form once all steps have been followed to resolve your issue via the resources provided.

Taxable Items assistance

Sales of university "swag" (clothing over $175), meals sold to non-students, and certain telecommunications services.

Please see Taxable Items in Section 1 (Sales Tax When Selling in Massachusetts) in the Sales Tax page of the Treasury site and use it to troubleshoot your issue first.

Please only proceed with this request form once all steps have been followed to resolve your issue via the resources provided.

Tax exempt certificate assistance

Responding to vendor requests for the University's Form ST-2 or Form ST-5.

Please see ST-2/ST-5 in the Tax and Compliance Forms page of the Treasury site and use it to troubleshoot your issue first.

Please only proceed with this request form once all steps have been followed to resolve your issue via the resources provided.

I have followed all the guidance in the resources provided and it did not resolve my issue

Request/inquiry

Details of your request/question (required)

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(Please provide any documentation that would be necessary to process your request. The faster we get what's needed to process your request, the faster it will be resolved.)

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Please provide your contact information so we can respond!

Name (required)

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(use only your University of Massachusetts email address)

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