Submit Tax Exempt Status

Does Your Company Qualify for Tax-exemption?

If your business qualifies for a tax exemption, a properly completed exemption certificate must be submitted to Weisiger Group's Tax Department. Tax on your order will be adjusted based on the certificate if processed prior to the order invoicing. For a credit of tax on an invoiced order, please contact the Tax Department. Our tax department will contact you if the certificate received is incomplete.



Tax rates are determined by the shipping address of an order. State laws require Weisiger Group to have exemption certificates from all customers who claim a tax exemption. If the exemption certificate is not received, Weisiger Group is required by law to charge tax in all US States and the District of Columbia except DE, MT, NH & OR.

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Please click here if you are a customer of: Carolina CAT, Carolina CAT – Power Systems, Carolina CAT – Rental, Sitech Horizon, Prime Source, or Hydraulics Express.

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Please click here if you are a customer of Power Products and Solutions.

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Please click here if you are a customer of: LiftOne or BlueSkye Automation.

To create a Tax Exemption Certificate, select the Create Tax Exemption button above

1) Select the exempt state(s).

2) Select the exemption you are claiming.

3) The form required to claim an exemption will be identified.

Note: Some exemptions require a state issue form to be submitted. If certificate must be uploaded, you will be prompted to select the file and provide the requested information.

4) Once all information has been provided, select Submit. The completed certificate or uploaded document will be submitted to the Tax Department.



You can also email your completed Tax Exemption Certificate

o Documents such as IRS letters, W-9's and state issued permits/licenses are generally not acceptable forms to claim a tax exemption. Provide your state issued number (ex. Tax ID, Exemption Number, etc.) on a valid exemption certificate.

o If submitting a certificate requiring a description of exempt items, the section must be completed, and indicative of products purchased.

o Verify the name on your exemption certificate matches the name on the account.

o Certificates requiring a signature must be physically signed to be valid.

o Certificates must be completed in their entirety.

o Uploaded documents must be in an electronic format (.pdf, .tif, .jpg, .bmp).



Questions? Please don't hesitate to contact the Weisiger Group tax department at taxdepartment@carolinacat.com or 704-587-8990. We are available Monday – Friday, 8:30am – 5:00pm EST and will respond promptly to your request.



**Weisiger Group does not provide tax or legal advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax or legal advice. Please consult your tax advisor.



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