Fill in a Valid Missouri 5435 Form Open Document Now

Fill in a Valid Missouri 5435 Form

The Missouri 5435 form is officially recognized as the Application for Sales Tax Exemption for Commercial Motor Vehicles or Trailers weighing over 54,000 Pounds. Designed to provide tax relief on the sales tax typically assessed on heavier motor vehicles and trailers, this document is crucial for qualifying businesses that operate with heavy-duty transport capabilities. Eligible applicants can expect a waiver on the sales tax for motor vehicles and trailers registered to haul loads above the specified weight limit, making it an essential form for cost savings in commercial transportation.

For those involved in the commercial transportation sector, taking advantage of this exemption could mean significant savings. To begin the application process for your sales tax exemption, click the button below.

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In the state of Missouri, commercial vehicle owners have the opportunity to apply for a sales tax exemption for motor vehicles or trailers that are over 54,000 pounds, through Form 5435, offered by the Missouri Department of Revenue. This form serves as an application for sales tax exemption on commercial motor vehicles or trailers that not only weigh more than 54,000 pounds but are also integral to the business operations requiring the hauling of substantial loads on public highways. The detailed instructions included within the form guide applicants through the submission process, which is to be completed alongside a title application at the local license office. Form 5435 specifies that the tax exemption is applicable to vehicles and trailers registered with a gross vehicle weight rating (GVWR) exceeding the 54,000-pound threshold, emphasizing the necessity for these vehicles to be used in the normal course of business. It demands the provision of comprehensive owner and vehicle information, alongside a declaration that the vehicles will not be registered for specific purposes—such as log trucks or land improvement vehicles—which do not qualify for exemption. The process underscores the importance of accuracy and honesty, requiring the applicant's signature under penalty of perjury to certify the truthfulness of the provided information. This form represents a critical financial consideration for businesses dependent on heavy-duty vehicles for their operations, underscoring the collaboration between the Missouri Department of Revenue and the commercial transportation sector in facilitating economic activity while ensuring compliance with state tax laws.

Example - Missouri 5435 Form

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Application for Sales Tax Exemption – Commercial

5435

Motor Vehicles or Trailers Greater Than 54,000 Pounds

Instructions: Submit this document with a title application to your local license office when titling a qualifying motor vehicle or trailer. Sales and Highway Use Tax will not be assessed on motor vehicles registered in excess of 54,000 pounds and trailers which are used in combination with motor vehicles which are registered in excess of 54,000 pounds. This exemption does not apply to vehicles registered as log trucks, local log trucks, or land improvement vehicles. Reference Section 144.030 RSMo.

Applicant

Information

 

 

 

 

Motor Vehicle

Information

 

 

Trailer

Information

 

 

 

 

Property

Hauled

 

 

Applicant’s Name

Street Address or R.F.D

City, State, Zip Code

Year Make

Vehicle Identification Number

Year

Make

 

 

Vehicle Identification Number

Identify property being hauled:

Telephone Number

( __  __  __ ) __  __  __ - __ __ __  __

GVWR

GVWR

Signature Certification of Facts

I certify the following facts to be true and accurate under penalty of perjury:

The vehicle or trailer identified above is owned by the applicant;

The motor vehicle identified above is registered in excess of 54,000 pounds or the trailer identified above is used in combination with a motor vehicle which is registered in excess of 54,000 pounds;

The gross combined vehicle weight rating of the vehicles is greater than 54,000 pounds and are capable of hauling loads commensurate with the registered weight; and

The motor vehicle or trailer identified above is actually used in the normal course of business of hauling property on the public highways.

Signature of Applicant

Printed Name

Date (MM/DD/YYYY)

__ __  / __  __  / __  __  __  __

Form 5435 (Revised 02-2015)

Motor Vehicle Bureau

Visit http://www.dor.mo.gov/motorv/

Phone: (573) 526-3669

E-Mail: mvbmail@dor.mo.gov

for additional information

File Attributes

Fact Name Description
Form Purpose The Missouri Form 5435 is an application for Sales Tax Exemption for commercial motor vehicles or trailers with a weight greater than 54,000 pounds.
Required Submission This form must be submitted alongside a title application to a local license office when titling a qualifying vehicle or trailer.
Tax Exemption Criteria Motor vehicles and trailers registered weighing in excess of 54,000 pounds and trailers that regularly haul loads greater than 54,000 pounds are exempt from motor vehicle sales tax.
Specific Weight Requirements The exemption applies to motor vehicles and trailers with a Gross Vehicle Weight Rating (GVWR) exceeding 54,000 pounds.
Governing Law The exemption is governed by Section 144.030 of the Revised Statutes of Missouri (RSMo).
Usage Limitation Exempted vehicles or trailers cannot be registered as log trucks, local log trucks, or land improvement vehicles.
Operational Clause The vehicle or trailer must be actively used in business operations for hauling property on public highways.
Perjury Statement Applicants certify the truth of their statements under penalty of perjury, affirming ownership and the vehicle's compliance with weight and usage requirements.
Contact Information For queries or submission, applicants can contact the Motor Vehicle Bureau through mail, phone, fax, or email, with detailed contact information provided on the form.

How to Write Missouri 5435

Filling out the Missouri 5435 form is a straightforward process, but it's important to provide accurate information to ensure your application for a Sales Tax Exemption on commercial motor vehicles or trailers is accepted. This form is necessary when you're titling a vehicle or trailer in Missouri that exceeds 54,000 pounds, as it exempts you from paying the motor vehicle sales tax on such heavy-duty equipment. Follow these steps carefully to complete the form correctly.

  1. Begin by entering the Applicant’s Name in the designated field. This should be the name of the individual or entity that owns the vehicle or trailer.
  2. Fill in the Applicant Information section by providing the Street Address Or R.F.D, City, State, and Zip Code where the applicant resides or where the business is located.
  3. Proceed to the Vehicle/Motor Information section. Here, you'll need to input the Year, Make, and Vehicle Identification Number (VIN) of the motor vehicle. Ensure this information is accurate to avoid delays in your application process.
  4. If you are also applying for a trailer, fill in the Trailer Information section by entering the Year, Make, and Vehicle Identification Number (VIN) of the trailer.
  5. Next, provide a contact Telephone Number, including the area code, in the format provided on the form.
  6. Under both the Vehicle and Trailer sections, specify the GVWR (Gross Vehicle Weight Rating) for each. This number is essential in proving that your vehicle or trailer meets the weight qualifications for the tax exemption.
  7. In the Certification of Facts section, read the statements carefully. By signing the form, you're affirming that these statements are true. These include assertions about ownership, registration weight, GVWR, and the operational use of the vehicle or trailer.
  8. Sign and print your name in the Signature section at the bottom of the form, and date it using the MM/DD/YYYY format. Your signature is a certification of the facts you've provided and confirms your compliance with the exemptions stipulated by the state.
  9. Finally, review the entire form to ensure all information is correct and no sections have been missed. Once satisfied, mail the completed form to the address provided: Motor Vehicle Bureau, P.O. Box 2076, Jefferson City, MO 65105-2076. Be sure to include a title application with your form.

After submitting the form, the Missouri Department of Revenue will review your application. Ensuring all details are accurate and precisely following these steps can significantly streamline the approval process, ultimately granting you the sales tax exemption you're seeking for your commercial motor vehicle or trailer.

What You Should Know About This Form

What is the purpose of the Missouri 5435 form?

The Missouri 5437 form is designed for individuals or businesses applying for a sales tax exemption on commercial motor vehicles or trailers that have a gross vehicle weight rating (GVWR) exceeding 54,000 pounds. This form should be submitted alongside a title application to the local license office. The exemption from motor vehicle sales tax applies to qualifying motor vehicles or trailers registered with a weight over 54,000 pounds, and trailers that are used to haul loads greater than this weight. This initiative is in accordance with Section 144.030 RSMo of Missouri state law.

Who needs to fill out the Missouri 5435 form?

Entities that need to complete the Missouri 5435 form include individuals or businesses that own a commercial motor vehicle or trailer with a GVWR greater than 54,000 pounds. These entities should be planning to register the vehicle in Missouri and utilize it for the purpose of hauling property on public highways in the regular course of business. Notably, vehicles intended for use as log trucks, local log trucks, or land improvement vehicles are not eligible for the sales tax exemption described in this form.

What information is required to complete the form?

To properly complete the form, the following information is necessary:

  • Applicant's name, along with their city, state, zip code, and street address or R.F.D.
  • Contact telephone number.
  • Detailed vehicle or trailer information, including the year, make, and vehicle identification number (VIN).
  • The gross vehicle weight rating (GVWR) for each vehicle or trailer.
  • A certification of facts, signed and dated by the applicant, attesting to the truth and accuracy of the provided information and the qualifying conditions for the exemption.

How is the form submitted and what are the next steps after submission?

After filling out the Missouri 5435 form accurately, it should be mailed to the Motor Vehicle Bureau at the provided address in Jefferson City, MO. Applicants can also submit the form and any accompanying documentation to their local license office. Following submission, the documentation will be reviewed to ensure that the vehicle or trailer meets the necessary criteria for the sales tax exemption. If the application is successful, the sales tax normally assessed on the vehicle's purchase will be waived. It's recommended to contact the Motor Vehicle Bureau directly via phone or email for any queries related to the form's status or further processes required after submission.

Common mistakes

  1. Failing to provide accurate vehicle or trailer weight information is a common mistake. The form requires that the vehicle or trailer is registered with a weight greater than 54,000 pounds. Incorrectly reporting the weight can lead to the rejection of the application.

  2. Another error is not certifying that the vehicle or trailer is used in the normal course of business for hauling property on public highways. The Missouri Department of Revenue needs this certification to exempt the vehicle from sales tax, and overlooking this step can invalidate the application.

  3. Applicants often make the mistake of not thoroughly checking that the gross vehicle weight ratings (GVWR) of both the vehicle and trailer exceed 54,000 pounds. This detail is crucial for qualifying for the tax exemption, and misinformation here can lead to complications or denial.

  4. Some applicants forget to sign or date the form. The signature certifies that the information provided is accurate and true, and without it, the application cannot be processed. Similarly, a missing date can delay processing times or even cause the application to be overlooked.

  5. Incorrect or incomplete applicant information is also a frequent issue. This includes not accurately filling out the name, address, or telephone number sections. Such oversights can hinder communication about the application status or necessary follow-up, potentially delaying the exemption process.

To avoid these mistakes, it is important to carefully review the Missouri 5435 form instructions and ensure all provided information is accurate and complete. Attention to detail and double-checking entries can significantly smoothen the application process for a sales tax exemption on commercial motor vehicles or trailers.

Documents used along the form

When applying for a sales tax exemption on commercial motor vehicles or trailers over 54,000 pounds in Missouri using Form 5435, applicants often need to submit additional forms and documents to ensure compliance and to fulfill all requirements for their application. These documents not only support the application but also serve to streamline the process, ensuring that all necessary information is available for a timely and accurate evaluation.

  • Title Application: This document is a prerequisite for most vehicle-related transactions. It provides the legal documentation required to prove ownership and to officially register the vehicle or trailer under the applicant's name. It typically requires detailed information about the vehicle or trailer, such as make, model, year, and the Vehicle Identification Number (VIN).
  • Proof of Insurance: Applicants must provide evidence of a valid insurance policy covering the commercial motor vehicle or trailer. This document proves that the applicant has the necessary coverage as required by Missouri law for vehicles operating on public highways.
  • Vehicle Inspection Report: A current inspection report may be required to demonstrate that the vehicle or trailer meets all safety and emissions standards set by Missouri. This report confirms the vehicle's roadworthiness and compliance with environmental regulations.
  • Weight Ticket: For vehicles or trailers claiming an exemption based on weight, a certified weight ticket verifying the vehicle’s or trailer's weight may be necessary. This document substantiates the claim that the vehicle or trailer exceeds the 54,000-pound threshold.
  • Business License or Proof of Business Operation: Individuals claiming the exemption for commercial purposes must provide documentation proving the existence and operation of their business. This may include a business license or other documents showing the business is actively engaged in hauling goods on public highways.
  • Driver’s License: A valid driver’s license of the individual applying for the exemption should be submitted to verify the identity of the applicant and to ensure that the applicant is authorized to operate the commercial vehicle or trailer.

Collectively, these documents play a crucial role in the application process for a sales tax exemption on commercial motor vehicles or trailers in Missouri. By understanding and preparing these additional forms and documents, applicants can ensure a smoother application process, leading to a faster approval for their sales tax exemption. It's important for applicants to thoroughly review each document's requirements and ensure that all information is current and accurate to avoid delays or complications with their application.

Similar forms

The Missouri 5435 form is similar to several other documents required for specific tax exemptions or registrations concerning vehicles and their use in different states or for specific purposes. These forms generally share commonalities in purpose, the need for detailed vehicle information, and certification requirements by the applicant.

One such document is the Texas Form 14-319, Vehicle Sales Tax Exemption Certificate for Agricultural/Timber Operations. Like the Missouri 5435 form, the Texas Form 14-319 is used to obtain a tax exemption on vehicles, but it focuses on those used in agricultural or timber operations rather than on the weight class of the vehicle. Both forms require detailed information about the vehicle, including make, model, and identification number, and both necessitate a certification by the applicant that the information provided is true and the vehicle qualifies for the exemption under specific regulations.

Another document similar to the Missouri 5435 form is the California REG 162, Vehicle/Vessel Transfer and Reassignment Form, which is used in the sale or transfer of vehicles and does have sections relevant to tax exemptions. While the primary purpose is different, both forms require comprehensive vehicle information and have sections that assist in certifying exemption eligibility. Where the Missouri form is specific about the commercial and weight aspects, the California form deals with ownership and lienholder information but can intersect in usage for large commercial vehicles transferring ownership and seeking tax exemptions.

The similarity between these forms and the Missouri 5435 highlights a broader concept in vehicle regulation and taxation across the United States: while the specifics and focus might vary from one form to another, the core information needed and the processes for certification share common ground. They each play a critical role in ensuring that vehicles used in commercial operations, whether based on their size, weight, or purpose, are appropriately registered and taxed, taking into consideration the particular exemptions set forth by each state.

Dos and Don'ts

When completing the Missouri 5435 form for an Application for Sales Tax Exemption on Commercial Motor Vehicles or Trailers Greater Than 54,000 Pounds, it is crucial to follow the guidelines carefully to ensure a smooth processing of your application. Below are lists of dos and don'ts that will guide you through filling out the form accurately and efficiently.

Do:

  • Read the instructions thoroughly before starting to fill out the form to understand all requirements and necessary documentation.
  • Ensure that the vehicle or trailer meets the weight requirement (in excess of 54,000 pounds) as specified in the form instructions.
  • Provide accurate and complete information for all fields in the form including the applicant's name, address, and vehicle identification numbers.
  • Double-check the gross vehicle weight rating (GVWR) of both the vehicle and trailer (if applicable) to confirm they are each greater than 54,000 pounds.
  • Sign and date the form where indicated to certify the accuracy of the information provided.

Don't:

  • Forget to include the title application along with the Missouri 5435 form when submitting to your local license office. Both documents are required for processing.
  • Omit any required information or documentation. Incomplete applications can result in delays or denial of the sales tax exemption request.
  • Attempt to obtain an exemption if the vehicle will be registered as a log truck, local log truck, or land improvement vehicle, as these are not eligible under the conditions set forth in the form.
  • Assume the form submission guarantees immediate exemption. The process may take time for verification and approval by the Missouri Department of Revenue.
  • Fail to update or correct any information if circumstances change after submission. Keeping your application accurate and current is essential.

By following these guidelines carefully, applicants can ensure that they provide all necessary information for the Missouri Department of Revenue to process their Application for Sales Tax Exemption efficiently and accurately. Remember, the key to a successful application is attention to detail and adherence to the specified requirements.

Misconceptions

There are a few misconceptions about the Missouri 5435 form, also known as the Application for Sales Tax Exemption – Commercial Motor Vehicles or Trailers Greater Than 54,000 Pounds. Understanding these misconceptions can guide individuals and businesses correctly through the process of applying for a sales tax exemption for qualifying vehicles. Here is a breakdown of some common misunderstandings:

  • Eligibility is based solely on vehicle weight: While the form is used for vehicles or trailers with a gross vehicle weight rating (GVWR) exceeding 54,000 pounds, eligibility also depends on the usage of the vehicle. It must be used to haul property on public highways in the course of business, not just meet the weight requirement.
  • Any type of vehicle over 54,000 pounds is exempt: This misconception overlooks the form's restriction on certain vehicle types. Vehicles registered as log trucks, local log trucks, or land improvement vehicles do not qualify for the sales tax exemption, regardless of their weight.
  • The form guarantees exemption: Submitting Form 5435 does not automatically grant a sales tax exemption. The application must be accompanied by a title application and is subject to approval based on the information provided and compliance with Missouri statutes, specifically section 144.030 RSMo.
  • The form is only for new purchases: Another common misconception is that the exemption only applies to newly purchased vehicles or trailers. However, the form can be used for qualifying vehicles or trailers at the time of titling in Missouri, regardless of whether they are new or used, as long as they meet the necessary criteria.

Correctly understanding the requirements and limitations of Form 5435 helps in accurately completing the application process for a sales tax exemption. It’s important for applicants to ensure that all conditions are met, not just the weight criteria, and to remember that approval is not automatic but subject to verification and compliance with state laws.

Key takeaways

When titling a commercial motor vehicle or trailer in Missouri with a gross weight of over 54,000 pounds, the Missouri 5435 form is integral for applying for a sales tax exemption. Here are key takeaways regarding the form and its use:

  • The form is specifically designed for commercial motor vehicles or trailers that weigh more than 54,000 pounds.
  • Submit the Missouri 5435 form alongside the title application to your local license office.
  • Motor vehicles and trailers eligible for this exemption must have a gross vehicle weight rating (GVWR) exceeding 54,000 pounds.
  • The exemption also applies to trailers used to regularly haul loads greater than 54,000 pounds.
  • To claim the exemption, the vehicle must not be registered as a log truck, local log truck, or land improvement vehicle.
  • It's imperative that the vehicle or trailer is used in the normal course of business for hauling property on public highways.
  • Applicants must fill in detailed information about themselves and their vehicle or trailer, including the GVWR and Vehicle Identification Number (VIN).
  • Certification of Facts part of the form requires the applicant’s signature, attesting to the accuracy of the provided information under penalty of perjury.
  • Contact information for the Motor Vehicle Bureau is provided, including a mailing address, phone number, fax number, and email, to assist with inquiries.
  • The form highlights the necessity of understanding Missouri's Section 144.030 RSMo regarding the sales tax exemption for qualifying vehicles.

Completing and submitting the Missouri 5435 form correctly plays a crucial role in securing a sales tax exemption for eligible commercial motor vehicles and trailers. This exemption can offer substantial savings for businesses and individuals involved in the transportation and hauling industry.

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