Sales and Use Tax Exclusion (STE) Program
STE Approved Applicant Information - Next Steps
The California Alternative Energy and Advanced Transportation Financing Authority (CAEATFA) has established a summary of the steps required for an approved applicant to utilize CAEATFA’s approval of a sales and use tax exclusion. This document provides a brief summary; please refer to CAEATFA’s regulations for additional information.
This summary includes the legal template documents to be used:
- Semi-Annual Report Procedures
- Semi-Annual Report Certification (Updated 12/20/16)
- Semi-Annual Report Exhibit A (Updated 7/23/14)
Final Semi-Annual Report
Transaction – Conveyance/Reconveyance (for Projects Approved Prior to December 2013):
For more information regarding creating an Exemption Certificate or seeking a refund from the Board of Equalization (BOE) please visit the BOE Green and Advanced Manufacturing Website.