What is the TOT Exemption Claim Detail Form for?

It details multiple tax exemptions claimed for people occupying rooms for more than 30 days and accompanies the monthly TOT return.

A lodging establishment claiming multiple exemptions for guests staying more than 30 days uses this form to document the guests, occupancy dates, exempt days, and amounts.

Do I need a notary for the TOT Exemption Claim Detail Form?

No. The owner or agent signs and dates the declaration under penalty of perjury; the form does not require notarization.

How do I submit the TOT Exemption Claim Detail Form?

Remit it with the monthly TOT return, as directed on the form.

Pismo Beach, CA · San Luis Obispo County

No notary required

Transient Occupancy Tax Exemption Claim Detail Form for Occupancies Over 30 Days

This form lets lodging establishments detail multiple transient occupancy tax exemptions for guests staying more than 30 days and submit them with a monthly tax return.

What this form is

Use this form to claim multiple transient occupancy tax exemptions for people occupying rooms for more than 30 days. It records the establishment, reporting period, guest names, occupancy dates, exempt days, average daily room rates, and exemption amounts. The form says guests generally owe tax for their first 30 days unless a long-term rental contract exists, and the total claimed must match the deduction on line 2 of the tax return.

Who needs it

A lodging establishment claiming multiple tax exemptions for guests occupying rooms for more than 30 days should include this detail form with its monthly tax return.

How to submit it

Remit this form with the monthly TOT return, as directed on the form.

About notarization

This document is signed without a notary; the owner or agent signs and dates a declaration under penalty of perjury.

How to submit this form

1
Download The Form
Download the Transient Occupancy Tax Exemption Claim Detail Form for occupancies over 30 days.
2
Complete The Details
Enter the establishment name, reporting period, guest details, occupancy dates, exempt days, room rates, and exemption amounts.
3
Check The Total
Make sure the total exemption amount matches the amount deducted on line 2 of the tax return.
4
Sign And Date
The owner or agent signs and dates the declaration under penalty of perjury.
5
Submit With The Return
Remit the completed form with the monthly TOT return.

Frequently asked questions

What is the TOT Exemption Claim Detail Form for?: It details multiple tax exemptions claimed for people occupying rooms for more than 30 days and accompanies the monthly TOT return.
Who uses this form?: A lodging establishment claiming multiple exemptions for guests staying more than 30 days uses this form to document the guests, occupancy dates, exempt days, and amounts.
Do I need a notary for the TOT Exemption Claim Detail Form?: No. The owner or agent signs and dates the declaration under penalty of perjury; the form does not require notarization.
How do I submit the TOT Exemption Claim Detail Form?: Remit it with the monthly TOT return, as directed on the form.

Need something notarized?

This Transient Occupancy Tax Exemption Claim Detail Form for Occupancies Over 30 Days doesn’t need a notary — but if you have another Pismo Beach form that does, a commissioned online notary can help.