Saratoga, CA · Santa Clara County
Exemptions Summary Form
Hotel operators use this form to report guests claimed as exempt from transient occupancy tax and attach it to the Transient Occupancy Tax Return.
What this form is
The Exemptions Summary Form reports hotel guests claimed as exempt from transient occupancy tax and is attached to the Transient Occupancy Tax Return. It asks for the hotel name, reporting-period dates, operator, guest names, exemption codes, check-in dates, stay dates, exempt days, daily rates, and exempt amounts. Exemptions are subject to audit.
Who needs it
Hotel operators reporting guests exempt from transient occupancy tax use this form with their Transient Occupancy Tax Return.
How to submit it
Attach this form to the Transient Occupancy Tax Return; the form does not provide a filing address or other submission instructions.
About notarization
No notary is required; the form has no signature or date field and directs the operator to attach it to the Transient Occupancy Tax Return.
How to submit this form
- 1
Download The Form
Download the Exemptions Summary Form.
- 2
Complete The Form
Enter the hotel name, reporting-period dates, operator, guest information, exemption codes, and exempt amounts.
- 3
Gather The Return
Have the Transient Occupancy Tax Return to which this form must be attached.
- 4
Attach The Form
Attach the completed form to the Transient Occupancy Tax Return.
Frequently asked questions
- What is the Exemptions Summary Form for?
- It reports hotel guests claimed as exempt from transient occupancy tax. The form lists exemption codes for government employees and long-term stays.
- Who uses the Exemptions Summary Form?
- Hotel operators use it to report guests claimed as exempt from transient occupancy tax and attach it to the Transient Occupancy Tax Return.
- How do I submit the Exemptions Summary Form?
- Attach the completed form to the Transient Occupancy Tax Return. The form does not give a filing address or other submission instructions.
- Do I need a notary for the Exemptions Summary Form?
- No. The form has no signature or date field and directs the operator to attach it to the Transient Occupancy Tax Return.