A predominant use study can potentially lead to a partial or total state and local sales tax exemption.

Roughly 30 states allow manufacturing and agricultural companies to reduce or entirely exempt sales tax on electricity and natural gas purchases. These states may also exempt residential use areas of nursing homes, retirement homes, hotels, senior living and assisted living facilities. A predominant use study, also known as a utility sales tax exemption, is an evaluation of an organization’s electric and natural gas consumption that can potentially lead to a partial or total state and local sales tax exemption.

Eide Bailly can advise customers if they qualify for such a sales tax exemption, conduct the state-mandated on-site study, compile the comprehensive report and file the proper forms with the state and with the utility companies, as required. In many cases, after completion of the study we can even recoup past years’ overpaid sales tax, as far back as three to ten years depending on the state.

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Predominant Use Study Map

Industries That Qualify

The following industries may qualify:

  • Manufacturing and fabricating
  • Agricultural and horticultural
  • Nursing homes, senior living and assisted living facilities, hotels and retirement homes (residential use exemption)
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What to Expect When You Work with Us 

Dealing with the vast complexity of state tax laws requires experienced professionals with broad backgrounds and experience in state and local tax.  

 

Eide Bailly’s state and local tax team brings years of combined experience advising companies of all sizes with a full range of state tax consulting needs. Our approach, which utilizes our experience as former state Department of Revenue auditors, is to focus on not just the problems, but solutions to those problems. 

Utility Sales Tax Exemptions Leadership

Crystal SchultzCMI

Senior Manager

Crystal has more than 20 years of sales and use tax consulting experience, helping our clients find unique and cost-effective solutions to their state and local tax issues. Crystal focuses primarily on sales and use tax but she has a wide array of experience across all states, assisting with sales and use tax audit defense, researching tax issues and identifying savings opportunities, including developing predominant use studies to assist clients in recognizing and supporting applicable exemptions.