Business Office
Using Tax-Exempt Status
Boost your department budget by utilizing Southwestern University’s tax-exempt status.
As a private, not-for-profit, coeducational institution in the State of Texas, Southwestern University is exempt from most state taxes. In most cases, purchases made with University funds are exempt from sales and use taxes. Additionally, most hotel stays paid for with University funds and within the state of Texas are exempt from hotel occupancy taxes.
When using University funds to purchase goods and services, present the Texas Sales and Use Tax Exemption Certification prior to check-out. When staying at a hotel within the state of Texas, present the Texas Hotel Occupancy Tax Exemption Certificate at check-in.
- Download Texas Sales and Use Tax Exemption Certification (for goods and services)
- Download Texas Hotel Occupancy Tax Exemption Certificate (for hotel stays in Texas)
Benefits Abound
Utilizing these forms when making purchases with University funds creates several benefits for Southwestern and our students, faculty, and staff.
- Savings Add Up: By leveraging the University’s tax-exempt status, you can save a considerable amount over time. Whether you’re purchasing office supplies, electronics, or other essentials that further the University’s mission, the savings can quickly accumulate over time.
- Stretch Your Budget: As we all strive to manage our finances wisely, utilizing our tax-exempt status allows you to save on every purchase and stretch your budget further.
- Supporting Southwestern: When you make tax-exempt purchases through the University, you’re directly supporting the institution. These savings help fuel the academic and operational needs of the University, enabling us to continue providing exceptional educational services.
- Streamlined Process: The Business Office has worked hard to make the process as seamless as possible. With clear guidelines and support available, accessing tax-exempt status for your purchases is straightforward. Our team is here to assist you every step of the way.
Please note, these tax exemptions are to be used exclusively to make purchases with University funds for use by the University. These exemptions are not for personal purchases by individuals, faculty, staff, or students. Any purchase by a student organization must be University related and paid for through University funds.
Misuse of Southwestern’s tax-exempt status can result in possible revocation of the exemption. Individuals who use these tax exemptions for personal use or for purchases that are not in the furtherance of Southwestern’s educational and research purpose face personal liability and criminal penalties from the State of Texas.