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.
- Approved Applicant Procedures
This summary includes the legal template documents to be used:
Regulatory Agreement:
- Regulatory Agreement (Updated 3/19/21)
- Regulatory Agreement Exhibit B
- Signature Certificate
Semi-Annual Report:
- Semi-Annual Report Procedures
- Semi-Annual Report Certification (Updated 12/29/22)
- Semi-Annual Report Exhibit A (Updated 7/23/14)
- Final Semi-Annual Report Certification (Updated 1/2/20)
Final Exhibits A and B
- Final Exhibits A and B (Updated 1/2/20)
Annual Report:
- 2022 Annual Certification Letter
- 2022 Annual Compliance Report
Currently available publications are hyperlinked. Archived publications are available upon request. Please include in your email request the name of the document, document time period (if applicable), and name of the program that the document is referenced under. If an ADA remediated version of the PDF document is needed, please specify in your request. Please send your request to: caeatfa@treasurer.ca.gov.
Using the STE Award:
For more information regarding creating an Exemption Certificate, using the award with construction contractors, or seeking a refund from the California Tax and Fee Administration (CDTFA) please visit the CDTFA’s website on the STE Program.