Cardlock Account Required Forms & Applications (2 of 3)

Customer Tax Profile

Please fill out the below form to submit a credit application. Alternatively, print and return the PDF Customer Tax Profile.

    ** Separate profiles and exemption certificates must be completed for accounts not listed above.

    Industry Type

    Please tell us about your business by checking the box or boxes that apply to you and give us a brief description of your business activity in the space indicated below:

    Farming (2)
    Gas station (3)
    Construction (4)
    Petroleum Jobber (5)
    School bus (6)
    Bus - charter/transit (7)
    State, city or local government (8)
    Over the water (9)
    Aviation (27)
    Car dealers (15)
    U S military (16)
    U S government (17)
    Repair service (18)
    Railroad (19)
    Major oil company (20)
    Manufacturers (21)
    Commercial (22)
    Trucking (1)
    Industrial (23)
    Electric Power production (24)
    Aggregate plant gravel pit (25)
    Oil field service (14)
    Marina (10)
    Residential (11)
    Utility company (12)
    Mining (13)
    Towing (28)

    Exemptions

    Please tell us for which tax exemptions your business or organization is eligible. We have grouped common exemption certificates by business activity/industry below. Please locate the certificate on the page number to the right of the certificate title, complete and return the corresponding certificates included in this package.

    This list is not intended to be inclusive of all exemptions or credits that may be available. You may be eligible for additional exemptions or credits not listed here. Please speak to your tax professional concerning how the tax laws pertain to your organization. For your convenience, on the last page of this package we have included links to several government agencies who oversee these taxes. Trade associations are also good sources of information.

    Farming

    Partial Exemption Certificate (3)
    Certificate of Farming Use (4)
    Off-Road Diesel Fuel (Dyed) Agreement (5)

    Crop Dusting

    Partial Exemption Certificate (3)
    Wavier For Use By Ultimate Purchaser of Kerosene for Certain Uses in Aviation (6)

    Trucking – Common Carrier

    Partial Exemption Certificate (Agriculture only) (3)
    Certificate of Oregon Use Fuel Tax Exempt Status (7)
    Oil Fee Exemption Certificate (8)

    Bus Operation (non-government, for governments see above)

    Certificate of Exempt Bus Operation (9)

    Air Ambulance

    Wavier For Use By Ultimate Purchaser of Kerosene for Certain Uses in Aviation (6)

    Wholesaler, Retailer, Manufacturer, Seller, Lessor of products other than fuel

    California Resale Certificate (all other products except fuel) (10)

    State and Local Government Buses

    Certificate for State Use or Nonprofit Educational Organization Use (11)
    Certificate of State Use (12)
    Certificate of Exempt Bus Operation (9)

    State and Local Government

    Certificate for State Use or Nonprofit Educational Organization Use (11)
    Certificate of State Use (12)

    U.S. government, including U.S.Military

    Certificate of State Use (12)
    Letter verifying U.S. government or Military Status

    Not for Profit Educational Charitable Organization

    Certificate for State Use or Nonprofit Educational Organization Use (11)
    Please provide copy of 501(C) letter from the Internal Revenue Service

    Construction

    Off-Road Diesel Fuel (Dyed) Agreement (5)
    Certificate for the Exemption of Sales and Use Tax on Federal Excise Taxes (13)

    Fuel Wholesaler or Retailer

    California Resale Certificate (10)

    I am not eligible for any tax exemption or credit and am not reselling any product purchased.

    Important Notices

    The law requires that we have a valid certificate on hand in our tax department before any exempt sale or delivery is made. Before theexempt transaction occurs all certificates must be filled out accurately and completely with current expiration dates to be valid.

    • Inspect your product invoices timely. Ramos Oil Co, Inc. endeavors to understand your business well and bill you according to your instructions. Ultimately, you are responsible for paying the taxes that you owe and determining the accuracy of tax charges, exemptions and credits set forth on our invoices to you.

    • It is imperative that you notify us in writing within ten (10) calendar days of receipt of our invoice to you of any correction you require in order to apply the correction during the same tax reporting period.

    • We will not amend tax returns, nor provide you with a credit or refund for corrections effecting any transaction if you fail to notify us in writing within ten (10) calendar days of your receipt of our invoice.

    • Should a government audit deficiency be found concerning your account, you are responsible for the related tax assessment, including penalties and interest.

    • By signing below you agree that you have informed us of all exemptions for which you are eligible and that you have completed the related exemption certificates attached for the calendar year referenced above. Many exemption certificates must be renewed annually. You are responsible to renew exemption certificates prior to their expiration. You also agree to the terms included in the important notices listed above.