Purchases described in item G are exempt from all state and local sales and use taxes when delivered or used outside New York City, but subject to New. A sales tax exemption certificate is needed in order to make taxfree purchases of items and services that are taxable.State the source of your exempt income. Common examples of exempt income are: Social Security, SSD, SSI,. Fill out this application completely, sign it, and have it notarized. • Attach all required documentation. This page provides the link to the required forms and the submission process for a religious institution to obtain confirmation of exemption. Tax-Exempt Forms for New York State and Other States. Find frequently used tax-exempt forms for business-related purchases and travel. Have all owners who occupy the property as their primary residence sign the certification statement that is included in the letter.