Tax Exemption Summer Updates – Sam’s Club
Summer is often the time when our local suppliers choose to update systems and processes, including their tax exemption policies and procedures. Please make sure you check our Local Supplier Information Webpage BEFORE heading to the store so that you have the most up-to-date information we have regarding doing business with that supplier.
One such change will be implemented by Sam’s Club on August 1, 2024. Due to a corporate policy change, Sam’s Club will require each person/department to have their own membership and will no longer allow everyone to use the membership purchased by Procurement Services.
If your department or unit would like to purchase a membership to make purchases at Sam's Club on behalf of Iowa State University with a P-Card or T&H Card, this form can be used to set up the new membership as tax-exempt. Please note that should your department choose to purchase a Sam’s Club membership, a University Business Purpose justification will need to be made for that membership (regardless of type), in the exact same way you would have to justify using University funds for any other membership purchased on behalf of Iowa State University. Your department or unit will also be responsible for managing the purchased membership.
If you have a personal membership that you would like to use for occasional purchases on behalf of Iowa State University, you can have the Iowa State University Tax Exemption affiliated with your account. This affiliation will enable you to have the option to make tax exempt purchases on behalf of Iowa State University with a P-Card or T&H Card. After scanning your membership card the cashier will ask if the purchase is personal (non-tax exempt) or business (tax-exempt) and process the transaction accordingly. If you are interested in setting up the affiliation, you will need to print a copy of this form and take it to the Membership Services desk so that they can use it to add the affiliation to your membership. When asked for your Company Contact, please use Procurement Services as we are the contact for Tax Exemption at the University.
This information, along with additional information on how to obtain tax exemption at other businesses, can always be found on our Local Supplier Information Webpage. If you have additional information about using your P-Card or T&H Card at a local supplier that would help your colleagues to do business with that supplier, please email procurement@iastate.edu to let us know! We are always looking to expand the resources and information we have available for our colleagues!
If you would like a QR Code sticker for your card sleeve that will link you directly to our Local Supplier Information Webpage, so that you have the most updated information with you at the point of sale, please email cardservices@iastate.edu and include the address to which it should be sent!