Hospital in Charlotte getting charged NC sales tax on electricity. Medical facilities should be exempt under G.S. 105-164.13(18). Duke Energy says they need nonprofit determination letter plus E-595E form. Client is definitely nonprofit - 501(c)(3) for 20 years.
Duke Energy sales tax error - medical facility
Virginia has similar requirements for medical exemptions. Dominion Energy wanted both IRS determination letter and Virginia tax-exempt certificate. Once filed, they processed exemption retroactively for 3 years.
Duke is usually pretty good with medical exemptions. Make sure the E-595E form specifically lists the hospital address and account numbers. They sometimes reject if the paperwork doesn't match exactly.
Got all the paperwork sorted. Duke processed the exemption and issued $16,400 refund for 30 months. Going forward saves $550/month in sales tax.
Nice work! Medical facility exemptions are usually straightforward once you get the documentation right. The refunds can be substantial.