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Application for Tax Certificate - City of Birmingham, Alabama

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CITY OF BIRMINGHAM
APPLICATION FOR TAX CERTIFICATE

COMPLETE AND RETURN THIS FORM TO:
City of Birmingham-Revenue Division
710 North 20th Street-Room TL 100
Birmingham, AL 35203
(205) 254-2198 Office
(205) 254-2963 Fax
www.informationbirmingham.com

The information that you provide in this application is protected by the confidentiality provisions outlined in Ordinance No. 97-183, “The Business License Code of the City of Birmingham”, Article II, Section 14. Please type or print. This application should be completed fully to avoid delays in processing.

Section 1 – WHAT WOULD YOU LIKE TO DO?

Register a new business (Please complete all sections)

Add a New Location or Tax Type to your current registration (Please complete Sections 2, 3, 5-10, 12, 13, and 14)

Change Business Ownership of your current registration (Please complete all sections)

Change the Mailing Address only for your current registration (Please complete Sections 2, 8-10, 12, 13 and 14)

Change the Location Address of your current registration (Please complete Sections 2, 3, 5-13, and 14)

Change in Corporate Officers, Members, or Partners (Please complete Sections 2, 5, 7-9, 11-13, and 14)

Provide a general “update” of your current registration information (Please complete all sections)

Section 2 – LEGAL NAME AND MAILING ADDRESS to which tax forms are to be sent:

(Note: If mailing address is a post office box, the street address of the business must also be indicated.)

Full Legal Name

Attention:

Address

City State Zip Code

Area Code and Phone Number

Area Code and Fax Number

Name of Contact Person

E-Mail Website Address

Section 3 – TRADE NAME AND LOCATION ADDRESS of office in Birmingham. If you are registering more than one location, please see reverse side of this form. (Important Note: All business locations are subject to zoning approval.)

Please select: Commercial Establishment    Private Residence    No Physical Birmingham Location

Trade (d/b/a) Name

Attention:

Address

City State Zip Code

Area Code and Phone Number of Business Location

Area Code and Fax Number of Business Location

Name of Contact Person at Business Location

E-Mail Website Address

Section 4 – CHANGE OF OWNERSHIP resulting from merger, purchase or acquisition of an existing business. If applicable, this section MUST be completed.

Former Owner Birmingham Taxpayer ID Number

Trade (d/b/a) Name

Mailing Address of Former Owner

Address(es) of Former Location(s)

Area Code and Phone Number of Former Owner

Section 5 – TYPE OF OWNERSHIP

Please indicate the form of organization. NOTE: Please refer to the accompanying “General Information for Preparing an Application for Tax Certificate Form” instruction sheet for a listing of supplemental documentation to be included with this application.

1. Alabama Corporation (Incorporated in Alabama)

1. Foreign Corporation (Incorporated in another state)

2. Partnership (two or more owners)

3. Sole Proprietor (one owner)

4. Unincorporated Association (i.e., PA)

5. Other

6. Limited Liability Partnership (LLP)

7. Limited Liability Company (LLC)

Section 6 – TYPE OF BUSINESS

Please indicate the principal business activity category.

1. Manufacturer

2. Contractor

3. Wholesaler

4. Retailer

5. Other

6. Food/Eating Establishment

7. Day Care Center

8. Home Occupation/Home Office

(Please specify the type of occupation or office)

9. State Certified, State Regulated, or State Licensed Occupations

(Please specify)

10. Transient Vendors/Special Events:

Date(s) of the Event

Event Location

Section 7 – PRINCIPAL BUSINESS ACTIVITY AND PRODUCT

You should indicate the one business activity that accounts for the largest percentage of gross income. State the broad field of business activity as well as the product or service.

Activity Product

Section 8 – FEDERAL TAX ID NUMBER / NUMBER OF EMPLOYEES

Federal ID Tax Number Number of Employees in Birmingham (Required)

Section 9 – COMMENCEMENT OF BUSINESS ACTIVITY

Enter Date Business Activity Will Begin in Birmingham: Month Day Year

Enter Date City of Birmingham Taxpayer Identification Number Applied For: Month Day Year

Section 10 – TAX LIABILITIES Check the taxes for which you are liable.

Sales Tax

Sellers Use Tax

Consumers Use Tax

Lease Tax

Occupational Tax —Employer’s

Lodgings Tax

Business License Tax

TAX IDENTIFICATION NUMBERS NOW ASSIGNED TO YOU: (Write “None” if no number assigned)

State of Alabama Sales Tax Number

State of Alabama Sellers Use Tax Number

State of Alabama Consumers Use Tax Number

State of Alabama Lease Tax Number

State of Alabama Lodgings Tax Number

State of Alabama Unemployment Tax Number

Section 11 – OWNER, PARTNERS, MEMBERS, OR CORPORATE OFFICERS

This information REQUIRED. (Attach additional sheets if necessary.)

NAME TITLE SOCIAL SECURITY NUMBER

Section 12 – CORPORATE RESIDENT AGENT OR LOCAL MANAGER

Name

Address of Residence

City State Zip Code

Area Code and Phone Number of Residence

Section 13 – STATEMENT OF ACKNOWLEDGEMENT AND ACCEPTANCE OF CONDITIONS – Please read carefully, then sign.

I declare, under the penalty of making a false declaration, that I am authorized to complete this form and to the best of my knowledge and belief all questions answered are true, correct, and complete statements, made in good faith. I understand and agree that the granting of this license requires my compliance with all applicable City of Birmingham Tax Code provisions, and state laws, as well as with all conditions set forth in any and all applicable City of Birmingham Laws, Ordinances, Rules and Regulations, and that any failure or refusal to comply with said laws, ordinances, rules and regulations may result in the revocation of any license issued pursuant to this application. I also understand that disclosure of any false or misleading information will result in automatic denial of any license issued pursuant to this application, or in the revocation of the license if such has already been issued. I understand that it is unlawful for any person to commence or engage in any business, vocation, occupation or profession, who is not otherwise exempt therefrom under the provisions of the City of Birmingham Business License Tax Code (Ordinance No. 97-183), without first having procured a license therefor, and that it is unlawful for any person to continue in any business, vocation, occupation, or profession after the expiration of a license previously issued, without obtaining a new license. I further understand that it is unlawful for any person to engage in or to continue in any business, vocation, occupation, or profession at any location within the corporate limits of the City of Birmingham without approval from the City of Birmingham Department of Planning, Engineering, and Permits (Zoning Division).

Signed:

Signature of the Person Completing This Application

Print the Name of the Person Completing This Application

Date

Phone Number of Person Completing Application

CITY OFFICE USE ONLY – Location

ZONING APPROVAL AND COMMENTS:

HOME OCCUPATION CERTIFICATE EXECUTED

YES    NO    NOT APPLICABLE

SIC OR NAICS

BLIC

TERRITORY

ANNEX

HEALTH DEPT PERMIT

OTHER REQUIRED PERMIT

ARTICLES OF INCORPORATION

CERTIFICATE OF AUTHORITY

TAX FORMS ORDERED    NBL ORDERED

Section 14 – ADDITIONAL TAXABLE LOCATIONS

Trade Name and Location Address of office in Birmingham. If you are registering more than one location, please use this section. Attach additional sheets if necessary. (Important Note: All business locations are subject to zoning approval.) Location

Please select: Commercial Establishment    Private Residence    No Physical Birmingham Location

Trade (d/b/a) Name

Attention:

Address

City State Zip Code

Area Code and Phone Number of Business Location

Area Code and Fax Number of Business Location

Name of Contact Person at Business Location

E-Mail Website Address

CITY OFFICE USE ONLY – Location

ZONING APPROVAL AND COMMENTS:

HOME OCCUPATION CERTIFICATE EXECUTED

YES    NO    NOT APPLICABLE

SIC OR NAICS

BLIC

TERRITORY

ANNEX

HEALTH DEPT PERMIT

OTHER REQUIRED PERMIT

ARTICLES OF INCORPORATION

CERTIFICATE OF AUTHORITY

TAX FORMS ORDERED    NBL ORDERED

Trade Name and Location Address of office in Birmingham. If you are registering more than one location, use this section. Attach additional sheets if necessary. (Important Note: All business locations are subject to zoning approval.) Location

Please select: Commercial Establishment    Private Residence    No Physical Birmingham Location

Trade (d/b/a) Name

Attention:

Address

City State Zip Code

Area Code and Phone Number of Business Location

Area Code and Fax Number of Business Location

Name of Contact Person at Business Location

E-Mail Website Address

CITY OFFICE USE ONLY – Location

ZONING APPROVAL AND COMMENTS:

HOME OCCUPATION CERTIFICATE EXECUTED

YES    NO    NOT APPLICABLE

SIC OR NAICS

BLIC

TERRITORY

ANNEX

HEALTH DEPT PERMIT

OTHER REQUIRED PERMIT

ARTICLES OF INCORPORATION

CERTIFICATE OF AUTHORITY

TAX FORMS ORDERED    NBL ORDERED

Enter text✕

What the Application for Tax Certificate is and when it’s used

The Application for Tax Certificate - City of Birmingham, Alabama is a municipal form used to register an entity or individual for city tax purposes and to request an official certificate reflecting tax account status. It collects identifying details, business activity, tax identification numbers, location information, and signatures; the certificate may be required for permitting, contracting, real estate closings, and city compliance checks. Local revenue or licensing offices use the submitted data to open or update tax accounts, assess applicable municipal taxes, and issue the certificate once eligibility and payment obligations are verified.

Why the tax certificate matters to your organization

A municipal tax certificate documents registration and tax compliance with the City of Birmingham, supports permit issuance and vendor qualification, and provides an official record required by partners and some government processes.

Why the tax certificate matters to your organization

Typical filers and recipients for the Birmingham tax certificate

Several stakeholder types commonly complete or request this application; their needs differ by use case and timing.

  • New and existing businesses that register to transact within Birmingham and must establish a local tax account for licensing and reporting.
  • Title companies and closing agents that need a certificate to confirm municipal tax standing during real estate transactions.
  • Contractors, vendors, or nonprofits that are asked by city departments or private clients to provide a tax certificate as proof of registration.

Understanding the requester’s purpose (license, closing, vendor approval) helps ensure you supply the correct supporting documents and signatures.

Representative signers and submitters

Business Owner

A single-owner or officer who submits the application on behalf of the legal entity, verifies tax identification numbers, and signs; responsible for accuracy and for providing supporting documentation if requested by revenue staff.

Title Agent

A closing or title professional who requests a certificate for a real estate transaction, verifies municipal tax clearance is required, and coordinates with the applicant or city office to obtain the issued certificate before closing.

Step-by-step: completing and submitting the application

A concise sequence to complete the Application for Tax Certificate and route it to the correct Birmingham office.

  • 01
    Collect information: Assemble legal name, TIN, addresses, business start date, and supporting documents.
  • 02
    Complete form: Enter required fields, using MM/DD/YYYY and full addresses; avoid abbreviations for legal names.
  • 03
    Attach documents: Include ID, formation documents, leases, or permits as requested by the city form checklist.
  • 04
    Submit and pay: File with the City of Birmingham revenue office by the accepted channel and remit any filing fee.

Core components you’ll see on the application

The form groups information into logical sections; preparing each section in advance speeds completion and reduces follow-up requests.

Applicant information

Legal name, DBA, contact phone, and email. This identifies the taxpayer and the person the city will contact for clarifications and notices.

Tax identification

EIN or SSN and any prior municipal account numbers. Accurate TINs are required for federal reporting and to prevent backup withholding issues.

Business activity

Primary NAICS or brief description of goods/services provided in Birmingham; used to determine applicable municipal tax classifications and rates.

Physical location

Street address of operations within city limits; zoning or property-based taxes may rely on this location information.

Signature and authorization

Signature of owner or authorized agent, printed name and title, and date. Agent signatures often require written authorization.

Supporting documentation

Attachments such as formation certificates, leases, ID, and prior tax certificates that confirm identity, ownership, or premises.

Essential data elements the city will validate

Applicant name: Exact legal name
Tax ID: EIN or SSN
Business address: Physical street address
Contact information: Phone and email
Effective date: MM/DD/YYYY format
Authorized signature: Signed and dated

Typical online submission settings and recommendations

If filing electronically, configure these fields and file types to match city requirements and reduce processing errors.

Field Configuration
Document format PDF/A preferred; PDFs retain formatting
File size Keep under 10 MB per upload
Authentication Email verification or SMS code recommended
Attachments Combine small documents into one PDF

How electronic submission and issuance typically work

An overview of the e-filing lifecycle from upload to certificate issuance for municipal tax applications.

  • Upload: Submit completed form and attachments to city portal or email address.
  • Verification: City staff reviews identity, TIN, and supporting documents for completeness.
  • Payment and clearance: Any fees or outstanding tax obligations are assessed and collected.
  • Issuance: City issues the tax certificate or returns the application for correction.

Technical options for electronic filing and signatures

Municipal portals vary; some accept scanned signed PDFs, others require an e-signed submission or portal account for uploads.

  • Accepted formats: PDF, DOCX where specified
  • Authentication: Email link or SMS code
  • Integrations: CRM and storage connectors supported

Electronic submission versus paper filing: key differences

Choose a delivery method based on speed, evidence of receipt, authentication, and the city’s stated acceptance policy.

Criteria Electronic Paper
Notarization may accept ron/ipen in-person notarization
Processing time typically faster typically slower
Proof of receipt audit trail / timestamp postal receipt or stamp
Fees varies by portal varies by city clerk

Relevant filing timelines and municipal processing expectations

Know these timeframes to align certificate needs with permit deadlines, closings, or contract start dates.

Provide upon request:

W-9 and similar taxpayer forms should be supplied to payers when requested; no fixed calendar deadline.

Local review time:

City review can take from several days to a few weeks depending on completeness and workload.

Expedited requests:

Some municipalities offer expedited issuance for an additional fee; availability varies by office.

Renewals and updates:

Update the certificate when ownership or business location changes to avoid compliance gaps.

Coordinate with closings:

Request certificates well before closing dates to allow for corrections and reissuance if needed.

Milestone timeline from submission to certificate delivery

A typical sequence of milestones to track after submitting an application for a municipal tax certificate.

01

Submission

Application and attachments are uploaded or mailed to the city revenue office for intake.

02

Initial review

City staff verifies identity, TIN, and completeness; missing items create a request for correction.

03

Payment and clearance

Any fees or outstanding taxes are assessed and collected prior to issuance.

04

Issuance

City issues the tax certificate, usually as a PDF or printed document confirming registration.

Penalties and legal risks for incorrect or late applications

Late filing: Municipal penalties and interest
Incorrect TIN: Backup withholding risk
False statements: Civil or criminal exposure
Missing signature: Application returned
Notarization omitted: Rejection by city office
Federal reporting: IRC §6721 penalties may apply

Common mistakes to avoid when preparing the application

  • Using a nickname or abbreviated company name instead of the exact legal entity name causes identity verification failures and delays.
  • Providing an incorrect EIN or transposing digits triggers IRS matching problems and may lead to backup withholding.
  • Submitting a P.O. box as the primary business location can invalidate zoning or physical presence determinations on the form.
  • Omitting required attachments, such as formation documents or leases, frequently leads to requests for supplemental documentation and longer processing.

eSignature vendor pricing and capability snapshot for filing and signing

Comparison of common eSignature providers to help choose a platform for electronic submission; signNow appears first per platform comparison conventions.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day trial Verify Verify Verify Verify
Bulk Send Yes Verify Verify Verify Verify
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Real-world examples showing common uses of municipal tax certificates

Two examples illustrate how businesses and title professionals use the certificate during routine transactions.

Optica Ventures LLC

A small property management firm requested a certificate to complete a city permit application.

  • The form required precise business address and TIN.
  • "The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers." — Brian Fitzgibbons, COO.

Martin Properties

A real estate developer needed municipal clearance before closing.

  • Timely submission avoided closing delays.
  • "I can process and execute all of these documents online with 100% compliance and built-in security." — Tim Martin, Founder.

Practical tips for a smooth application and faster issuance

Adopt these practices to minimize city follow-ups and expedite certificate issuance.

Prepare complete documentation
Gather formation documents, lease agreements, and valid ID before starting the application so the city has everything it needs for first-pass acceptance.
Use exact identifiers
Enter legal names and the official EIN without punctuation errors; mismatches commonly lead to processing delays or returned forms.
Prefer electronic submission
Where the city accepts e-submissions, use PDF/A and clear scanned attachments to reduce transmission errors and receipt disputes.
Track communications
Retain confirmation emails, payment receipts, and any city correspondence confirming acceptance or listing required corrections.

Frequently asked questions about the Application for Tax Certificate

Answers to common questions about filing, electronic signatures, notarization, fees, and what to do when corrections are needed.


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