Back‑to‑School Budgeting & Ohio Sales Tax Holiday – 5 Smart Ways to Save

 

The start of August often means new backpacks, calculators, clothes, and all the other essentials for a successful school year. But with prices on the rise, back‑to‑school shopping can take a big bite out of your budget.

This year, Ohio is giving families and small businesses some welcome relief with an extended Sales Tax Holiday from August 1–14. Most items priced under $500 will be exempt from sales tax — giving you a chance to stretch your dollars further and check more off your shopping list without overspending.

Understand What’s Included

During the Sales Tax holiday, you can purchase a wide range of items tax‑free, including:

  • Clothing and footwear
  • Electronics (laptops, tablets, calculators)
  • Books and school supplies
  • Home goods and even plants

Only a few categories are excluded — vehicles, watercraft, alcohol, and tobacco. If it’s under $500 and not in one of those excluded categories, chances are it qualifies.

Create a Back‑to‑School Budget

Before you start shopping, make a clear plan:

  • List needs vs. wants – Prioritize essentials like uniforms, technology, and basic supplies.
  • Set spending limits – Decide how much you’re comfortable spending for each category.
  • Track your purchases – Keep receipts to stay on budget and monitor where your money goes.

A little planning now helps avoid overspending and impulse buys later.

Shop Early

Inventory can run low quickly, especially on high‑demand items like laptops or graphing calculators. Shopping early during the Aug 1–14 window ensures you get what you need — without having to settle for pricier alternatives later.

Combine Store Promotions

Many retailers time their sales to match the tax holiday. Pairing these in‑store or online promotions with the tax savings can make your budget go even further. Don’t forget about:

  • Coupons (digital or paper)
  • Rewards programs
  • Price‑matching offers

Stacking savings is the best way to get the most out of your shopping trip.

Keep Receipts for Taxes

While you won’t pay sales tax during the holiday, you may still be eligible for education‑related deductions when you file your taxes. Keep your receipts organized — you might be able to deduct certain expenses for qualifying education costs.

DJL Insight

At DJL Accounting & Consulting Group, we help families and small business owners create smart budgets, track spending, and keep records that make tax time easier. Our team can help you determine which education expenses might be deductible and how to make the most of available savings opportunities.

Final Takeaway

The Ohio Sales Tax Holiday is the perfect time to gear up for the school year while keeping your budget in check. With a little planning and a few smart strategies, you can save big and start the year on the right foot.

Schedule a meeting with DJL today to make sure you’re taking advantage of every tax‑saving opportunity.

Contact

DJL Accounting & Consulting Group, Inc.
1570 South Canfield-Niles Road #C102
Youngstown, Ohio 44515 

Phone:  330 779 0781

               

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