State by State Exemption Certificate Guide

State by State Exemption Certificate Guide

Receive this resource when you input your email address.
  • This field is for validation purposes and should be left unchanged.

Better Manage Exemption Certificates in Your Company

Businesses are often approached by customers who wish to make purchases from you sales tax free. If you accept exempt sales – whether for resale or any other purpose that is based on the customer entity type or how the customer uses your product – your only protection as a seller is if you obtain the correct exemption documentation. What qualifies as appropriate exemption documentation can depend on the state and exemption claimed. This state by state guide outlines each state’s exemption certificate and resale certificate rules and where to go to download the necessary forms.

  • Interactive PDF document to keep handy for ongoing reference.
  • Protect your company from an audit assessment by having the right documentation on record.
  • If you’re a customer issuing an exemption certificate: Ensure your vendor won’t disallow your exemption claim – give them the proper documentation from the beginning. Help your vendor relationship stay on good terms!
  • Get links to each state’s exemption and resale forms all in one place so you can understand the format of the forms and information required to complete them.
  • Learn where to go to verify if your customer possesses a valid tax exempt number.
  • Discover how long certificates are valid and the standard number formatting for certificates for each state.
Other Resources You Might be Interested In

What Activities Qualify for a Sales Tax Exemption?

Sales tax professionals can often feel like the bearers of bad news for their clients or companies, but it’s certainly not all doom and gloom. Exemptions are one of the areas where you can be the bearer of good news!…
Learn how to manage sales tax exemptions and documentation correctly in this on-demand webinar.

Sales Tax Exemptions: Are You Asking These Important Questions?

We reveal some of the questions you need to ask yourself if you handle exempt transactions, both for purchasers and sellers.

Sales Tax FAQs

Explore commonly asked questions about sales and use tax. A great starting place to learn about fundamental sales tax concepts and general applications to business.
Ready to Learn More?

Explore the course catalog for all our available classes to help you with your sales and use tax needs.

Explore