Resale and tax exemption certificates — tax comes off only where a certificate covers the sale
A reseller who ships to California, Texas and Florida needs a certificate for each state, but until now a customer could hold only one exemption, and ticking Tax exempt took tax off every order they placed, even when their certificate had expired or covered a different state. That's exactly what a sales tax audit finds. Resale and tax exemption certificates gives each customer a set of certificates with their states, dates and documents. An order is created without tax only when an approved, in-date certificate covers the state it ships to, and every order shows why it was or wasn't taxed.