URLS

Zone URL
UAT/Sandbox http://uat.dfmapi.certexpress.net/api/v1/
Production/Live TBD

Versions

Version Description
v1 Initial Public Release

Structure

V1 API diagram

Work Flow

Below is an outline of the usual workflow for utilising this API.

Website Action API Call Description
Get a list of states /api/v1/zones/ Get a list of states/zones that are supported for tax exemption certificates
Get a list of documents for the state of California /api/v1/documents/zone/5 Get a list of all the tax exemption documents for the state of California
Get all the fields needed to fill out the California Reseller Tax Exempt Certificate /api/v1/documents/459 Get a specific document with all field information present.
Validate user input for the California Reseller Tax Exempt Certificate /api/v1/documents/459/validate Validate all the fields that are associated with that document.
Generate a filled out California Reseller Tax Exempt Certificate /api/v1/documents/459/build Validate all the fields and then create a filled out PDF with that information, returned in base 64 data.

Credentials

Avalara's API uses http basic authentication
Authorization: Basic base64(username + '|' + password)

End Points

Documents

A document is a data representation of a physical PDF form. Getting a single document will return ALL the data related to that specific PDF, including all the associated zones, exemption reasons and field information.

Command URL Description Access
GET /api/{version}/documents Get a list of all available documents Admin
Standard
Response: [{"id": 1,"name": "Document1","pdf_url": null,"json_url": null,"last_updated": null}]
GET /api/{version}/documents/?zone={zone_id} Get a list of all available documents by Zone Admin
Standard
Response: [{"id": 1,"name": "Document1", "pdf_url": null,"json_url": null,"last_updated": null}]
GET /api/{version}/documents/?exemptionreason={exemption_reason_id} Get a list of all available documents by Exemption Reason Admin
Standard
Response: [{"id": 1,"name": "Document1","pdf_url": null,"json_url": null,"last_updated": null}]
GET /api/{version}/documents/?exemptionreason={exemption_reason_id}&zone={zone_id} Get a list of all available documents by Exemption Reason And Zone Admin
Standard
Response: [{"id": 1,"name": "Document1","pdf_url": null,"json_url": null,"last_updated": null}]
GET /api/{version}/documents/{id} Get all the information for a specific document Admin
Standard
Response: {"id": 1,"name": "Document1", "pdf_url": null,"json_url": null,"last_updated": null,
"zones": [{"id": 1, "name":"North Carolina"}],
"exemption_reasons": [{"id": 1, "type":"Resale"}],
"field_groups": [{"id": 1,"parent_id": null,"name": "FieldGroup1",
"fields": [{"id": 1,"name": "Field1","page": 1,"top": "40","right": "15,"bottom": "50",
"left": "5","width": "10","height": "10","trigger_value": null,"trigger_form_id": null,
"acroform_type": {"id": 1,"name": "PDCheckbox"},
"display_type": {"id": 1,"name": "Checkbox"},
"generic_field_type": {"id": 1,"name": "TaxId"},
"validator_types": [{"id": 1,"name": "Must be required","type": "NotEmpty"}]
}]}]}
POST /api/{version}/documents/{id}/validate Validate all of the fields for a specific document
Format:
[{"field_id":"fieldValue"},
{"field_id2":"fieldValue2"}]
Required Fields:
  • fields
Admin
Standard
Response: Passed Validation
[{"success":true}]
Failed Validation
{"success":false,"messages":
[{"id":"field_id","name":"field_name","field_group_id":1,"errors":["Error Message pertaining to field"]}]}
POST /api/{version}/documents/{id}/build Build a PDF from the provided list of field values (also runs validation on all document fields)
Format:
[{"field_id":"fieldValue"},
{"field_id2":"fieldValue2"}]
Required Fields:
  • fields
Admin
Standard
Response: Passed Validation
{"pdf":"base64 encoded string"}
Failed Validation
{"success":false,"messages":
[{"id":"field_id","name":"field_name","field_group_id":1,"errors":["Error Message pertaining to field"]}]}
POST /api/{version}/documents Create a new Document
Required Fields:
  • name
  • pdf_url
  • json_url
Optional Fields:
  • zone_id
  • exemption_reason_id
  • last_updated
Admin
Response: {"id": 2,"name": "NewDocument","pdf_url": null,"json_url": null,"last_updated": null}
POST /api/{version}/documents/{id} Edit a Document
Optional Fields:
  • name
  • pdf_url
  • json_url
  • zone_id
  • exemption_reason_id
  • last_updated
Admin
Response: {"id": 1,"name": "Document1","zone_id": 1,"exemption_reason_id": 1,"pdf_url": null,"json_url": null,"last_updated": null}
DELETE /api/{version}/documents/{id} Mark a document as deleted Admin
Response: No Response

Zones

Zones are Avalara's definition of states.

Command URL Description Access
GET /api/{version}/zones Get a list of available Zones Admin
Standard
Response: [{"id": 1, "name": "North Carolina", "short_name": "NC"}]
GET /api/{version}/zones/{id} Get all the information for a specific Zone Admin
Standard
Response: {"id": 1, "name": "North Carolina", "short_name": "NC"}
POST /api/{version}/zones Create a new Zone
Required Fields:
  • name
  • short_name
Admin
Response: {"id": 2, "name": "New Zone", "short_name": "NZ"}
POST /api/{version}/zones/{id} Edit a Zone
Optional Fields:
  • name
  • short_name
Admin
Response: {"id": 1, "name": "North Carolina", "short_name": "NC"}
DELETE /api/{version}/zones/{id} Mark a Zone as deleted Admin
Response: No Response

Exemption Reasons

Command URL Description Access
GET /api/{version}/exemptionreasons Get a list of available Exemption Reasons Admin
Standard
Response: [{"id": 1, "name": "Reseller", "code":"RE"}]
GET /api/{version}/exemptionreasons/{id} Get all the information for a specific Exemption Reason Admin
Standard
Response: {"id": 1, "name": "Reseller", "code":"RE"}
GET /api/{version}/exemptionreasons/?zone={zone_id} Get a list of Exemption Reasons for a Zone Admin
Standard
Response: [{"id": 1, "name": "Reseller", "code":"RE"}, {"id": 2, "name": "New Exemption Reason", "code":"NE"}]
POST /api/{version}/exemptionreasons Create a new Exemption Reason
Required Fields:
  • name
  • code
Admin
Response: {"id": 2, "name": "New Exemption Reason", "code":"NE"}
POST /api/{version}/exemptionreasons/{id} Edit a Exemption Reason
Optional Fields:
  • name
  • code
  • state_id
Admin
Response: {"id": 1, "name": "Reseller", "code":"RE"}
DELETE /api/{version}/exemptionreasons/{id} Mark a Exemption Reason as deleted Admin
Response: No Response

Field Groups

Field groups are a way to logically break up fields from a form. They aren't required for data validation, but are there to help define boundaries for implementing front end fields

Command URL Description Access
GET /api/{version}/fieldgroups Get a list of available Field Groups Admin
Standard
Response: [{"id": 1,"document_id": 1, "parent_id": null,"name": "FieldGroup1"}]
GET /api/{version}/fieldgroups/{id} Get all the information for a specific Field Group Admin
Standard
Response: {"id": 1,"document_id": 1, "parent_id": null,"name": "FieldGroup1",
"fields": [{"id": 1,"name": "Field1","page": 1,"top": "40","right": "15,"bottom": "50",
"left": "5","width": "10","height": "10","trigger_value": null,"trigger_form_id": null,
"acroform_type": {"id": 1,"name": "PDCheckbox"},
"display_type": {"id": 1,"name": "Checkbox"},
"generic_field_type": {"id": 1,"name": "TaxId"},
"validator_types": [{"id": 1,"name": "Must be required","type": "NotEmpty"}]
}]}
POST /api/{version}/fieldgroups Create a new Field Group
Optional Fields:
  • parent_id
Required Fields:
  • name
  • document_id
Admin
Response: {"id": 2,"document_id": 1, "parent_id": null,"name": "New Field Group"}
POST /api/{version}/fieldgroups/{id} Edit a Field Group
Optional Fields:
  • name
  • document_id
  • parent_id
Admin
Response: {"id": 1,"document_id": 1, "parent_id": null,"name": "FieldGroup1"}
DELETE /api/{version}/fieldgroups/{id} Mark a Field Group as deleted Admin
Response: No Response

Fields

Command URL Description Access
GET /api/{version}/fields Get a list of available Fields Admin
Standard
Response: [{"id": 1,"name": "Field1","page": 1,"top": "40","right": "15,"bottom": "50",
"left": "5","width": "10","height": "10","trigger_value": null,"trigger_form_id": null}]
GET /api/{version}/fields/{id} Get all the information for a specific Field Admin
Standard
Response: {"id": 1,"name": "Field1","page": 1,"top": "40","right": "15,"bottom": "50",
"left": "5","width": "10","height": "10","trigger_value": null,"trigger_form_id": null,
"acroform_type": {"id": 1,"name": "PDCheckbox"},
"display_type": {"id": 1,"name": "Checkbox"},
"generic_field_type": {"id": 1,"name": "TaxId"},
"validator_types": [{"id": 1,"name": "Must be required","type": "NotEmpty"}]}
POST /api/{version}/fields/{id}/validate Validate a field
Required Fields:
  • value
Format:
{"value":"fieldValue"}
Admin
Standard
Response: Passed Validation
[{"success":true}]
Failed Validation
[{"success":false,"message":"Error Message pertaining to field"}]
POST /api/{version}/fields Create a new Field
Required Fields:
  • name
Optional Fields:
  • page
  • top
  • right
  • bottom
  • left
  • width
  • height
  • trigger_value
  • trigger_form_id
Admin
Response: {"id": 2,"name": "New Field","page": 1,"top": "40","right": "15,"bottom": "50",
"left": "5","width": "10","height": "10","trigger_value": null,"trigger_form_id": null}
POST /api/{version}/fields/{id} Edit a Field
Optional Fields:
  • page
  • top
  • right
  • bottom
  • left
  • width
  • height
  • trigger_value
  • trigger_form_id
Admin
Response: {"id": 1,"name": "Field1","page": 1,"top": "40","right": "15,"bottom": "50",
"left": "5","width": "10","height": "10","trigger_value": null,"trigger_form_id": null}
DELETE /api/{version}/fields/{id} Mark a Field as deleted Admin
Response: No Response

Display Types

Display Types are definitions for fields to state which type of front end input type will be used to display a particular field. E.G. checkbox, textbox, select etc

Command URL Description Access
GET /api/{version}/displaytypes Get a list of available Display Types Admin
Standard
Response: [{"id": 1, "name": "Checkbox"}]
GET /api/{version}/displaytypes/{id} Get all the information for a specific Display Type Admin
Standard
Response: {"id": 1, "name": "Checkbox"}
POST /api/{version}/displaytypes Create a new Display Type
Required Fields:
  • name
Admin
Response: {"id": 2, "name": "New Display type"}
POST /api/{version}/displaytypes/{id} Edit a Display Type
Optional Fields:
  • name
Admin
Response: {"id": 1, "name": "Checkbox"}
DELETE /api/{version}/displaytypes/{id} Mark a Display Type as deleted Admin
Response: No Response

Generic Field Types

Generic field types are a way of tying document fields into generic types. A field is unique to a document so assigning it a 'Generic Type' (first name, last name, tax ID, phone number etc) helps manage data across many documents.

Command URL Description Access
GET /api/{version}/genericfieldtypes Get a list of available Generic Field Types Admin
Standard
Response: [{"id": 1, "name": "TaxId"}]
GET /api/{version}/genericfieldtypes/{id} Get all the information for a specific Generic Field Type Admin
Standard
Response: {"id": 1, "name": "TaxId"}
POST /api/{version}/genericfieldtypes Create a new Generic Field Type
Required Fields:
  • name
Admin
Response: {"id": 2, "name": "New Generic Field type"}
POST /api/{version}/genericfieldtypes/{id} Edit a Generic Field Type
Optional Fields:
  • name
Admin
Response: {"id": 1, "name": "TaxId"}
DELETE /api/{version}/genericfieldtypes/{id} Mark a Generic Field Type as deleted Admin
Response: No Response

Validators

Command URL Description Access
GET /api/{version}/validators Get a list of available Validators Admin
Standard
Response: [{"id": 1, "name": "Required", "type": "Not Empty"}]
GET /api/{version}/validators/{id} Get all the information for a specific Validator Admin
Standard
Response: {"id": 1, "name": "Required", "type": "Not Empty"}
POST /api/{version}/validators Create a new Validator
Required Fields:
  • name
  • type
Admin
Response: {"id": 1, "name": "New Validator", "type": "New Type"}
POST /api/{version}/validators/{id} Edit a Validator
Optional Fields:
  • name
  • type
Admin
Response: {"id": 1, "name": "Required", "type": "Not Empty"}
DELETE /api/{version}/validators/{id} Mark a Validator as deleted Admin
Response: No Response

Overview

Note: This API has been deprecated in favor of the REST API V2.

The CertCapture web APIs allow for retrieving and/or updating CertCapture data from a remote application.

Specific API functionality is listed below, with expected input fields and sample XML responses for each particular function. All APIs use a POST/XML interface for a language independent solution. The APIs should be invoked by sending a POST request with all required parameters (and any additional optional parameters desired) to the identified function URL. The API will return an XML response (or in a few cases a PDF document) which can be consumed and used in your application.

Note: This documentation has been setup for printing.

URLS

Zone URL
Beta/Sandbox https://beta.certcapture.com/webapi/
5.7 Production/Live* https://www.certcapture.com/webapi/
Production/Live https://app.certcapture.com/webapi/

* NOTE: If you have been migration from 5.7 to 6.0 your web API endpoints will still work, but are proxied through to 6.0. To avoid additional overhead and faster response times we suggest changing your endpoint to app.certcapture.com.

Credentials

The Avalara CertCapture Web API requires a login and password to be posted

Input Field Description
Login API Username
Password Password for API User

Sample HTML Form

<html>
<body>
<form action="https://www.certcapture.com/webapi/addcustomer" method="POST">
<input type="hidden" name="Login" value="<login>">
<input type="hidden" name="Password" value="<password>">
<input type="hidden" name="ClientID" value="XXX">
<input type="hidden" name="CustomerNumber" value="123456">
<input type="hidden" name="CustomerName" value="James Jonker">
<input type="hidden" name="AlternateID" value="Alt ID">
<input type="hidden" name="AttnName" value="James Jonker">
<input type="hidden" name="AddressLine1" value="2929 Walker Avenue NW">
<input type="hidden" name="AddressLine2" value="Addr2">
<input type="hidden" name="City" value="Grand Rapids">
<input type="hidden" name="StateID" value="MI">
<input type="hidden" name="Zip" value="49544">
<input type="hidden" name="PhoneNumber" value="123-321-1233">
<input type="hidden" name="FaxNumber" value="321-123-3211">
<input type="hidden" name="EmailAddress" value="James.Jonker@somewhere.com">
<input type="hidden" name="ContactName" value="Mr. Terrific">
<input type="hidden" name="Custom1" value="custom1">
<input type="hidden" name="Custom2" value="custom2">
<input type="hidden" name="Custom3" value="custom3">
<input type="hidden" name="ShipToStates" value="NC|SC|GA">
<input type="submit">
</form>
</body>
</html>

Sample Success

<?xml version="1.0" encoding="ISO-8859-1"?>
<!DOCTYPE Customer [
<!-- ********************************************************************** -->
<!-- ************************** Status Elements *************************** -->
<!-- ********************************************************************** -->
<!ELEMENT Status (#PCDATA)>
<!ELEMENT Error (#PCDATA)>
<!ELEMENT CustomerList (Status,Error?)>
]>
<Customer>
<Status>Updated</Status>
</Customer>

Sample Error

<?xml version="1.0" encoding="ISO-8859-1"?>
<!DOCTYPE Customer [
<!-- ********************************************************************** -->
<!-- ************************** Status Elements *************************** -->
<!-- ********************************************************************** -->
<!ELEMENT Status (#PCDATA)>
<!ELEMENT Error (#PCDATA)>
<!ELEMENT CustomerList (Status,Error?)>
]>
<Customer>
<Status>Error</Status>
<Error>Customer number not provided, or multiples detected.</Error>
</Customer>

End Points

Certificate List

This API function returns a count and list of certificates and their properties that are associated with a given customer. The results can be filtered by the type of certificate or the state that the certificate is issued for.

Command URL Description Access
POST /webapi/listcerts Get a list of certificates for a client Standard
Request:
Input Field Description
ClientID CertCapture Client ID, or list of ids delimited by '|'
CustomerNumber* Customer Number, or list of numbers delimited by '|'
CustomerName* Customer Name String to Search
*(Either a CustomerNumber or CustomerName Field Is Required, But Not Both. CustomerNumber Field Takes Priority, CustomerName Will Be a Pattern Search)
StateInitials [Optional] State Initials
CertificateType [Optional] Resale, Charitable, Taxable
XML Response:
<CustomerList>
<Error></Error> <!-- Only if error occurred -->
<CustomerCount></CustomerCount>
<Customer>
<CustomerName></CustomerName>
<CustomerNumber></CustomerNumber>
<CertificateList>
<CertificateCount></CertificateCount>
<Certificate>
<Id></Id> <!-- CertCapture-specific ID number -->
<StateInitials></StateInitials>
<Type></Type> <!-- Exempt, Resale, Charitable, Taxable -->
<CreateDate></CreateDate>
<SignedDate></SignedDate>
<ExpirationDate></ExpirationDate>
<Valid></Valid>
</Certificate>
...
</CertificateList>
</Customer>
...
</CustomerList>

Download Certificate

This API function returns a PDF of a certificate when given the corresponding certificate id, along with the correct customer number and an associated client ID. It expects standard POST data, but responds with either a PDF file or an HTML 404 response if the PDF is not found or the supplied information is incorrect.

Command URL Description Access
POST /webapi/getcert Get a list of certificates for a client Standard
Request:
Input Field Description
ClientID CertCapture Client ID
CustomerNumber Customer Number
CertificateId Unique CertCapture Certificate Identifier (Returned in the Certificate list results)
Response: PDF File

Invalid Certificate Report

This API function returns a list of certificates, their properties, and linked customers associated with a given client that have been marked invalid. The results can be filtered by start and end dates for the certificate being marked invalid.

Command URL Description Access
POST /webapi/invalid_report Get a list of invalid certificates for a client/s Standard
Request:
Input Field Description
ClientID CertCapture Client ID, or list of ids delimited by '|'
StartDate Start Date yyyy-mm-dd
EndDate End Date yyyy-mm-dd
XML Response:
<InvalidCertificateList>
<Error></Error> <!--- Only if error occurred --->
<InvalidCertificateCount></InvalidCertificateCount>
<Certificate>
<ClientName></ClientName>
<CertificateID></CertificateID>
<Age></Age>
<Type></Type> <!-- Exempt, Resale, Charitable, Taxable -->
<StateInitials></StateInitials>
<AddedDate></AddedDate>
<InvalidReasons>
<Reason></Reason>
...
</InvalidReasons>
<Customer>
<CustomerNumber></CustomerNumber>
<Name></Name>
<AddressLine1></AddressLine1>
<AddressLine2></AddressLine2>
<City></City>
<StateInitials></StateInitials>
<Zip>
</Customer>
</Certificate>
...
</InvalidCertificateList>

Missing Certificate Report

This API function returns a list of customers associated with a client that have been marked as missing a certificate entirely.

Command URL Description Access
POST /webapi/missing_report Get a list of customers with missing certificates Standard
Request:
Input Field Description
ClientID CertCapture Client ID, or list of ids delimited by '|'
XML Response:
<MissingCertificateList>
<Error></Error> <!-- Only if error occurred -->
<MissingCertificateCount></MissingCertificateCount>
<Customer>
<ClientName></ClientName>
<CustomerNumber></CustomerNumber>
<Name></Name>
<AddressLine1></AddressLine1>
<AddressLine2></AddressLine2>
<City></City>
<StateInitials></StateInitials>
<Zip></Zip>
</Customer>
...
</MissingCertificateList>

Templates By State

This API function returns a list of all currently available certificate templates and their properties, listed by state. The template list can be filtered by optional template id, template title, state, or template type options.

Command URL Description Access
POST /webapi/templates_by_state Get a list of certificate templates by state. Standard
Request:
Input Field Description
ClientID CertCapture Client ID
StateInitials [Optional] Filter By State Initials
TemplateId[Optional] Filter By Template Id
Title[Optional] Filter By Template Title
CertificateType [Optional] Filter By Certificate Type - Currently Supporting Exempt, Resale, Charitable, Taxable
XML Response:
<TemplatesByState>
<State>
<Name></Name>
<Initials></Initials>
<Templates>
<Template>
<TemplateID></TemplateID>
<TemplateTitle></TemplateTitle>
<PageCount></PageCount>
<CertType></CertType>
</Template>
...
</Templates>
</State>
...
</TemplatesByState>

Get Prefilled Certificate

This API function returns a PDF of a pre-filled certificate template. It expects standard POST data, but responds with either a PDF file or an HTML 404 response if the PDF is not found or the supplied information is incorrect. Optional fields allow for the pre-filling of available business fields in the certificate template.

Command URL Description Access
POST /webapi/get_prefilled_cert Get a prefilled certificate Standard
Request:
Input Field Description
ClientID CertCapture Client ID
TemplateID ID of Certificate Template (Template IDs Can Be Retrieved From a Templates By State API Call)
VendorName[Optional] Vendor Name
VendorAddress1[Optional] Vendor Address Line 1
VendorAddress2[Optional] Vendor Address Line 2
VendorCity[Optional] Vendor City
VendorStateInitials[Optional] Vendor State Initials
VendorZip[Optional] Vendor Zip
EquipmentDesc[Optional] Vendor Equipment Description
CustomerNumber[Optional] Customer Number
CustomerName[Optional] Customer Name
AddressLine1[Optional] Customer Address Line 1
AddressLine2[Optional] Customer Address Line 2
City[Optional] Customer City
StateInitials[Optional] Customer State Initials
Zip[Optional] Customer Zip
PurchaserTaxId Purchaser Tax Id
StateOfIssue Tax Id State of Issue
CountryOfIssue Tax Id Country of Issue
Response: PDF File

Email Certificate

This API function emails pre-filled certificates to a given email address. The certificates can be generated by state, type of exposure and certificate type. A web portal account for the customer can be activated to fill and submit the certificates online.

Command URL Description Access
POST /webapi/email_certificate Email certificates to an email address Standard
Request:
Input Field Description
ClientID CertCapture Client ID
CustomerNumber Customer Number
EmailAddress Contact email address
ShipToStates State Initials, or list of initials delimited by '|' or ALL
CertificateType Certificate Type or list of certificate types delimited by '|' or ALL
ExposureList[Optional] Exposure, or list of exposures delimited by '|' or ALL
NOTE: If no Exposure or ExposureList list is provided, the results returned will be all of the certificates for the provided ShipToStates. Similar to a CertCapture Request.
EmailText[Optional] Text to be displayed above return instructions in email
EmailSignature[Optional] Signature to be applied at end of email
XML Response:
<EmailSent>
<Status></Status>
<Error></Error> <!-- Only if error occurred -->
</EmailSent>
Possible values for ExposureList:
  • Missing - Include missing certificate exposures
  • Indirect - Include exposures having an indirect certificate and needing a direct
  • Expired - Include exposures due to expired certificates
  • Invalid - Include exposures based on invalid certificates
  • Nondeliver - Include exposures based on invalid addresses / inability to deliver
  • ALL - Include all exposures
 
Possible values for CertificateType:
  • AGRICULTURE - Include agriculture certificate types
  • CHARITABLE - Include charitable certificate types
  • NON-DELIVERABLE - Include non-deliverable certificate types
  • RESALE - Include resale certificate types
  • SINGLE - Include single certificate types
  • TAXABLE - Include taxable certificate types
  • EXEMPT - Include exempt certificate types
  • ALL - Include all certificate types
 

Client List

This API function returns a listing of clients associated with the provided user account, organized in a hierarchical tree structure. Master clients are groups of associated clients (and/or master client groups).

Command URL Description Access
POST /webapi/client_list Get a list of clients Standard
XML Response:
<ClientList>
<Error></Error> <!-- Only if error occurred -->
<Client>
<Name></Name>
<Id></Id>
</Client>
...
<MasterClient>
<Name></Name>
<Id></Id>
<Client>
<Name></Name>
<Id></Id>
</Client>
...
<MasterClient>
<Name></Name>
<Id></Id>
<Client>
<Name></Name>
<Id></Id>
</Client>
...
<!-- Could have more MasterClients here, building a tree hierarchy -->
</MasterClient>
...
</MasterClient>
...
</ClientList>

Invalid Customer Report

This API function returns a list of customers associated with a client that have been marked as invalid.

Command URL Description Access
POST /webapi/invalid_customer_report Get a list of invalid customers for a client/s Standard
Request:
Input Field Description
ClientID CertCapture Client ID, or list of ids delimited by '|'
XML Response:
<InvalidCustomerList>
<Error></Error> <!-- Only if error occurred -->
<InvalidCustomerCount></InvalidCustomerCount>
<Customer>
<CustomerNumber></CustomerNumber>
<Name></Name>
<AddressLine1></AddressLine1>
<AddressLine2></AddressLine2>
<City></City>
<StateInitials></StateInitials>
<Zip></Zip>
</Customer>
...
</InvalidCustomerList>

Add/Modify Customer

This API function will add/modify a customer to the CertCapture database. If the customer does not exist it will be added. If the customer does exist, the old information will be overwritten with the new.

Command URL Description Access
POST /webapi/addcustomer Add or edit a customers information Standard
Request:
Input Field Description
ClientID CertCapture Client ID
CustomerNumber Customer Number
CustomerName New Customer Name
AlternateID [Optional] New alternate id for customer
AttnName [Optional] Name to address letters to
AddressLine1 [Optional] First postal address line
AddressLine2 [Optional] Second postal address line
City [Optional] Postal City
StateID [Optional] Postal State
Zip [Optional] Postal Zip Code
PhoneNumber [Optional] Contact Phone Number
FaxNumber [Optional] Contact Fax Number
EmailAddress [Optional] Contact email address
ContactName [Optional] Contact Name
Custom1 [Optional] Custom Field 1
Custom2 [Optional] Custom Field 2
Custom3 [Optional] Custom Field 3
ShipToStates [Optional] State Initials, or list of initials delimited by '|'
XML Response:
<Customer>
<Status>Updated|Added|Error</Status>
<Error></Error> <!-- Only if error occurred -->
</Customer>

Add/Modify Customer (with Ship to Customer/Job Relationships)

This API function will add/modify a customer to the CertCapture database. If a ship customer or job customer is present, the ship customer or job is added or updated. The ship customer/job will be linked to the customer. If the customer/ship customer/job does not exist, it will be added. If the customer/ship customer/job does exist, the old information will be overwritten with the new.

Command URL Description Access
POST /webapi/importcustomer Add or edit a customers information Standard
Request:
Input Field Description
ClientID CertCapture Client ID
CustomerNumber Customer Number
CustomerName New Customer Name
AlternateID [Optional] New alternate id for customer
AttnName [Optional] Name to address letters to
AddressLine1 [Optional] First postal address line
AddressLine2 [Optional] Second postal address line
City [Optional] Postal City
StateID [Optional] Postal State
Zip [Optional] Postal Zip Code
PhoneNumber [Optional] Contact Phone Number
FaxNumber [Optional] Contact Fax Number
EmailAddress [Optional] Contact email address
ContactName [Optional] Contact Name
Custom1 [Optional] Custom Field 1
Custom2 [Optional] Custom Field 2
Custom3 [Optional] Custom Field 3
Custom4 [Optional] Custom Field 4
Custom5 [Optional] Custom Field 5
Custom6 [Optional] Custom Field 6
Custom7 [Optional] Custom Field 7
Custom8 [Optional] Custom Field 8
Custom9 [Optional] Custom Field 9
Custom10 [Optional] Custom Field 10
ShipCustomerNumber[Optional] Ship Customer Number
ShipCustomerName[Optional] New Ship Customer Name
ShipAlternateID[Optional] New Ship alternate id for customer
ShipAttnName[Optional] Ship Name to address letters to
ShipAddressLine1[Optional] Ship First postal address line
ShipAddressLine2[Optional] Ship Second postal address line
ShipCity[Optional] Ship Postal City
ShipStateID[Optional] Ship Postal State
ShipZip[Optional] Ship Postal Zip Code
ShipPhoneNumber[Optional] Ship Contact Phone Number
ShipFaxNumber[Optional] Ship Contact Fax Number
ShipEmailAddress[Optional] Ship Contact email address
ShipContactName[Optional] Ship Contact Name
ShipCustom1 [Optional] Ship Custom Field 1
ShipCustom2 [Optional] Ship Custom Field 2
ShipCustom3 [Optional] Ship Custom Field 3
ShipCustom4 [Optional] Ship Custom Field 4
ShipCustom5 [Optional] Ship Custom Field 5
ShipCustom6 [Optional] Ship Custom Field 6
ShipCustom7 [Optional] Ship Custom Field 7
ShipCustom8 [Optional] Ship Custom Field 8
ShipCustom9 [Optional] Ship Custom Field 9
ShipCustom10 [Optional] Ship Custom Field 10
JobNumber[Optional] Job Number
JobName[Optional] Job Name
JobStateID[Optional] Job State
JobCustom1 [Optional] Job Custom Field 1
JobCustom2 [Optional] Job Custom Field 2
JobCustom3 [Optional] Job Custom Field 3
JobCustom4 [Optional] Job Custom Field 4
JobCustom5 [Optional] Job Custom Field 5
JobCustom6 [Optional] Job Custom Field 6
JobCustom7 [Optional] Job Custom Field 7
JobCustom8 [Optional] Job Custom Field 8
JobCustom9 [Optional] Job Custom Field 9
JobCustom10 [Optional] Job Custom Field 10
LinkJobTo[Optional] Link Job To [Bill, Ship, or Both]
LastTransactionDate[Optional] Last Transaction Date
XML Response:
<Customer>
<Status>Updated|Added|Error</Status>
<Error></Error> <!-- Only if error occurred -->
</Customer>

Customer Exposure Report

This API function returns a list of customers associated with a client that denote having an exposure of some kind. The type of exposures to check against can be toggled using optional parameters described below. If the CustomerNumber parameter is supplied, it will only return exposures for the customer number(s) requested.

Command URL Description Access
POST /webapi/exposure_report Get a list of customers that denote an exposure Standard
Request:
Input Field Description
ClientID CertCapture Client ID, or list of ids delimited by '|'
CustomerNumber Customer Number, or list of numbers delimited by '|'
Missing Include missing certificate exposures y = Include these exposures, n = Do not include these exposures, <blank> These exposures will not affect the outcome of the report
Indirect Include exposures having an indirect certificate and needing a direct y = Include these exposures, n = Do not include these exposures, <blank> These exposures will not affect the outcome of the report
Expired Include exposures due to expired certificates y = Include these exposures, n = Do not include these exposures, <blank> These exposures will not affect the outcome of the report
Invalid Include exposures based on invalid certificates y = Include these exposures, n = Do not include these exposures, <blank> These exposures will not affect the outcome of the report
Nondeliver Include exposures based on invalid addresses / inability to deliver y = Include these exposures, n = Do not include these exposures, <blank> These exposures will not affect the outcome of the report
Nexus Include nexus exposures y = nexus exposures, n = non-nexus exposures, <blank> both
XML Response:
<ExposureList>
<Error></Error> <!-- Only if error occurred -->
<Customer>
<ClientName></ClientName>
<CustomerNumber></CustomerNumber>
<Name></Name>
<AddressLine1></AddressLine1>
<AddressLine2></AddressLine2>
<City></City>
<StateInitials></StateInitials>
<Zip></Zip>
<Exposures>
<Exposure>
<StateInitials></StateInitials>
<ExposureCode></ExposureCode>
</Exposure>
</Exposures>
</Customer>
</ExposureList>
Possible exposure codes:
  • EXPOSURE: NON-DELIVERABLE
  • EXPOSURE: MISSING CERT
  • EXPOSURE: EXPIRED CERT
  • EXPOSURE: INVALID CERT
  • EXPOSURE: INDIRECT CERT
  • NON-NEXUS: EXPOSURE
  • NON-NEXUS: NON-DELIVERABLE
  • NON-NEXUS: MISSING CERT
  • NON-NEXUS: EXPIRED CERT
  • NON-NEXUS: INVALID CERT
  • NON-NEXUS: INDIRECT CERT
 

Quick Search

This API function will return customers that match a provided search string. The search matches against customer number, name, alternate id, and address.

Command URL Description Access
POST /webapi/quicksearch Get customers matching search string Standard
Request:
Input Field Description
ClientID CertCapture Client ID
CustomerNumber Customer number search string (123 or Company xyz)
XML Response:
<QuickSearchList>
<Error></Error> <!-- Only if error occurred -->
<Customer>
<CustomerNumber></CustomerNumber>
<Name></Name>
<AlternateId></AlternateId>
<AddressLine1></AddressLine1>
<AddressLine2></AddressLine2>
<City></City>
<StateInitials></StateInitials>
<Zip></Zip>
<Phone></Phone>
<Fax></Fax>
<Email></Email>
<Contact></Contact>
</Customer>
...
</QuickSearchList>

Portal Account Info

This API function will return the web portal account information that matches a provided search string.

Command URL Description Access
POST /webapi/portalacct_info Get get web portal account information Standard
Request:
Input Field Description
ClientID CertCapture Client ID
CustomerNumber Customer number search string (123 or Company xyz)
XML Response:
<Error></Error> <!-- Only if error occurred -->
<WebPortalAccount>
<CustomerNumber></CustomerNumber>
<Password></Password>
<Completed></Completed>
<CreatedDate></CreatedDate>
<ExpirationDate></ExpirationDate>
</WebPortalAccount>

Manage Portal Account Info

This API function will update or create a web portal account with the provided information.

Command URL Description Access
POST /webapi/manage_portalacct Manage a web portal account details Standard
Request:
Input Field Description
ClientID CertCapture Client ID
CustomerNumber Customer number search string (123 or Company xyz)
WebPortalPassword[Optional] Password for Web Portal account
Completed[Optional] Exemption complete status of account - Currently supports (t/f or true/false)
ExpirationDate[Optional] Expiration date of web portal account - yyyy-mm-dd
XML Response:
<WebPortalAccount>
<Status>Updated|Added|Error</Status>
<Error></Error> <!-- Only if error occurred -->
</WebPortalAccount>

Overview

The CertCapture WebPortal provides an interface to fill out and submit certificates online.

Upon login, the user will be asked to verify their contact info.

WebPortal Verfication

After verification, the user will be allowed to submit a certificate to fill an exposure in the "Certificates Needed" section. The zone and reason for the exposure will be listed. The certificate can either be filled online or uploaded (if the "Upload Only" option is active). The certificate will remain in "Pending" status until it is validated through Data Entry. You can skip the Data Entry validation process by turning off the "Submit to Stack" option. Below "Certificates Needed", the "Certificates On File" will be listed for certificates formerly created on WebPortal. A certificate can be resubmitted from this section. This will create a brand new certificate.

WebPortal Dashboard

There are many different tax exemption forms available across many states/zones to fill online on WebPortal. Generally, a form may ask for Purchaser Information, Type of Business, Purchaser Tax Identification Number, Exempt Reason, Purchased Equipment Description, and Signer Information. After providing the necessary information, a signature is needed. Fields marked by an asterisk are required.

WebPortal Create

Mailing Template Matrix

A certificate template must be active in the CertCapture mailing template matrix to be used in WebPortal. The mailing template matrix can be configured under Requests -> Certificate Templates. For Pro clients, the mailing template matrix is already defined. Therefore, templates cannot be activated or deactivated for use in WebPortal. Enterprise clients can activate or deactivate forms for WebPortal. If a question is selected that maps to a form that is not active in the mailing template matrix, the user will be prompted to manually submit their form. New form requests must be emailed to CertCapture support.

Certificate Templates

Activate Web Portal

WebPortal needs to be activated first for it to be used. Click 'Generate Key' under Webportal Registration in Company Settings -> Company Details.

WebPortal Activate

WebPortal Options

WebPortal options can be configured by accounts with SysAdmin access at Company Settings -> Company Details.

Option Description
Edit Purchaser Information Edit preexisting customer information.
Submit to Stack Submit Webportal certificates for validation.
Upload Certificate Only Allow strict uploading of certificates into Webportal. This option allows upload from the WebPortal dashboard.
Print/Preview Certificate Allow printing of certificates(Pre-filled) created in Webportal.
Customer List Append page to certificates created in Webportal containing applied customer list.
Email Dialog Show email instructions for certificates created in Webportal.
Fax Dialog Show fax instructions for certificates created in Webportal.
Allow Certificate Upload Allow uploading of certificates created in Webportal. This option allows upload from the form itself.
Hide Signature Remove signature ability from Webportal.
Send Certificate Completion Client Notifications Send a client notification when a customer submits a certificate via WebPortal.
WebPortal Options

Zone Mapping

Below contains the documented mapping of exempt reason option to certificate template form for each United States zone. If an exempt reason option is not listed for a zone, it does not map to a certificate template form. This is the base mapping for nearly all clients across CertCapture. Some clients have questions mapped to custom forms. It is that client's responsiblity to know the mapping. All zones have the "Purchases are taxable" selection available. This option always maps to the Taxable Status Notification form.

WebPortal Questions

Alabama

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale MTC MTC.pdf

Arizona

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale AZ5000A AZ_5000A.pdf
Purchase will be used in manufacturing activities Exempt Exemption Certificate Form-5000 AZ_5000.pdf
Purchase will be used in research and development activities Exempt Exemption Certificate Form-5000 AZ_5000.pdf
Purchase will be used by a non-profit organization Exempt Exemption Certificate Form-5000 AZ_5000.pdf
Purchase will be used by a government agency Exempt Exemption Certificate Form-5000 AZ_5000.pdf
Purchase will be used in agriculture activities Exempt Exemption Certificate Form-5000 AZ_5000.pdf

Arkansas

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale SST for Arkansas AR_SST.pdf
Purchase will be used in manufacturing activities Resale SST for Arkansas AR_SST.pdf
Purchase will be used in research and development activities Resale SST for Arkansas AR_SST.pdf
Purchase will be used by a non-profit organization Resale SST for Arkansas AR_SST.pdf
Purchase will be used by a government agency Resale SST for Arkansas AR_SST.pdf
Purchase will be used in agriculture activities Resale SST for Arkansas AR_SST.pdf

California

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale Resale Certificate BOE-230 (7-02) CA_BOE-230.pdf
Purchase will be used in agriculture activities Agriculture California Agriculture Certificate CA-Agricultural.pdf

Colorado

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale Exemption Certificate DR-0563 CO_DR0563.pdf
Purchase will be used in manufacturing activities Resale Exemption Certificate DR-0563 CO_DR0563.pdf
Purchase will be used by a non-profit organization Resale Exemption Certificate DR-0563 CO_DR0563.pdf
Purchase will be used by a government agency Resale Exemption Certificate DR-0563 CO_DR0563.pdf
Purchase will be used in agriculture activities Agriculture Colorado Agriculture Certificate DR-0511 CO_DR0511.pdf

Connecticut

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale Sales And Use Tax Resale Certificate CT_CERT-100.pdf
Purchase will be used in manufacturing activities Exempt Sales And Use Tax Exempt Certificate CT_CERT-100_b.pdf
Purchase will be used by a non-profit organization Exempt Exempt Use Certificate CT-134 CT_CERT-134.pdf
Purchase will be used by a government agency Exempt Exempt Use Certificate CT-134 CT_CERT-134.pdf

District Of Columbia

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale Certificate of Resale OTR-368 DC_OTR-368.pdf

Florida

Question Exempt Reason Certificate Template PDF
Purchase will be used in manufacturing activities Exempt Blanket Exemption DR-97 FL_DR-97.pdf

Georgia

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale GA-Streamlined Sales Tax GA_SST.pdf
Purchase will be used in manufacturing activities Resale GA-Streamlined Sales Tax GA_SST.pdf
Purchase will be used in research and development activities Resale GA-Streamlined Sales Tax GA_SST.pdf
Purchase will be used by a non-profit organization Resale GA-Streamlined Sales Tax GA_SST.pdf
Purchase will be used by a government agency Resale GA-Streamlined Sales Tax GA_SST.pdf
Purchase will be used in agriculture activities Resale GA-Streamlined Sales Tax GA_SST.pdf

Hawaii

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale MTC MTC.pdf

Idaho

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale Exemption Certificate ST-101 ID_ST-101.pdf
Purchase will be used in manufacturing activities Resale Exemption Certificate ST-101 ID_ST-101.pdf
Purchase will be used in research and development activities Resale Exemption Certificate ST-101 ID_ST-101.pdf
Purchase will be used by a non-profit organization Resale Exemption Certificate ST-101 ID_ST-101.pdf
Purchase will be used by a government agency Resale Exemption Certificate ST-101 ID_ST-101.pdf
Purchase will be used in agriculture activities Resale Exemption Certificate ST-101 ID_ST-101.pdf

Illinois

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale Exemption Certificate CRT-61 IL_CRT-61.pdf
Purchase will be used in manufacturing activities Exempt Exemption Certificate ST-587 IL_ST-587.pdf
Purchase will be used in agriculture activities Exempt Exemption Certificate ST-587 IL_ST-587.pdf

Indiana

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale SST SST.pdf
Purchase will be used in manufacturing activities Resale SST SST.pdf
Purchase will be used in research and development activities Resale SST SST.pdf
Purchase will be used by a non-profit organization Resale SST SST.pdf
Purchase will be used by a government agency Resale SST SST.pdf
Purchase will be used in agriculture activities Resale SST SST.pdf

Iowa

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale SST SST.pdf
Purchase will be used in manufacturing activities Resale SST SST.pdf
Purchase will be used in research and development activities Resale SST SST.pdf
Purchase will be used by a non-profit organization Resale SST SST.pdf
Purchase will be used by a government agency Resale SST SST.pdf
Purchase will be used in agriculture activities Resale SST SST.pdf

Kansas

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale SST for Kansas KS_SST.pdf
Purchase will be used in manufacturing activities Resale SST for Kansas KS_SST.pdf
Purchase will be used in research and development activities Resale SST for Kansas KS_SST.pdf
Purchase will be used by a non-profit organization Resale SST for Kansas KS_SST.pdf
Purchase will be used by a government agency Resale SST for Kansas KS_SST.pdf
Purchase will be used in agriculture activities Resale SST for Kansas KS_SST.pdf

Kentucky

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale SST for Kentucky KY_SST.pdf
Purchase will be used in manufacturing activities Resale SST for Kentucky KY_SST.pdf
Purchase will be used in research and development activities Resale SST for Kentucky KY_SST.pdf
Purchase will be used by a non-profit organization Resale SST for Kentucky KY_SST.pdf
Purchase will be used by a government agency Resale SST for Kentucky KY_SST.pdf
Purchase will be used in agriculture activities Resale SST for Kentucky KY_SST.pdf

Maine

Question Exempt Reason Certificate Template PDF
Purchase will be used in manufacturing activities Exempt ME Exemption ME_ST-P-70.pdf
Purchase will be used in research and development activities Exempt ME Exemption ME_ST-P-70.pdf
Purchase will be used by a government agency Exempt ME Exemption ME_ST-P-70.pdf

Maryland

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale Resale Certificate MD_Resale.pdf

Massachusetts

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale Resale Certificate Form St-4 MA_ST-4.pdf
Purchase will be used in manufacturing activities Exempt Exemption Certificate Form ST-12 MA_ST-12.pdf
Purchase will be used in research and development activities Exempt Exemption Certificate Form ST-12 MA_ST-12.pdf
Purchase will be used by a non-profit organization Exempt Exempt Use Certificate ST-5 MA_ST-5.pdf
Purchase will be used by a government agency Exempt Exempt Use Certificate ST-5 MA_ST-5.pdf
Purchase will be used in agriculture activities Exempt Exemption Certificate Form ST-12 MA_ST-12.pdf

Michigan

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale SST SST.pdf
Purchase will be used in manufacturing activities Resale SST SST.pdf
Purchase will be used in research and development activities Resale SST SST.pdf
Purchase will be used by a non-profit organization Resale SST SST.pdf
Purchase will be used by a government agency Resale SST SST.pdf
Purchase will be used in agriculture activities Resale SST SST.pdf

Minnesota

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale Minnesota Form ST-3 MN_ST-3.pdf
Purchase will be used in manufacturing activities Resale Minnesota Form ST-3 MN_ST-3.pdf
Purchase will be used in research and development activities Resale Minnesota Form ST-3 MN_ST-3.pdf
Purchase will be used by a non-profit organization Resale Minnesota Form ST-3 MN_ST-3.pdf
Purchase will be used by a government agency Resale Minnesota Form ST-3 MN_ST-3.pdf
Purchase will be used in agriculture activities Resale Minnesota Form ST-3 MN_ST-3.pdf

Mississippi

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale SST SST.pdf
Purchase will be used in manufacturing activities Resale SST SST.pdf
Purchase will be used in research and development activities Resale SST SST.pdf
Purchase will be used by a non-profit organization Resale SST SST.pdf
Purchase will be used by a government agency Resale SST SST.pdf
Purchase will be used in agriculture activities Resale SST SST.pdf

Missouri

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale Exemption Certificate Form 149 MO_149.pdf
Purchase will be used in manufacturing activities Resale Exemption Certificate Form 149 MO_149.pdf
Purchase will be used in research and development activities Resale Exemption Certificate Form 149 MO_149.pdf
Purchase will be used by a non-profit organization Resale Exemption Certificate Form 149 MO_149.pdf
Purchase will be used in agriculture activities Resale Exemption Certificate Form 149 MO_149.pdf

Nebraska

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale SST for Nebraska NE_SST.pdf
Purchase will be used in manufacturing activities Resale SST for Nebraska NE_SST.pdf
Purchase will be used in research and development activities Resale SST for Nebraska NE_SST.pdf
Purchase will be used by a non-profit organization Resale SST for Nebraska NE_SST.pdf
Purchase will be used by a government agency Resale SST for Nebraska NE_SST.pdf
Purchase will be used in agriculture activities Resale SST for Nebraska NE_SST.pdf

New Jersey

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale SST for New Jersey NJ_SST.pdf
Purchase will be used in manufacturing activities Resale SST for New Jersey NJ_SST.pdf
Purchase will be used in research and development activities Resale SST for New Jersey NJ_SST.pdf
Purchase will be used by a government agency Resale SST for New Jersey NJ_SST.pdf
Purchase will be used in agriculture activities Resale SST for New Jersey NJ_SST.pdf

New Mexico

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale MTC MTC.pdf

New York

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale Resale Certificate ST-120 NY_ST-120.pdf
Purchase will be used in manufacturing activities Exempt Exempt Use Certificate ST-121 NY_ST-121.pdf
Purchase will be used in research and development activities Exempt Exempt Use Certificate ST-121 NY_ST-121.pdf
Purchase will be used by a non-profit organization Exempt New York Exempt ST-119 NY_ST-119.pdf
Purchase will be used by a government agency Exempt New York Exempt ST-119 NY_ST-119.pdf
Purchase will be used in agriculture activities Agriculture Agricultural Exemption ST-125 NY_ST-125.pdf

North Carolina

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale SST SST.pdf
Purchase will be used in manufacturing activities Resale SST SST.pdf
Purchase will be used in research and development activities Resale SST SST.pdf
Purchase will be used by a government agency Resale SST SST.pdf
Purchase will be used in agriculture activities Resale SST SST.pdf

North Dakota

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale SST for North Dakota ND_SST.pdf
Purchase will be used in manufacturing activities Resale SST for North Dakota ND_SST.pdf
Purchase will be used in research and development activities Resale SST for North Dakota ND_SST.pdf
Purchase will be used by a government agency Resale SST for North Dakota ND_SST.pdf

Ohio

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale Exemption Certificate STEC-B OH_STEC-B.pdf
Purchase will be used in manufacturing activities Resale Exemption Certificate STEC-B OH_STEC-B.pdf
Purchase will be used in research and development activities Resale Exemption Certificate STEC-B OH_STEC-B.pdf
Purchase will be used by a non-profit organization Resale Exemption Certificate STEC-B OH_STEC-B.pdf
Purchase will be used by a government agency Resale Exemption Certificate STEC-B OH_STEC-B.pdf
Purchase will be used in agriculture activities Resale Exemption Certificate STEC-B OH_STEC-B.pdf

Oklahoma

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale SST SST.pdf
Purchase will be used in manufacturing activities Resale SST SST.pdf
Purchase will be used in research and development activities Resale SST SST.pdf
Purchase will be used by a non-profit organization Resale SST SST.pdf
Purchase will be used by a government agency Resale SST SST.pdf
Purchase will be used in agriculture activities Resale SST SST.pdf

Pennsylvania

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale Exemption Certificate REV-1220 PA_REV-1220.pdf
Purchase will be used in manufacturing activities Resale Exemption Certificate REV-1220 PA_REV-1220.pdf
Purchase will be used in research and development activities Resale Exemption Certificate REV-1220 PA_REV-1220.pdf
Purchase will be used by a non-profit organization Resale Exemption Certificate REV-1220 PA_REV-1220.pdf
Purchase will be used by a government agency Resale Exemption Certificate REV-1220 PA_REV-1220.pdf
Purchase will be used in agriculture activities Resale Exemption Certificate REV-1220 PA_REV-1220.pdf

Rhode Island

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale SST SST.pdf
Purchase will be used in manufacturing activities Resale SST SST.pdf
Purchase will be used in research and development activities Resale SST SST.pdf
Purchase will be used by a non-profit organization Resale SST SST.pdf
Purchase will be used by a government agency Resale SST SST.pdf
Purchase will be used in agriculture activities Resale SST SST.pdf

South Carolina

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale Resale Certificate ST-8A SC_ST-8A.pdf

South Dakota

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale SST SST.pdf
Purchase will be used in research and development activities Resale SST SST.pdf
Purchase will be used by a non-profit organization Resale SST SST.pdf
Purchase will be used by a government agency Resale SST SST.pdf
Purchase will be used in agriculture activities Resale SST SST.pdf

Tennessee

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale Exemption Certificate RV-F1300701 TN_RV-F1300701.pdf
Purchase will be used in manufacturing activities Resale Exemption Certificate RV-F1300701 TN_RV-F1300701.pdf

Texas

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale Resale Certificate TX_01-339.pdf
Purchase will be used in manufacturing activities Exempt Exemption Certificate TX_01-339_b.pdf
Purchase will be used in research and development activities Exempt Exemption Certificate TX_01-339_b.pdf
Purchase will be used by a non-profit organization Exempt Exemption Certificate TX_01-339_b.pdf
Purchase will be used by a government agency Exempt Exemption Certificate TX_01-339_b.pdf
Purchase will be used in agriculture activities Exempt Exemption Certificate TX_01-339_b.pdf

Vermont

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale SST for Vermont VT_SST.pdft
Purchase will be used in manufacturing activities Resale SST for Vermont VT_SST.pdft
Purchase will be used in research and development activities Resale SST for Vermont VT_SST.pdft
Purchase will be used by a non-profit organization Resale SST for Vermont VT_SST.pdft
Purchase will be used by a government agency Resale SST for Vermont VT_SST.pdft
Purchase will be used in agriculture activities Resale SST for Vermont VT_SST.pdft

Virginia

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale Resale Certificate ST-10 VA_ST-10.pdf
Purchase will be used in manufacturing activities Exempt Exemption Certificate ST-11 VA_ST-11.pdf
Purchase will be used in research and development activities Exempt Exemption Certificate ST-11 VA_ST-11.pdf
Purchase will be used by a non-profit organization Exempt Exemption Certificate ST-11 VA_ST-11.pdf
Purchase will be used in agriculture activities Exempt Exemption Certificate ST-11 VA_ST-11.pdf

Washington

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale SST for Washington WA_SST.pdf
Purchase will be used in manufacturing activities Resale SST for Washington WA_SST.pdf
Purchase will be used in research and development activities Resale SST for Washington WA_SST.pdf
Purchase will be used by a government agency Resale SST for Washington WA_SST.pdf
Purchase will be used in agriculture activities Resale SST for Washington WA_SST.pdf

West Virginia

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale SST SST.pdf
Purchase will be used in manufacturing activities Resale SST SST.pdf
Purchase will be used in research and development activities Resale SST SST.pdf
Purchase will be used by a government agency Resale SST SST.pdf
Purchase will be used in agriculture activities Resale SST SST.pdf

Wisconsin

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale SST for Wisconsin WI_SST.pdf
Purchase will be used in manufacturing activities Resale SST for Wisconsin WI_SST.pdf
Purchase will be used in research and development activities Resale SST for Wisconsin WI_SST.pdf
Purchase will be used by a non-profit organization Exempt SST for Wisconsin WI_SST.pdf
Purchase will be used by a government agency Resale SST for Wisconsin WI_SST.pdf
Purchase will be used in agriculture activities Resale SST for Wisconsin WI_SST.pdf

Wyoming

Question Exempt Reason Certificate Template PDF
Purchase will be resold Resale SST SST.pdf
Purchase will be used in manufacturing activities Resale SST SST.pdf
Purchase will be used in research and development activities Resale SST SST.pdf
Purchase will be used by a non-profit organization Exempt SST SST.pdf
Purchase will be used by a government agency Resale SST SST.pdf
Purchase will be used in agriculture activities Resale SST SST.pdf