Create exemption certificate

Create an exemption certificate

curl --request POST \
  --url https://base_url/api/v1/exemption-certificates \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "customer_id": "<string>",
  "effective_date": "2023-12-25",
  "type": "SINGLE_STATE",
  "jurisdictions": [
    {
      "identification_type": "FEIN",
      "identification_number": "<string>",
      "country": "<string>",
      "state": "<string>",
      "reason": "PURPOSE_RESALE",
      "end_date": "2023-12-25",
      "is_active": true
    }
  ],
  "file_id": "<string>",
  "exemption_certificate_number": "<string>"
}
'

{
  "data": {
    "customer_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "file_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "type": "SINGLE_STATE",
    "verification_status": "<string>",
    "exemption_certificate_number": "<string>",
    "effective_date": "2023-12-25",
    "created_at": 123,
    "jurisdictions": [
      {
        "country": "<string>",
        "state": "<string>",
        "reason": "PURPOSE_RESALE",
        "is_active": true,
        "end_date": "2023-12-25",
        "identification_type": "FEIN",
        "identification_number": "<string>",
        "is_expired": true,
        "created_at": 123
      }
    ]
  },
  "message": "Successfully created exemption certificate."
}

POST

exemption-certificates

Create an exemption certificate

curl --request POST \
  --url https://base_url/api/v1/exemption-certificates \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "customer_id": "<string>",
  "effective_date": "2023-12-25",
  "type": "SINGLE_STATE",
  "jurisdictions": [
    {
      "identification_type": "FEIN",
      "identification_number": "<string>",
      "country": "<string>",
      "state": "<string>",
      "reason": "PURPOSE_RESALE",
      "end_date": "2023-12-25",
      "is_active": true
    }
  ],
  "file_id": "<string>",
  "exemption_certificate_number": "<string>"
}
'

{
  "data": {
    "customer_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "file_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "type": "SINGLE_STATE",
    "verification_status": "<string>",
    "exemption_certificate_number": "<string>",
    "effective_date": "2023-12-25",
    "created_at": 123,
    "jurisdictions": [
      {
        "country": "<string>",
        "state": "<string>",
        "reason": "PURPOSE_RESALE",
        "is_active": true,
        "end_date": "2023-12-25",
        "identification_type": "FEIN",
        "identification_number": "<string>",
        "is_expired": true,
        "created_at": 123
      }
    ]
  },
  "message": "Successfully created exemption certificate."
}

Authorizations

Authorization

string

header

required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Body

application/json

customer_id

string

required

The unique identifier of the customer.

effective_date

string<date>

required

ISO 8601 formatted date string indicating the effective date.

type

enum<string>

required

Enum representing the type of the exemption certificate (Streamlined Sales Tax, Multistate Tax Commission, or single state). More details here.

Available options:

SINGLE_STATE,

SST,

MTC

jurisdictions

object[]

required

Show child attributes

jurisdictions.identification_type

enum<string>

required

Enum representing the type of identification number used for the exemption. Federal EIN, Taxpayer Id Number, or Drivers License are common values for this field. "Other" is also accepted.

Available options:

FEIN,

TIN,

DL,

OTHER

jurisdictions.identification_number

string

required

Identification number for the exemption.

jurisdictions.country

string

required

ISO 3166-1 alpha-2 country code.

jurisdictions.state

string

required

ISO 3166-2 subdivision code.

jurisdictions.reason

enum<string>

required

Enum representing the reason for the exemption.

Available options:

PURPOSE_RESALE,

ENTITY_TYPE_NONPROFIT,

GOVERNMENT,

MANUFACTURER,

AGRICULTURAL,

OTHER

jurisdictions.end_date

string<date>

ISO 8601 formatted date string indicating the expiration date of this particular exemption. For multistate exemption certificates, the expiration date can be different in different states..

jurisdictions.is_active

boolean

Indicates whether the exemption should be taken into account when performing tax calculations. When true, applicable transactions will be exempted from tax (unless the certificate is expired).

file_id

string

Identifier of the file to use as the exemption certificate.

exemption_certificate_number

string

The exemption certificate number.

Maximum string length: 20

Response

Successful exemption certificate creation

data

object

Show child attributes

data.customer_id

string<uuid>

The unique identifier of the customer.

data.file_id

string<uuid> | null

Identifier of the file to use as the exemption certificate.

data.type

enum<string>

Enum representing the type of the exemption certificate (Streamlined Sales Tax, Multistate Tax Commission, or single state). More details here.

Available options:

SINGLE_STATE,

SST,

MTC

data.verification_status

string

Verification status of the exemption certificate.

data.exemption_certificate_number

string

The exemption certificate number.

data.effective_date

string<date>

ISO 8601 formatted date string indicating the effective date.

data.created_at

integer<int64>

Timestamp in UTC when this exemption certificate was created.

data.jurisdictions

object[]

List of jurisdictions where the exemption is applicable.

Show child attributes

data.jurisdictions.country

string

ISO 3166-1 alpha-2 country code.

data.jurisdictions.state

string

ISO 3166-2 subdivision code.

data.jurisdictions.reason

enum<string>

Enum representing the reason for the exemption.

Available options:

PURPOSE_RESALE,

ENTITY_TYPE_NONPROFIT,

GOVERNMENT,

MANUFACTURER,

AGRICULTURAL,

OTHER

data.jurisdictions.is_active

boolean

Indicates whether the exemption should be taken into account when performing tax calculations. When true, applicable transactions will be exempted from tax (unless the certificate is expired).

data.jurisdictions.end_date

string<date> | null

ISO 8601 formatted date string indicating the expiration date of this particular exemption. For multistate exemption certificates, the expiration date can be different in different states..

data.jurisdictions.identification_type

enum<string>

Enum representing the type of identification number used for the exemption. Federal EIN, Taxpayer Id Number, or Drivers License are common values for this field. "Other" is also accepted.

Available options:

FEIN,

TIN,

DL,

OTHER

data.jurisdictions.identification_number

string

Identification number for the exemption.

data.jurisdictions.is_expired

boolean

Indicates if the exemption is expired.

data.jurisdictions.created_at

integer<int64>

Timestamp in UTC when this jurisdiction exemption was created.

message

string

Example:

"Successfully created exemption certificate."

Exemption Certificates Get exemption certificate

⌘I

Sales Tax API

Core Concepts

Corporations

Calculate

Transactions

Nexus

Registrations

Filings

Products

Customers

Exemption Certificates

Files

Webhooks

Authorizations

Body

Response