Sales Tax API
Core Concepts
Corporations
Calculate
Transactions
- Tax Transactions
- POSTCreate a transaction
- GETGet transaction
- GETList transactions
- DELDelete transaction
- Refund Transactions
- Bulk Transaction Import
Nexus
Registrations
Products
Customers
Exemption Certificates
Create exemption certificate
Create an exemption certificate for a customer
curl --request POST \
--url https://base_url/api/v1/exemption-certificates \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '{
"customer_id": "<string>",
"file_id": "<string>",
"effective_date": "2023-12-25",
"type": "SINGLE_STATE",
"exemption_certificate_number": "<string>",
"jurisdictions": [
{
"identification_type": "FEIN",
"identification_number": "<string>",
"country": "<string>",
"state": "<string>",
"reason": "PURPOSE_RESALE",
"end_date": "2023-12-25",
"is_active": true
}
]
}'{
"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
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Body
The unique identifier of the customer.
ISO 8601 formatted date string indicating the effective date.
Enum representing the type of the exemption certificate (Streamlined Sales Tax, Multistate Tax Commission, or single state). More details here.
SINGLE_STATE, SST, MTC 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.
FEIN, TIN, DL, OTHER Identification number for the exemption.
ISO 3166-1 alpha-2 country code.
ISO 3166-2 subdivision code.
Enum representing the reason for the exemption.
PURPOSE_RESALE, ENTITY_TYPE_NONPROFIT, GOVERNMENT, MANUFACTURER, AGRICULTURAL, OTHER 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..
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).
Identifier of the file to use as the exemption certificate.
The exemption certificate number.
20Response
The unique identifier of the customer.
Identifier of the file to use as the exemption certificate.
Enum representing the type of the exemption certificate (Streamlined Sales Tax, Multistate Tax Commission, or single state). More details here.
SINGLE_STATE, SST, MTC Verification status of the exemption certificate.
The exemption certificate number.
ISO 8601 formatted date string indicating the effective date.
Timestamp in UTC when this exemption certificate was created.
List of jurisdictions where the exemption is applicable.
ISO 3166-1 alpha-2 country code.
ISO 3166-2 subdivision code.
Enum representing the reason for the exemption.
PURPOSE_RESALE, ENTITY_TYPE_NONPROFIT, GOVERNMENT, MANUFACTURER, AGRICULTURAL, OTHER 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).
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..
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.
FEIN, TIN, DL, OTHER Identification number for the exemption.
Indicates if the exemption is expired.
Timestamp in UTC when this jurisdiction exemption was created.
"Successfully created 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>",
"file_id": "<string>",
"effective_date": "2023-12-25",
"type": "SINGLE_STATE",
"exemption_certificate_number": "<string>",
"jurisdictions": [
{
"identification_type": "FEIN",
"identification_number": "<string>",
"country": "<string>",
"state": "<string>",
"reason": "PURPOSE_RESALE",
"end_date": "2023-12-25",
"is_active": true
}
]
}'{
"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."
}