Upload an exemption certificate


A sales tax exemption is when a purchaser can legally make a tax-free purchase with the help of an exemption certificate. This certificate documents the exemption the purchaser claims to make a tax-free purchase. Common types of exemption certificates you can upload in Anrok include:

  • Multiple Points of Use Exemption — A document granted for certain items or services that will be used at multiple locations or for multiple purposes. This exemption allows the purchaser to pay a reduced sales tax rate based on the anticipated multiple uses or locations.
  • Non-Profit Exemption — A document issued to qualifying nonprofit organizations by a governmental authority, such as the Internal Revenue Service (IRS). This certificate exempts the organization from certain taxes that would otherwise apply to for-profit businesses.
  • Resale (Reseller) Exemption — A document that proves to the seller that the buyer is a legitimate reseller and eligible for sales tax exemption. Reseller purchases are generally tax-exempt because the ultimate consumer will pay sales tax when they purchase the product.

If one of your customers has an exemption certificate, you are responsible for determining whether they are making an exempt purchase and adequately completing the exemption certificate. Once the certificate is verified, you can add the certificate to Anrok to prevent tax from being applied to the customer's invoices.

If one of your customers opts to self-assess and report sales tax to the jurisdiction directly, you can upload their direct payment permit Direct Payment Permit
A permit that allows the holder to purchase tangible personal property for use without paying tax or tax reimbursement to the seller from whom the purchase is made.

This relieves that seller from liability for tax on the transaction, provided that the seller obtains the direct payment permit from the purchaser.
, which will function in Anrok similarly to an exemption certificate and prevent tax from being calculated on their invoices.



Add an exemption certificate

You can upload a customer's tax exemption certificates into Anrok to prevent tax from being calculated on their transactions.

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Once an exemption certificate is uploaded, it will only automatically apply to new transactions created moving forward and will not apply to prior transactions. If you need an exemption certificate to apply to a previous transaction, please contact support@anrok.com.

Try uploading a tax exemption certificate in the demo above ☝️

  1. In the Anrok app CleanShot 2023-07-20 at 12.02.21@2x.png, go to Certificates. Take me there!
  2. Select Add or request certificate, then click Upload a certificate.

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    Customers on Anrok's Growth plan can select to automatically prefill certificate information using AI. Please contact hello@anrok.com to upgrade and unlock AI prefill capabilities.

  3. Under Customer details, search for the customer in the search bar. If the customer does not exist in Anrok yet, click +Add customer.
  4. Under Certificate details, upload the exemption certificate, then enter the Start date.
  5. Under Jurisdiction details, enter the Jurisdiction where the exemption certificate is valid. If there are multiple jurisdictions, you can select +Add a jurisdiction.
  6. When you are finished, click Save.


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