How do I submit a Tax exempt certificate?

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You can submit a tax exemption certificate if you have a personal account or you are in a super administrator, administrator or buyer role on a company account.

  1.  Log in to your myTI dashboard.
  2.  Navigate to “Addresses” under “Ordering”, add new addresses if you don’t have one created. Select United States as the region. Complete the address form and save.
  3.  Navigate to “Checkout profiles” under “Ordering”, click “Add New” to add a new checkout profile.
  4.  On step 1 of the checkout profile, select United States as Ship to region. Currency is fixed to USD and cannot be changed. Click Next.
  5.  On step 2, select the shipping and billing address created above. Click Next.
  6.  On step 3, select “Yes” to the question "Would you like to apply official tax documents?". Click the link beneath the drop-down to create a new Tax ID.
  7.  Complete the tax certificate submission form and save.
  8.  After closing the confirmation dialog, select the newly created Tax ID from the dropdown.
  9.  Complete the remaining steps and save the checkout profile.
  10.  Navigate to “Tax IDs” under “Ordering”, your new U.S. Tax ID will be displayed with the latest status.

Mississippi does not require forms, so a copy of the customer’s sales tax permit can be used as a resale certificate or letters can be accepted.  Note: All other states do not accept a copy of the tax permit as a valid exemption certificate.

Washington and Florida have pre-made certificates for Resellers if the company is registered with the state.  No need to add/change any documentation on the form.  These certificates are the only ones we will accept for these 2 states.  

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