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.
- Log in to your myTI dashboard.
- 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.
- Navigate to “Checkout profiles” under “Ordering”, click “Add New” to add a new checkout profile.
- 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.
- On step 2, select the shipping and billing address created above. Click Next.
- 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.
- Complete the tax certificate submission form and save.
- After closing the confirmation dialog, select the newly created Tax ID from the dropdown.
- Complete the remaining steps and save the checkout profile.
- 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.