Customer Application
Tax Exemption Documentation Requirements
Please ensure all submitted documentation meets the requirements for your specific exemption type.
- Bill-to Name & Address
- Reason for Exemption
- Seller Name & Address
- Date (must not be expired)
- Signature
- Description of items purchased
- Bill-to Name & Address
- Business Registration Status
- Seller Name & Address
- Date (must not be expired)
- Signature & Title
- Description of items to be purchased
- Description of business
- State Registration/Permit/ID Numbers
- Bill-to Name & Address
- Date (must not be expired)
- Signature
- Seller Name & Address
- Description of items purchased
- Reason for Exemption
- Direct Pay Permit number
- Ship-to Name & Address
- Seller Name & Address
- Reason for Exemption (Must apply to Charm products: farm, processing, manufacturing, agriculture, dairy)
- Date (must not be expired)
- Signature
- Description of items purchased
- Ship-to Name & Address (Campus Address with note that all buildings are covered by Exemption)
- Seller Name & Address (Requirements vary by certificate)
- Reason for Exemption
- Date (must not be expired)
- Signature
- Exemption Letter
- Email confirmation of ship-to addresses covered by exemption
Important Notes:
- Requirements may vary based on state-specific exemption certificates.
- For addresses not referenced in the certificate, email confirmation is required to verify coverage under the exemption.
- Documentation requirements apply to all tax-exempt customers.