ExemptGuard – Tax Exemption

A tax-exempt sale needs a valid certificate on file. ExemptGuard adds an upload form to your storefront, reads the state, number and expiry off each PDF or image for you to confirm, and checks the form against the state, including multi-state MTC and SSUTA forms. Expired, invalid and pending certificates are flagged on your dashboard, with a history of every upload, approval and change. Approved buyers can be set tax-exempt. Download the register as a print-ready page, CSV or JSON.