If you have a large number of Exemption Certificates to add to your account, our Support Team can help with a bulk upload. This guide walks through how to complete and submit the exemption certificate bulk upload template. Following these steps ensures certificates are processed quickly and accurately by our team.

If you have a large number of Exemption Certificates to add to your account, our Support Team can help with a bulk upload. This guide walks through how to complete and submit the exemption certificate bulk upload template. Following these steps ensures certificates are processed quickly and accurately by our team.

## Template

[Template for Bulk Exemption Certificate Upload.xlsx 7399](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/6e90142f-82fb-4577-a139-3b71a3cff7d6/25b4a47c-384b-4675-97f5-e37a1d79ac4e/Template%20for%20Bulk%20Exemption%20Certificate%20Upload.xlsx?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL3WRRX65VL%2F20260408%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260408T134627Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEDYaCXVzLWVhc3QtMiJHMEUCIQD%2B3dv2xKoay2CgQiKs9KD6qs6W5BO02XTNGcSUtJ0VAgIgQrZQARQI5k3s1CQSmUUx4pe9uldeLIaDANT0DCS6ML8q5gUI%2F%2F%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FARACGgwzMDgxMjU5NzUyODciDNiqZJAl3ltI%2Be2rDyq6BcepSnmPNXC0h3XgDNLTiMRpNnN5yZ%2Bshuo7qhdw2O%2BH44s2RdwnjwAflj2RkS4pcZFgT7ZxahRj00imglW7ZMOAOa%2BJ%2BxQTB2ax%2FCL%2FAW4Xnky7ZhXSIEOnwdMWLJpw0zvWVqk3CDcSCwU35pSJmE7ACg11U%2B%2Fw1F4eSkbyixfHFCxIkShNFU75%2BVwAg2uEKJNImfm1U1zbKXidCbtGdx2sl02p2bjVMp3Q2ef67n8fv4OGb2H09gWRpTS5BWAtHYNPp%2Fb8QV%2FEkgYwH0lTsyzuKjiBG3a8GICDenLD%2F4KSUwxysAtINVEUpwaY4goeUwLYf297XL0Jr5v2i%2Frc9a%2FcBzNTrkJHkLf3mNdK9kMOUPbn0oR6Mm6y24tkc5IMfPmy%2BocnrsPqmwVrYpsM5hE7zacTdMBin77BTfgnXDiPpywDkhHvQFVWa3%2Fu1toXbWWfpeOPpF0wPL0byR6fo7osCyDIzJVHLY37PN6fH2rSysIsXnaWUBil4y0Ag7u%2FztEhBl6IP%2BhuEjXkSCiJL%2BmFvelfTj0WPZ8eTKGflfU4%2Bx6r0is7mQ4btp%2BQ0nm5FbHwx4enrfYd1%2FV2PhbLk9qnow4dGwJMTjYDjMBBR1ZbEA6P6z68yu5tkHaT519DNxc1XdRKljO1yNKXwfWm9iK%2BFSpsA3nSPCbVaw3p5XaSKy96hyco0EHejSPLtA07HcDbB5w7TZmJNis3s6aI40wUDjryhTAQ%2B8ZSUJvbVBlJnjZzfcRt0WPmX59e0NiPjW6EtzG4a5ub2VGLkFPNbkApdhOJntrHi6TcqgtKXkgYeL9dQUaVqbjYyf2WcawrRj0BLrt8gmQcwLMpkQOlcU%2FzVyFvx6H40C7PrRBKpu9zj%2BWnCptf8hZ3I65gN4MHtl9VvsSO94sIENYYsBIyWoGcqeFtpB%2BlAChwMNyz2c4GOpABtJgJzd5nmz4AvdUv9AxO1SsRjxSaZON9qWe1eJSY7syCgCWQQDjLM%2BL4DmkF5AGghGDrdcQobSA0H72OZrfpFNp7f84EepBkNMundVBSQLhUIKNh9jC2nrtiGb0mtuvYnmqGFSxud8SgJ4Xp648jJsTSKuBpdDlApCnED%2F5Yln3bEd0D8%2BNkiKEm54etVfxr&X-Amz-Signature=befd98dae0a4c2131453260ab26a27d7bc2d6c65c3673ba4cda4090e0d78ec5e&X-Amz-SignedHeaders=host&response-content-disposition=attachment)


## Step-by-Step Instructions


1. **Download the Exemption Certificate Bulk Upload template.**
2. **Complete the template** using the certificate details you have available.
3. **Send the completed template** to our support team at **support@taxcloud.com**.


---

## Fields

Each row in the template represents a single exemption certificate. You must provide all required fields for each certificate. The required columns are highlighted in yellow in the template.


---

| **Column** | **Field Name** | **Description** | **Required field?** | **Data Type** | **Example** |
|----|----|----|----|----|----|
| A | ==Customer ID== | Unique identifier that matches the Customer ID imported via the integration | Required | Text | 54b-9737-v981 |
| B | Title | Job title or position within the exemption certificate holder's company | Optional | Text | Chief Executive Officer |
| C | ==First Name== | First name or business name of the exemption certificate holder | Required | Text | John or TaxCloud |
| D | Last Name | Last name of the exemption certificate holder | Optional | Text | Doe |
| E | Country | Country associated with the address | Optional (defaults to US) | Picklist (US or CA) | US |
| F | ==Address 1== | The first line of the address (e.g., street, PO Box, or building) | Required | Text | 1401 Lavaca Street |
| G | Address 2 | The second line of the address, if applicable (e.g., apartment or suite number) | Optional | Text | Suite 41645 |
| H | ==City== | City or post-town of the customer | Required | Text | Austin |
| I | ==State== | State, province, county, or other large territorial division of the exemption certificate holder | Required | 2-character US State | TX |
| J | ==Zip Code== | ZIP code of the exemption holder (include ZIP+4 if applicable) | Required | US Zip Code | 78701-1634 |
| K | State Incorporated | US state where the business is legally incorporated | Optional | 2-character US State | TX |
| L | ==Business Type== | Select the exemption certificate holder's business type from the list provided | Required | Picklist (See Business Type options below) | BusinessServices |
| M | Other Business Type | If the Business Type is 'Other', specify it here | Required if 'Other' selected | Text | Charity |
| N | Tax Number Type | Provide the business' type of tax identification number | Optional | Picklist (See Tax Number Type options below) | Tax ID |
| O | Tax Number | Enter the exemption certificate holder's tax identification number | Optional | Text | 123456789 |
| P | Created Date | Enter the date the certificate was created | Optional | Date (MM/DD/YYYY) | 12/04/2025 |
| Q | Certificate ID | Enter the unique ID for the exemption certificate | Optional | Text | - |
| R | ==Certificate Reason== | The reason the customer is exempt from taxes | Required | Picklist (See Certificate Reason Options below) | CharitableOrganization |
| S | Other Certificate Reason | If the Certificate Reason is 'Other', specify it here | Required if 'Other' selected | Text | - |
| T | ==State Abbreviation== | The two-letter abbreviation in which the Exemption Certificate is applicable. If the certificate applies to multiple states, enter each state's information on a separate row. | Required | US State or Territory | OH |
| U | ==Reason for Exemption== | A brief explanation for why the entity is exempt from tax | Required | Text (20 character limit) | Purchase for Resale |
| V | ID Number (if required) | Any additional ID number required to validate the exemption | Optional | Text | 123456 |

## Picklist Options

### Business Type Options (Column L)

* AccommodationAndFoodServices
* AgriculturalForestryFishingHunting
* BusinessServices
* Construction
* EducationAndHealthCareServices
* FinanceAndInsurance
* Government
* InformationPublishingAndCommunications
* Manufacturing
* Mining
* NonprofitOrganization
* NotABusiness
* **Other** (must specify in Column M)
* ProfessionalServices
* RealEstate
* RentalAndLeasing
* RetailTrade
* TransportationAndWarehousing
* Utilities
* WholesaleTrade

### Tax Number Type Option (Column N)

* Driver's License/State Issued ID
* Federal Employer Identification
* Foreign Diplomat
* Social Security
* Tax ID

### Certificate Reason Options (Column R)

* AgriculturalProduction
* CharitableOrganization
* DirectMail
* DirectPayPermit
* EducationalOrganization
* FederalGovernment
* ForeignDiplomat
* IndustrialProductionOrManufacturing
* **Other** (must specify in Column S)
* ReligiousOrganization
* Resale
* StateOrLocalGovernment
* TribalGovernment


---

## Quick Reference: Required Fields Only

**Must Complete:**

* A: Customer ID
* C: First Name
* F: Address 1
* H: City
* I: State
* J: Zip Code
* L: Business Type
* R: Certificate Reason
* T: State Abbreviation
* U: Reason for Exemption

**Conditional Requirements:**

* M: Other Business Type (required only if L = "Other")
* S: Other Certificate Reason (required only if R = "Other")


---

## Tips & Important Notes

* **Multiple States** If a certificate applies to more than one state, enter **each state on a separate row** using the same **Customer ID**.
* **Special Conditions** If you select **“Other”** for *Business Type* or *Certificate Reason*, you must provide additional details in the corresponding text field.
* **Country Default** If the **Country** column is left blank, it will automatically default to **US**.


---

## Tips & FAQs for Filling Out the Template

### What is the Exemption Group ID?

The **Exemption Group ID** is used to group multiple certificates that belong to the same client.

**Example:** If customer *Acme Corp* has two certificates for two different states, both certificates should share the same Exemption Group ID (for example, 1). If each certificate belongs to a different business, assign a unique Exemption Group ID to each one (for example, 1, 2, 3).


---

### Do all columns need to be filled out?

No. Only the fields marked as **Required** must be completed. Optional fields can be filled in if that information is available.


---

### Can one customer have multiple certificates?

Yes. Use the same **Customer ID** for all certificates that belong to the same customer. Each certificate should be entered on a separate row.


---

### What if my certificate covers multiple states?

Enter each state on its own row. Use the same **Customer ID** and certificate details for each row, changing only the state-specific information as needed.

How to Upload Exemption Certificates in Bulk

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