How to Upload Exemption Certificates in Bulk
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
Step-by-Step Instructions
- Download the Exemption Certificate Bulk Upload template.
- Complete the template using the certificate details you have available.
- 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.
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.
- 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.
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.