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Tax-Exempt Purchasing at Otto Frei: Fast, Self-Service Certificates with Vertex
We’ve streamlined B2B tax-exempt purchasing with the Vertex Exemption Certificate (EC) Wizard—a guided, self-service flow that lets qualified customers submit the right certificate for the right jurisdiction in minutes. Certificates are validated and stored securely, keeping your future orders smooth and audit-ready.
Why this benefits you
- Fewer delays, fewer re-bills: Submit once through the Wizard and get compliance validation against jurisdiction rules, which reduces back-and-forth and billing corrections.
- Self-service & guided: The Wizard walks you through certificate type and state/jurisdiction selection so you provide exactly what’s needed the first time.
- Audit-ready storage: Certificates are stored centrally with status/expiry tracking to help prevent surprises at renewal time.
- Better checkout experience: Accurate exemption data helps avoid being charged tax on qualifying purchases.
Who qualifies for a sales tax exemption?
Common reasons include resale, certain manufacturing uses, and qualifying nonprofit/organization purchases. You must provide a properly completed certificate for the state(s) where you buy or ship.
How to submit your certificate
- Go to our Exemption Certificate Wizard (the Wizard can only be launched from this page).
- Follow the guided steps to select your certificate type and jurisdiction, then upload/complete your form.
- Submit. Most certificates are approved within 1–2 business days. If there’s a complication, we’ll reach out by email for clarification.
Good to know
- Before billing matters: If your certificate is processed before we bill the order, tax is removed automatically. If tax appears on a billed invoice after you’ve submitted, contact us for a credit review.
- Jurisdiction specificity: Exemptions and acceptable forms vary by state; the Wizard helps you choose the correct form.
- Future orders: Once approved, your stored certificate streamlines subsequent qualifying purchases.
FAQ
Q: How fast is approval?
A: Certificates are typically approved within 1–2 business days. If we need more information, we’ll email you directly.
Q: Do I need a different certificate for each state?
A: It depends on where you buy/ship and state rules. The Wizard guides you to the right choice per jurisdiction.
Q: Is my information secure?
A: Certificates are stored in Vertex’s cloud-based system designed for secure retention and audit readiness.
Q: Does this work with my Shopify account?
A: Yes—Vertex integrates with Shopify to power accurate tax determination for B2B and non-B2B orders alike, based on your exemption data.
Start your exemption
Visit the Exemption Certificate Wizard to set up your tax-exempt purchasing with Otto Frei.