Tax-Exempt Purchasing at Otto Frei: Fast, Self-Service Certificates with Vertex

Rhett Frei
2025-09-22T19:36:07-07:00

Submit tax exemption certificates in minutes with our Vertex EC Wizard. Approvals take 1–2 business days, and we’ll reach out by email if more information is needed. Launch it directly from our Exemption Wizard page.

Más

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

1. Go to our Exemption Certificate Wizard (the Wizard can only be launched from this page).

2. Follow the guided steps to select your certificate type and jurisdiction, then upload/complete your form.

3. 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.