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Uniform Sales Use Tax Exemption Resale

Use a Uniform Sales Use Tax Exemption Resale 2019 template to make your document workflow more streamlined.

What the resale exemption certificate does

The Uniform Sales Use Tax Exemption Resale certificate documents that a purchaser is buying taxable goods for resale rather than personal use. The purchaser generally provides the completed certificate to the seller, identifies the business and resale purpose, and signs it before or during the transaction. The seller retains the certificate as support for treating the sale as exempt, subject to applicable state rules. Requirements, accepted formats, and whether one certificate covers multiple purchases vary by state, so businesses should verify the governing state revenue authority’s instructions.

Who uses the resale certificate

Purchasing teams

Purchasing departments collect resale certificates from buyers who acquire inventory for resale, then connect the signed record to purchase orders, invoices, and vendor files. The certificate supports the seller’s exemption documentation but does not independently establish eligibility under every state’s tax law.

Resale businesses

Wholesalers, distributors, and retailers use the certificate when documenting qualifying resale transactions. Finance or tax staff should verify registration information, confirm state-specific requirements, and retain the signed certificate with the transaction records needed to support the sales-tax treatment.

How to complete the resale certificate

Complete the purchaser and resale information first, then use signNow to prepare, sign, share, and preserve the record.

  • Upload certificate: Upload the completed resale certificate and let signNow detect fillable fields.
  • Check details: Review purchaser, business, registration, and signature fields before sending.
  • Send for signature: Send the certificate to the purchaser or authorized representative for signing.
  • Archive record: Store the signed certificate with its audit trail and related transaction record.

Features that support resale certificates

signNow organizes certificate preparation, signer routing, evidence capture, and storage around the purchaser’s resale transaction and the seller’s recordkeeping process.

Field detection

Automatic field detection identifies fillable areas after upload, helping users prepare purchaser information, resale details, dates, and signature fields before sending the certificate for completion.

Reusable template

Reusable templates preserve the certificate layout and recurring field placement, reducing rework when a business prepares resale documentation for repeated transactions or multiple authorized purchasers.

Remote signing

Email delivery or a signing link lets an authorized purchaser review the certificate remotely, while signNow records the signing event and completed document together.

Audit trail

The audit trail records signer activity, timestamps, and document history, providing transaction evidence that can be retained with the resale certificate and related invoice.

Signer verification

SMS one-time passcodes can add signer verification when the workflow requires stronger attribution than an email invitation alone, subject to the selected signNow configuration.

Business integrations

Connections to systems such as NetSuite, Salesforce, Google Drive, Box, and Microsoft 365 help route completed resale certificates into existing records processes.

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Recommended resale certificate setup

Configure the resale certificate workflow around signer attribution, reproducible records, encryption, and retention obligations for the underlying transaction.

SettingRecommendation
Authentication methodEmail invitation with SMS OTP when required
Signature typeTyped or drawn electronic signature
Audit trailEnabled for every completed certificate
Document retentionThree years from filing under IRC §6501(a)
Encryption and provisioningAES-256 storage with administrator-controlled access

Find and fill out the correct uniform sales amp use tax exemptionresale certificate

airSlate SignNow helps you fill in and sign documents in minutes, error-free. Choose the correct version of the editable PDF form from the list and get started filling it out.

VersionsForm popularityFillable & printable
MTC Uniform Sales & Use Tax Exemption Resale Certificate *2019 20194.8 Satisfied (2652 Votes)

Connect resale certificates to business systems

Connect the certificate workflow with CRM, ERP, cloud storage, and project systems to route completed records into existing business processes.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Security for signed resale records

Legal framework:

ESIGN and UETA support electronic records

Data encryption:

AES-256 protects stored certificate data

Transport security:

TLS 1.2/1.3 protects data in transit

Control assurance:

SOC 2 Type II certification supports controls

Security certification:

ISO 27001 certification supports information security

Signer authentication:

Two-factor authentication adds signer verification

Retention rules for related records

Retain the signed resale certificate with the transaction record and apply the rule that governs the record’s actual business context. State requirements may exceed federal periods.

01

Three years for federal tax records

IRC §6501(a) generally provides three years from filing for federal tax assessment records.
02

Six years for substantial understatement

IRC §6501(e) can extend the period to six years for a 25% income understatement.
03

Six years for HIPAA records

45 CFR §164.530(j) requires six years for HIPAA-covered records involving protected health information.
04

Three years for payroll records

29 CFR §516.5 requires three years for basic FLSA payroll records connected to employment transactions.
05

Five years for injury records

29 CFR §1904.33 requires five years for OSHA injury and illness records after the reporting year.

What the signNow audit trail records

The audit trail supplements the resale certificate by documenting how the electronic record was accessed, signed, completed, and preserved.

01

Authenticate signer:

SignNow records the signer’s configured authentication event and access details.
02

Capture timestamps:

The audit trail captures signing time and document activity timestamps.
03

Record document history:

The completed file receives document-history evidence associated with the transaction.
04

Seal record:

The signed record is sealed against later unnoticed workflow changes.
05

Preserve evidence:

SignNow preserves the certificate and completion evidence for review.
06

Export audit trail:

Authorized users can retrieve or export the signed record and audit trail.

Questions about completing the resale certificate

These answers address completion, signing, authentication, plan capabilities, and retention for this resale exemption workflow.

Upload the original certificate to signNow, use automatic field detection, and confirm every state-required field manually. The Business plan includes templates and audit trails; ESIGN and UETA support electronic signatures when intent, consent, attribution, and record retention are established.

A typed, drawn, or click-to-sign signature can evidence intent under ESIGN and UETA when the signer consents and the record remains reproducible. Confirm the seller accepts an electronic certificate and follow the applicable state revenue authority’s requirements.

The Business plan provides legally binding eSignatures, templates, and audit trails. Business Premium adds bulk send, which can distribute the same resale certificate workflow to multiple purchasers, while Enterprise adds advanced signer authentication for higher-control processes.

Use signNow’s signer authentication options, including SMS one-time passcodes where configured, to strengthen attribution. Authentication does not replace the purchaser’s obligation to provide accurate registration details or the seller’s duty to apply state tax rules.

Complete the purchaser name, business address, tax registration details, and resale explanation from authoritative business records. signNow preserves the completed document and audit trail, but it does not determine whether a purchaser legally qualifies for exemption.

Export the signed certificate and audit trail from signNow and store them with the related invoice or purchase record. Retention depends on the transaction and state rule; federal IRS tax records generally use three years from filing under IRC §6501(a), subject to exceptions.

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