Iowa State Sales Tax Exemption Form

Use a Iowa State Sales Tax Exemption Form 2020 template to make your document workflow more streamlined.

What the Iowa exemption form does

The Iowa State Sales Tax Exemption Form documents why a purchaser claims that a transaction is exempt from Iowa sales tax. The purchaser completes the applicable identification and exemption information, signs the certification, and gives the form to the seller for the seller’s records. The form supports the seller’s decision not to collect tax; it does not itself create an exemption that Iowa law does not provide. Businesses should confirm the exemption basis and retain the completed record with related invoices under applicable Iowa and federal tax-record rules.

Purchasing teams

Purchasing departments collect signed Iowa exemption forms from vendors or buyers and connect them with purchase orders, invoices, and exemption documentation.

Accounting teams

Accounting departments retain completed forms with transaction records, review exemption claims, and prepare supporting evidence for tax examinations or internal reconciliation.

How the Iowa form workflow works

The signNow workflow turns the Iowa exemption document into a controlled record without changing the exemption rules that apply to the transaction.

Upload form: Upload the Iowa form into signNow.
Add fields: Auto-detect or place its fields manually.
Assign roles: Assign purchaser and seller signing roles.
Complete record: Send, sign, and store the completed record.

Setting	Recommendation
Signer authentication method	Email verification with SMS OTP
Signature type	Typed or drawn electronic signature
Audit trail	Enabled for every completed form
Document retention	Three years from filing (IRC §6501(a))
Encryption	TLS 1.2/1.3 and AES-256

Authenticate signer:

Records the signer’s authentication event and access context.

Capture timestamps:

Captures signing time and each recorded action.

Hash document:

Associates the completed Iowa form with document integrity data.

Seal document:

Seals the signed record against undetected changes.

Build certificate:

Creates a chronological certificate of completion.

Export evidence:

Allows authorized users to retrieve or export the audit trail.

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Platform requirements for Iowa forms

signNow supports browser-based completion through Chrome, Firefox, Safari, and Edge on Windows and macOS, with iOS and Android apps for mobile signing. Use a current browser, a reliable connection, and a device capable of displaying the full Iowa exemption form before sending it.

Browsers Chrome, Firefox, Safari, Edge
Desktop systems Windows and macOS desktops
Mobile apps iOS and Android apps

Teams handling Iowa exemption records should also review managed-device controls, identity provisioning, and storage permissions. Enterprise deployments may use SSO, API access, and integrations with systems such as NetSuite, Microsoft 365, Google Drive, Box, or Salesforce when the completed form must move into an established accounting or records workflow.

Connect exemption records to business systems

Connect Iowa exemption workflows with CRM, ERP, document storage, and collaboration tools so completed records move into the systems teams already use.

Security for Iowa tax records

Encryption:

TLS 1.2/1.3 and AES-256

Independent assurance:

SOC 2 Type II certified

Security management:

ISO 27001 certified

Signature legality:

ESIGN and UETA compliant

Privacy controls:

GDPR and CCPA compliant

Protected information:

HIPAA compliant with BAA

Find and fill out the correct iowa state sales tax exemption form 2013

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.

Versions	Form popularity	Fillable & printable
IA DoR 31-014 2021	4.8 Satisfied (1420 Votes)
IA DoR 31-014 2020	4.8 Satisfied (1776 Votes)
IA DoR 31-014 2018	4.8 Satisfied (2685 Votes)
IA DoR 31-014 2014	4.8 Satisfied (231 Votes)

Features	Features	signNow	DocuSign	Adobe Sign
Starting price annually	$8/user/month	Not verified	Not verified	Not verified
Free trial availability	7 days, no card	Not verified	Not verified	Not verified
Bulk send availability	Business Premium	Not verified	Not verified	Not verified
Audit trail availability	Business plan	Not verified	Not verified	Not verified
HIPAA availability	Compliant, BAA required	Not verified	Not verified	Not verified

Risks of incorrect exemption claims

Tax charged

Seller may charge sales tax

Claim rejection

Exemption claim may be rejected

Audit evidence

Incomplete records weaken audit evidence

Tax liability

Incorrect use creates tax liability

Privacy and disclosure risks

The completed form may expose a purchaser’s tax or business information when sent to recipients who do not need access.
A missing electronic-record consent disclosure can create problems for consumer-facing transactions under ESIGN 15 U.S.C. §7001(c).
Shared workspace permissions may let unauthorized staff edit an Iowa exemption template or access completed tax records.
A seller may lack the invoice, purchase context, or exemption basis needed to evaluate the signed form.

Record-keeping practices for Iowa forms

A defensible Iowa exemption file connects the signed form, its transaction, its exemption basis, and the evidence showing when and how the record was completed.

Attach supporting transaction records

Keep the signed Iowa exemption form with the invoice, purchase order, and documentation supporting the claimed exemption. This gives the seller a transaction-specific record instead of an isolated signature and helps explain why Iowa sales tax was not collected.

Export the audit trail

Export the signNow audit trail with the completed form and store both under the same transaction identifier. The audit trail should preserve signer identity evidence, timestamps, recorded actions, and the final document’s reproducible form.

Apply the applicable period

Apply the longest retention period required by the related tax or employment record, rather than deleting the exemption form when the invoice is paid. IRC §6501(a) generally provides three years after filing for federal tax assessment.

Restrict access and archive securely

Limit access to staff who evaluate, approve, or retain Iowa exemption documentation. Review shared templates regularly, prevent unauthorized edits, and use encrypted storage for signed forms containing tax identification or business information.

Retention periods for related records

Keep the signed Iowa exemption form with the transaction records supporting the claimed exemption, using the longest applicable retention rule.

Three years: filed tax records

IRC §6501(a) generally limits federal assessment to three years after filing.

Six years: substantial understatement

IRC §6501(e) provides six years when gross income is understated by more than 25 percent.

Indefinite: fraud or no return

IRC §6501(c) provides no limitation period for fraud or failure to file.

Three years: payroll records

29 CFR §516.5 requires covered payroll records for three years.

Iowa period: verify state rule

State retention rules may exceed federal periods; verify Iowa requirements for the transaction.

Teams that manage exemption forms

A finance administrator can upload the Iowa State Sales Tax Exemption Form, maintain a reusable signNow template, assign signer roles, and delegate sending to approved staff. Workspace permissions help separate template editing from routine delivery while preserving the completed document and audit trail for tax records.
A purchasing team can use a shared signNow template when suppliers request Iowa exemption documentation. Administrators control access, staff send the form to authorized signers, and completed copies remain available for reconciliation, vendor onboarding, and responses to Iowa Department of Revenue inquiries.

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Iowa exemption form troubleshooting

These answers address field setup, electronic-signature evidence, plan limits, and tax-record handling for this Iowa form.

Upload the Iowa form as a PDF, then use signNow’s field detection and editor to place purchaser, seller, date, and signature fields. Review every detected field manually because an image-only or unusual PDF may require manual placement before sending.

The signNow Business plan includes templates and audit trails at $8 per user per month when billed annually. Business Premium adds bulk send at $15, which is relevant when the same exemption form must reach many suppliers.

An electronic Iowa exemption form can be signed through signNow when the parties consent and the transaction falls within ESIGN and applicable state electronic-transactions law. Preserve the signed record and audit trail so it remains accurately reproducible.

For a consumer-facing transaction, ESIGN requires disclosure of the right to receive paper records, access to the electronic format, and a way to withdraw consent under 15 U.S.C. §7001(c). Configure the workflow accordingly before requesting a signature.

If an Iowa purchaser lacks authority to claim the exemption, do not solve the problem by changing fields or adding a signature. Confirm the exemption basis with the purchaser and seller before sending a corrected form.

Business plans include 100 signature invites per user per year, with overage fees applying after the included amount. The Site License uses $1.50 per signature invite and is designed for unlimited users and high document volume.

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