Pennsylvania Exemption Certificate Rev 1220 Form

Use a Pennsylvania Exemption Certificate Rev 1220 Form 2020 template to make your document workflow more streamlined.

What the Pennsylvania exemption certificate does

The Pennsylvania Exemption Certificate Rev 1220 Form documents a purchaser’s claim that a purchase is exempt from Pennsylvania sales and use tax. The purchaser gives the completed certificate to the seller, identifying the purchaser, the transaction’s exemption basis, and the required certification. The seller retains it as support for treating the sale as exempt. signNow can hold the PDF, detect fillable areas, route it to the authorized signer, and preserve the signed certificate with an audit trail. The certificate does not itself replace a seller’s tax records or determine whether the exemption is valid.

Pennsylvania sellers

Pennsylvania retailers and wholesalers use the certificate workflow to collect a purchaser’s exemption claim before recording an exempt sale and sharing the signed form with the seller’s tax records.

Exempt purchasers

Purchasing departments, contractors, nonprofits, and other eligible purchasers use it to document the exemption basis for qualifying purchases and return an authorized certification to the vendor.

How to complete the certificate

Use this workflow to prepare the Pennsylvania certificate, obtain the required signature, and preserve the completed record for the seller’s tax file.

Upload the form:
Upload the Pennsylvania exemption certificate PDF to signNow.
Check the fields:
Review detected fields and add purchaser information.
Assign the signer:
Assign the authorized signer and required signature field.
Send for signature:
Send the completed certificate and monitor its status.

Setting	Recommendation
Authentication and provisioning	Email verification with role-based access
Signature type	Typed or drawn electronic signature
Audit trail	Capture timestamps, IP address, and actions
Document retention	Retain according to the applicable tax rule
Encryption	TLS 1.2/1.3 and AES-256 protection

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Authenticate signer:

Record signer identity and authentication event.

Capture timestamp:

Capture the signing time and network details.

Hash document:

Hash the completed document for integrity evidence.

Seal record:

Apply a tamper-evident completion seal.

Complete evidence:

Attach the certificate of completion to the file.

Export audit trail:

Export the audit trail with the signed PDF.

Security controls for certificate records

Transport encryption:

Encrypts certificate data in transit

Stored encryption:

Protects stored documents with AES-256

Security reporting:

Provides a SOC 2 Type II report

Security certification:

Maintains ISO 27001 certification

Electronic records:

Supports ESIGN and UETA compliance

Health information:

Offers HIPAA compliance with BAA

Find and fill out the correct pennsylvania exemption certificate rev 1220 2005 form

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
PA DoR REV-1220 AS 2022	4.8 Satisfied (816 Votes)
PA DoR REV-1220 AS 2020	4.8 Satisfied (2558 Votes)
PA DoR REV-1220 AS 2017	4.8 Satisfied (2698 Votes)
PA DoR REV-1220 AS 2016	4.8 Satisfied (1653 Votes)
PA DoR REV-1220 AS 2014	4.6 Satisfied (169 Votes)

Platform requirements for signing

Use signNow in Chrome, Firefox, Safari, or Edge on Windows 10 or macOS. The signNow mobile apps support iOS and Android, allowing authorized users to review and sign the Pennsylvania certificate from a mobile device.

Browsers Chrome, Firefox, Safari, and Edge
Operating systems Windows 10, macOS, iOS, and Android
Mobile apps signNow mobile apps for iOS and Android

Organizations handling Pennsylvania exemption certificates should manage access through controlled accounts, role-based permissions, and documented retention procedures. Teams can connect signNow with storage or business systems, while regulated workflows should configure authentication, audit-trail export, and applicable certificate or long-term validation requirements.

Connect certificate workflows to business systems

Connect the Pennsylvania certificate workflow with CRM, ERP, document storage, and collaboration systems to reduce rekeying and centralize completed records.

Best practices for Pennsylvania certificates

Accurate purchaser information, transaction matching, controlled access, and a preserved audit trail make the certificate easier to review and defend.

Verify purchaser and exemption details

Confirm the purchaser’s legal name, address, and exemption basis before routing the certificate. Compare the completed information with the purchase record so the seller can connect the certificate to the specific exempt transaction.

Link the certificate to the sale

Keep the signed Pennsylvania certificate with the related invoice, purchase order, and tax treatment documentation. A certificate without transaction context may be harder to evaluate during a Pennsylvania sales-tax review.

Export and protect signed records

Export the completed PDF and audit trail after signing, then restrict edits and access. Preserve the original file so later users can distinguish the signed record from a revised working copy.

Apply the governing retention rule

Apply the retention period required for the underlying tax or industry record. Federal tax records generally remain subject to IRC §6501(a), while state requirements may require a longer period.

Documents outside this workflow

Notarization requirement

May require wet-ink or notarization

Wills excluded

Electronic signing does not replace execution rules

Family-law exclusion

Family-law documents remain outside ESIGN

Deed requirements

Deed recording requires acknowledgment compliance

Troubleshooting Pennsylvania certificate signing

These answers address field preparation, signer evidence, electronic-signature rules, plan capabilities, and records handling for the Rev 1220 workflow.

Upload the Rev 1220 PDF, then inspect signNow’s detected fields before sending. Auto-detection can speed preparation, but the sender remains responsible for confirming purchaser details, exemption information, and signer assignments.

The Business plan includes legally binding eSignatures, templates, audit trails, and mobile apps at $8/user/month with annual billing. Business Premium adds bulk send at $15/user/month; Enterprise adds advanced signer authentication at $30/user/month.

ESIGN and UETA generally recognize electronic signatures when intent, consent, attribution, and record retention are established. Confirm Pennsylvania requirements and the transaction’s nature before relying on an electronic certificate.

Use signNow’s audit trail to review signer identity evidence, timestamps, IP information, actions, and the completion record. Export the audit trail with the signed certificate for the seller’s retained documentation.

The Pennsylvania certificate supports an exemption claim; it does not make an ineligible purchase exempt. Confirm the statutory basis and retain supporting transaction records with the completed form.

Consumer-facing electronic records may require an ESIGN disclosure explaining paper-record rights, electronic access, and consent withdrawal procedures under 15 U.S.C. §7001(c). Apply that requirement when the signer is a consumer.

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