Pennsylvania Exemption Certificate Form (2020)
Use a Pennsylvania Exemption Certificate Form 2020 template to make your document workflow more streamlined.
What the Pennsylvania certificate does
The Pennsylvania Exemption Certificate Form (2020) records a purchaser’s basis for claiming an exemption from Pennsylvania sales and use tax on an eligible purchase. The purchaser identifies the business or organization, provides requested tax and address details, selects the applicable exemption reason, and signs the certification. The seller keeps the certificate as transaction evidence rather than collecting tax when the exemption applies. A completed form does not create an exemption by itself; the purchaser must qualify under Pennsylvania tax rules and use the property or service as represented. Confirm current instructions with the Pennsylvania Department of Revenue.
Who uses this Pennsylvania certificate
Pennsylvania businesses
Pennsylvania sellers and purchasers use the certificate to document an eligible sales-tax exemption for a particular purchase. The form is not a general substitute for contracts, invoices, or resale records; its value depends on accurate exemption information and a retained signed copy.
Tax and procurement
Procurement, finance, and tax teams can prepare the 2020 form in signNow, route it to an authorized representative, and preserve the completed certificate with its audit trail for transaction review.
How the Pennsylvania certificate works
The Pennsylvania Exemption Certificate documents why a purchaser is not paying sales tax on a specific eligible purchase.
Identify transaction: Identify the Pennsylvania transaction Select exemption: Select each applicable exemption category Complete fields: Enter purchaser and seller details Sign and retain: Sign, deliver, and retain the certificate
Complete the Pennsylvania exemption certificate
Use this sequence to prepare the 2020 Pennsylvania Exemption Certificate and preserve evidence of who completed it.
Upload form:
Upload the Pennsylvania form into signNow. Check fields:
Review detected fields and add missing purchaser details. Assign signer:
Assign signature and date fields to the authorized signer. Store record:
Send the completed certificate and retain its audit trail.
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Pennsylvania certificate completion challenges
Selecting an exemption category that does not match the purchaser’s actual use can undermine the certificate’s support for tax-free treatment. Leaving the purchaser, seller, address, or tax-registration information incomplete makes the certificate harder to validate during an audit. Using the 2020 version without checking whether Pennsylvania issued a later replacement can create version-control and recordkeeping questions. Sending the certificate without preserving the completed copy and signing evidence separates the tax document from its supporting transaction record.
Features for Pennsylvania exemption certificates
signNow connects form preparation, signer routing, and record preservation for the Pennsylvania Exemption Certificate Form (2020).
Field detection
Auto-detected fields help prepare the Pennsylvania certificate faster while keeping purchaser, seller, and exemption information organized in one document.
Signer routing
Assign the authorized purchaser representative to the signature field and collect a dated electronic signature through a controlled workflow.
Reusable template
A reusable template keeps the Pennsylvania Exemption Certificate Form (2020) consistent across recurring eligible purchases and locations.
Audit trail
The completed certificate and audit trail remain together, supporting retrieval when a tax or transaction record requires review.
Mobile signing
signNow’s mobile apps let authorized users review and sign the certificate without waiting for a desktop workflow.
Team controls
Role-based access and delegated sending help tax, procurement, and finance teams handle certificates without giving every user the same permissions.
Find and fill out the correct pennsylvania exemption certificate 2006 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) |
Recommended certificate workflow setup
Configure the Pennsylvania certificate workflow around signer identity, transaction records, and controlled access.
| Setting | Recommendation |
|---|---|
| Authentication method | Email link with optional SMS OTP |
| Signature type | Electronic signature with signer intent |
| Audit trail | Enabled with completion certificate |
| Document retention | Retain through the applicable tax record period |
| Encryption | TLS 1.2/1.3 and AES-256 |
Best practices for this form
Accurate exemption selection and disciplined recordkeeping matter more than simply collecting a signature on the Pennsylvania certificate.
Match the exemption to the purchase
Reconcile every identifying field
Preserve authorization and evidence
Control the form version
Choose a signing method for the certificate
- Use the signNow web app when finance staff need to upload the Pennsylvania form, inspect detected fields, assign the purchaser representative, and monitor completion from a desktop workflow.
- Use the signNow mobile app when an authorized purchaser representative must review and sign the certificate from an iOS or Android device during a transaction.
- Use kiosk mode when staff and an authorized signer complete the Pennsylvania certificate together on one controlled device; Business Premium includes kiosk mode.
- Generate a shareable signing link when the certificate must be distributed through an approved business channel, then retain the completed form and audit trail.
Questions about completing this form
These answers address field preparation, signer routing, plan capabilities, and the legal conditions surrounding electronic records for this Pennsylvania certificate.
Upload the Pennsylvania Exemption Certificate Form (2020) as a PDF, let signNow detect fillable fields, and compare every detected field against the printed form before sending. Add missing fields manually when the source PDF is not fillable.
Open the document settings and confirm the signer assignment. The authorized purchaser representative must receive the signature field; fields assigned to the wrong role can leave the certificate incomplete even when another recipient signs.
Business includes legally binding eSignatures, templates, audit trails, and mobile apps at $8 per user per month with annual billing. signNow states that paid plans include 100 signature invites per user per year, with overage fees.
Use Business Premium when the workflow requires bulk send; its verified annual price is $15 per user per month. For one Pennsylvania certificate, prepare and send the individual document instead of creating unnecessary bulk invitations.
signNow is ESIGN- and UETA-compliant according to its compliance information. Electronic-signature validity still depends on intent, consent, attribution, and record retention; for consumer-facing records, review the ESIGN disclosure requirements in 15 U.S.C. §7001(c).
For a HIPAA-covered workflow, signNow states that HIPAA compliance requires a BAA. A Pennsylvania exemption certificate is not automatically a HIPAA record, so apply healthcare controls only when protected health information is actually involved.
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