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Pennsylvania Exemption Certificate Rev 1220 Pa Department Of

Use a Pennsylvania Exemption Certificate REV 1220 PA Department Of 2019 template to make your document workflow more streamlined.

What the Pennsylvania exemption certificate does

The Pennsylvania Exemption Certificate Rev 1220 Pa Department Of documents why a purchaser claims an exemption from Pennsylvania sales tax on a qualifying purchase. The purchaser supplies identifying information, describes the exempt use or basis, and signs the certificate for the seller’s records. The seller retains the completed form as evidence supporting the transaction’s tax treatment. The form does not itself authorize every purchase or replace a transaction-specific review of Pennsylvania requirements. Using signNow can organize the fields, collect an electronic signature, and preserve the completed certificate with an audit trail.

Businesses that use Pennsylvania exemption certificates

Organizations handling Pennsylvania tax-exempt purchases use this form to document purchaser information, qualifying use, and authorization for their records.

  • Pennsylvania retailers use the certificate to document qualifying purchases, organize signed records, and provide evidence when a transaction’s tax treatment is reviewed.
  • Manufacturers and distributors use recurring certificate workflows to collect buyer information, route forms for signature, and maintain accessible exemption records for sales-tax administration.
  • Multi-location enterprises use shared templates, controlled permissions, and audit trails to standardize exemption-certificate collection across Pennsylvania stores, warehouses, and finance teams.

These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.

How the Pennsylvania certificate workflow works

The signNow workflow turns the Pennsylvania exemption certificate into a controlled record from upload through signature, completion, and audit-trail storage.

  • Upload form: Upload the Pennsylvania exemption certificate template to signNow.
  • Prepare fields: Review detected fields and place signer, date, and required information fields.
  • Request signature: Send the certificate to the purchaser or authorized signer by email.
  • Preserve record: Store the signed certificate with its audit trail and completion evidence.

Quick steps for completing the certificate

Prepare the Pennsylvania certificate in signNow by checking its fields, assigning the signer, and preserving the finished record.

  • Upload form:

    Upload the Rev 1220 certificate.
  • Review fields:

    Check fields and signer details.
  • Send request:

    Send it to the authorized purchaser.
  • Store evidence:

    Download the signed record.
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Recommended certificate workflow setup

Configure the Pennsylvania certificate workflow around signer attribution, complete evidence, controlled access, and the retention rule applicable to the underlying transaction.

SettingRecommendation
Authentication methodEmail verification with SMS OTP
Signature typeElectronic signature with signer intent
Audit trailEnabled with completion certificate
Document retentionThree years from filing under IRC §6501(a)
EncryptionAES-256 at rest and TLS 1.2/1.3 in transit

What the audit trail records

The audit trail separates signer activity and document evidence from the certificate’s business content, creating a reviewable record of completion.

01

Authenticate signer:

Confirm the signer through the selected email or authentication method.
02

Record timestamp:

Capture the signer’s action with a recorded timestamp.
03

Hash document:

Create document-integrity evidence for the completed certificate.
04

Seal record:

Seal the signed record against unauthorized document changes.
05

Export evidence:

Retrieve or export the certificate and audit trail for review.
06

Archive securely:

Store both files with access controls and retention labeling.

Find and fill out the correct pennsylvania exemption certificate rev 1220 pa department of

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VersionsForm popularityFillable & printable
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Security controls for Pennsylvania exemption records

Transit encryption:

TLS 1.2/1.3 protects certificate data in transit

Stored encryption:

AES-256 protects stored certificate records

Control certification:

SOC 2 Type II certification supports control evidence

Security certification:

ISO 27001 certification supports information security

Signature compliance:

ESIGN and UETA support electronic signatures

Audit evidence:

Audit trails preserve timestamps and document history

Record-keeping practices for Pennsylvania certificates

Retain the completed certificate and signing evidence together, using the applicable tax or business-record rule for the transaction.

Export completed records

Keep the signed certificate with the completed Pennsylvania exemption certificate for audit review and resale documentation.

Apply the correct retention rule

Apply the retention rule matching the transaction’s purpose; federal tax records generally require three years from filing under IRC §6501(a).

Restrict certificate access

Limit access to completed certificates and signer information through assigned users, folders, and controlled sharing permissions.

Archive evidence together

Preserve the original form, signature evidence, and audit trail together so reviewers can verify signer identity, intent, timestamps, and document history.

Privacy and disclosure pitfalls to avoid

  • Entering an incomplete purchaser name, address, or exemption reason can make the certificate difficult to match to the related transaction.
  • Sharing completed certificates through unrestricted links can expose taxpayer information and signed authorization to unintended recipients.
  • Failing to preserve the signed certificate and audit trail together weakens the record available during a Pennsylvania sales-tax review.
  • Using an outdated template can omit required wording or fields, requiring the purchaser to complete the certificate again.

Risks of mishandling the certificate

Incomplete certificate

Missing information

Unsupported exemption

Tax review dispute

Lost audit trail

Record evidence gap

Invalid purchaser details

Incorrect tax treatment
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Questions about completing this certificate

These answers address field preparation, electronic signing, signNow workflow choices, and preservation of the Pennsylvania exemption record.

Upload the original Pennsylvania exemption certificate again and inspect detected fields before sending. signNow templates can preserve field placement, while the sender remains responsible for confirming every required field is present and accurate.

Use a signNow Business plan for standard signature requests, or Business Premium when bulk send is required. The verified annual Business price is $8/user/month; plan availability does not determine whether Pennsylvania accepts the certificate.

signNow records signer actions, timestamps, and document history in an audit trail. Preserve that evidence with the completed certificate, but verify Pennsylvania-specific record expectations with the Department of Revenue or a tax professional.

Electronic signatures are generally supported by ESIGN and UETA when intent, consent, attribution, and record reproduction are established. For consumer-facing transactions, review the ESIGN consumer-disclosure requirements in 15 U.S.C. §7001(c).

A 7-day signNow free trial is available without a credit card. The trial does not change the certificate’s substantive Pennsylvania requirements, required purchaser information, or the seller’s record-keeping responsibility.

Export the completed certificate and audit trail from signNow, then store them in a restricted location. Apply the underlying tax-record rule, including three years from filing under IRC §6501(a) when applicable.

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