Help center

State-by-state guide

Need the jurisdiction table first? Open the state-by-state resale certificate guide for every US state, DC, and MTC support mode.

Getting started

• How buyers upload certificates
  How buyers submit resale certificates through the customer account portal or a merchant-sent magic link.
  Updated 2026-06-25
• Send a magic-link upload to a customer
  Email a one-click upload link to any customer — they don't need a Shopify account to send you a resale certificate.
  Updated 2026-04-28
• How to enable the Resale Proof portal on your customer account page
  Place the Resale Proof Portal block on your Shopify customer account profile so wholesale customers see the Tax Exemption section. Required setup, takes about 30 seconds.
  Updated 2026-04-29
• Single-purchase vs blanket resale certificates — which should you accept?
  Blanket resale certificates cover ongoing purchases from one buyer. Single-purchase certs cover exactly one transaction. Here's when each applies and which is safer.
  Updated 2026-04-21
• Getting started with Resale Proof
  Set up Resale Proof, request a certificate, approve the submission, confirm Shopify tax-exempt checkout, and export audit records.
  Updated 2026-06-25
• Resale certificate vs sales tax exemption certificate — what's the difference?
  Not every tax-exempt buyer is a reseller. Here's how to tell which type of certificate a customer needs and what each one covers.
  Updated 2026-04-21

Migration

• How to migrate from EXEMPTAX to Resale Proof
  Step-by-step guide to exporting your certificates from EXEMPTAX and importing them into Resale Proof on Shopify. Typically takes under 15 minutes.
  Updated 2026-06-25

Compliance

• Why Resale Proof is not tax advice
  What Resale Proof does, what it does not decide, and when merchants should involve a CPA, SALT advisor, or state tax agency.
  Updated 2026-06-25
• How Shopify tax exemption sync works
  How Resale Proof applies Shopify native tax exemptions after certificate approval, and what merchants must configure in Shopify Tax.
  Updated 2026-06-25
• Good-faith acceptance: you're not a tax auditor
  Under US sales-tax law, a seller who accepts a signed resale certificate in good faith isn't liable if the buyer turns out to be committing fraud. Here's what the standard means, what the audit actually tests, and the per-state statutes.
  Updated 2026-04-24
• How long should you keep resale certificates? (US state-by-state)
  State audit lookback windows range from 3 to 7 years. Here's the retention period each US state requires for resale certificates, plus a conservative rule of thumb.
  Updated 2026-06-25
• How to verify a resale certificate is valid (state-by-state lookup links)
  Every state's Department of Revenue publishes a seller's-permit or tax-ID verification tool. Here are the direct links, plus a checklist of what to verify before you accept.
  Updated 2026-04-21

State-specific

• State coverage and upload-only jurisdictions
  How Resale Proof supports all US states and DC, and why some jurisdictions are upload-only instead of generated in-app.
  Updated 2026-06-25
• Why doesn't the MTC form work for California by default?
  California's resale certificate rules reject the MTC Uniform Sales & Use Tax Certificate for most in-state purchases. Here's what to use instead.
  Updated 2026-04-21

Drop-shipping

• Drop-shipping and resale certificates: which state's cert applies?
  When a drop-ship retailer asks you to ship to an end customer in another state, which state's resale certificate do they need? Here's the rule and common exceptions.
  Updated 2026-04-21

Audit

• Audit bundle export guide
  What the Resale Proof audit bundle includes and how merchants should use it for certificate recordkeeping.
  Updated 2026-06-25
• What happens if I get audited and can't find a resale certificate?
  When a sales-tax auditor asks for proof of exemption and you can't produce it, the state assumes tax was due. Here's what that looks like and how to avoid it.
  Updated 2026-04-21