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Required documents: Sales tax

What to prepare before you apply. Exact requirements depend on the applicant, the jurisdiction and, for banking, the provider. We confirm your list before anything is submitted.

Documents generally required

  • Formation documents and EIN
  • Owner ID details as the state requires

Information you’ll provide

  • States where you sell or store goods
  • Sales by state for the last 12 months
  • Products you sell
  • Marketplaces and sales channels
  • Supplier details for resale certificates
The process

How it works

  1. Review your sales

  2. Decide where to register

  3. Apply for permits

  4. Set up filing schedule

  5. Issue resale certificates

Conditions to know

  • Each state sets its own thresholds, forms and filing schedules.
  • Upload documents securely in your client portal or send them to us on WhatsApp.

Ready with your documents?

Apply now, or contact us if you’re not sure what applies to you.

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