Merchant Transactions [TaxCloud]

Create Exemption Certificate

Available on Enterprise Plan

Forwards to TaxCloud POST /connections/{connectionId}/exemption-certificates. All certificate fields other than merchantId are relayed unchanged.

Authentication

X-API-KEYstring
API Key authentication via header

Request

This endpoint expects an object.
addressobjectRequired
Address of the exempt customer.
customerBusinessTypeenumRequired
The type of business the customer is.
customerIdstringRequired
Your identifier for the exempt customer. Carts and orders submitted with this customerId can use the certificate.
customerNamestringRequired
Name of the customer or organization the certificate is issued to.
merchantIdstringRequired
UUID of the merchant. Must be owned by the calling account. Consumed by the Ziptax layer for routing and not forwarded to TaxCloud.
reasonenumRequired
The reason the customer is exempt from sales tax.
reasonDescriptionstringRequired<=20 characters

Short free-text elaboration of the exemption reason (maximum 20 characters).

stateslist of objectsRequired

The states the certificate is valid in, each as a two-letter abbreviation object.

customerBusinessDescriptionstringOptional

Free-text description of the business. Provide when customerBusinessType is Other.

Response

TaxCloud response relayed verbatim.
accountIdlong
The TaxCloud account id the certificate belongs to.
addressobject
Address of the exempt customer.
certificateIdstring

TaxCloud’s identifier for the exemption certificate. Use it with /merchant/cert/get, /merchant/cert/delete, and as exemptionId on carts and orders.

connectionIdstring
The TaxCloud connection the certificate belongs to.
createdDatedatetime
RFC3339 datetime the certificate was created.
customerBusinessTypestring

The type of business the customer is (e.g. RetailTrade, Government, NonprofitOrganization).

customerIdstring
Your identifier for the exempt customer.
customerNamestring
Name of the customer the certificate was issued to.
reasonstring

The reason the customer is exempt (e.g. Resale, FederalGovernment, CharitableOrganization).

reasonDescriptionstring

Free-text elaboration of the exemption reason.

singlePurchaseboolean
Whether the certificate covers a single purchase only, rather than being a blanket certificate.
customerBusinessDescriptionstring

Free-text description of the business, present when customerBusinessType is Other.

disabledAtdatetime
RFC3339 datetime the certificate was disabled, or null while it is active.
stateslist of objects
The states the certificate is valid in.

Errors

400
Merchant Cert Create Body Bad Request Error
401
Merchant Cert Create Body Unauthorized Error
403
Merchant Cert Create Body Forbidden Error
404
Merchant Cert Create Body Not Found Error
413
Merchant Cert Create Body Content Too Large Error
422
Merchant Cert Create Body Unprocessable Entity Error
429
Merchant Cert Create Body Too Many Requests Error
500
Merchant Cert Create Body Internal Server Error
502
Merchant Cert Create Body Bad Gateway Error
504
Merchant Cert Create Body Gateway Timeout Error