If you wish to place an order for software with one of our partners and it should be exempt from sales tax in the United States, you must first obtain a Cleverbridge Document ID.
These are the steps you should take to obtain the ID:
Step 1
Once you've selected the software you have intended to purchase, you can access our tax-exemption application via the respective shopping cart. Please feel free to review the following article to show this process briefly illustrated.
You can also send a completed exemption certificate to us at payments-us@cleverbridge.com. This document will provide us with all of the information we need to issue your Document ID. Because accepted forms may vary from state to state, we've included information below to help you identify which form you need to complete.
Select your state below to see the list of accepted tax exemption forms for your area.
Alabama
List of accepted forms:- STE-1 (Exemption Certifcate)
Alaska
Note: Cleverbridge does not currently collect tax for the state of Alaska.
Arizona
List of accepted forms:- AZ Form 5000 (TPT Exemption Certificate)
- AZ Form 5000A (Arizona Resale Certificate)
- AZ Form 5000HC (TPT Healthcare Exemption Certificate)
- AZ Form 5000M (Non-TPT Licensed Contractor Certificate (MRRA Project))
- AZ Form 5004 (TPT Used Oil Burner Exemption Certificate)
- AZ Form 5005 (Contractor's Certificate)*
- AZ Form 5006 (TPT Overhead Exemption Certificate)
- AZ Form 5008 (Jet Fuel Tax Rate Adjustment Certificate)
- AZ Form 5009L (Contractor's Project Certificate)
- Form 5010 (Certificate for Sale & Delivery of Motor Vehicle to Nonresident)
- AZ Form 5013 (Certificate to Establish Native American Status & Residence on Arizona Reservation)
- AZ Form 6015 (Solar Energy Devices Application for Registration)
- Form 60-0081 (Border States Uniform Sale for Resale Certificate)
* This form is not an exemption certificate as described in Ariz. Rev. Stat. Ann. § 42-5009, but is included because it provides tax relief to licensed subcontractors in dealings with prime contractors.
California
List of accepted forms:Note: A valid Seller's permit number is required for this form. To receive a permit number, you can contact the California Department of Tax and Fee Administration.
Colorado
List of accepted forms:- DR-0563 (Sales Tax Exemption Certificate, Multijurisdiction)
- DR-5002 (Sales Tax Exemption Certificate, Affidavit of Exempt Sale)
- Uniform Sales & Use Tax Exemption/Resale Certificate — Multijurisdiction
Commonwealth of Puerto Rico
List of accepted forms:
Connecticut
List of accepted forms:- CERT-119 (Used for Non for Profit Organizations)*
- CERT-134 (Used for State Agencies)
- Resale Certificate
* Cleverbridge requires that you provide this form along with a letter from the IRS stating you are an exempted organization.
Commonwealth of Puerto Rico
List of accepted forms:
Delaware
Note: Cleverbridge does not currently collect tax for the state of Delaware.
District of Columbia
List of accepted forms:- OTR-368 (Certificate of Resale)
- FP-337 (QHTC Exempt Purchase Certificate)
- FR-300 (Government Exemption Certificate)
Florida
List of accepted forms:- Resale Exemption Affidavit
- Resale Federal Government Exemption Affidavit
Note: Sales tax for this state only applies to physical products (such as a DVD or USB stick) and not to software that is delivered electronically.
Georgia
List of accepted forms:- ST-5 (Certification of Exemption)
- Streamlined Sales and Use Tax Agreement
Hawaii
List of accepted forms:- G-17 (Resale Certificate for Goods - General Form 1)
- G-18 (Resale Certificate for Goods - General Form 2)
Idaho
List of accepted forms:- ST-101 (Sales Tax Resale or Exemption Certificate)
- Uniform Sales & Use Tax Exemption/Resale Certificate — Multijurisdiction
Note: Sales tax for this state only applies to physical products (such as a DVD or USB stick) and not to software that is delivered electronically.
Illinois
List of accepted forms:Note: The sales tax in Illinois is determined by where the order is processed, not where the buyer is located. All Cleverbridge Inc, orders are processed in Chicago, so the sales tax rate of 10.25% is applied to all Illinois orders.
Kentucky
List of accepted forms:
Louisiana
List of accepted forms:- Form 1056 (Sales/Use Tax Exemption by Political Subdivisions)
- Form 1356 (Sales Tax Exemption for Purchased by the Federal Government)
- Form 1357 (Sales Tax Exemption for State & Federal Credit Unions)
- Form 1048 (Exemption from Sales Tax at Fundraising Activities)
- Form 1042 (Louisiana Resale Certificate)
Maine
List of accepted forms:- ST-2 (Permanent Exemption Certificate)
- ST-2 (Exemption Certificate)
- ST-4 (Resale)
- ST-5 (Nonprofit)
- ST-5c (Governmental Body Entitites or Nonprofits)
Michigan
List of accepted forms:
Mississippi
List of accepted forms:- State-Issued Exemption Letter or Certificate
Missouri
List of accepted forms:- Form 149 (Sales and Use Tax Exemption Certificate)
- Missouri Exemption Letter for Non-for-Profit Organizations, Churches, etc.
- Uniform Sales & Use Tax Exemption/Resale Certificate — Multijurisdiction*
* Missouri allows vendors to accept this form when a form 149 is not presented.
Montana
Note: Cleverbridge does not currently collect tax for the state of Montana.
Nebraska
List of accepted forms:
New Hampshire
Note: Cleverbridge does not currently collect tax for the state of New Hampshire.
New Jersey
List of accepted forms:Note: Cleverbridge cannot accept tribal government as the reason of exemption at this time.
New Mexico
List of accepted forms:- New Mexico Federal Government Exemption Affidavit
- New Mexico Exemption Affidavit
- Uniform Sales & Use Tax Exemption/Resale Certificate — Multijurisdiction
New York
List of accepted forms:- ST-119 (Exempt Organization Exempt Purchase Certificate)
- ST-120 (Resale Certificate)
- AC 946 (Applicable for Government Entities)
- Exemption Letters from Government Entities
North Carolina
List of accepted forms:Exceptions: Non-profit organizations, including religious and educational organizations are not eligible for tax exemption in NC.
North Dakota
List of accepted forms:Note: Cleverbridge cannot accept religious or educational organization as the reason of exemption at this time.
Ohio
List of accepted forms:- Streamlined Sales and Use Tax Agreement
- Sales & Use Tax Blanket Exemption Certificate
Oklahoma
List of accepted forms:- Streamlined Sales and Use Tax Agreement
- State Exemption Certificate
Oregon
Note: Cleverbridge does not currently collect tax for the state of Oregon.
Rhode Island
List of accepted forms:
South Carolina
List of accepted forms:
South Dakota
List of accepted forms:
Texas
List of accepted forms:- Form 01-931 (Qualified Research Sales and Use Tax Exemption Certificate)
- Form 01-925 (Texas Timber Operations Sales and Use Tax Exemption Certificate)
- Form 01-919 (Texas Direct Payment Exemption Certificate Limited Sales, Excise and Use Tax)
- Form 01-909 (Border States Uniform Sale For Resale Certificate)
- Form 01-339 (Texas Sales and Use Tax Resale Certificate)
- Uniform Sales & Use Tax Exemption/Resale Certificate — Multijurisdiction
Forms not accepted:
- Sales and Use Tax Permit
Utah
List of accepted forms:Note: Cleverbridge cannot accept religious or educational organization as the reason of exemption at this time.
Vermont
List of accepted forms:
Virginia
List of accepted forms:- Form ST-20A (Sales & Use Tax Certificate of Exemption)
- Form ST-10 (Sales & Use Tax Certificate of Exemption)
Note: Sales tax for this state only applies to physical products (such as a DVD or USB stick) and not to software that is delivered electronically.
Washington
List of accepted forms:Note: Cleverbridge cannot accept religious or educational organization as the reason of exemption at this time.
Wisconsin
List of accepted forms:- Streamlined Sales and Use Tax Agreement
- ES/CES Certification*
* This form must be received with the Streamlined Sales and Use Tax Agreement form.
Wyoming
List of accepted forms:
Step 2
A.) Pre-sale: Once you are provided with a Cleverbridge Document ID, you can enter the ID into the shopping cart in the field where, "Are you a sales tax-exempt organization?", is located.
B.) Post-sale: Cleverbridge can refund sales tax from a previous purchase if you did not have a Document ID at the time the order was placed. However, we can only do so within 90 days of the purchase. Additionally, you must first take the actions outlined above and send us your completed exemption certificate so that we can issue the ID and your refund.
Please feel free to review a complete list of the states in which we charge sales tax here.