Extract data from exemption certificates
Unstract reads the resale and exemption certificates your business customers send, from a faxed multistate form to a state's own certificate, checks each one is complete, signed and current for the right state, and records it in your ERP or tax engine.
WA no. differs from AR file - check, JL
Multistate resale certificate · keep with seller's records
{ "certificate": "Multistate Resale Certificate", "seller": "Cascade Ridge Supply Co.", "purchaser": "Brightwater Home Goods LLC", "exemption_reason": "Resale", "id_permit": "004718823", "wa_permit": "603-118-442", "ut_permit": "14920357-002-STC", "signed_by": "Dana R. Whitfield", "date_signed": "03/14/2026", "confidence": 0.95}
Trusted by tax and accounting teams around the globe
Customers send certificates on whatever form their state or buyer prefers
A seller ships to buyers in dozens of states, and every tax-free sale needs a certificate behind it. The file builds up from sales reps, customer onboarding and the AR inbox, and it looks like this.
Faxed and phone-scanned certificates, signatures half legible
Streamlined, multistate and state-issued forms, each laid out its own way
Hand-filled certificates with permit numbers written over
Onboarding packets with several certificates in one PDF
Blanket certificates with a state-by-state permit list attached
Staff open each certificate, key the permit numbers and dates by hand and miss the unsigned or out-of-state ones, and the sales tax on every sale they cover becomes the seller's bill at audit.
Unstract reads each certificate, extracts the purchaser, states, permit numbers and exemption reason, checks it is valid for the sale and records it against the customer.
Parse, extract and automate every certificate a customer sends
Each of the three products works on its own. Start by reading certificates, then add checks and the full intake as the customer file grows.
Parse exemption certificates into text with every state row and checkbox kept
LLMWhisperer reads resale and exemption certificates whether they arrive faxed, scanned, photographed or as a filled PDF. Each state stays on the same line as its permit number, the ticked exemption reason shows as marked and the boxes left blank show as blank, and a handwritten signature and date are read with the typed fields.
Hand the text to your own LLM, or feed it into a full certificate intake.
Learn more about LLMWhispererGet structured data from exemption certificates, one schema for every form
Describe the fields once, and Document Studio runs exemption certificate data extraction across every form your customers use: a Streamlined certificate, a multistate uniform certificate and a state's own resale form all return the same JSON record, with one entry per state and permit number. A permit number that differs from the customer record, a blank signature or a reason box nobody ticked comes back flagged.
Deploy it as an API or an ETL pipeline, or run it as one step in an orchestrated certificate intake.
Learn more about Document StudioAutomate sales tax exemption certificate processing from intake to renewal
Describe how your team handles exemption certificates, in plain English, and Flow's agents build the workflow: certificates collected from customer email and the portal, the buyer, states, permit numbers, exemption type, signature and date extracted, each certificate checked against the right form for the state and its expiry rules, and the result recorded in your ERP or tax engine with a renewal reminder set. You approve that workflow once, and every certificate goes through the same steps.
Someone on the tax or AR team sees a certificate only where you asked to: a missing signature, a state the form does not cover, a permit number that does not match the customer record, or a field read with low confidence.
Learn more about FlowRead your customer certificates today. Automate the intake next.
Start for free and extract data from your own exemption certificates now. Automating collection, checks and renewals starts with a consultation.
Resale certificates first, then every other exemption a buyer claims
Documents
- Resale certificates
- Blanket resale certificates
- Single-purchase resale certificates
- Streamlined Sales and Use Tax certificate of exemption
- Multistate uniform sales and use tax resale certificate
- State-specific resale and exemption forms
- Government exemption certificates
- Nonprofit and exempt organization certificates
- Manufacturing exemption certificates
- Agricultural exemption certificates
- Direct pay permits
- Sales tax permits and registration letters
- Drop-shipment certificates
- Exemption letters from state revenue departments
Fields captured
Built for the teams that stand behind every tax-free sale
A certificate on file for every exempt sale, checked for state, reason and expiry, so an auditor's sample comes back covered instead of assessed.
New customers set up as exempt only after their certificate checks out, and an expired one flagged before the next invoice goes out without tax.
Resale certificates from hundreds of retail buyers read in a batch, each permit number tied to the ship-to states it actually covers.
Business buyers' certificates matched to their marketplace or store accounts, so exempt orders ship without tax and the rest get taxed.
Less time keying permits, fewer gaps when the auditor asks
Built to hold your customers' tax registrations
An exemption certificate carries a customer's permit numbers in every state, its federal ID, its address, what it buys from you and who signed for it. The file is also your audit defence: a certificate that goes missing, expires or turns out invalid leaves your business owing the sales tax it never collected.
- Certificates are encrypted in transit and at rest.
- No customer certificate is used to train a model.
- Role-based access: tax and AR staff see the customers they handle, and every edit to a certificate record is logged with who made it.
- You set how long certificates are kept, so retention can follow each state's audit period.
- Self-hosted deployment keeps the whole certificate file inside your own environment when policy requires it.
What sales tax teams ask before sending their certificate file
Unstract handles the reading and checking. Flow's agents collect certificates from email and your portal, Document Studio extracts the fields, and each certificate is checked for the state, signature, exemption reason and expiry before it is recorded in your ERP or tax engine. Storage stays where you keep it today.
Write down how your team accepts a certificate today, in plain English, and Flow's agents turn it into a workflow you approve once. Every certificate then runs the same intake, extraction and checks, whether ten arrive in a week or ten thousand arrive with a new marketplace channel, and staff see only the ones that fail a check.
Yes. LLMWhisperer provides tax exempt certificate OCR through its API, returning text with each state and permit number on the same line. Document Studio deploys an extraction endpoint on top: POST a certificate and get the purchaser, states, permit numbers, reason and signature date back as JSON.
Resale certificate data extraction returns the seller, the purchaser's name, address and type of business, each state with its registration or permit number, the reason for exemption, the items purchased, and the signer's name, title and date. Blank required fields are listed too, so an incomplete certificate never passes as complete.
Yes. The Streamlined Sales and Use Tax certificate of exemption and the multistate uniform resale certificate both list several states on one form. Each state comes back as its own entry with its permit number, so a blanket certificate covers only the states the buyer actually filled in.
You set the rules per state: which forms the state accepts, which exemption reasons apply, and how long a certificate stays good. Each certificate is checked against those rules for completeness, signature, state and expiry, and the ones that fail go to a person with the reason attached.
Yes. State-issued resale and exemption forms are read without a template per state, and handwriting is read alongside the typed text. A permit number written over a crossed-out one is read as written, and a mismatch with the customer record gets flagged for review.
They use the same schema with an exemption type field. A government purchase order, a nonprofit's exemption letter, a manufacturing or agricultural certificate and a direct pay permit each come back with the entity, the ID number and the exemption claimed.
Yes. When a certificate is recorded, the workflow stores its expiry date under your state rules. Ahead of that date it asks the customer for a new certificate, and a certificate that lapses without one is flagged so the account goes back to taxable.
Unstract is SOC 2, ISO 27001, GDPR and HIPAA compliant. Certificates stay encrypted, are kept out of model training and are deleted when your retention period ends, and a self-hosted option keeps the file on your own servers. The Trust Center lists every control.
Bring a sample of your customer certificate file to the consultation
A faxed resale certificate, a Streamlined multistate form, a state's own exemption certificate and one you suspect has expired. We extract and check them live and show every field and flag.