Tax-exempt checkout made easy
Businesses can check Tax Exempt at checkout and complete their order. Please send your exemption documents when you can – ASAP is helpful so we can mark your account, but you do not need to upload them before checking out. If anything is missing, we can follow up later, including at tax time. Email destination: qc-jerri@tosatool.com. Jerri reviews submissions and marks the account tax-exempt after approval.
Document checklist
- Fully completed Wisconsin Form S-211 (or S-211E) Sales and Use Tax Exemption Certificate: download the official fillable PDF and read the instructions.
- Out-of-state buyers: equivalent state exemption/resale certificate plus Wisconsin seller’s permit number if applicable, or your out-of-state permit number and state.
- Company legal name, billing/shipping address, and type of business.
- Reason for exemption (resale, manufacturing, government/educational, etc.).
- Wisconsin seller’s permit / use tax certificate number, or an allowed alternative such as wholesale only, exempt sales only, or an out-of-state permit.
- Signed certificate. A signature is required unless submitted electronically under Wisconsin rules.
- Optional but helpful: W-9 or FEIN letterhead, purchase order referencing exemption, and a contact name, email, and phone.
Good to know: Uploading documents does not instantly remove tax for every order. Once reviewed (usually 1-2 business days), we can mark the account tax-exempt. Checking Tax Exempt at checkout lets eligible buyers check out without tax now.
Upload documents
Complete the form below and upload PDF, JPG, or PNG files (multiple files are accepted). Your form data and all uploads are emailed to qc-jerri@tosatool.com; Dan is copied for internal review.