Sales Tax & Exemption Certificates

Why am I being charged sales tax and why do I need a Resale Tax Exemption Certificate?

We are legally required to collect sales tax on taxable products unless a valid exemption certificate is on file for your account. Since the 2018 South Dakota v. Wayfair Supreme Court decision, states can require businesses to collect sales tax on shipments into their state even without a physical presence there, so this applies in most states where our clients operate. Note that resale tax certificates are unique for each vendor that you work with, so you will specifically need one for Energetix.
To stop being charged tax on qualifying orders, please submit a valid exemption certificate (see below).

How do I submit or update my tax exemption certificate?

Energetix utilizes Avalara’s secure CertExpress platform to collect and manage tax exemption certificates. Avalara is a trusted tax compliance partner working on behalf of Energetix. The process is secure and designed to take only a few minutes.

• Current Energetix clients may create an exemption form through the Tax Certificate section in your Account Dashboard.

• If you do not have an account yet, please use CertExpress, our certificate management portal, to create your exemption form.

Do I need an exemption certificate to become a client?

Account validation is available even without an exemption certificate. Until a valid certificate is on file, however, sales tax will be charged on taxable orders when required.

What if my state does not charge sales tax on certain products?

Energetix offers 3 main product types: Homeopathics, Dietary Supplements, & Topicals. Each product type may be taxed differently depending on your state. Practitioners without a valid exemption form will be charged tax when required only for products taxable by their state. Since tax requirements are continuously being updated, please email [email protected] or contact us online for an updated list of your state’s requirements.

I'm tax-exempt but was charged tax. Can I get a refund?

If a valid exemption certificate was on file when you placed the order, please contact Client Care at 800.990.7085 or email [email protected] and we'll review your account. If your exempt status is confirmed, we'll refund the tax charged.

If you submit your certificate after placing an order, it applies to future qualifying orders. It generally cannot be applied retroactively. Certificates must be verified before checkout to remove tax from an order.

How long does it take to verify a submitted tax exemption certificate?

The submitted tax exemption form is auto-verified, so a completed certificate will be registered instantly. Once you have submitted your completed certificate, you will not be charged tax on purchases placed afterward.

What if I already submitted a tax certificate?

We periodically review certificates on file to confirm they're still valid and meet current state requirements. If you receive a message from us or our partner, Avalara, requesting a certificate, it means we do not currently have a valid certificate on file for your account. Account holders can navigate to the Tax Certificate section of their Account Dashboard to generate and complete an exemption form online.

Please note that typically, we cannot accept the following document types as valid exemption forms

• FEIN Registrations

• State Sales Tax Registrations & Licenses

• Seller's Permits

How long is my certificate valid?

It varies by state. Some certificates expire after a set period, while others don't. When yours is approaching expiration, we'll email you instructions for submitting an updated version.

Do I need a separate certificate for each state I operate in?

Yes. Each state sets its own exemption rules, and some require specific certificate types or subcategories. You need valid documentation for every state in which you operate.