How to File for a Tax Exempt Certificate

by Jason Alexander ; Updated July 27, 2017

A tax exempt certificate is used to show proof that an individual, business or non-profit organization is eligible to file for tax exemption. To file for a tax exempt certificate -- whether you're filing as an individual, business or non-profit organization -- you will need to go through both the State Department of Revenue and the Internal Revenue Service, or IRS. To acquire an application, simply visit IRS.gov to print one off or fill it out electronically (see Reference 2).

Step 1

Consult your state's Department of Revenue for information regarding tax exemption eligibility. Be sure to meet all requirements at the state level before moving forward. Generally, tax exemption for individuals is based on annual income, but this figure varies greatly from state to state.

Step 2

Visit the IRS.gov website after meeting state requirements to file for a tax exempt certificate. You will most likely have to pay a fee along with filling out a detailed application. The fee and application requirements will vary depending on your designation -- individual, business or non-profit -- as well as your location.

Step 3

Contact the IRS directly or seek counsel from a tax exemption attorney or accountant if you're unsure of your eligibility.

About the Author

Jason Alexander began his professional writing career in 2003. He has worked as a staff writer at several different newspapers, including the "Eagle Times" and the "Northwoods Sporting Journal." He has a Bachelor of Arts in English from a university in New England.