It is a painful, arduous and extremely over complicated mess that no one seems to know the entirety of (I spoke to three different people and looked on here still without getting the whole story). Square has dropped the ball big time on exemption processing. They required my certficate (which is all that most companies require) and their own form filled out, but it couldn't be signed by me, it has to be signed by another party, a list of information that is all included on the order which they also ask for a copy of and to top it all off, they want their form signed and dated prior to the purchase. By the way, they don't allow you to submit the exemption / tax refund request prior to the purchase, so they are baciscally telling you to falsify the signed date on the form they want.
There's more... Send in all that info and they tell you they have to send it on to be reviewed (which can take four weeks) where it MAY OR MAY NOT be excepted. Then the refund of the tax is sent to the bank associated with your account, not to the card used for making the purchase, causing extra accounting leg work.
For a company that specializes in processing sales, you'd think they would undestand the kind of headache this fisaco causes.
