Extract the exemption type, holder, tax ID, resale number, jurisdiction, effective and expiration dates, and issuing authority from a tax exemption PDF.
The full guide: Resale certificate exemption type and expiry date
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It reads a tax exemption certificate — proof that a party is exempt from a tax (for example a resale, nonprofit, government, or educational exemption), not proof that taxes were paid. The extractor captures the exemption type, the exemption holder name, tax ID, and address, and the specific goods and services the exemption covers.
Yes. The resale permit or resale certificate number comes back when present, along with the jurisdiction where the exemption is valid, the exemption reason or statutory basis, the governing law, and the supplier and buyer named on the certificate.
The effective date, expiration date, and certificate status (active, expired, suspended, or revoked) are read, plus the renewal-requirement boolean and the renewal frequency (annual, biennial) when renewal is required.
An exemption usage history table with one row per transaction (date, amount, currency, tax avoided, vendor, and goods or services purchased) and an exemption conditions breakdown table giving each condition type, its detail, whether it applies globally, and the verification method.
One PDF up to 10MB and 100 pages. The certificate is processed via the Talonic API for extraction only, is not retained for training, and is not shared. Download fields and tables as CSV, XLSX, or JSON.
The tool reads a single document. The platform reads the whole estate once and keeps it queryable — the same engine, with a memory.
See document data extraction if you run this for risk and compliance teams, or the extraction API if you are building it in.