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When to use this — you've started buying from a new supplier, a vendor asked you for a certificate and they're not in your list, or you're cleaning up an outdated list.

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Before you start

Every certificate is addressed to one specific vendor. No vendors on file means nothing to download — the download dialog will simply tell you so.

For each vendor you'll need: name, street address, city, state, postal code, country. All six are required; there are no optional fields.

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Use the vendor's remit-to or corporate address, not your local branch. It prints on the certificate as the seller, and it's what the vendor's tax team matches against their own records.

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Steps

The Vendors page — search, row selection, and per-row edit/delete.

Option A — Common Vendors (fastest)

1. Vendors → Common Vendors.
2. Tick the suppliers you buy from — 51 are available, from Amazon and Costco to Uline, Grainger and Printify.
3. Click Add N Vendors.

The common vendor picker.

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This picker does not hide vendors you already have. Unlike the setup wizard, it lists all 51 every time — so it's entirely possible to add a second copy of a vendor that's already in your table. Check your list first, or sort by name afterwards and delete the duplicate.

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Option B — Add one manually

1. Vendors → Add Vendor.
2. Fill every field, then Save Vendor.

Submitting empty shows exactly which fields are required.

Field rules worth knowing: Jurisdiction is a 2–3 character code (AZ), Country is exactly two letters and defaults to US, name and address cap at 255 characters, city at 120, postal code at 20.

Option C — Import a CSV