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When to use this — one vendor has asked you for a resale certificate for one state. This is the everyday task.

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Before you start

[ ] Setup is complete — see WI-2
[ ] The vendor exists — see WI-4
[ ] An authorized officer with a signature is on file — see WI-7
[ ] The state's tile shows Download, not Not Registered

Reading the dashboard

The Certificates dashboard. Solid border and a tick = ready; dashed border and an amber padlock = blocked.

Tile looks like	Means
Solid border, tick, Download	A valid certificate can be produced for this state today
Dashed border, greyed map, amber padlock, Not Registered	This state requires you to be registered there, and you aren't
Not present at all	No state sales tax — AK, DE, MT, NH, OR. 46 jurisdictions are listed in total

Hovering a locked tile explains itself: You must register to collect sales tax in California before a resale certificate can be issued.

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A tick does not mean "you are registered here." It means "a valid certificate can be issued here" — which is also true for states that accept an out-of-state registration. To see where you're actually registered, open Jurisdictions. See WI-3.

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Steps

Open Certificates in the sidebar.
Find the state — use the search box (California, TX, either works) rather than hunting the grid.
Click Download on the tile.
Pick the vendor from the list.

Choosing which vendor the certificate is for.

The row shows Generating…, then the PDF downloads and the dialog closes on its own.

You get a file named AL-resale-certificate.pdf — the two-letter state code, then -resale-certificate.pdf.