Tax-Exempt Organizations
Certificate Upload Instructions
Submit your tax-exempt documentation to ensure accurate billing on your show orders.
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This is not an instant upload — there is a review process
After you submit your certificate through Avalara — Shepard's trusted third-party certificate management platform — our team will review your documentation before your tax-exempt status is applied to your account.
How to Submit Your Certificate
Avalara is the secure, third-party platform Shepard uses to collect and manage tax-exempt certificates. Follow the steps below to complete your submission.
1
Open the secure upload portal
Click the button below to navigate to Avalara's secure certificate submission portal. You do not need an Avalara account to submit.
2
Click the '+' icon to begin
On the Avalara landing page, tap the plus icon to start a new certificate submission.
3
Select your state or territory and reason for exemption
Choose the applicable state and the reason your organization qualifies for tax exemption, then click Next.
4
Enter your company information
Provide your company name and the name of the event you are exhibiting at. Both fields are required. Click Save and Continue when done.
5
Upload your certificate documentation
Drag and drop your file or use the file picker to attach your certificate. Accepted formats include PDF, JPG, and PNG.
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After you submit
Shepard's team will review your certificate and apply your tax-exempt status before your orders are finalized.
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Submit early
Submitting ahead of your order deadlines ensures accurate billing and avoids last-minute adjustments to your account.
🔒 Secure upload — powered by Avalara’s certificate management platform
Questions or need assistance?
Shepard's Exhibitor Services team is ready to help.