Are electronic signatures valid?

Yes. Electronic signatures are legally valid under the federal ESIGN Act (15 U.S.C. §7001) and state UETA laws in most jurisdictions; ensure intent, consent, attribution, and retention are satisfied.

When is notarization required?

Notarization depends on state law and the document’s intended use; some recording or property-related matters require notarization and witnesses—verify state requirements before execution.

Can I use Remote Online Notarization?

Many states permit RON with identity proofing and audio-video recording; check your state notary commission rules and preserve the required journal and recording.

Who should sign the waiver?

An authorized corporate representative with authority to bind the entity should sign; attach a corporate resolution or power of attorney when authority is not evident from the signature block.

How do I revoke or cancel a waiver?

Revocation should follow the waiver’s own terms; absent terms, send a written notice to all parties and preserve proof of delivery; legal consequences depend on governing law and waiver language.

How long must I keep the signed waiver?

Retain according to applicable standards: IRS minimum three years (IRC §6501(a)), HIPAA six years where PHI is involved (45 CFR §164.530(j)), and longer when state law or litigation hold requires.

Electronic Signature
Templates
Finance
Financial SST Waiver

Financial SST Waiver

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

FINANCIAL SST WAIVER

Parties and Contact Information

Client Name: Client Address: Company Name (Grantor): Company Address:

Company Entity Type: Individual Corporation LLC / Partnership Other

Agreement Recitals

This Financial SST Waiver (the Agreement) is entered into by and between Client Name: and Company Name: (collectively the Parties) effective as of Effective Date: .

WHEREAS, the Client asserts that certain Sales and Services Tax (SST) obligations may be incurred in connection with Financial Obligation or Invoice Reference: ; and

WHEREAS, the Company is willing, subject to the terms and conditions set forth herein, to waive specified SST liabilities or to accept reduced SST assessment for the period specified below.

Waiver Details and Financial Summary

Tax Type: . Tax Period Covered (From): To: .

Financial Breakdown:

Waiver Amounts (fill as applicable)

Principal Amount:

SST Amount Waived:

Total Consideration for Waiver:

Conditions of Waiver

The waiver granted by the Company is expressly conditioned upon the following (each a Condition):

Timely payment of any agreed consideration shown above by Payment Due Date: .
Full and accurate disclosure by the Client of all facts and documentation relevant to the SST liability; failure to disclose constitutes material breach.
Waiver applies only to the SST amounts explicitly set forth in this Agreement and does not constitute a release of other taxes, penalties, or interest except as expressly stated.
The waiver is void if the Client transfers rights or obligations related to the underlying transaction without prior written consent of the Company.

Representations, Indemnity and Release

The Client represents and warrants that all information provided to the Company regarding the transactions subject to this Waiver is true, complete and correct. The Client shall indemnify and hold harmless the Company from and against any claim, liability, loss, fine or expense (including reasonable attorney fees) arising from inaccurate information or from third-party claims relating to taxation excluded from this Waiver.

The Parties acknowledge that this Waiver does not substitute for any filing obligations required by applicable tax authorities. The Client understands that the Company makes no representation regarding the views of tax authorities and that any decision by a tax authority to challenge or reassess SST remains outside the scope of this Waiver unless otherwise expressly stated.

Default and Remedies

If the Client defaults in the performance of any Condition, the Company may, at its election, terminate the Waiver and reinstate any SST liability previously waived. The Client will be liable for any costs incurred to restore waived amounts, including administrative fees and reasonable legal costs.

Notices

All notices required or permitted under this Agreement shall be in writing and delivered to the addresses set forth above or to alternate addresses subsequently provided in writing. Notices are deemed given upon personal delivery, on the date of confirmed electronic transmission, or three business days after deposit with a nationally recognized courier.

Governing Law and Dispute Resolution

This Agreement shall be governed by and construed in accordance with the laws of Jurisdiction: . The Parties agree that disputes arising under this Agreement first shall be submitted to good-faith negotiation and, if unresolved, to binding arbitration in the designated jurisdiction under commercially reasonable rules chosen by the Parties.

Acknowledgment

The undersigned acknowledge that they have read, understand, and agree to be bound by the terms of this Financial SST Waiver. Each party represents that it has full power and authority to enter into this Agreement and that the individuals signing below are authorized to do so.

Additional Notes or Special Conditions:

Client Name:

By:

Date:

Company Name:

By:

Date:

What the Financial SST Waiver Is and When it Applies

A Financial SST Waiver is a written document that records an agreed waiver, exemption, or exclusion from a specific state sales, service, or similar transaction tax (commonly abbreviated SST) for a defined transaction or series of transactions. The waiver identifies the parties, the transaction scope, the legal basis or vendor statement supporting the waiver, and the effective date. It is used to reduce ambiguity, document reliance positions, and provide a record for audits or administrative review while allocating responsibility for any future tax exposure.

Why a Formal Financial SST Waiver Matters

A written waiver documents the tax treatment agreed by parties, clarifies who bears risk if a tax authority disagrees, and supports internal controls and audit readiness.

Who Typically Prepares and Signs This Waiver

Common users include parties directly in the transaction and their tax or finance teams.

Buyers and payors: Entities that would otherwise remit SST and need written proof of exemption or waiver.
Vendors and sellers: Sellers documenting the buyer's assertion or providing a vendor-side waiver for recordkeeping.
Tax and accounting teams: Internal teams that review, approve, and retain the waiver for compliance and audit trails.

The document also serves external reviewers such as auditors, lenders, and tax authorities when questions arise.

Typical Signatory Roles

Finance Manager

A finance manager or controller usually certifies transaction details and signs to confirm the company’s acceptance of the waiver; they are responsible for retention, audit responses, and coordinating any required tax reporting.

Tax Counsel

A tax attorney or external advisor may review and sign to confirm the waiver language aligns with applicable statutes and to advise on the legal basis and downstream risk allocation if the waiver is contested.

Core Elements to Include in a Professional Waiver

A complete Financial SST Waiver contains standardized sections so it is clear, enforceable, and useful in audits.

Parties

Full legal names and entity types for each party, including any doing-business-as names and the signing representative’s title to show authority.

Transaction Scope

Clear description of goods or services, invoice or contract references, and the exact transactions to which the waiver applies.

Legal Basis

Citation or explanation of the exemption, resale certificate, or statutory reason being relied upon for the waiver.

Effective Term

Effective date and, if applicable, expiration or conditions that terminate the waiver so obligations are time-bound.

Consideration

Statement of consideration or acknowledgement of any fee, offset, or mutual release that supports the waiver as a contractual term.

Signatures and Authentication

Signature block with printed name, title, date, and any required notarization, witness lines, or eSignature authentication details.

Quick Step-by-Step: Completing the Financial SST Waiver

Follow these sequential steps for a consistent, auditable waiver process.

01

Prepare Draft: Populate parties, transaction details, and legal basis.
02

Attach Evidence: Add resale certificates or statutory citations.
03

Authorize Signers: Confirm signer authority and authentication method.
04

Execute and Retain: Sign, notarize if needed, and store securely.

Typical Process Flow for Execution and Recording

A standard workflow moves the waiver from draft to signed record and then into retention or filing.

Draft: Create using contract or invoice references.
Review: Tax or legal team verifies legal basis.
Sign: Execute with required authentication or notarization.
Store: Archive with supporting documents for audit.

Digital Workflow Settings to Configure

Configure your eSignature workflow to preserve evidence, control access, and automate routing for multiple signers.

Field	Configuration
Authentication Method	Email link, SMS code, or KBA based on risk
Signing Order	Specify sequential or parallel signer order
Conditional Fields	Show fields only when certain checkboxes are selected
Retention Settings	Enable audit trail retention and export formats

Platform and Format Requirements for eSubmission

Confirm platform integrations, file formats, and authentication options before sending for signature.

Supported Formats: PDF, DOCX, HTML
Integrations: Salesforce, NetSuite, Google Workspace
Authentication: Email, SMS, KBA, or SSO

Timing Considerations and Typical Deadlines

Timing for execution and retention affects enforceability and audit readiness; document specific internal deadlines up front.

Execution Timing:

Complete waiver before or at the transaction date to support reliance.

Audit Production:

Have documents available within requested audit timelines.

Internal Review:

Allow sufficient time for tax counsel review before signing.

Notarization Window:

If notarization required, schedule in advance to avoid delays.

Retention Start:

Retention typically begins on the effective date of the waiver.

Key Milestones in Waiver Processing

Track these milestones to ensure timely review, execution, and retention across the document lifecycle.

01

Draft Approval

Legal and tax review completed prior to signature.

02

Execution

All parties sign and date the waiver.

03

Notarization

If required, notarize with required witness or RON steps.

04

Archival

Store signed waiver and attachments in secure records.

Common Preparation Mistakes to Avoid

Using informal or ambiguous language that fails to identify specific invoices, dates, or contract numbers — this weakens audit defenses and increases dispute risk.
Omitting signer titles, authority statements, or corporate resolutions that prove the signatory had power to bind the entity, which can render the waiver unenforceable.
Failing to attach or reference supporting documents such as resale certificates or statutory citations, leaving the waiver unsupported during an audit.
Neglecting to record the chosen authentication method and audit evidence when completing electronically, reducing the evidentiary value of the signed record.

Principal Risks and Potential Consequences

Tax Assessment: Tax authority may assess unpaid SST

Interest: Interest may accrue on assessed amounts

Penalties: Civil penalties may be imposed by state

Invalid Waiver: Waiver could be void if improperly executed

Audit Exposure: Increased audit scrutiny of related transactions

Third-Party Liability: Counterparties may seek indemnity or damages

Security and Compliance Controls to Preserve Evidentiary Value

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest

Audit Trail: Timestamps, IP, and action logs retained

Regulatory Certs: SOC 2 Type II and ISO 27001 available

Health Data: HIPAA compliance available with BAA

E-Sign Law: ESIGN and UETA framework supported

21 CFR: 21 CFR Part 11 compliance options

Electronic Signature versus Digital (Cryptographic) Signature

Understand the distinction: digital signatures are a cryptographic subset of broader electronic signatures recognized under ESIGN and UETA.

Criteria	Electronic Signature	Digital Signature
Definition	any electronic sign	pki-based cryptographic sign
Legal Status	accepted under esign/ueta	accepted; stronger non-repudiation
Technology	image, click, audit trail	x.509 certificate, pki
Typical Use	contracts, waivers	regulated filings, high-assurance needs

eSignature Vendor Pricing and Feature Snapshot

Basic pricing and feature availability across common eSignature vendors; signNow is listed first as the baseline for comparison.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	Yes, 7-day free trial	Varies by vendor	Varies by vendor	Varies by vendor	Varies by vendor
Bulk Send	Yes (Premium tier)	Yes	Yes	Yes	Varies
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes (BAA available)	Yes (BAA available)	Yes (BAA available)	Varies	Varies

Frequently Asked Questions About the Financial SST Waiver

Answers to common questions on enforceability, eSigning, notarization, revocation, and recordkeeping for the Financial SST Waiver.

Need help? Contact support

Are electronic signatures valid?
Yes. Electronic signatures are legally valid under the federal ESIGN Act (15 U.S.C. §7001) and state UETA laws in most jurisdictions; ensure intent, consent, attribution, and retention are satisfied.
When is notarization required?
Notarization depends on state law and the document’s intended use; some recording or property-related matters require notarization and witnesses—verify state requirements before execution.
Can I use Remote Online Notarization?
Many states permit RON with identity proofing and audio-video recording; check your state notary commission rules and preserve the required journal and recording.
Who should sign the waiver?
An authorized corporate representative with authority to bind the entity should sign; attach a corporate resolution or power of attorney when authority is not evident from the signature block.
How do I revoke or cancel a waiver?
Revocation should follow the waiver’s own terms; absent terms, send a written notice to all parties and preserve proof of delivery; legal consequences depend on governing law and waiver language.
How long must I keep the signed waiver?
Retain according to applicable standards: IRS minimum three years (IRC §6501(a)), HIPAA six years where PHI is involved (45 CFR §164.530(j)), and longer when state law or litigation hold requires.

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