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Knowledge base
FAQ
General Questions
14
What is a resale certificate?
What is an exemption certificate?
Can I use one resale or exemption certificate form across all states?
Am I required to accept a resale certificate?
Am I required to accept an exemption certificate?
View all 14
Video Tutorials
19
EXEMPTAX Short Explainer
How-to Navigate through your Dashboard
How-to Upload and Process Tax Exemption Certificates
How-to Update Validation Rules
How-to Use Streamlined Sales Tax (SST) Forms
View all 19
EXEMPTAX Support
77
Can I use electronically signed certificates for audits?
Do you support third party integrations for EXEMPTAX?
Why am I'm not seeing certain jurisdictions when processing certificates?
How can EXEMPTAX help me during audits?
Can I validate my old legacy exemption certificates again?
View all 77
Plans and Flexibility
14
Can I switch to a higher Service Plan?
How much does it cost to use EXEMPTAX?
How do I pay for your service?
Do you offer a free trial?
Will I have detailed access to the services I consume?
View all 14
Data Migration
10
Can I migrate my old exemption certificates into EXEMPTAX?
How do I authorize EXEMPTAX to connect to my respective system?
Can I migrate over from another provider to EXEMPTAX?
What do you mean by quick setup?
How many exempt certificates can I migrate into EXEMPTAX?
View all 10
Configuration
11
What are automated emails, and how do I enable them?
How do I force my customers to actively choose an exemption reason when responding to a campaign request?
How do I change my return address for USPS campaigns?
How I can manage multiple exemption reasons for a customer in a single jurisdiction?
How can I update my support email and phone number for my customers?
View all 11
E-Commerce Integration
2
How can I connect my BigCommerce store to EXEMPTAX using the BigCommerce API?
How can I connect my Shopify store to EXEMPTAX?
Accounting & ERP Integration
8
How do I create a NetSuite user and assign a role for integration with EXEMPTAX?
How do I create a custom user role for EXEMPTAX integration with NetSuite?
How do I change automatic taxability status update settings in the EXEMPTAX Stripe app?
How are customer records with international or missing addresses handled in the EXEMPTAX Stripe app?
How can I connect my Chargebee account to EXEMPTAX?
View all 8
API Integration
2
Do you provide an open API for EXEMPTAX and where can I find technical documentation for it?
How do I generate an API key?