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?

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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

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EXEMPTAX Support 82

• 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?

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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?

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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?

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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?

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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?

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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?