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FAQ
General Questions
23
What is a resale certificate?
What is an exemption certificate?
Am I required to accept a resale certificate?
Am I required to accept an exemption certificate?
Can I use one resale or exemption certificate form across all states?
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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
80
How does CertDash via email campaigns work?
How do I handle processing illegible documents?
How can EXEMPTAX help me validate my exemption certificates?
How do I setup my validation rules?
How do I validate manually uploaded tax certificates?
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Plans and Flexibility
11
Can I upgrade my current subscription?
How much does it cost to use EXEMPTAX?
How do I pay for your service?
Do you offer a free trial?
What happens to my documents after cancellation of my subscription?
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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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System Integration
14
How do I generate an API key?
Do you provide an open API for EXEMPTAX and where can I find technical documentation for it?
Where I can view up to date information on the status of EXEMPTAX?
How can I connect my BigCommerce store to EXEMPTAX using the BigCommerce API?
How can I connect my Shopify store to EXEMPTAX?
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