The automated emails feature will send your customers an email whenever you have completed tax documents in EXEMPTAX. 

You can maintain the event of notification to either send automated emails for all accepted certificates or all rejected certificates.

TIP: To reduce customer friction, the re-submission process of rejected certificates will clearly outline the specific areas of rejection. This ensures that your customer is aware of the particular fields forcing the rejection so that errors can be corrected, and the form can be resubmitted to you for secondary processing. For more information regarding specific rejections, please see our rejected certificate articles.

Please keep in mind that access to the Settings area might be restricted for some user roles; please contact your EXEMPTAX account owner to check if you have sufficient access rights to perform this function.

1. Select the icon "Company Settings" in your Dashboard. 

2. Once in the Company Settings area, click on "Campaign Settings" (1) and select the tab "Other" (2). From there, navigate to the option "Send Automated Acceptance Emails" (3) and "Send Automated Rejection Emails" (3) and either enable or disable the prefered option.