Custom Forms act as a catch-all for exemption certificates not available in the forms library. This option is necessary to process certain tax exemptions that are handled through nontraditional means, including certain Direct Pay, Charitable Exemptions, State or local Government agencies and other exemption reasons.
Please keep in mind that access to process certificate function 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. On step 1 "Classification" select "CST-Custom" for the Jurisdiction and then choose "CUSTOM FORM" for your form selection. Lastly use the Customer field to classify to which of your customers this form belongs to. Then press continue.
TIP: Since Custom Forms entail a manual classification procedure, you can always take advantage of the escalation function or reject the form if you decide to do so.
2. During step 2 "Validation" you can enter basic certificate data to ensure your Custom Form will be processed with all necessary information accordingly. Once all validation fields are filled out, press "Validate & Continue" to finalize your Custom Form.
NOTE: Custom Forms typically don’t conform to certain sets of required data and are therefore open to broader interpretation, we recommend that you seek advice from your tax professional prior to processing Custom Forms.