In EXEMPTAX, you may limit specific tax exemption reasons during certificate submission in CertDash to those exemption reasons that your company is willing to accept.  

For instance, if your company does not transact with Foreign Diplomats, you can then restrict your customers from submitting forms related to this particular exemption reason.

IMPORTANT: Please note that limiting exemption reasons will only restrict the ability of your customers to generate the specific form for that exemption reason through CertDash, but does not restrict your customers ability to enter other content on the specific document. Additionally, if you manually override a specific customer record with a particular tax exemption reason, and this reason conflicts with the available tax exemption reasons in your company settings, the override will prevail for that specific customer.

The following documentation provides instructions on how to restrict tax exemption reasons visible to your customers during certificate processing in CertDash.

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, maintain "Allowed Exemption Reason" (3) accordingly through the dropdown.