Some states provide the option to verify certain tax ID's, permit numbers or other data through an online portal. It is highly recommended to take advantage of online verification directly through the state to ensure that provided data is accurate.
The following documentation outlines how you can use the online verification function per state and particular form during certificate processing in Step 3. Please check the documentation to see how to process Step 1 and Step 2 of automatically uploaded certificates and manually uploaded certificates.
Please keep in mind that access to certificate processing 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.
NOTE: Step 3 "Authentication" of the certificate process is only available when Online Verification of this particular form is enabled.
1. In Step 3 "Authentication" , click on the provided site link. Take note of the information you want to verify with the state as outlined by your customer in the certificate.
2. In the state portal, fill out all required input criteria and hit the Search function. The state will provide the result whether the information is valid or not valid accordingly.
3. Take a snippet of the search result in Step 2 above and save the snippet locally to your PC.
4. If the verification was successful indicate "Yes" in the "Valid Match" function and upload your previously saved snippet as "Proof of Authentication". Press the "Authentication" button to finalize the process.
TIP: The uploaded proof of authentication will be automatically attached to your processed certificate. You can easily retrieve those data by using our Report Builder.