If you utilize our CertDash platform to receive your tax certificates from your customers electronically, most certificates you receive are guaranteed to be fully completed and signed. Please check our CertDash documentation for more information.
Regardless how you process your certificates, we do encourage you to apply best practice and perform a quick logical check to ensure specific content on a certificate is fit for purpose (example: if you are selling car parts, a certificate should not describe the purchase of pet food).
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.
The following documentation outlines how you can process and validate automatically uploaded tax certificates.
1. Select "Certificates" in the menu bar and press on "Queues". From there you can select any pending certificate ready for processing.
2. For all automatically uploaded certificates using CertDash, you will be directed immediately to Step 2 "Validation". You can always click on Step 1 "Classification" to view entry data.
TIP: If your customer submitted a generic form provided by a state, then all data in the certificate will be automatically inserted into EXEMPTAX.
3. Scroll down towards the bottom of the validation step and press on "Validate & Continue" when ready to do so. EXEMPTAX will then validate the certificate in accordance with your validation rules.
4. Once your certificate is successfully validated, you will get a confirmation message.
TIP: Some states are providing online portals to verify certain data. If you want utilize the Authentication function, you can enable online verification per form. Check this documentation to see how to process certificates using online verification.