When processing a certificate in EXEMPTAX, you may across certain scenarios where an end user has made a mistake with the certificate record. For example, common mistakes can involve associating the certificate to the wrong customer, or assigning an incorrect exemption reason amongst others.
If you would like to correct such mistakes and or make other variable changes to an otherwise valid and complete certificate, you may do so by navigating into the certificate processing area and making the respective changes.
1. Begin by navigating to Certificate Queues, filter Certificate Status to Completed, and select the desired Cert ID that you would like to access.
Tip: You may access a particular certificate in many areas inside of EXEMPTAX outside of the Queues area. Additionally, if you know the specific Cert ID of the certificate you would like to access, you may skip the filter and search by Cert ID instead.
2. Once in the processing area, you will see a series of dropdowns and options covering multiple certificate variables.
The items in red include:
Name of your customer.
B. Account Number
|This variable may not be visible if you don't utilize account numbers to manage your customer records.|
C. Exemption Reason
The available list of exemption reasons can be found here.
|D. Certificate Type|
There are two options, Multi-use (certificate applies to multiple transactions with a customer) or Single-use (certificate is only valid for a single transaction, typically identified on the document with an Invoice or PO Number).
The items in blue include:
|E. Doesn't Expire|
When checked, this option will set the validity period of the certificate so that it doesn't expire.
F. Effective Date
The beginning date for a which a document can be considered valid inside of EXEMPTAX.
G. Expiration Date
The date which EXEMPTAX will consider the document expired, and no longer valid for exposure calculation. Note: The expiration date field is initially calculated based on tax validation rules setup in your account. Please consult with a tax professional and exercise caution when manually overriding such dates.
3. To make changes, simply update the respective variable checkboxes and or dropdowns and hit the blue Save Button marked in the green box above. Once saved, EXEMPTAX will update the exposure status for the customer and certificate record incorporating your respective changes.