At times it might be important to your individual processes to either activate or deactivate specific forms for several purposes.
The following documentation provides instructions on how to modify the form status and how to activate or deactivate individual forms.
Please keep in mind that access to the Forms 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. Press "Rules" on the left menu bar and then select "Forms". You will see all forms relating to your Nexus settings in the table on the right. The column "Form Status" indicates whether a particular form is currently active or inactive. Press the form status link to proceed.
NOTE: You will see all forms for active jurisdictions based on your chosen Nexus footprint. It is important to keep your Nexus footprint accurate and up to date to manage your exposure correctly. Check the documentation on how to manage Nexus states to maintain your nexus footprint.
2. Once in the "Change Status" window, simply choose the desired form status to either Active or Inactive and press "Change Status" to confirm after you made your selection.
3. Once your selection is confirmed in the previous window, you will see that this form has changed its status. In this example we see that this AZ form is now active in your profile.
NOTE: In case you receive a document with an inactive form through CertDash, then the system will provide you with a note that this form is currently inactive. As a convenient shortcut, you can simply push the button "Activate Form" which will automatically change the form status to active for this form.