Some states and local jurisdictions require that the seller provides their EIN details to certain tax exemption documents.
Since most purchasers would not have the seller’s EIN readily available, you as the seller can proactively maintain your EIN directly in EXEMPTAX to provide a better purchaser experience.
Once added to EXEMPTAX, your EIN will then automatically be pre-populated into exemption documents created through CertDash ready for your purchaser to consume on the fly.
The following documentation provides instruction on how to add and maintain the seller related EIN in EXEMPTAX.
TIP: Also check our documentation on how to add tax registration numbers to exemption documents.
Please keep in mind that access to Company Settings 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. First, press on the "Company Settings" icon (1) in the menu bar.
2. Once in the "Company Settings" (1), go to menu "Profile" (2), then tab "Company Info" (3). From here you can maintain your EIN (4) details. Don't forget to hit the save changes button once done.
This will then automatically populate your EIN on all CertDash exemption documents as outlined in the sample Step 3 below.
BONUS TIP: Some exemption documents also require the seller's tax registration number. Ensure to enter your tax registration number under "Company Settings" (1), go to menu "Profile" (2), then tab "Tax Registration" (3). From here you will see the all currently active "Jurisdiction" (4), the toggle "Actively Registered" (5), and the "Value" (6) field.
Enter your seller tax registration number into the "Value" (6) field and switch the "Actively Registered" (5) toggle to "Yes".
INFO: Check out our instruction on how to enter seller related tax registration numbers to exemption documents.
3. After you have successfully entered your seller related tax registration number (2) and/or your EIN (3) details, your purchaser will then see these information as pre-populated entries imbedded in the CertDash workflow process. 