EXEMPTAX provides a range of settings to help you fine-tune your exposure management process. Please see below for how to navigate to these settings, and for more information on what each setting does.

Step 1: On the header row, select the "Settings" icon.

Step 2:  Select "Exposure Management" then Exemption Settings 

Let's explore these settings and learn how to customize them for your needs.

• Update Customer Level: By default, EXEMPTAX will dynamically update the stored customer record exemption reason based on the reason associated with the the last processed certificate for the customer.
  
  
• Update Shipping State Level: By default, EXEMPTAX will dynamically update the stored customer shipping state (exposure zone) exemption reason based on the reason associated with the the last processed certificate for that particular jurisdiction and customer. 
  
  Note: These two default settings should suffice for the overwhelming majority of tax scenarios. However, if you as a business have special requirements, particularly where the same customer is claiming multiple different exemption reasons at the same time in the same state, you may want to consider disabling these settings to enable manual reconciliation of exemption certificates based not only on the jurisdiction, but as well as the specific exemption reason. 
  
  For example, say you have a customer who is a reseller in California, but they also have a special manufacturing relationship with you in the same state. If they were to only provide you a resale certificate and not a manufacturing certificate as well, you may have potential exposure for sales that are classified under a separate manufacturing exemption. If you would like to make sure that you track this scenario for exposure management in EXEMPTAX, you may want to manually disable these settings so that if your customer only provides you only one of the particular exemption certificates, they will still be shown as having exposure for reporting purposes. Please note that due to the complexities associated with multiple exemption reason tracking in a single jurisdiction, we recommend breaking out customers who fit these rare scenarios into separate multiple customer records to minimize manual reconciliation efforts and including manual updates of exemption reasons in EXEMPTAX. 
  
  
• Update Certificate Attachments: By default, this setting is enabled, and allows those with appropriate permissions to add and append supporting attachments to finalized exemption documents, such as updated proof of authentication. In such scenarios, this can help you update and strengthen the evidence for the validity of the original tax exemption document by adding information from state authorities which confirm that the tax ID provided on the original certificate is still current, valid and linked to the same customer referenced on the original exemption document.
  
  
• Default Exemption Reason: By default, your EXEMPTAX account will set the default customer level exemption reason to G for resale for informational purposes. Please note that if you have the default update exemption reasons set to "Enabled", such a default setting should not impact any operations as the exemption reason will get dynamically based on the specific exemption reason associated with the customer and their last processed certificate. 
  
  Note: If you would like to override the default exemption reason in your account, please create a support ticket with your desired exemption reason.  

• Expiring Documents in Days: By default, EXEMPTAX will set 30 days as the default period as to when a certificate is deemed to be in an "Expiring" state including for automated campaigns. You can customize this setting in your account and increase the threshold up to period not to exceed 180 days. However, since this is a sensitive setting which can have impact on multiple areas of your account including exposure reporting and campaigns, changes to this threshold require a support ticket request.
  
  
• Link Expiration Days: By default, EXEMPTAX will set the validity period for campaign links (requests for exemption certificate generation and uploads) to expire after 30 days. If you would like to override this default setting, you may increase the validity period to a period not to exceed 365 days by submitting a support ticket. Please note, changes are not retroactive, and will only apply to newly generated links made after the change.