General Questions

How do you handle legacy forms for Managed Services?
From time to time, there may be situations where legacy forms that are no longer supported by states, may not be available for processing in EXEMPTAX. If th...
Sat, 19 Oct, 2024 at 3:15 PM
Do I need to be a tax expert to validate tax certificates?
No. If you utilize our CertDash platform to receive your tax certificates from your customers electronically, most certificates you receive are guaranteed t...
Sat, 19 Oct, 2024 at 12:08 PM
How do I access EXEMPTAX?
EXEMPTAX is 100% web based. You and your team can use and access EXEMPTAX from anywhere and whenever you are connected to the internet by navigating to app....
Sat, 19 Oct, 2024 at 2:21 PM
Does EXEMPTAX automatically validate and reconcile state sales tax identification numbers on exemption documents?
Notwithstanding a few exceptions, it's generally not possible to automatically validate and reconcile whether a state sales tax identification number pr...
Fri, 21 Feb, 2025 at 4:09 PM
Why Isn’t an IRS Determination Letter Considered a Valid Sales Tax Exemption Document?
Many organizations mistakenly believe that an IRS determination letter—such as a 501(c)(3) designation—is sufficient documentation to claim a sales tax exem...
Mon, 19 May, 2025 at 4:54 PM
Who should I reach out to for the status of my tax exemption documents?
If you are an end user using EXEMPTAX to respond to exemption certificate requests and have questions about your tax exemption status, account, follow-ups, ...
Mon, 19 May, 2025 at 11:36 PM