EXEMPTAX Support

How does CertDash via email campaigns work?
After an email campaign is sent, your customer will receive an email from EXEMPTAX requesting to fill out the correct exemption certificate electronically. ...
Sat, 19 Oct, 2024 at 12:10 PM
How do I handle processing illegible documents?
If an uploaded document in your queue is illegible, you can reject the document directly at the beginning of your validation process to save time and hassle...
Sat, 19 Oct, 2024 at 12:07 PM
How can EXEMPTAX help me validate my exemption certificates?
EXEMPTAX provides a proprietary validation engine covering most tax exemption forms. If you utilize our CertDash platform to receive your tax certificates f...
Fri, 25 Nov, 2022 at 12:17 AM
How do I setup my validation rules?
You can either utilize the standard validation rules, which are pre-set as default with your EXEMPTAX account or customize your own validation rules. Regard...
Mon, 15 Nov, 2021 at 5:39 PM
How do I validate manually uploaded tax certificates?
If you utilize our CertDash platform to receive your tax certificates from your customers electronically, then most certificates you will receive are guaran...
Sat, 19 Oct, 2024 at 1:18 PM
What are validation rules?
EXEMPTAX applies tax validation rules for respective tax exemption certificates and can help you decide whether your exemption certificate is valid or not. ...
Sat, 19 Oct, 2024 at 1:32 PM
Why am I'm not seeing certain jurisdictions when processing certificates?
If you're unable to select a certain jurisdiction while processing a certificate, please ensure to check that the respective state is enabled in your co...
Thu, 24 Nov, 2022 at 6:12 PM
What are the available exemption reasons in EXEMPTAX?
EXEMPTAX categorizes exemption reasons following the SSTGB (Streamlined Sales Tax Governing Board, Inc.) standards as outlined below:   Federal Government...
Sat, 19 Oct, 2024 at 1:29 PM
How do I manage already submitted email campaigns?
The following documentation provides instructions on how to view, track and edit already submitted email campaigns. Please keep in mind that access to t...
Sat, 19 Oct, 2024 at 1:30 PM
How can I change my default tax rules?
In EXEMPTAX, you can change the default tax rules to customize your settings specifically to your business needs and requirements. At times, it might be...
Sat, 19 Oct, 2024 at 1:34 PM