Yes. Every EXEMPTAX account comes with a pre-loaded set of default validation rules for most supported states and forms. However, we strongly recommend you ...

CertDash is available and works on most tax forms in most states. However, there are some tax exemption documents where CertDash may not be possible. For ex...

At times, it might be beneficial to change certain validation rules to adhere to internal company compliance procedures. For example, if the rule for a spec...

You can check the status of each CertDash request in your EXEMPTAX account. This way you can monitor if your customer opened your email or if the email boun...

No. While certain automated rules can be implemented to assist with logical verification purposes, it's impossible to verify the content of fields to co...

Yes, to learn how to process them in EXEMPTAX, please click here. Please note, that since custom forms typically don’t conform to certain sets of required d...

Yes, however we recommend that you work directly with your drop shipper and tax advisor to understand the various nexus constellations your particular scena...

Custom Forms act as a catch-all for exemption certificates not available in the forms library. This option is necessary to process certain tax exemptions th...

Yes. EXEMPTAX provides pre-set expiration terms conservatively and we encourage you to maintain expiration terms for all exemption certificate forms. A simp...

In EXEMPTAX, you can generate and disseminate certificate campaign links with a unique token URL (for which you can copy and paste into emails and text mess...