EXEMPTAX Support

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...
Mon, 15 Nov, 2021 at 10:00 PM
How do I upload my Backlog Support certificates?
After you purchased your Backlog Support Add-on Service, you will be enabled to upload your documents into your EXEMPTAX account. The EXEMPTAX team will the...
Mon, 15 Nov, 2021 at 10:00 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...
Wed, 23 Nov, 2022 at 9:06 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...
Thu, 5 May, 2022 at 5:02 PM
How do you handle legacy forms for Backlog Support?
From time to time there may be situations where legacy forms, which are no longer supported by states may not be in EXEMPTAX. If the EXEMPTAX team encounter...
Mon, 15 Nov, 2021 at 10:02 PM
How does Backlog Support work?
Your qualifying Standard or Enterprise Plan enables you use Backlog Support. Just contact us so that we can discuss your volume requirements and desired tim...
Mon, 15 Nov, 2021 at 5:38 PM
What if an uploaded document is illegible?
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...
Thu, 24 Nov, 2022 at 6:33 PM
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
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. ...
Wed, 9 Mar, 2022 at 10:46 PM
How does CertDash via email work?
Your customer will receive an email from EXEMPTAX requesting to fill out the correct exemption certificate electronically. Once your customer opens that ema...
Fri, 25 Nov, 2022 at 12:17 AM