EXEMPTAX Support

What is CertDash?
EXEMPTAX CertDash feature allows you to digitize the entire certificate handling process from A to Z.  EXEMPTAX sends certificate requests via safe URL ...
Sat, 19 Oct, 2024 at 1:47 PM
How do I manually upload my tax certificates?
The following documentation provides instructions on how to manually upload single or mass certificates via drag and drop into EXEMPTAX. INFO: In case y...
Sat, 19 Oct, 2024 at 1:48 PM
What is Managed Services?
EXEMPTAX offers a wide range of outsourced services to help you streamline your internal tax exemption certificate management efforts. Our Managed Services ...
Thu, 18 Nov, 2021 at 6:53 PM
How do I download copies of my tax exemption certificates?
The following documentation outlines how you can download your exemption certificates from your EXEMPTAX account. 1. From your Dashboard, click on the &...
Sat, 19 Oct, 2024 at 1:49 PM
Who can make changes to my validation rules?
Since your rules control a critical part of your validation process, only certain user roles with sufficient access rights can make changes to your rules. S...
Mon, 21 Oct, 2024 at 8:29 PM
Can I add other team members to my account?
Yes, you can add as many users to your account as outlined in your subscription.  Please keep in mind that access to user settings might be restricted f...
Mon, 21 Oct, 2024 at 8:28 PM
How do I manage user access for my team members?
Simply choose a pre-selected user role for team members on your account. This way you can increase access or restrict access with the touch of a button. ...
Mon, 21 Oct, 2024 at 8:33 PM
Which states does EXEMPTAX cover?
The EXEMPTAX platform supports exemption handling for all U.S. states. At the moment we don't support handling for Canadian tax exemptions, but are look...
Sat, 19 Oct, 2024 at 2:26 PM
Can I activate or deactivate Nexus states in my profile?
Yes. You can activate or deactivate individual Nexus states as a self-service option in your account.  Please keep in mind that access to Nexus settings...
Mon, 21 Oct, 2024 at 8:49 PM
What does CertDash and USPS involve?
For CertDash and USPS, we manage color printing, enveloping and submission of your predefined physical mail certificate requests via USPS Domestic First-Cla...
Mon, 15 Nov, 2021 at 6:00 PM