EXEMPTAX Support

Do you provide default tax validation rules?
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 ...
Mon, 15 Nov, 2021 at 5:39 PM
Can I change the default tax rules?
Yes. You can change the default tax rules to customize your settings specifically to your business needs and requirements. At times, it might be benefic...
Fri, 15 Mar, 2024 at 8:25 PM
Is CertDash available for all forms?
CertDash works on most forms. However, some forms require double signatures or have other requirements, which make it impractical to apply the full CertDash...
Mon, 15 Nov, 2021 at 5:40 PM
How do I maintain my validation rules?
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...
Wed, 9 Mar, 2022 at 9:58 PM
What happens if my CertDash email request was not received?
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...
Mon, 15 Nov, 2021 at 5:53 PM
Do you validate the content of fields in EXEMPTAX?
No. We strongly encourage you to check content as all data contained in a tax form should be logical and applicable to the purpose of the exemption or resal...
Mon, 15 Nov, 2021 at 5:53 PM
Do you support custom tax forms?
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...
Thu, 30 Dec, 2021 at 6:03 PM
Do you support tax exemptions for drop shipments?
Yes, however we recommend that you work directly with your drop shipper and tax advisor to understand the various nexus constellations your particular scena...
Mon, 15 Nov, 2021 at 5:54 PM
What is a Custom Form and how can I use it?
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...
Thu, 24 Nov, 2022 at 5:22 PM
What is Backlog support?
Our Backlog Support Add-on Service is available with our Standard and Enterprise Plans. Backlog Support allows you to outsource validation your old legacy d...
Mon, 15 Nov, 2021 at 5:54 PM