EXEMPTAX Support

How do I send out mass email campaigns?
EXEMPTAX offers an intuitive campaign builder, which sends individual or mass emails to your customers with current exposure. You can select various filters...
Sat, 19 Oct, 2024 at 2:19 PM
Why am I'm not seeing certain jurisdictions in my rules?
If you're unable to select a certain jurisdiction in your rules setting, then ensure to check that the respective state is enabled in your company's...
Mon, 15 Nov, 2021 at 6:01 PM
How do I export my own reports?
The following documentation outlines how you can export your own reports using the report builder function in your EXEMPTAX account. 1. From your Dashbo...
Sat, 19 Oct, 2024 at 2:18 PM
How to handle incorrectly rejected certificates?
In case you rejected a certificate by accident or would like to re-process a previously rejected certificate, you can do so by following the below steps. ...
Sat, 19 Oct, 2024 at 2:17 PM
How do I enable the online tax ID verification function?
Some states provide the option to verify certain tax ID's, permit numbers or other data through an online portal. It is highly recommended to take advan...
Sat, 19 Oct, 2024 at 2:16 PM
How can I verify tax identification numbers on exemption documents?
Some states provide the option to verify certain tax ID's, permit numbers or other data through an online portal. It is highly recommended to take advan...
Sat, 19 Oct, 2024 at 11:15 AM
How do I validate automatically uploaded certificates?
If you utilize our CertDash platform to receive your tax certificates from your customers electronically, most certificates you receive are guaranteed to be...
Fri, 25 Nov, 2022 at 11:27 AM
How do I use the Proof of Authentication function?
Some states provide the option to verify certain tax ID's, permit numbers or other data through an online portal. It is highly recommended to take advan...
Thu, 24 Nov, 2022 at 4:56 PM
How to modify completed certificates?
In EXEMPTAX there may be times where you may want to modify certain properties of completed certificates to correct mistakes, update certificate data, or ot...
Mon, 21 Oct, 2024 at 9:08 PM
How do I handle outdated forms during certificate processing?
From time to time, you may come across scenarios where your customers provide you with outdated documents.  While EXEMPTAX provides a library with up-to...
Mon, 21 Oct, 2024 at 9:55 PM