EXEMPTAX Support

Can I maintain the expiration of individual tax forms?
Yes. EXEMPTAX provides pre-set expiration terms conservatively and we encourage you to maintain expiration terms for all exemption certificate forms. A simp...
Mon, 15 Nov, 2021 at 5:54 PM
What are certificate campaign links and how I can generate them in EXEMPTAX?
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...
Mon, 15 Nov, 2021 at 5:54 PM
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 ...
Thu, 24 Nov, 2022 at 11:46 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...
Tue, 15 Mar, 2022 at 6:54 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 my certificates?
The following documentation outlines how you can download your exemption certificates from your EXEMPTAX account. 1. From your Dashboard, click on the &...
Mon, 15 Nov, 2021 at 5:56 PM
Who can make changes to my validation rules?
Since your rules control a very critical part of your validation process, only certain user roles with sufficient access rights are able to make changes to ...
Mon, 15 Nov, 2021 at 5:57 PM
Which documents qualify for Backlog Support?
We will jointly discuss the scope of your Backlog Support and agree on volumes and timelines. As soon as the scope is signed off by you, we will start worki...
Mon, 15 Nov, 2021 at 5:58 PM
Can I add other team members to my account?
Yes, you can add multiple users to your account. If you need access for more users, just contact us and we can discuss adding more users to your account. ...
Mon, 15 Nov, 2021 at 5:58 PM
How do I manage user access for my team members?
Simply chose a pre-selected user role for team members on your account. This way you can increase access or restrict access with a touch of a button. Pl...
Mon, 15 Nov, 2021 at 5:58 PM