EXEMPTAX offers the option to submit express email campaigns to a particular customer with current exposure. Express email campaigns allow you to submit cam...

The following documentation provide instructions on how to upload customer master records into EXEMPTAX.  Please keep in mind that access to customer im...

The following documentation provides instructions on how to add multiple shipping states to a single customer record via the customer import function. P...

The following documentation provides instructions on how to make mass changes to customer records using the customer import function.  NOTE: If you are ...

After you have processed a certificate in EXEMPTAX, you may need to change certain data or correct mistakes with certificate records. For example, common mi...

The following documentation provides instructions on how to access and view the document history of a particular certificate. Please keep in mind that a...

The certificate expiring horizon is important as it defines the time EXEMPTAX utilizes to alert you of expiring certificates.  The default certificate e...

It is important to keep your account secure and we strongly recommend following standard security guidelines by using a strong password, changing your passw...

At times it might be important to your individual processes to either activate or deactivate specific forms for several purposes. The following document...

At times, you might want to escalate a certificate if you are missing certain data, having legibility issues due poor quality of the document, want to get a...