EXEMPTAX Support

How do I enable the online 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...
Wed, 23 Nov, 2022 at 9:28 PM
How do I use the online 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...
Wed, 23 Nov, 2022 at 8:59 PM
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 case you want to make changes to a completed and already processed certificate, you can do so by following the below steps. Please keep in mind that ac...
Mon, 15 Nov, 2021 at 6:03 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How do I handle outdated forms during certificate processing?
From time to time, you may come across scenarios where your customers provide you with outdated exemption certificates. While EXEMPTAX provides up-to-d...
Mon, 15 Nov, 2021 at 6:03 PM
How do I submit express email campaigns?
EXEMPTAX offers the option to submit express email campaigns to a particular customer with current exposure. Express email campaigns allow you to submit cam...
Mon, 15 Nov, 2021 at 6:04 PM
How can I upload customer master records?
The following documentation provide instructions on how to upload customer master records into EXEMPTAX.  Please keep in mind that access to customer im...
Wed, 14 Sep, 2022 at 2:30 PM
How do I upload multiple shipping states to a single customer record?
The following documentation provides instructions on how to add multiple shipping states to a single customer record via the customer import function. P...
Wed, 14 Sep, 2022 at 2:46 PM
How do I make mass changes to existing customer records?
The following documentation provides instructions on how to make mass changes to customer records using the customer import function.  NOTE: If you are ...
Wed, 14 Sep, 2022 at 2:57 PM