Customer Tags help you group customers for various purposes, including handling targeted email campaigns and conducting mass changes to customers. The...

Customer Tags help you group customers for various purposes, including handling targeted email campaigns.  The following documentation provides instructio...

If you need to change the status of Customers in EXEMPTAX by either activating or deactivating several customers at once, you may do so using the customer i...

If you need to change the status of a single Customer in EXEMPTAX, you may do so in the Customers section.  Please note that if you wish to activate/dea...

Your customers can notify you to opt-out from future email campaign submissions if you choose to enable this option. This opt-out function is useful to ensu...

EXEMPTAX offers a set of email notification features pertaining to certain business activities relating to your account.  Every account holder can maintain...

At times, you might want to add notes to a certificate for various reason.  The following documentation provides instructions on how to add notes and co...

In addition to document submission via our automated workflow in CertDash, Email Campaigns, or direct document upload, your customers can send their tax doc...

Some states and local jurisdictions require that the seller provides a tax registration number to certain tax exemption documents.  Since most purchaser...

Some states and local jurisdictions require that the seller provides their EIN details to certain tax exemption documents.  Since most purchasers would ...