Configuration

What are automated emails, and how do I enable them?
The automated emails feature enables you to automatically send your tax-exempt customers an email whenever they complete a certificate a request from a prio...
Mon, 15 Nov, 2021 at 3:43 PM
How do I force my customers to actively choose an exemption reason when responding to a campaign request?
Once your customer receives a campaign request and begins the process of generating or submitting their exemption certificate, they will have to choose an e...
Mon, 15 Nov, 2021 at 3:43 PM
How do I change my return address for USPS campaigns?
When you send USPS certificate campaigns in EXEMPTAX, your customers will receive a letter with an access code which will enable them electronically submit ...
Mon, 15 Nov, 2021 at 3:44 PM
How I can manage multiple exemption reasons for a customer in a single jurisdiction?
While uncommon, there may be certain business scenarios where your customers can claim a variety of different tax exemption reasons in a single jurisdiction...
Mon, 15 Nov, 2021 at 3:44 PM
How can I update my support email and phone number for my customers?
If you'd like to update the support email and phone number visible to your customers in your certificate request emails and letters, please follow the s...
Mon, 15 Nov, 2021 at 3:45 PM
How do I insert my company logo into campaigns?
The following documentation provides instructions on how to insert your company logo and icon into email and USPS certificate request campaigns for a better...
Tue, 5 Apr, 2022 at 7:06 PM
How can I add more users to my EXEMPTAX account?
In EXEMPTAX you can additional users using the steps outlined below:  1. From the app header, navigate to your company settings (limited to administrato...
Mon, 15 Nov, 2021 at 3:46 PM
How can I receive email notifications for incoming pending certificates?
In EXEMPTAX, you may utilize notification functionality to receive an email anytime a new pending certificate is received in response to a certificate campa...
Mon, 15 Nov, 2021 at 3:47 PM
How can my customers directly upload pre-completed certificates?
At times, your customers might prefer to directly upload pre-populated certificates already on file instead of generating new certificates via CertDash when...
Fri, 25 Feb, 2022 at 1:43 PM
How can I restrict various tax exemption reasons to customers during certificate submission?
In EXEMPTAX, you may limit specific tax exemption reasons during certificate submission to reasons that your company is willing to accept.  For instance, le...
Mon, 15 Nov, 2021 at 3:48 PM