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 ...
Mon, 15 Nov, 2021 at 3:45 PM
How do I insert my company logo and branding into email and USPS campaigns?
In EXEMPTAX you may insert your company logo and icon into email and USPS certificate request campaigns for a better branded customer experience. Please not...
Mon, 15 Nov, 2021 at 3:45 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
If my tax-exempt customers prefer to upload pre-completed certificates instead, how can I enable them to do so?
In EXEMPTAX, you can enable your customers to upload pre-completed certificates in response to certificate campaigns and certificate submissions available i...
Mon, 15 Nov, 2021 at 3:48 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