Configuration

Why am I'm not seeing certain jurisdictions in my rules or certificate processing areas?
If you're unable to select a certain jurisdiction while processing a certificate or when configuring tax validations rules, this is because the respect...
Sun, 16 May, 2021 at 2:15 PM
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...
Sat, 15 May, 2021 at 5:01 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...
Sat, 15 May, 2021 at 5:41 PM
What are the available exemption reasons in EXEMPTAX?
EXEMPTAX categorizes exemption reasons following the SSTGB (Streamlined Sales Tax Governing Board, Inc.) standards as outlined below:   Federal Government...
Sat, 15 May, 2021 at 5:50 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 ...
Sat, 15 May, 2021 at 6:03 PM
How I can track the performance of my certificate request campaigns?
If you'd like the track the performance of your certificate campaigns, including whether your customers are opening, receiving or responding to your re...
Sat, 15 May, 2021 at 6:46 PM
How do I go about making mass changes to customer records, including adding multiple shipping states to a single customer?
If you're currently using EXEMPTAX without an active integration into an e-commerce, accounting or ERP system, you can make mass changes to your custom...
Sat, 15 May, 2021 at 7:34 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...
Sat, 15 May, 2021 at 8:34 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 ...
Sat, 15 May, 2021 at 8:48 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...
Sat, 15 May, 2021 at 8:59 PM