Delete an exemption certificate when it was added in error or is no longer needed. Deleting also removes any attached document, and the action cannot be undone.
Delete a certificate
- Go to Tax Management > Exemption Certificates.
- Find the certificate in the table.
- Click the Delete (trash) icon in the Actions column.
- A confirmation window appears showing the certificate number. Read it carefully.
- Click Delete to confirm, or Cancel to keep the certificate.
Once confirmed, the certificate is removed from the list and a confirmation message is shown.
Warning: Deleting a certificate is permanent and also deletes its attached document. If you only want to stop a certificate from applying, consider setting it to Inactive instead. See Edit an exemption certificate.