Edit an exemption certificate

Edit a certificate to correct its details, update its dates, change its status, or replace the attached document.

Open the certificate

1. Go to Tax Management > Exemption Certificates.
2. Find the certificate in the table.
3. Click the Edit (pencil) icon in the Actions column. The Edit Exemption Certificate window opens with the current details filled in.

Make your changes

You can update any of these fields:

• Customer (required)
• Exemption Type (required)
• Certificate Number (required)
• Issuing State
• Effective Date and Expiration Date
• Status – set to Active or Inactive. (This field appears only when editing.)
• Certificate Document – upload a new file to replace the existing one. If a document is already attached, a note tells you so.
• Notes

Save

1. Click Update Certificate.
2. The window closes and the list refreshes with a confirmation message.

Tip: Setting a certificate to Inactive is the way to revoke it. Revoked certificates can be found using the Revoked status filter described in Filter and search certificates.