Exemption Certificates
Articles
Exemption Certificates
Delete an exemption certificate
Delete an exemption certificate when it was added in error or is no longer needed. Deleting also removes any attached document, and…
Exemption Certificates
Download a certificate document
When a certificate has a file attached, you can download it directly from the Exemption Certificates list. Download a certificate document Go…
Exemption Certificates
Filter and search certificates
Use the filters at the top of the Exemption Certificates page to find a specific certificate or to focus on a group,…
Exemption Certificates
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 Go…
Exemption Certificates
Add an exemption certificate
Add an exemption certificate to record that a customer is exempt from sales tax, and attach the supporting document for your records.…
Exemption Certificates
Exemption Certificates overview
Exemption Certificates is where you keep track of the tax exemption certificates your customers have provided. Storing them here lets you confirm…