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.

Open the form

1. Go to Tax Management > Exemption Certificates.
2. Click Add Certificate. The Add Exemption Certificate window opens.

Fill in the details

1. Customer (required) – choose the customer the certificate applies to.
2. Exemption Type (required) – choose the type of exemption.
3. Certificate Number (required) – enter the certificate number, for example EX-2026-001234.
4. Issuing State – choose the state, or leave on All States / Multi-State.
5. Effective Date – when the exemption begins.
6. Expiration Date – when it expires (must be on or after the effective date).
7. Certificate Document – optionally upload the certificate. Accepted formats are PDF, JPG, and PNG, up to 10MB.
8. Notes – any additional notes.

Save

1. Click Save Certificate.
2. The window closes and the new certificate appears in the list with a confirmation message.

Tip: Leave the expiration date blank if the certificate does not expire. The list will show “No expiration” for that certificate.