When a certificate has a file attached, you can download it directly from the Exemption Certificates list.
Download a certificate document
- Go to Tax Management > Exemption Certificates.
- Find the certificate in the table.
- If a document is attached, a download icon appears in the Document column and also in the Actions column. Click either icon to download the file.
If no document is attached, the Document column shows a greyed-out icon labelled “No document uploaded.”
Adding or replacing a document
To attach a document, or to replace an existing one, use the edit form and choose a file under Certificate Document. Accepted formats are PDF, JPG, and PNG, up to 10MB. See Edit an exemption certificate.
Tip: Keeping the signed certificate on file makes audits much easier, since the supporting document is stored alongside the exemption record.