Use the filters at the top of the Exemption Certificates page to find a specific certificate or to focus on a group, such as everything that is expiring.
Open the filters
- Go to Tax Management > Exemption Certificates.
- The filter bar sits above the certificates table.
Set your filters
- Search – type a customer name or certificate number.
- Status – choose Active, Expired, or Revoked, or leave on All Statuses.
- State – choose a state, or leave on All States.
- Type – choose an exemption type, or leave on All Types.
- Click Filter.
Read the results
The table updates to show only matching certificates. The page shows 25 certificates at a time; use the page links at the bottom to move through longer lists.
Tip: “Revoked” matches certificates that have been set to Inactive. To change a certificate’s active status, see Edit an exemption certificate.