Manage tax exemptions

The Tax Exemptions dashboard in our web admin tool provides an overview of tax-exempt purchases and is used to handle and solve tax exemption issues as they occur. It gives you the following options:

Search for a tax exemptions document

Choose a parameter under Parameter 1 to narrow down your search and locate the desired tax exemption document.

The Document Status field provides information about whether the tax exemption document has been validated. Possible values are: New, In Review, Valid, or Expired.

Add a tax exemption document

To add a tax exemption document, follow these steps:

1. On the purchase overview page, click the Add Tax Exemption Document button. The Add Tax Exemption Document window opens.

note

The Add Tax Exemption Document button is exclusively accessible within the Tax Exemptions section.

2. Select options from the provided drop-down menus:

General

Field	Description
Reason for Exemption	Reason for the tax exemption.
Tax ID Type	Type of ID used for tax exemption.
Tax ID	Unique Tax ID to identify the company.
Date Certificate Issued	Date when the exemption certificate was issued for the company.
State of Issue	Federal state where the tax exemption document has been issued.
Expiration Date	Date the exemption of the company expires.
Attachment	This field is clickable. Click on it to upload/view the tax exemption document.

note

You can update, validate, and flag tax exemption documents as invalid. Utilize the ... button to validate or mark documents as invalid.

Expired documents are displayed in the Valid/Expired section of the tax exemption documents table:

Contact

Field	Description
Company	Name of the company to which the tax exemption document has been assigned.
Type of Business	Type of business entity to whom the tax exemption has been issued.
First Name	First name of the company's contact person.
Last Name	Last name of the company's contact person.
Email	Email address of the tax exempt company.
Phone	Phone number of the company.
Address	Address of the company.
State	State of the company.
Zip/Postal Code	Zip/Postal code of the company.
City	City where the company is located.

3. Enter additional information in the optional Notes field.

4. Click Save & Close to complete the process.

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