How to Manage Expired Sales Tax Exemption Certificates
Updated 5 months ago
When a customer's exemption certificate has expired, it's important to take action promptly to ensure sales tax is applied correctly to their transactions. Here's how you can review and manage expired exemptions in your dashboard.
Where to Find Expired Exemption Certificates
Go to the Dashboard tab.
In the Pending Tasks section, look for a task labeled "Expired Exemption".
Click the Review button, and this will take you directly to the Exemptions tab, where all expired exemptions are listed.
How to Filter for Expired Exemptions
To quickly view only expired certificates:
Once you are already in the Exemptions tab, locate the Status filter (the icon before the Import button).
Select Expired from the dropdown.
Click Apply.
An informational banner will appear at the top of the page with the following reminder:
"Please deactivate or edit the expired exemptions to ensure the accurate sales tax is applied to your transactions."
What You Can Do with an Expired Exemption
Next to each expired certificate, click the three dots (⋮) on the right-hand side. You'll see the following options:
Edit – Update the exemption details and upload a new signed certificate.
Download – Save a copy of the certificate.
Deactivate – If the exemption is no longer valid, deactivate it to prevent inaccurate tax application.
Note: When you deactivate an exemption, a confirmation message will appear at the bottom of the screen.
Best Practices
Always keep exemption certificates up to date. Expired certificates may cause incorrect sales tax charges.
Use the edit option to renew an exemption before deactivating it, if a valid certificate has been received.
Need Help?
If you're unsure whether to deactivate or update a certificate, or if you encounter any issues uploading a new one, our support team is here to help. Just reach out to us using the chat bubble in the bottom right corner.