Adding State-issued cert to XMPT

In recent years, there has been a growing trend toward states issuing an exemption document that can be copied and shared with sellers. The availability and utilization of these documents varies from state to state.

When you have been issued an exemption certificate from a state, it can be uploaded to XMPT and forwarded to sellers, regardless of their utilization of the XMPT platform.

There are numerous benefits that come from using XMPT to deliver state issued certs. Beyond the efficiency of digitally delivering the documents, using XMPT to deliver state-issued certs provides irrefutable evidence to auditors as to the date, reason, and counter-party of all exempt transactions.

To upload a cert, select the State-issued certificate page in the navigation menu under your organization.

Once you've navigated to the page, press the + Add Certificate button on the top right to launch the window and add the cert.

Add the details for the certificate by selecting the appropriate state, followed by the certificate issued.

If the cert that you're looking to add is not listed under the document type for the state selected, please contact us using the chat capability in the lower left corner.

Once you have added the details and attached the certificate, press the + Add Certificate button. This should return you to the state issued certificate page.

When future certificates are issued by the same tax jurisdiction for future periods, follow the same process to add the new document. Each document is managed individually by XMPT. There is no replacement or updating of exemption documentation... each document is managed separately to provide the most detailed compliance reporting available.

To deliver these certificates, follow the instructions on the next page.