Non-System Certs

Requires XMPT PRO or XMPT ENTERPRISE plan

Exemption certificates generated using XMPT are not only delivered utilizing rules that are more accurate, but also require significantly less effort to create and manage. The automated system ensures that the certificates are the current version that comply with current tax regulations, reducing the chance of errors and simplifying the entire process.

That said, in certain cases, an existing physical copy of an exemption certificate must be uploaded to the system to ensure it is correctly applied to the tax calculation. To do this, sellers need to utilize the cert upload form detailed on the next page.

To access this form, users need to navigate to the "Certs Received" tab on the left navigation. Once selected, the page will display an Upload Certs button on the top right corner below the header.