Cert Status

Requires XMPT PRO or XMPT ENTERPRISE plan

When you select "Certs Received" on the left navigation pane, a listing of certs will appear in the main body of the browser. When that appears, the sub-menu under the page heading displays the following status groupings:

• All: every cert, regardless of status appears on the list
• Approved: certs that are currently entitled to a tax reduction
• Pending: certs awaiting final approval
• Rejected: certs that the seller will not accept
• Expired: certs that have passed their expiration date

The status of each certificate is listed on the Certificates Received summary as you can see below:

A more detailed discussion of uploading certs can be found in the next section of this guide.

The default for certs received within the XMPT platform is pending. Changes to that can be set at an organizational level.

AUTOMATION NOTE: For customers integrating to a tax engine, details in support of calculation rules can be found in the next section.