What's in the guide

This user guide provides a clear, step-by-step overview of XMPT, the intelligent platform for managing sales and use tax exemption certificates. It explains how to create, complete, and share certificates digitally, while highlighting key features such as AI-driven form selection, real-time validation, and automated expiration tracking.

The guide also covers system integration, showing how XMPT connects with ERPs, CRMs, and tax engines to streamline compliance across your business. With detailed instructions, screenshots, and best practices, this resource helps users maximize efficiency, minimize risk, and stay audit-ready with confidence in every transaction.