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All books ▸ The XMPT User Guide ▸ Member Setup

Member Setup

The XMPT User Guide

Welcome to XMPT

Compliance through Connection

What's in this guide

Disclaimer - This is not tax advice

Using the guide

Welcome to XMPT

Password Management

Resetting your password

Password recovery

The Home Screen / Dashboard

Personal details

What's an organization?

Initial login automation

Create an organization

Step #2 - Reasons

Step #3 - Details

Tax Identification Numbers (TINs)

Organizational details

Organization members *

Multiple organizations *

Initiate cert creation

Select seller - search

Select seller - the map

Select seller - enter details

Choose the reason

The confirmation

The completed cert

Review the cert

Additional actions

Reissuing certs

Certs delivered

System error messages

State-Issued Exemption Certificates

Adding State-issued certs to XMPT

Delivering State-Issued Certs to Sellers

XMPT Certs Received

System generated certs *

Certificate status *

Cert status & tax engines *

Certs from outside XMPT *

The upload form *

The Approval Process

System cert approvals *

Uploaded cert approvals *

Tax engine integrations *

Other integrations *

The XMPT app (desktops / laptops)

The XMPT app (mobile)

* Premium Plan Required