How to edit a customer's exemption

Log in to Global Tax Determination.
Click Manage.
You’ll land on the View/Edit Organization Details page. Make sure the correct organization is selected in the side menu, then click the Customer tab.
You'll land on the View/Edit Customer Details page. In the side panel, click the customer whose exemption you want to edit. In Step 1, the Customer Code and Customer Name fields will populate automatically.
Click View/Edit Tax Rules and Certificates.
Step 1 will be filled in automatically with the customer's exemption code. Select the taxing jurisdiction that the exemption applies to using one of these two methods:
- In the side menu, select the taxing jurisdiction from the dropdown menus and click Go, then select the jurisdiction from the list. In Step 3, only the jurisdiction you selected will appear.
- In Step 2, select the taxing jurisdiction from the dropdown menus and click Show. In Step 3, the the jurisdiction you selected and all of its sub-jurisdictions will appear. This method should only be used if the taxing jurisdiction has few or no sub-jurisdictions, as GTD may have trouble saving the exemption if there are many sub-jurisdictions listed in Step 3.
Find the certificate you want to edit, then click the pencil icon.
You can edit the following fields:
- Certificate #: The number of the exemption certificate.
- Effective Date: The date when the exemption becomes or became valid.
- Expiration: The date when the exemption certificate is no longer valid.
- Received: Select this option if you have a copy of the exemption certificate from the customer. If you leave this box blank, Global Tax Determination will only apply the exemption if your organization allows exemptions without having received exemption certificates from the customer. The exemption will not be applied if your organization requires certificates. These preferences were set up by the Professional Services in Global Tax Determination during your onboarding.
- Apply to Sub TJ: Select this option if the exemption applies to all sub-jurisdictions within the taxing jurisdiction that you selected.
- SKU Dependency: You can include or exclude certain SKUs from the exemption. If you don't need to do this, leave this field set to None, which is the default.
  - To apply the exemption to specific SKUs, select Included, then list all the SKUs, separated by commas, in the SKUs field.
  - To exclude specific SKUs from the exemption, select Excluded, then list all the SKUs, separated by commas, in the SKUs field.
Once you've finished making changes, click Save Certificate(s).