In CertManager, exemption certificates can be added to customers and then converted into valid tax exemptions.
Uploading a certificate doesn't automatically create an exemption. Read this article on how to convert certificates into exemptions.
Download a blank certificate
There are blank certificates for each state available in CertManager that you can download and send to your customers to fill out. These are the same blank certificates that are used in the Exemption Wizard. If you already have certificates ready, skip to the next section.
- In the Certificates page in CertManager, click the three vertical dots, then click Download blank certificates.
- Select the state or province that you want to download a certificate for from the dropdown menu.
- A list of exemption certificates for that state or province will appear. Hover over the certificate you want to download, then click the Download icon.
Upload a certificate
- Go to the Certificates page and click Add.
- Drag and drop the certificate into the Add Your Files box or click Browse and select it from your files. You can do this multiple times to upload several certificates.
If you have multiple certificates together in a single file, you can split the pages into individual certificates after you upload the file. - You can see the status of the upload in the Certificate upload status section. Once your file has been successfully uploaded, the status will say Complete.
- To split a file with multiple pages into individual certificates, click on the file in the list of certificates, then click Yes under the Multipage Document message.
Ask customers to upload their own certificates
Read this article on how to prompt your customers to add their certificates to CertManager. Certificates added by customers will be displayed under the Submitted tab in Certificates.