Update or delete your exemptions

Updating a single exemption

1. Go to Exemptions and click on the exemption you want to update.
2. Make your changes.
   
   If the exemption status is IN_PROGRESS or if the exemption has not synced with GTD, any field can be edited. If the exemption status is AUDITABLE_COMPLETE or the exemption has synced with GTD, only the following fields can be edited:

   • Effective date
   • Use SKUs
   • Mark as incomplete
   • Notes
   • Certificate number
   • Expiration date

   You can also add a certificate image or update the existing image with a new certificate image.
3. Click Update.
4. The updated exemption will be displayed as Current Version in View History. The previous version will be saved as V1 and is available to view any time.

Updating multiple exemptions

1. Go to Exemptions and select the exemptions you want to edit.
2. Click the Download button.
3. A message will appear confirming the number of exemptions you want to include in the report. Click Continue.
4. A message will appear saying that CertManager is preparing a download. You can view the status of the download by clicking View Downloads on the message or by going to Exemptions > Uploads and Downloads > Downloads.
5. Once the status of the exemptions download is Ready, download it by hovering over the exemptions download, clicking the three vertical dots, and clicking Download.
6. Open the Excel file that was downloaded to your computer. Make and save your changes.
7. In CertManager, go to the Exemptions page and click Upload.
8. Select Making changes to existing exemptions, then click Next.
9. Upload the edited Excel file by dragging and dropping it into the box or by clicking Browse and selecting it from your files, then click Upload.
10. A message will appear saying that your upload is being prepared. You can view the status of the upload by going to Exemptions > Uploads and Downloads > Uploads. When the status of the exemption upload is Complete, your changes will be made to the existing exemptions.

Deleting an exemption

Exemptions that are synced to Global Tax Determination can't be deleted from CertManager. These exemptions have the AUDITABLE_COMPLETE exemption status.

Deleting an exemption is final and can't be undone.

1. Log in to CertManager and go to Exemptions.
2. Hover over the exemption you want to delete, click on the three vertical dots, then click Remove Exemption.
3. A warning message will appear. If you still want to delete the exemption, click Remove.