Attention!

Looking for the most up-to-date Sales Tax Filing or CertManager documentation? Go to our new documentation platform, Sovos Docs. For Global Tax Determination, connector and CertManager API docs, stay here.

Filter and download exemptions

Filter exemptions

If you want to view or download exemptions based on certain fields, you can filter the list of exemptions to find the ones you want.

Quick filters

You can use the pinned filters to quickly find:

  • Active exemptions
  • Incomplete exemptions
  • Exemptions with GTD sync errors

All filters

  1. On the Exemptions page, click the Filters icon, which looks like three horizontal lines.



  2. Click the Add (+) icon next to the field you want to filter by, then either fill in the value or select it from the dropdown menu. You can filter by multiple fields at once. To remove a filter, click the Remove (X) icon.



  3. Click Apply to apply your filters to the list of exemptions.



  4. The list of exemptions will refresh and should now only include exemptions that satisfy your filters. The number next to the Filters icon indicates the number of filters applied to the list of exemptions.

Download exemptions

Download filtered exemptions

This method allows you to download a ZIP file containing PDFs of the filtered exemptions. If you're downloading exemptions for bulk editing purposes, you'll need an XLSX file with the exemption information instead. To download exemptions in an XLSX file, filter the list of exemptions and then follow the steps in the Download selected exemptions section.

To download PDFs of the filtered exemptions, follow these steps:

  1. Click the Download Filtered Results from this page icon.



  2. Click Continue on the popup message.
  3. Click Uploads and Downloads, then click on the Downloads tab. When the status of your download job is Ready, hover over the job and click the three vertical dots, then click Download.

Download selected exemptions

You can download exemptions in two formats: XLSX and PDF.

  • If you're downloading exemptions to for bulk editing purposes, use the XLSX format. After you download the exemptions, you can open the XLSX file and edit the exemption information, then upload the edited XLSX file to apply your edits to the exemptions in CertManager.
  • If you're downloading exemptions for your own records, use the PDF format.
  1. Go to Exemptions and select the boxes next to the exemptions you want to download.

    If you select all, it will only select the exemptions in the current page and not all pages if you have multiple pages of certificates.
  2. To download the exemptions in XLSX format, click the Download icon, which looks like a white arrow). To download the exemptions in PDF format, click the Download exemption PDFs icon, which looks like an arrow on a white page.



  3. Click Continue on the popup message.



  4. A message will appear saying that your download is being prepared. To check the status of your download, click View Downloads on the message or click Uploads and Downloads on the Exemptions page, then click on the Downloads tab.
  5. When the status of your download job is Ready, hover over the job and click the three vertical dots, then click Download. The exemptions will be downloaded to your computer.