Enter at least three letters of the customer name, then select the customer from the list.

Select a reason for exemption from the dropdown menu.

Enter or select the date the exemption takes effect (MM/DD/YYYY).

Select the states or provinces that the exemption applies to.

For each state or province you select, enter the corresponding certificate number.

You can select multiple states for a single exemption, entering the certificate number and expiration date for each as needed. This creates a separate exemption in CertManager for each state. These exemptions are not linked and you need to update each one individually.

If you selected a parent customer, you can apply the exemption to their children. Inherited exemptions are view-only on child accounts. To make changes, update the exemption through the parent. Updates apply to all children. You can't edit the exemption for a single child or remove a child from the exemption.

Include or exclude certain SKUs from the exemption.

If you mark the exemption as incomplete, you must select a reason from the available options.

Add a note about the exemption for future reference.

If you leave this field empty, the exemption will never expire. If you have an expiration period for the reason for exemption and state or province you selected, the expiration date populates automatically based on your selected effective date.

Select this option to send this exemption to Tax Determination to apply to tax calculations. You can send multiple versions of a single exemption.