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Update a single exemption

Learn how to update an exemption in CertManager.

If the exemption status is IN_PROGRESS or the exemption has not synced with Tax Determination, all fields are editable. If the exemption status is AUDITABLE_COMPLETE and the exemption has synced with Tax Determination, only the following fields are editable:

  • Effective Date

  • Use SKUs

  • Mark as Incomplete

  • Notes

  • Certificate Number

  • Expiration Date

  • (If enabled for your organization) Apply to tax calculations

You can also add, update, or remove the certificate image.

  1. Go to the Exemptions page and click the exemption you want to update.
  2. Make your changes.
  3. Click Update.
The updated exemption will be displayed as the current version in the View History menu.