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Indirect Tax

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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 Global Tax Determination, all fields can be edited. If the exemption status is AUDITABLE_COMPLETE or the exemption has synced with Global Tax Determination, only the following fields can be edited:

  • Effective Date

  • Use SKUs

  • Mark as Incomplete

  • Notes

  • Certificate Number

  • Expiration Date

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.