Exemption fields
This article provides more details about the available fields when adding, converting, or editing an exemption.
Required
- Customer
- Enter at least three letters of the customer name, then select the customer from the list.
- Reason for Exemption
- Select a reason for exemption from the dropdown menu.
- Effective Date
- The date that the exemption comes into effect in MM/DD/YYYY format.
- State/Province
- Select each state or province that the exemption applies to.
- Certificate Number
For each state or province you select, enter the corresponding certificate number.
You can select multiple states for a single exemption, filling in the certificate number and expiration date for each as needed. This will create multiple exemptions in CertManager — one for each state. However, these exemptions will not be linked, and you will need to update each exemption individually.
Optional
- Apply Exemptions to Children
- If you selected a parent customer, you can choose to apply the exemption to their children. Note that while you can view an inherited exemption on a child, any updates need to be done through the parent and will be passed on to all children. You can't edit the exemption just for the child or remove the child from the exemption.
- Use SKUs
- You can use this option to include or exclude certain SKUs from the exemption.
- Mark as Incomplete
- If you mark the exemption as incomplete, you must select a reason from the available options.
- Notes
- You can use this field to leave a note about the exemption for future reference.
- Expiration Date
- 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, then the expiration date will auto-populate based on your selected effective date.