This article applies to:CertCapture
Audit your exempt customers and their certificates each month to remain compliant.
Before you begin
These videos explain the basics of exemption management:
- Review your exempt customer records and verify you have a valid exemption certificate on file for each of them.
- Generate a customer report for customers without certificates.
- Search for all customers that have valid certificates on file.
- Generate a report in your business application that details customer records flagged as exempt and compare it to your CertCapture report.
- Request documents from customers.
- Review your exemption certificates to manage missing, expired, soon-to-expire, and invalid compliance documents.