Certificates, affidavits, and requests are mapped to exposure zones and exemption reasons in CertCapture's exemption matrix. Exempt purchases require a valid certificate or affidavit on file. Request forms outline the exemption document that a customer must provide.
Use the exemption matrix to customize your exemption settings after you configure form types.
Certificates are forms that collect required buyer and seller information. Once a certificate is saved and associated with your customer's account, their exemption is active for the period defined by the exemption matrix.
Affidavits are used when your customer cannot immediately provide an exemption certificate. A signed and submitted affidavit is saved and associated with your customer's account, and serves as a placeholder document granting temporary exemption to the customer for the period defined in your CertCapture settings, rather than the exemption matrix.
Unlike certificates and affidavits, requests do not exempt purchases. Instead, send a request to a customer to outline the state or federal documents you need to grant an exemption. Requests may be presented to customers as part of in-store or eCommerce transactions. Unless otherwise mapped, exposure zones in the exemption matrix default to the Request form type.
Set affidavit exemption period
Before you map affidavits to exposure zones, set their default exemption period:
- Go to Settings > Company Settings > Company Details, and then click Edit Company Information.
- Next to Affidavit Expiration, modify the Temporary Exemption Period. This setting determines the temporary exemption period for submitted affidavits. It does not impact the exemption period for submitted certificates. Click Update Company to save.
Map form types
- Go to Content Library > Exemption Matrix. The exemption matrix opens in a new tab.
- Click an exposure zone to modify it. Use the Certificate Template drop-down to choose the right form type.
- To provide temporary exemption when a signed affidavit is submitted, select a form with Affidavit in the name
- To provide exemption only after a state or federal certificate is submitted, select a form with Request in the name
- Click Update Exposure Zone to save your changes.
CertCapture Forms FAQ
|Does the document grant tax exempt status?||Yes, if valid.||Yes, temporarily. Expiration period is determined by your settings.||No|
|Is the document defensible in an audit?||Yes, if valid.||No||No|
|Is the document saved with the customer record?||Yes||Yes||No|
|Does the document receive a Cert ID?||Yes||Yes||No|
|Is the document stored in customer history?||Yes||Yes||No|
|Can the document be validated/submitted to Stack?||Yes||Yes||No|
|Does the document require a signature for submission by CertCapture for Retail or API?||Yes||Yes||No|
|Is this template available in the exemption matrix?||Yes||Yes||Yes|
|Can the document be attached to a single request/campaign?||Yes||Yes||Yes|
|Is the document available in API, CertCapture for Retail, and CertExpress?||Yes||Yes||Yes|
|Is the bar code functionality required for this document?||Optional||Optional||Optional|
|Does this document require two or more interactions with my customer?||No, unless the certificate is invalid.||Yes. Requires follow up documents.||Yes. Requires follow up documents.|
|Does the document have information on next steps?||No||Yes||Yes|
|What settings govern the exemption period?||Exemption Matrix settings.||Company Settings.||None. Doesn't act like a certificate.|