The Exemptions tab helps you collect, store, and validate exemption certificates from customers who are exempt from indirect tax.
Why exemption certificates matter
When a customer claims they are tax-exempt (for example, a reseller, government agency, or nonprofit), you need a valid exemption certificate on file to justify not collecting tax. Commenda helps you manage this process.
Viewing exemptions
Go to Indirect Tax and select an entity, then click the Exemptions tab to see all certificates on file.
Collecting certificates
You can collect exemption certificates in two ways:
Exemption portal
Commenda provides a dedicated exemption portal where your customers can submit their certificates directly:
- Send your customer the exemption portal link.
- They fill in their details and upload their certificate.
- The certificate appears in your Exemptions tab for review.
Manual upload
- Click Add exemption certificate.
- Enter the customer details and exemption information.
- Upload a copy of the certificate.
Certificate details
Each exemption certificate tracks:
- Customer name and contact information
- Exemption type (resale, government, nonprofit, etc.)
- Jurisdictions covered — which states the exemption applies to
- Expiration date — when the certificate expires
- Status — valid, expired, or pending review
Applying exemptions to transactions
When a transaction is linked to a customer with a valid exemption certificate, Commenda automatically adjusts the tax. Commenda flags transactions with applied exemptions in your transaction list.
Set up reminders for expiring exemption certificates so you can request renewals before they lapse.
