> ## Documentation Index
> Fetch the complete documentation index at: https://docs.commenda.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Exemptions

> Collect and manage tax exemption certificates from your customers.

The **Exemptions** tab helps you collect, store, review, and track 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:

1. Send your customer the exemption portal link.
2. They fill in their details and upload their certificate.
3. The certificate appears in your Exemptions tab for review.

### Manual upload

1. Click **Add exemption certificate**.
2. Enter the customer details and exemption information.
3. 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** - approved, rejected, expired, or pending review

## Applying exemptions to transactions

When a transaction is linked to a customer with active jurisdiction exemptions on file, Commenda automatically adjusts the tax. Commenda flags transactions with applied exemptions in your transaction list.

<Tip>
  Set up reminders for expiring exemption certificates so you can request renewals before they lapse.
</Tip>