Introduction

In Anrok, you can manage your customers' certificates to gain real-time insights into their certificate statuses. Managing your certificates helps ensure you have a clear view of your sales tax compliance at any given moment. Managing certificates can also help generate reports and documentation to prove compliance during audits or tax assessments.

Review a certificate

You can review a certificate to check its expiration date, applicable jurisdiction(s), uploaded certificate file, and more.

Try reviewing a certificate in the demo above ☝️

1. In the Anrok app , go to Certificates. Take me there!
2. Go to the Certificates tab, then navigate to the certificate you want to review. If you have a large volume of certificates, you can search for the customer in the search bar.
3. Review the certificate details, jurisdiction details, and any notes.

Edit a certificate

You can manually edit a certificate if you need to make specific adjustments or updates to ensure accuracy.

Try editing a certificate in the demo above ☝️

1. In the Anrok app , go to Certificates. Take me there!
2. Go to the Certificates tab, then navigate to the certificate you want to edit. If you have a large volume of certificates, you can search for the customer in the search bar.
3. Click Edit, then make adjustments to the following:
   • Certificate details
   • Jurisdiction details
   • Notes
4. When you are finished, click Save.

Archive a certificate

You can archive a certificate if you've determined it is no longer applicable and should not apply to the customer's transactions.

Try archiving a certificate in the demo above ☝️

1. In the Anrok app , go to Certificates. Take me there!
2. Go to the Certificates tab, then navigate to the certificate you want to archive. If you have a large volume of certificates, you can search for the customer in the search bar.
3. Click the Options Menu button , then select Archive.

Request a new certificate

You can request a new certificate from a customer if the current certificate has an or status. Keeping your certificates updated will help ensure that you remain sales tax compliant.

Try requesting a new certificate in the demo above ☝️

1. In the Anrok app , go to Certificates. Take me there!
2. Go to the Certificates tab, then navigate to the certificate you want to request. If you have a large volume of certificates, you can search for the customer in the search bar.
3. Click the Options Menu button , then select Request new certificate.
4. Under Customer email, make adjustments to the email listed if required.
5. When you are finished, click Send request.

Reprocess transactions for a certificate

You can reprocess the transactions for a specific exemption certificate to manually apply it to transactions within a specified date range.

Try reprocessing transactions for a certificate in the demo above ☝️

1. In the Anrok app , go to Certificates. Take me there!
2. Go to the Certificates tab, then navigate to the certificate for which you want to reprocess transactions. If you have a large volume of certificates, you can search for the customer in the search bar.
3. Click Reprocess transactions, then select the Start date and End date from which you want transactions reprocessed to apply the certificate.
4. If there has been an address change on the customer record, select the checkbox next to Prioritize customer address over invoice address.
5. Click Next, then acknowledge the potential impact of these changes.
6. When you're finished reviewing, click Start.