Manage your exemption certificates

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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.

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The Certificate page's request tools are enterprise features available on Anrok's Growth plan. Please reach out to hello@anrok.com to upgrade and unlock certificate requesting capabilities.

Click here to see each potential certificate status

anrok_active_status.png — This represents a certificate that is actively applied to new transactions. We recommend reviewing if this certificate needs to be adjusted in any way (e.g., applicable jurisdictions, exemption reason, etc.).

anrok_expiring_soon_status.png — This represents a certificate that is expiring within 30 days. We recommend immediately following up with the customer to request an updated exemption certificate.

anrok_expired_status.png — This represents a certificate that has expired and is no longer being applied to new transactions. We recommend immediately following up with the customer to request an updated exemption certificate.

anrok_archived_status.png — This represents a certificate that has been archived and is no longer being applied to new transactions. We recommend assessing whether you need to request a new exemption certificate.

 

 

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 CleanShot 2023-07-20 at 12.02.21@2x.png, 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 CleanShot 2023-07-20 at 12.02.21@2x.png, 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 CleanShot 2023-07-20 at 12.02.21@2x.png, 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 anrok_option_menu.png, then select Archive.

 

 

Request a new certificate

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

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The Certificate page's request tools are enterprise features available on Anrok's Growth plan. Please reach out to hello@anrok.com to upgrade and unlock certificate requesting capabilities.


Try requesting a new certificate in the demo above ☝️

  1. In the Anrok app CleanShot 2023-07-20 at 12.02.21@2x.png, 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 anrok_option_menu.png, 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.

 

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Once the customer submits a certificate, you will receive an email from Anrok notifying you to review the submission. See Review certificate submissions.

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