Introduction
Exporting your exemption certificates in Anrok generates a report of your customers' certificates, including which customers are tax exempt, the jurisdictions each certificate applies to, and the type of exemption each customer holds.
Exporting your exemption certificates helps you review your customers' exemption coverage in one place and gives you a high-level view of which certificates have expired. See Manage your exemption certificates.
Export exemption certificates
You can export a report of all your customers' exemption certificates to review their coverage across jurisdictions and identify any that have expired.
Try exporting your exemption certificates in the demo above ☝️
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In the Anrok app
, go to Certificates. Take me there!
- Click Export, then review the exported exemption certificates CSV file.