Tax Certificates

Within “Customer Financial Management” you have the ability to add, view or remove Tax Certificates.

Just follow these simple steps:

1. Go to: Finance & Accounting > Customer Financial Management
2. Select your customer (You can use the search bar to find the customer faster)
3. Click on the pencil icon to open the edit window.
4. Go to “Certificates”

Here you can add a new certificate, view an existing, or delete a certificate.

To Add a new Tax Certificate:

1. Click “Add”
2. Fill in the Certificate number & state.
3. Choose the effective date (you will not be able to use this certificate for events before the effective date.)
4. Upload the file with the Tax Certificate.
5. Select the file type.
6. On the dropdown next to “Preview” click “Save”

To view an existing Tax Certificate:

• Click “Preview” to view the Tax Certificate on file.
• The rest of the information will be already displayed on the screen.

To delete an existing Tax Certificate:

1. Click on “Delete”
2. Confirm you want to delete the certificate.

You cannot edit an existing certificate, if you want to fix a certificate that is already on file you must delete the existing and add a new one.