Enter Exempt Customers in the Exactor Account

Go to Exemption Management > Create Exemptions.

Enter the customer details to set up the exemption in Exactor.

Customer Name	Customer Name
Address Line 1	1st line of the address
Address Line 2	2nd line of the address
City	City
State	Select a state from the drop down list
Zip Code	Zip Code
Country	Select country from the drop down list if different than the United States
Customer ID	Enter customer number dash location number For example, customer 10 with location 00 would be 10-00
Federal ID	Customer's federal ID number or SSN
Email Address	Customer's email address
Exemption Status	Enabled – customer is currently eligible for the exemption Disabled – customer has lost current eligibility for the exemption

Then set up the exemption for all applicable states. Select each state where the customer is exempt.

ID	State Registration, Seller's Permit or Purchaser ID
Exemption Reason	Select the reason from the drop down list
Effective Start Date	Enter the date the exemption should begin
Effective End Date	Enter the date the exemption should no longer be valid. Leave blank if not applicable.

Once all data is entered, scroll to the bottom of the screen and click the ‘Save’ button.