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Exemptions

Overview​

The Exemptions page is a dedicated hub for managing tax exemption certificates across all customers. This centralized view enables you to track exemption status, monitor expiration dates, upload certificates, and ensure compliance with tax regulations. Exemptions are state-level for US jurisdictions and can be managed individually or in bulk.

Key Capabilities:

  • View all exemption certificates across customers
  • Search exemptions by customer name
  • Track certificate expiration with visual alerts
  • Upload and view exemption certificates (PDF, PNG, JPEG)
  • Create new exemptions manually (with appropriate permissions)
  • Monitor active and inactive exemption status
  • Filter by state/region and jurisdiction

Access Path: Main navigation menu → Customers → Exemptions tab

Filtered View: Uses Entity-Jurisdiction Selector to show relevant exemptions

Data Source​

Exemption Management: Exemptions are created and managed exclusively within Abacus. Unlike customer and transaction data that flows from integrated business systems, exemption certificates must be entered directly into Abacus. This allows you to centrally track and manage all tax exemption certificates for your client's customers in one location.

Manual Creation Only: All exemptions must be created manually in Abacus. You can upload certificate files (PDF, PNG, or JPEG formats) and specify the customer, state, and validity period for each exemption. Exemption data does not sync to or from external accounting software or business systems.