E.2.2.3 Attach Sales Tax Exemption Certificate

This topic provides information about attaching a sales tax exemption certificate to validate the tax-exempt status of an account or contract.

For every sales tax exemption, user can provide a proof of verification by attaching the exemption certificate to the application. However, validating the authenticity of the certificate is not handled in OFSLL.

To attach sales tax certificate to an application, user need to first upload the document into the system through Application Documents screen and attached it to the application through Application, click Document tab.

1. On the Origination, click Origination. Under Origination, click Application Documents. Under Application Documents, click Attach Document (Client).
2. In Select Document section, browse for the file location and Upload.
3. In Document Details section, select the uploaded document and click Edit.
   • Select Document Sub Type as Tax Exemption Proof from the drop-down list.
   • Similarly update other details of Document Type, Application #, and select the Attach check box.
   • Click Save and Return and in Document Details section, click Post.
4. Navigate to Origination, click Underwriting / Funding and select the lease application.
5. Click Document tab. In Application Document Details section, select the uploaded document and click Upload.
6. (Optional) User can also edit the document details before upload by adding additional information as comments.

The sales tax exemption certificate is linked to the application. For more information on the process of document upload, refer to Application Documents chapter in the User Guide.