E.2.3.3 Attach Sales Tax Exemption Certificate

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

For every sales tax exemption, user can provide a proof of verification by attaching the exemption certificate to the account. 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 Account Documents screen and attached it to the application through Customer Service, click Document Tracking tab.

1. On the Servicing, click Servicing, Under Servicing, click Account Documents and select Attach Document (Client) option.
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, Account #, and select the Attach check box.
   • Click Save and Return and in Document Details section, click Post.
4. Navigate to Servicing, click Customer Service. Under Customer Service, click Customer Service. Under Customer Service, click Document Tracking tab and select the lease application.
5. Click Document tab. In Account 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 Account Documents chapter in User Guide.