Request Tax Exemption

NAVIGATION  Home > Subscriptions & Billing > Request Tax Exemption

PERMISSIONS  Master or Billing role

Users with the Master or Billing role can submit their tax exemption status directly through KaseyaOne in a streamlined, single sign-on (SSO) experience. Benefits of this feature include:

  • One-click, secure access: If you have the Master or Billing role, click Request Tax Exemption under Subscriptions & Billing in the KaseyaOne left navigation menu to securely connect to the CERTifyTax application, where you can complete your tax exemption submission without needing to re-enter your credentials.

  • Faster processing: Your account information is automatically transferred, reducing manual entry and minimizing errors.

  • Audit and transparency: Every submission is logged for your records, ensuring transparency and security. Easily review your submission history for compliance and audit purposes.

How to...

  1. Navigate to Subscriptions & Billing > Request Tax Exemption in KaseyaOne.

  2. You are connected to the CERTifyTax application. Your account details (such as company name, address, Salesforce ID, and NetSuite ID) are pre-filled for convenience.

  3. Click Submit Certificate to confirm and submit your tax exemption status. You’ll receive a confirmation message once your submission is complete.

Every submission is logged for your records. You can review your submission history at any time in CERTifyTax for compliance and audit purposes.