Maxanet lets you mark individual bidders as tax exempt directly from their bidder profile in the Admin panel, with support for recording the exemption number, form name, expiration date, and an uploaded copy of the actual tax exemption form (image, PDF, or Word document). This article covers how to approve a bidder's tax exemption, how to upload and store the exemption paperwork, and what to do when a bidder uploads their own tax form during registration.

From your Maxanet Admin panel, open the Users page. This page lists every user on your platform — both bidders and consignors. Use the search field at the top of the Users page to find the specific bidder whose tax-exempt status you want to update, then click their User number in the left column to open the bidder profile.

In the bidder profile, locate the Tax Exempt section. Click the toggle switch that shows OFF — a pop-up window will appear asking for the bidder's tax exemption details. Enter the exemption number, the form name, and the expiration date (leave blank if the exemption has no expiration). Drag and drop the actual tax exemption form into the file uploader — Maxanet accepts image files, PDFs, and Word documents. Click the Add button to save. Maxanet will show a confirmation message if the tax exemption was created successfully.
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Once a tax exemption is saved, the bidder profile shows a small icon to the right of the Tax Exemption label. Click this icon at any time to view or download the saved tax-exempt form from the bidder's profile.

Bidders are allowed to upload their own tax exemption forms either during the new-bidder registration process or from inside their bidder profile after registration. Important: when a bidder uploads their own form, Maxanet does not automatically mark them as tax exempt. Instead, Maxanet emails the admin team to alert them of the bidder's user number and the uploaded form. You, as the admin, must manually review the form and approve the tax-exempt status using the steps above before the bidder's future invoices stop charging sales tax.

No. Bidder-uploaded forms are for review only — the admin must manually verify the form and toggle tax-exempt status to ON in the bidder profile before invoices stop charging sales tax.

Maxanet accepts images (JPG, PNG, etc.), PDF files, and Word documents. Drag and drop the file into the uploader when entering the exemption details.

Only if the exemption has one. Many tax exemptions do not expire — in that case, leave the expiration date blank.

Open the bidder profile, find the Tax Exempt toggle, and switch it to OFF. Any future invoices will then charge sales tax normally.

No. Each bidder's tax-exempt status is managed individually from their profile. You cannot currently bulk-apply a single exemption across multiple users.