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How to Approve a Bidders Tax Exemption Status
How to Approve a Bidders Tax Exemption Status
Dan avatar
Written by Dan
Updated over a week ago

From your admin panel, go to the Users page. This is a list of all users - both bidders & consignors. Use the search function to find the bidder you need to update the tax exempt status on and then click on their User number from the left column.

You will see the bidder profile page like below:

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The 'Tax Exempt' area is highlighted with the red arrow in the screenshot above. Click on the toggle switch that says "OFF" and a pop-up window will appear.

42.jpg

Enter the exemption number, form name, and expiration date (if applicable). You can also drag and drop the actual tax exemption form into the file uploader. This can be an image or a document (pdf or word doc).
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Click the 'Add' button to save and you will get a confirmation if the Tax Exemption was created successfully. On the bidders profile, there is a small icon to the right of the 'Tax Exemption' - you can click on the icon to view/download the tax exempt form from their profile.

If a bidder has uploaded their own Tax Exempt Form:

Bidders are allowed to upload their own Tax forms - either during registration, or in their bidder profile. When this happens, the bidder is NOT automatically made tax exempt. The admin will get an email alerting them of the bidder/user# and the tax exempt form, and the admin will have to manually review and approve the Tax Exemption status.

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