1. Lease Collection Setup Guide
  2. Appendix : Lease Sales and Usage Tax
  3. Internal Lease Tax Calculation
  4. Sales Tax Calculation at Customer Service
  5. Attach Sales Tax Exemption Certificate

C.2.3.3 Attach Sales Tax Exemption Certificate

For every sales tax exemption, you 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, you need to first upload the document into the system through Account Documents screen and attached it to the application through Customer Service > Document Tracking tab.
  1. From the LHS menu, click Servicing > Account Documents link.
  2. In the Document Maintenance > Action section, select Attach Document (Client) option.
  3. In Select Document section, browse for the file location and Upload.
  4. 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.
  5. Navigate to Servicing > Customer Service > Document Tracking tab and select the lease application.
  6. Click Document tab. In Account Document Details section, select the uploaded document and click Upload.
  7. (Optional) You 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.

Parent topic: Sales Tax Calculation at Customer Service