Since the process of sales tax collection is handled from external system, the information received from Vertex are only updated into the respective tables in OFSLL. The same is available in the UI as detailed in Sales Tax Calculation at Origination section.

To load exemption certificate into OFSLL, follow the same process as detailed for internal sale tax calculation method using in Origination > Underwriting / Funding > Document tab. To upload sales tax exemption certificate to vertex, click Upload button in the Application documents tab.

Figure D-10 Upload exemption certificate

Description of "Figure D-10 Upload exemption certificate"

On successful upload, a Tax Exemption Certificate ID is updated in to the system and the Upload button is disabled.