---
title: "Reviewing and Submitting an Exemption Certificate"
description: "Introduction"
canonical_url: "https://support.taxcloud.com/articles/reviewing-and-submitting-an-exemption-certificate-wfVCgflih1"
md_url: "https://support.taxcloud.com/articles/reviewing-and-submitting-an-exemption-certificate-wfVCgflih1.md"
---
# Reviewing and Submitting an Exemption Certificate

## Introduction

This article explains the final step in the process: reviewing all entered information and submitting the exemption certificate for creation.

This workflow is typically accessed when you upload or add a single exemption certificate directly in the TaxCloud app (for example, when following the "Set up Exemptions" steps in a direct API integration).

## Steps


1. You will be presented with the **Review and Submit Certificate** screen. This page displays a summary of all the information you have entered for the exemption certificate.
2. Carefully review the date, tax ID, state, customer name, address, and certificate reason to ensure everything is correct.
3. If all the information is accurate, click the **SUBMIT** button.
4. The system will process the information and a **Complete** screen will appear, displaying the final, system-generated **Certificate ID**.
5. Click the **DONE** button to finalize the process and return to the main **Exemption Certificates** dashboard.

## What Happens Next

After you submit and complete the certificate:

* The exemption certificate is stored in the customer's TaxCloud record.
* The unique **Certificate ID** can be used by connected integrations (for example, API-based or platform integrations) to attach the exemption to specific transactions, or TaxCloud may automatically match exempt customers to their certificates depending on your integration setup.

## Summary

By reviewing the summary and clicking **SUBMIT**, you successfully create a new exemption certificate. The system confirms the creation with a unique Certificate ID, and you can now view the new certificate on the **Exemption Certificates** page and use it for exempt transactions as needed.