Follow these steps:

1. Go to the system home page (xmpt.us) and select "Create an Account".
2. Enter your email address and create an account password.
3. Open the link in the confirmation email you received.
4. Log into XMPT.
5. Enter your profile information under member management.

The profile items that are required to complete an exemption certificate include:

• Legal name
• Address
• Phone number

If you want to generate personal certs, you may also have to provide additional information like social security number and driver's license information.  

The XMPT platform produces certificates for both individuals and communities.  Individual exemption entitlements should be added when you want to use the platform to generate personal certs.  Examples of individual entitlements include:

• Diplomats
• Farmers
• Students
• Teachers
• Retirees / Senior citizens

To edit any of the profile details, use the "member" menu in the left navigation bar. 

Depending on the type and location of the exemption you are claiming, personal information (ie identifiers) may be required to generate a cert.  

The invitation function allows communities to invite both existing platform members and future users to generate and manage exemption certs.

Yes. XMPT users can store multiple addresses in the system, to ensure that the proper documentation is generated for each transaction.

No.  Every time a cert is issued, every aspect of that document is securely stored in the database. Changes to your profile will only impact future certs.

Cert creation in XMPT Follows these steps:

1. After logging in, press the "create cert" button at either the top of the page or left navigation pane.
2. Select the community that you are generating the cert for.  If a personal entitlement, select  yourself.
3. Select or add details for the "Seller" receiving the cert
4. Select the "Reason" and possible qualifiers for the cert from the choices provided.
5. Add any missing details
6. Confirm your inputs and generate the cert 

In most instances, the form is selected for you by our AI based on the specifics of the transaction.

On certain occasions, our AI will provide a form option.  The choice is usually between the jurisdictional form and a broader association form (SST, MTC, Border states).  

For most certs, the information for buyer and seller are automatically entered into the cert by XMPT.  When a form requires information not already stored by the system, XMPT will gather it during the cert creation process.

Absolutely.  

For Sellers registered on XMPT, all of the information you need is already here.  Just search for and select the seller.  If they aren't registered, use our map or data entry tools to complete the form.

Yes.   Locate the cert in your "Certs Presented" folder, and select the action icon (" ..." ).  Press the Reissue button on the top of the page.

You will be required to confirm the accuracy of the information, and the cert will be re-issued.  Total estimated time: 15 seconds.

In order to generate certs on behalf of businesses or organizations, you must be an active member of a registered Community on the XMPT platform.

Details on Community creation and membership can be found in the Community Guide.

In order to create a cert, at least one of the following needs to be true for your account:

• You are an active member of a community on the XMPT platform.
• You have entered at least one personal entitlement on your profile.

Once either/both of those requirements are met, our AI will lead you through the available certs.

If the seller is registered with XMPT, they automatically receive the cert upon your confirmation.

If the seller is not on the platform, you have several options for delivery including email, QR codes, and printing.

XMPT delivers the entitlement to the seller immediately.  When sellers utilize our API capabilities,  the reductions will appear in real-time during the transaction.

Yes, individuals with whom you have shared the cert can retrieve, review, save and/or print the cert.  

QR codes have utility across numerous processes and platforms.  

• Retailers can scan the code during a POS transaction and apply the certificate instantly.
• QR codes can be included on invoices and receipts as documentation of the exemption applied to the transaction.
• QR's can be scanned by mobile devices, delivering documentation anywhere a transaction occurs. 

Follow these steps:

1. Go to the system home page (xmpt.us) and Press the " + Add  Community" button near the top of the left navigation page.
2. Complete the community information, including addresses, phone numbers, business type(s), and tax identifiers.
3. Save your updates, and you're ready to create certs on behalf of your new community.

You can create as many as you'd like.

You can join as many communities as you'd like. 

The only limitation is that you will have to be accepted into communities that you are not the owner of.

Yes. Ownership enables certain system functions that can be shared amongst the members of a community.  The only requirement is that every community has at least 1 owner.

No.  The only difference between communities comes from the attributes established for each, which in turn will drive the options available to each within XMPT.

For example, the exemption options available to a non-profit will differ from those available to a retailer or manufacturer.  XMPT's AI uses community profile attributes to refine the options available.  If an organization has multiple businesses that allow for differing entitlements, then the community should include all of the business activities in the profile.

Yes.  XMPT is designed to enable enterprise reporting across your entire org chart.  Our permission system enables parent, child, and sibling relationships, making reporting and compliance activities a snap.

XMPT captures extensive details for every certificate generated.  These details can be  used to support all of your reporting and audit defense needs.

Using XMPT's APIs, users can integrate all of the details captured on the certs within their own reporting structures, including compliance systems and ERPs.

Yes.  

XMPT integrates with all dashboarding applications.