About This GuideThe purpose of this guide is to help you to navigate and utilize SkySwitch’s new online Exemption Certificate Management Portal, or “ECM Portal” for short. Within this guide, we will also touch on SkySwitch’s new “Taxation” page in Dashmanager. Between the two, our goal is to ensure we are routinely collecting and receiving the most updated information about your business’s exemption status while making it easy to access and modify certificates.Over the next few pages, you will learn how to use our new online tool. This guide may be periodically updated to ensure its accuracy. SkySwitch’s Exemption Certificate Management (ECM) PortalThe ECM Portal is an easy-to-access, easy-to-navigate, and personalized way for our partners to manage and upload exemption certificates for use by SkySwitch. Moving forward, please be sure to visit the portal whenever you need to update certificates and notify us of any new tax exemptions throughout the year. In addition, each November, SkySwitch will request that you update their existing forms to be used in the upcoming year. Please note:SkySwitch’s ECM Portal is linked directly to our billing system, so changes made within the ECM Portal will have a direct effect on your bills from SkySwitch. The ECM Portal contains an FAQ page to help you through the process of filling out the exemption forms. Please review this before contacting our team. Should you need further assistance, you may reach our in-house team of experts at exemptions@skyswitch.com. Kindly give the team 24 business hours to respond to your inquiry.Once completed, you may print your certificates for your own personal records. How to use SkySwitch’s new ECM PortalFollow these instructions to access the SkySwitch ECM Portal.Step 1: Access the site Log into your Partner Dashmanager PortalClick your profile picture in the upper right-hand corner of the page, then select “Settings.”Choose “'Taxation’” from the menu on the left. (Note: This page will only show if the user is an “Administrator” in Dashmanager,)In the upper right corner of the new page, click “upload tax exemption certificates” button.In addition to uploading exemption certificates yourself, you may also grant access for others to upload certificates by selecting the 'Provide My Tax Professional Access' option within the upload drop-down menu. Once selected, you are provided with an ECM Portal link and account number that will allow others to access and upload certificates.Step 2: Choose your tax exemption typeTip: Most SkySwitch resellers will be “US VoIP/ Telecom Reseller (State & Fed)What to know about each option:US VOIP/ Telecom Reseller (FUSF ONLY)Choose this if your business is only FUSF exempt (you have no state exemptions).Non-Telephony Company (Exempt for Sales Tax Only)Choose this if your business does not resell VOIP/ telecom services.US VOIP/ Telecom Reseller (State and Fed) Choose this option if your business resells SkySwitch’s services. This choice offers both specific state and also federal exemption forms.To select federal as well as state-level exemptions, choose “United States” from the selections offered. Step 3: Complete tax formsFrom here, the system will walk you through a series of steps that include:Loading up the appropriate forms for you to fill out based on your business type.For some business types, choose the states in which you are exempt.Each year, the system will ask you to choose your exemption status. The system will not automatically assume it is the same as the year before. If you need help while filling these out, please contact exemptions@skyswitch.com.