Individual Input of Canadian Tax Exempt Control Numbers



  1. Enter the instruction quantity in the Exempt row’s Active Instruction field.



  2. Click Continue.

    The Tax Exempt Control fields appear.



    Note: Another row of entry fields will appear after you complete each row. For multiple control numbers, you can opt to use bulk input  instead of manual entry.

  3. Enter the control number in the Control field.

    The control number must be six alphanumeric characters.

  4. Enter the quantity associated with this control number in the Quantity field.

    Note: The total quantity for all control numbers must equal the instructed exempt quantity.

    If the Total Exempt Quantity does not equal the Instructed Exempt Quantity, you will receive an error message.

  5. Click Continue.

    The Record Detail Page updates with your exempt instructions.

  6. Type your name and phone number in the Submitter Information fields and click Submit Instruction.



    A “Save” message appears after your exempt instructions are sent.

    An Audit Trail area appears at the bottom of the page. Your recent “Exempt” instructions appear at the top of this list.