Overview:
This article provides step-by-step instructions on how to update your account profile to tax-exempt status in Xvantage. Because tax certificates require manual financial verification, users cannot edit these settings directly within their profile. You must submit your official provincial or federal resale documentation through the Xvantage Help and Support or via direct email to the Credit and New Accounts team for manual processing.
Process:
Step 1. Gather Your Provincial & Federal Certificates
Before submitting your request, download, complete, and sign the official forms required for the specific provinces where you require tax-exempt status:
Ontario & Atlantic Provinces (NB, NL, NS, PEI): Prepare your GST/HST registration number and legal entity documentation.
British Columbia: Complete BC PST Form FIN 492 (Certificate of Exemption - Resale).
Manitoba: Complete the Manitoba RST Resale Certificate using your 7-digit Retail Sales Tax number.
Saskatchewan: Provide your 7-digit Saskatchewan PST number on your company letterhead or via the Saskatchewan e-Tax Service (SETS).
Quebec: Prepare your QST (Quebec Sales Tax) registration number.
Step 2. Submit a Support Ticket via the Xvantage Portal
Refer to the official article - How to Submit a Support Ticket in Xvantage™
Log in to Xvantage.
Hover over to the left navigation menu and click the Help and Support.
In the page that appears, click on Get Support tab.
On the Get Support page, select Xvantage Support.
Fill in the description area with all pertinent details regarding your request.
Attach clear, signed PDF scans of your certificates.
Click Get support to create the support ticket.
Step 3. Alternative Submission Method (Direct Email)
If you prefer not to use the portal, or if your ticket requires immediate escalation, email your documentation directly to the credit validation team:
Recipient Email: NewAccounts@IngramMicro.ca
Phone Support (Backup): Call (905) 755-5000 and request the Credit or New Accounts department.
Recommended Email Body Template:
Subject: Tax Exemption Update Request - Account #[Insert Account Number]
Hello Team,
Please update the tax exemption status on our account. We have attached our valid tax exemption and resale certificates for your review and processing.
Company Legal Name: [Insert Legal Name]
Ingram Micro Account Number: [Insert Account Number]
Exemption Requested For: [List provinces, e.g., British Columbia, Ontario, Federal GST]
Thank you,
[Your Name]