Case Study #3 Manufacturer Our documentation department assisted with tax issues. A customer located in the Southeast United States was not aware of the tax exemption guidelines in his region. Through prior experience of funding a transaction in the region and through contacting the local and stated collector for that specific state, we were able to recognize exemption status for the customer. The customer had prior leases that included tax payments, so we were able to save the customer money by completing our due diligence. All the customer was responsible for was filling out the forms to obtain tax exempt status.