Using your State Licensing web site to find, save & attach license information to customer card. Navigate to 'Customer' tab under 'Sales' Click the 'Search' field Find the customer card you are to verify or update Use your states Department of Revenue site to search for the business Click 'Business Lookup' Type the business name Click on the business you are looking for Find the reseller permit tab and click on it to see the 'Active' dates Right-click here to save the document as a PDF and save Now go back to the customer card and attach the permit you just saved. Also log a note that the permit / license has been verified or updated Update / add the date the permits expire to the internal notes of the customer card