Exemption Certificate Management Services

Confidence in Your Exemption Certificate Management Process

Our exemption certificate management services are in place to add human expertise and oversight to your exemption certificate process.

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A Fully Managed Process

Managing and maintaining valid exemption certificates is a key component to minimize your sales and use tax. Auditors will typically ask for copies of exemption certificates to support any exemptions claimed on your sales tax returns. Missing or invalid certificates will leave the auditor little choice other than to treat these transactions as taxable and assess tax due plus interest and penalty.

TaxConnex’s exemption certificate management service supports the gathering, validation, and management of exemption certificates; thus minimizing your sales tax risk. Leveraging the CERTifyTax platform, TaxConnex supports multiple exemption types including resale exemptions, telecom tax exemptions, government exemptions, non-profit exemptions, manufacturing exemptions, and more.

Our exemption certificate management offering includes all the steps to the right to ensure you're compliant with your exemption certificates.

Review all newly acquired exemption certificates
Ensure all newly acquired certificates are complete
Index certificates and supporting documentation to the corresponding customer accounts in CERTifyTax
Verify sellers' permit numbers provided in the certificates in those jurisdictions where such verification is available online and automated
Provide monthly reports identifying customers with invalid, missing or expired certificates
Initiate certificate acquisition campaigns on a monthly basis for missing or expired certificates

Your Need to Know Guide

Need additional help understanding the importance of properly managing your exemption certificates? Download our need to know guide for a thorough exploration of exemption certificates, including their purpose, functionality, and various types.

Download Guide

Being based in the U.K., our team had a lack of understanding of sales tax. Ensuring everything was done precisely, from the get-go, was extremely important to us. We knew it was best to look for a specialized solution that could help us with everything.

I look to TaxConnex as an extension of our accounting team; I want them to succeed like I want our own company and team to succeed.

We found, as NHC was growing, and adding complex products, adding equipment, new products, all sorts of things that needed to be taxed, we couldn’t do it on our own. We needed to rely on TaxConnex expertise. Just as NHC customers rely on our expertise for their network problems, TaxConnex solves the tax problems for us.

What sets TaxConnex apart for me is their responsiveness. I’ve never worked with someone as responsive to our needs as TaxConnex.