Exemption Certificate Management

TaxConnex offers a complete exemption certificate solution


Maintaining current, valid exemption certificates is critical in managing your overall sales tax risk. 

Under audit, an otherwise exempt sale will be deemed taxable without a current, valid exemption certificate.  Results from a sample of invoices can be extrapolated across the audit period and a few missing certificates can result in large assessments including penalties and interest.  Implementing a process to gather, validate and manage exemption certificates is necessary for many businesses.

With TaxConnex exemption certificate management service, you’re able to outsource the process and gain easy access to all your certificates online.

TaxConnex service includes the following:  

  • Scanning all paper certificates and hosting them electronically

  • Assistance in gathering certificates from current and previous customers as well as new customers prospectively

  • Reviewing the certificates for validity

  • Managing the expiration cycle; proactively identifying expiring certificates and notifying you, and your customer, of the need to update their exemption certificate.

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