Exemption Certificate Management

Further eliminate the burden of your sales tax obligations by outsourcing your exemption certificate management

Maintaining current, valid exemption certificates is critical in managing your overall sales tax risk. TaxConnex can manage that too!

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 tax 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's managed service offering includes:  

  • Review all new certificates for validity

  • Index certificates and supporting documentation for easy access

  • Verify permit number provided in your certificates, where available

  • Monthly reporting with data identifying customer with invalid, missing or expired certificates

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

exemptions ebook (400 x 400 px)




Learn more about the TaxConnex® Difference.


Contact Us