TaxConnex Unveils New Client Portal for Improved Client Experience and Data Security
TaxConnex® is excited to announce the launch of a new client portal, Client Connexion. Client...
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® 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.