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 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.

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Learn more about the TaxConnex® Difference.


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