FREE WEBINAR

Date: July 23rd | Time: 2pm ET

Managing exemption certificates is a critical but often overlooked component of an effective sales tax strategy. Without proper documentation, even valid exempt sales can quickly become audit liabilities.

In this joint webinar with CertifyTax, we’ll share practical insights on how to effectively manage exemption certificates, reduce audit risk, and maintain compliance. You’ll hear from industry experts as they walk through common challenges businesses face, how to identify potential exposure, and what best-in-class exemption certificate management looks like today.

Whether you're dealing with missing certificates, preparing for an audit, or looking to improve your current processes, this webinar will help you stay protected.

Learning Objectives:

• What exemption certificates are and why they matter

• How to identify gaps and challenges in managing exempt sales

• How to assess and quantify potential audit exposure

• Strategies for remediating risk and resolving missing documentation

• Best practices for maintaining exemption certificates and staying audit-ready