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Ensure Every Exemption Certificate Is Valid and Audit-Ready

Managing exemption certificates is critical to minimizing your sales tax risk. Without valid certificates, exempt sales can be taxed during an audit, resulting in penalties, interest, and costly assessments.

TaxConnex® helps you stay ahead by combining powerful technology with expert oversight to manage all types of exemption certificates, including: resale, telecom, government, non-profit, manufacturing, and more.

Ready to streamline your exemption certificate management?

 Protect My Business from Audit Risk  →

Level Up Your Exemption Management — Start Your Journey Today!

See What Our Clients Say

I look to TaxConnex as an extension of our accounting team; I want them to succeed like I want our own company and team to succeed.

Neal McAtee
WorthPoint

We needed a partner who really got our tax challenges, and TaxConnex came through. Their responsiveness, expertise, and dedication have been a game-changer. It’s great working with a team that understands our needs and consistently delivers.

Carol Meinzer
Pilot Global Technologies

What sets TaxConnex apart for me is their responsiveness. I’ve never worked with someone as responsive to our needs as TaxConnex.

Katie Amiri
BODi, formerly BeachBody
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UPSOURCE Your Manual Exemption Certificate Processes

with a Fully Managed Solution

Why Exemption Certificate Management Matters

Keeping exemption certificates current and valid is essential to protecting your business from audit risk. A missing or invalid certificate can turn a single exempt sale into a major financial liability — and audit samples often extrapolate errors across years of transactions.

The problem? Most businesses lack the time, resources, and expertise to maintain a bulletproof exemption certificate process. That's where we come in. 

How TaxConnex® Eliminates Your Risk

With TaxConnex® Exemption Certificate Management, you can outsource the entire process to a team of experts. We handle everything — so you don't have to.

Leveraging the CERTifyTax platform, we combine technology, automation, and human oversight to ensure your exemption certificates are complete, accurate, and audit-ready.

What we manage: 

  • Resale certificates

  • Telecom Tax exemptions
  • Government and non-profit exemptions
  • Manufacturing exemptions
  • Agricultural and specialized exemptions

The Result: You minimize audit exposure, maintain compliance, and free your team to focus on growing your business, not chasing paperwork. 

 

Included in our offering: 

 

  • Review all newly received exemption certificates

  • Ensure all newly received certificates are complete

  • Index certificates and supporting documentation to the corresponding customer accounts in CERTifyTax

  • Verify seller's permit numbers in jurisdictions where online and automated verification is available

  • Provide monthly reports identifying customers with invalid, missing or expired certificates

  • Initiate certificate acquisition campaigns on a monthly basis for missing or expired certificates

Want to Learn More?

 Most businesses are managing exemption certificates wrong. This free infographic shows you exactly how to validate certificates correctly, understand the critical difference between exemptions and exclusions, know when certificates expire in your state, and identify the categories that could be putting you at risk. Looking to learn more? This is the perfect place to start. 

Check it out!
www.taxconnex.comhubfsExemptions Infographic (2)