Managing Exemption Certificates

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, you’re able to give this time-consuming task to an expert to manage. Combining technology and innovation with human expertise and oversight, this service offering supports multiple exemption types including resales exemptions, telecom tax exemptions, government exemptions, non-profit exemptions, manufacturing exemptions, and more.  

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

Ready to rely on the experts to conquer the chaos of sales tax? Level up your exemption certificates management by working with TaxConnex!

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