Confidence in Your Exemption Certificate Management Process

Exemption Certificate Management FAQs

• What exemption types are included in this offering?

  Leveraging sales tax exemption certificate management software from CERTifyTax, TaxConnex supports multiple exemption types, including resale, government, non-profit, manufacturing, and more.

• What is exemption certificate management and why is it important?

  Exemption certificate management is the process of collecting, validating, and maintaining resale and exemption certificates from your customers. Without proper management, expired, missing, or invalid certificates can create unnecessary audit exposure and lead to penalties, interest, or tax assessments. By outsourcing this process to TaxConnex, you reduce risk, streamline compliance, and ensure your certificates are always audit-ready.

• Does the service provide an audit trail for each certificate

  Yes. Every certificate is tracked and maintained with full documentation in our system, so you always have a clear, defensible record. If you are audited, you can quickly produce a complete audit trail to demonstrate compliance.

• How are certificates stored and accessed once collected?

  Certificates are centralized in our platform for easy access and version control. You and your team can quickly retrieve certificates by customer, jurisdiction, or date, and expired or missing certificates are flagged before they become an issue.

• Is this a standalone service or part of a larger compliance package?

  Exemption certificate management can be purchased on its own or combined with other offerings, including managed filing and remittance, sales tax calculation software and consulting services. Many businesses choose to bundle the services for a more complete approach to tax compliance.

• Will it validate certificates for accuracy, formatting, and jurisdiction?

  Yes. Newly entered certificates are validated for accuracy and completeness, including proper formatting, expiration dates, and jurisdiction requirements. This helps prevent invalid or expired certificates from slipping through and ensures you remain protected during audits.

• What happens when one of my certificates expires?

  When a certificate is nearing expiration, our system flags it, so you have time to collect an updated version before it lapses. We can also initiate certificate acquisition campaigns for missing or expired certificates to assist in gathering updated certificates from your clients. This proactive approach ensures expired certificates do not result in unexpected audit risk or tax liability.

• Can you help my business obtain an exemption certificate?

  This service is focused on managing the exemption certificates you collect from your customers, not on applying for exemptions with state or local jurisdictions. While exemption certificate management does not include securing certificates for your own business, our broader managed compliance services can assist with that process if needed.