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EXEMPTION CERTIFICATE MANAGEMENT
Exemption certificate management made easy
Help ensure effortless exemption certificate management with Avalara. Want to learn how automation can benefit your business? Watch the video or schedule a call now.
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5 steps to exemption certificate compliance
Add customers and certificates with 1,200+ signed partner integrations and a robust API.
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Request certificates from customers via email, mail, or collect them using our web portal.
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Review and validate certificates automatically.
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Manage expiring certificates through automated settings and reports.
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Be audit-ready with comprehensive reporting and research.
Why choose Avalara for exemption certificate management?
Improve customer experience
Create better purchase experiences for customers and reduce headaches for your team
Collect certificates and apply exemptions seamlessly, at the point of sale whether it’s in-person, on the phone, or online.
Help customers identify the right certificates with auto-validation to reduce verification time and increase accuracy.
Streamline certificate collection and speed up sales.
Apply exemptions automatically when a valid certificate is on file to reduce credits and rebilling.
Let customers upload existing certificates or submit information to generate new ones.
SATISFY EXEMPTION COMPLIANCE REQUIREMENTS
Easily track and maintain your certificates
Keep up with new collection requirements due to remote employees, drop shipping, inventory storage, and economic thresholds, which exempt sales can trigger in some states.
Manage a secure, centralized document repository to use for future purchases, generating reports, and referencing during audits.
Get alerts when documents are expiring and automatically generate renewal request emails.
Confirm certificates are valid at the point of collection without needing more resources.
Provide read-only access to business departments, sales teams, partners, and external auditors.
BOOST RESOURCE EFFICIENCY
Manage exemption compliance as you scale, with flexibility for your team and changing tech stack
Keep all required certificates up to date in a secure, central location accessible to multiple departments, business systems, and remote employees.
Improve cash flow by reducing tax calculation errors that can result in rebilling and delayed orders.
Increase accuracy and reduce staff workloads with auto-validation.
Integrate your common ERP, CRM, accounting, and other systems with our signed partner integrations.
TRACK ECONOMIC NEXUS FOR EXEMPT SALES
Together with Avalara AvaTax, monitor potential sales tax obligations and maintain exemption compliance
Nexus, a connection that creates a sales tax obligation in a state, is triggered by the dollar amount or number of sales you have in a state. This is your nexus threshold. In some cases, even exempt sales count toward economic nexus thresholds. Know where you may owe sales tax in new states, even for exempt transactions.
Keep up with business growth by tracking where you may have triggered nexus.
Collect the exemption certificates you need from customers in new states.
Create, store, and manage exemption certificates in all states where you may owe sales tax.
See what our customers have to say
FEATURED CUSTOMER STORY
Tax Challenges
- Process inefficiency
- Exemption management
- Compliance risk
Results
- Improved processes
- Increased compliance
- Integrated systems
Having these processes automated is vital as we continue to grow.
—Sarah Musser, Operations Manager
Avalara AvaTax Exemptions
Exemption management through our core calculation product
Only have a few exemptions to manage? Try Avalara AvaTax Exemptions, included with Avalara AvaTax. It’s ideal for businesses that need quick processing for invoicing without the need to attach, store, and manage certificate images.
Apply tax exemptions quickly and easily.
Get basic exemption services with no-touch onboarding.
Choose the right exemption management option based on the needs of your business
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| Apply customer exemptions |  | | |
| Digitize certificates | | | |
| Store certificates as images | (up to 1,000) | (unlimited) | (unlimited) |
| Search and generate reports | | | |
| Collect with Avalara CertExpress | | | |
| Manage renewals | (single requests only) | (automated requests) | (automated requests) |
| Integrate with Avalara AvaTax | | | |
| Available as a standalone product | | | |
| Expanded API implementation | | | |
| OCR certificate review and validation | | | |
| Bulk certificate requests | | | |
| State tax ID validation | | | |
| Exemption tax help content library | | | |
| Access to Avalara Vendor Exemption Management (product fees apply) | | | |
| Configurable emails and templates | | (enhanced) | |
| Available ecommerce integration | | | |
| Available retail integration | | ||
| Configurable/advanced user role | | ||
| Advanced search options | | ||
| Configurable reports | | ||
| Configurable exemption rationale | |
Avalara Vendor Exemption Management
Help save time and improve efficiency with Avalara Vendor Exemption Management
It costs time and money to manually manage exemption certificates. Incorrect certificates can result in tax overpayment and put vendors at risk. Avalara Vendor Exemption Management helps you save time, protect customers, and improve efficiency.
Securely collect, store, and manage exemption certificates.
Increase supply chain agility to help avoid product delivery delays.
Reduce risk of incorrect exemption certificates.
Centralize storage of exemption certificates for easy access.
Manage information for basic vendor accounts.
Create and send documents to vendors.
Report on outgoing certificates.
Avalara CertExpress
Take advantage of this free tool to help increase customer satisfaction
Empower buyers to create and distribute sales tax exemption certificates to help save time and avoid invalid certificates.
Request certificates from customers.
Automate certificate creation for buyers.
Reduce friction in exchanging documents between buyers and vendors.
Minimize purchasing delays by proactively updating certificates before they expire.
Integrate with existing business systems to help make filing fast and easy.
Featured awards and recognitions
Features and benefits
Published and standardized APIs
Proactive collection during checkout
Efficient auto-validation
Secure, wizard-based customer portal with digital signature
Single sign-on access through identity management programs
Integrated search to access any certificate
Frequently asked questions
Can’t my ERP do this?
Though many ERPs support document attachments within a customer record, they can’t apply the information in the document to customer transactions.
How will Avalara Exemption Certificate Management help me during an audit?
During an audit, access the certificates you need with just a few clicks.
Can Avalara Exemption Certificate Management help determine if a tax exemption certificate is valid?
Yes. Avalara Exemption Certificate Management automatically and efficiently increases the validation accuracy of your exemption certificates.
Can’t I just collect the tax exemption certificate the next time my customer places an order?
Requesting certificates for prior purchases is time-consuming, inconvenient, and can delay order processing. In addition, you may end up exempting tax based on an expired, invalid, or incomplete certificate, which can put you at risk during an audit.
Is Avalara Exemption Certificate Management only for large companies?
Avalara Exemption Certificate Management is designed for companies that manage a large number of exemption certificates, from smaller manufacturers to enterprise organizations. It easily scales with business changes and growth.
I already have the tax exemption certificates I need. How does Avalara Exemption Certificate Management help with compliance?
Avalara Exemption Certificate Management consolidates paper and digital certificates into a single, easily accessible document repository. Any certificates you need to collect for future purchases can be processed automatically at the point of purchase, and you can set reminders for expiring certificates and run campaigns for automated collection. This helps improve the customer experience and reduce the workload for your employees.
How long does it take to set up a compliance document management solution for exemption certificates?
The time it takes to implement Avalara Exemption Certificate Management depends on the number of certificates you need to migrate, the number of customers in your system, and the number of entities within your business. To find out more, contact one of our exemption experts who can give you an estimate.
How does exemption certificate management software fit in with the Avalara tax compliance platform?
Determining whether a customer is taxable is a part of the sales and invoicing process for exempt sellers. Avalara AvaTax and Avalara Exemption Certificate Management work together to properly assess the taxability of a transaction, verify whether a current certificate is on file, and apply the tax or exemption accordingly
Avalara Exemption Certificate Management also supplies information for reporting and works with Avalara returns products for returns preparation and filing.
How much does Avalara Exemption Certificate Management cost and how does pricing work?
Pricing depends on several factors that are unique to each business. The cost consists of a one-time setup fee, charges related to the number of certificates you manage, and any professional services you use for implementation. To get an estimate, contact one of our exemption experts. They’ll talk to you about your business and recommend a solution based on your needs.
What kind of support is available for Avalara Exemption Certificate Management?
Our exemption certificate experts are available to help you migrate from manual processes to the automated world. Choose the level of support you need, ranging from a standard plan to customized implementation and management by our experts that handle Avalara ECM Managed Services.
See more sales tax exemption resources
How to prepare your business
Get an idea of the ROI, cost savings, and benefits of Avalara products and services.
Get answers to common questions about creating and maintaining a tax compliance process.
Streamline your exemption certificate management process
Learn how Avalara can help you save time and reduce audit risk by simplifying how you handle exemption certificates. Speak with a tax solution specialist today.
