Automated vendor exemption management tools help you select the correct form and guide you through form creation, providing an added layer of validation.
Autopopulate the right form after selecting location and reason for exemption. Vendors can access certificates via CertExpress.
Securely manage exemption certificates with controlled, companywide access and easy, on-demand retrieval.
Gain full visibility into outgoing certificates, including expiring certificates that need to be renewed.
Avalara Vendor Exemption Management helps you create more accurate, compliant exemption certificates.
Enjoy the benefits of streamlining your exemption certificate process through automation.
Improve supply chain agility and vendor relationships by proactively supplying the right exemption certificate prior to or at the time of purchase. This helps to avoid delivery and order fulfillment delays while reducing unnecessary friction caused by credit and rebill issues due to missing or invalid certificates.
Feature | Vendor Exemption Management Pro | Vendor Exemption Management Premium |
Create and send certificates to vendors | ||
Bulk upload vendor information | ||
Create and send a package with multiple certificates at one time | ||
View outgoing certificate approval workflow | ||
Use gateway questions to ensure exemption is applicable to the purchase |
Vendor Exemption Management Premium allows you to configure gateway questions that are right for your business and won’t allow a certificate to be created if they aren’t answered appropriately. For example, a gateway question may be, “Will this purchase be used internally?” If the answer is “Yes”, the system won’t allow the certificate to be created.
Vendor Exemption Management uses Avalara CertExpress, taking the guesswork out of creating and completing exemption certificates. CertExpress asks for the exposure zone or region and the reason for exemption, and selects the appropriate form. It also helps the creator fill out the form, ensuring that unnecessary fields are grayed out and those needed are completed in the right format.
Vendor Exemption Management allows your purchasing department to stay on top of providing vendors with the exemption certificates they need, reducing the likelihood of being charged tax. When vendors have valid certificates, purchases are appropriately calculated as tax exempt, preventing rebill or credit issues and order disruption.
When exemption certificates aren’t provided or are incorrect or expired, orders may be delayed. Vendor Exemption Management allows purchasers to easily create or retrieve and send certificates to prevent delays. Additionally, the quick creation of a certificate makes it much easier to work with a new vendor, when needed, to prevent supply chain disruptions.
Vendor Exemption Management allows visibility into what’s purchased as tax exempt so use tax can be applied where appropriate. With Vendor Exemption Management Premium, you can create rules for further governance that allow managers to approve certificates before they’re sent to vendors, reducing use tax liability.
Yes, using CertExpress, you can easily create a new certificate and deliver it directly to your vendor’s inbox before placing the order.
Vendor Exemption Management helps with onboarding by simplifying the way in which vendors receive exemption certificates. A simplified process reduces the administrative burden for both vendors and the customer thereby helping to build strong and trusted relationships.
This free application allows you to create and send exemption certificates, saving time and improving your purchase process.
Improve compliance with fast and easy exemption certificate management.