Exemption Certificate Management
Move your customers' certificates to the cloud
AvaTax Certs delivers a powerful way of managing your customers' exemption certificates: online, immediately and electronically. AvaTax Certs reduces your audit liability and risk through:
- Online collection
- Certificate verification
- Digital storage and accessibility
- Transaction association for each certificate
- Expiration and upcoming renewal notification
Easy online collection―fast processing
Reduce the turnaround time for non-taxed transactions. AvaTax Certs’ rule-based wizard walks your customers and/or staff through initiating and providing the exemption certificate in minutes. Virtually eliminate slow down or losing your customers for Internet transactions.
Exemption certificate verification
AvaTax Certs ensures that each certificate is valid. No more accepting improper certificate numbers and information such as W-9s or 1099s.
Electronic storage and accessibility
Digital document storage of each certificate empowers your company to easily access certificates from anywhere, any time. Quickly produce certificates for auditors. Retain all records for the legally required amount of time for full compliance and easy access in case of audit.
Transaction and Certificate Association
Improve the customer and staff experience by associating the correct exemption certificate to transactions automatically. Your customer only has to produce the certificate and its expiration date once. All transactions that include non-taxable products will be associated with future transactions with that customer.
Expiration monitoring and renewal notification
AvaTax Certs software automatically tracks certificate expiration dates. Proactive notification is sent to you so you can initiate certification renewal requests or handle invalid certificates. No more manual checking for validity and current status of any customer’s certificate—AvaTax Certs takes the worry away with renewal notices and expiration monitoring.
Limit your non-taxed transaction audit liability! Don’t wait! Call us today: 877.780.4848.
End-to-End Compliance with AvaTax
AvaTax Certs is part of the full AvaTax service, including intelligent calculation, filing and remittance.