Manage Exemption Certificates in the Cloud
Avalara CertCapture is a powerful management tool that creates, validates, stores, and manages sales tax exemption and reseller certificates and makes them available for easy retrieval. Having an end-to-end certificate management system in place limits audit exposure and ensures that every non-taxable transaction is accounted for.
Lookup and collect exemption certificates in real time, reducing the turnaround time for auditor requests. Avalara CertCapture manages expiration dates and flags upcoming renewals to ensure accurate tax billings on invoices and to prevent order processing delays. Simple, out-of-the-box integration reduces implementation and training costs.
Easy online collection―fast processing
Reduce the turnaround time for non-taxed transactions with simple certificate-creation tools for your staff and your customers.
Exemption certificate verification
CertCapture 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
CertCapture 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—CertCapture 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.