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 exemption certificate management system in place limits audit exposure and ensures that every non-taxable transaction is tracked correctly.
Create, collect, and retrieve exemption certificates in real time, reducing the turnaround time for customers providing certificates, accounting personnel managing them, and auditors making requests. 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 to sales tax systems like AvaTax reduces implementation and training costs.
CertCapture integrates with hundreds of ERP, accounting, tax decision and POS solutions - including in-house solutions. Master customer data is related to your certificate database and customer taxability status is updated in your tax software. When a valid certificate is added, the customer becomes non-taxable. A missing or expired certificate will code the customer as taxable. You are always compliant. A stand-alone option is available.
With CertCapture Managed Services as an add-on service, you can take advantage of a complete, automated end-to-end solution. Free up your staff’s time to focus on critical tax reporting. The Avalara managed service team are experts on the sales tax exemption certificate process and can monitor your account to contact customers with expiring certificates and review the incoming documents for improved audit resolution. Never worry about your certificate process again.
Avalara CertCapture for Retail integrates with your existing tax and order management systems to create, validate and manage sales tax exemption certificates at the point of sale (in-store kiosks and mobile devices), making it easier to comply with tax laws and streamline checkout for customers.
Customers expect a quick and easy checkout experience, yet digital shopping cart platforms do not provide a simple and integrated way to allow them to create exemption certificates on demand and update information before certificates expire. CertCapture for eCommerce integrates with your existing digital storefront and tax and order management systems to create, validate and manage sales tax exemption certificates, making it easier to comply with tax laws and streamline checkout for customers.
Excise Platform Integration
Companies who buy and sell fuel must have easy access to not only their fuel licenses and exemption certificates, but also those of their business partners. These documents are critical to prove a tax exemption and avoid audit liability.
Avalara’s tax software solutions for the fuel industry — AvaTax Excise and Returns Excise Enterprise — have built-in knowledge of the rules and rates of more than 1900 fuel licenses and exemptions. The CertCapture integration allows for easy management of these critical documents resulting in reduced administrative costs and avoidance of audit liabilities.
Call us today for more information, 844-418-5000.