Avalara powers millions of businesses worldwide
- Recommend the correct certificate based on location and exemption type.
- Validate certificate data before it's sent.
- Flag expirations and potential gaps before issues arise.
- Automated workflows reduce manual errors in creating, sending and tracking certificates.
- Bulk uploads streamline the processing of large vendor lists.
- Enable centralised storage for easier access, reporting and audit readiness.
- Choose whether to include standard or tailored cover letters based on supplier needs.
- Customise digital signatures per user or across teams.
- Simplify certificate creation for states where your business has not previously dropshipped.
- Send certificates via email, post or via the Vendor Certificates page.
Solutions
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Feature |
Vendor Exemption Management Pro |
Vendor Exemption Management Premium |
|---|---|---|
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Create and send certificates to vendors |
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Bulk upload supplier information |
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Create and send a package with multiple certificates at once |
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View outgoing certificate approval workflow |
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Use gateway questions to ensure exemption is applicable to purchase |
Avalara Vendor Exemption Management helps businesses manage the exemption certificates they provide to vendors – ensuring purchases are tax-exempt where appropriate and reducing overpayment of sales tax.
Vendor Exemption Management ensures valid exemption certificates are on file with vendors before purchases are made, helping you avoid incorrect tax charges and improve cash flow.
Avalara Vendor Exemption Management integrates seamlessly with your ERP, procurement and accounts payable systems to automate the collection and management of vendor exemption certificates within your existing workflows. Through pre-built connectors and APIs, certificate requests, validations and status updates happen in real time – reducing manual touchpoints and ensuring your vendor data stays accurate and compliant without disrupting your current processes.
Yes. Vendor Exemption Management provides a centralised repository to manage certificates across vendors, entities and locations – making it easier to maintain consistency and visibility.
Without valid certificates, vendors may charge tax by default. Vendor Exemption Management tracks expirations, flags gaps and helps maintain up-to-date certificates to prevent unnecessary tax charges.
Vendor Exemption Management maintains organised, accessible records of all exemption certificates provided to vendors, ensuring you can quickly respond to audits and justify tax-exempt purchases.
Yes. Vendor Exemption Management can integrate with procurement and accounts payable workflows to ensure exemption certificates are applied correctly at the point of purchase.