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Create more accurate and compliant exemption certificates

Improve compliance, save time, and reduce risk with Avalara Vendor Exemption Management. Send certificates to suppliers to help prevent delays and unnecessary taxes.
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Screenshot of the Avalara CertExpress interface displaying a sample Tax Exemption Certificate template with a placeholder logo and sample certificate fields.
Video: Quickly and efficiently manage vendors and certificates.

Let’s solve your tax compliance challenges together

Complete this short form to connect with an Avalara tax solution specialist.

You can expect the following once you submit:

  • We’ll review your business needs.
  • One of our specialists will contact you to discuss bespoke solutions.
  • You’ll get insights into how Avalara can help streamline your compliance.

Connect with us now — we’re excited to speak with you! Already a customer? Get technical support.

BENEFITS

Streamline exemption compliance

Simplify workflows

Automatically create, store, send, and track exemption certificates to reduce errors and save time.

Centralise storage

Manage and review all exemption documents from a single platform to improve reporting, analysis, and audit access.

Improve supplier collaboration

Provide vendors with electronic certificates to avoid rebilling and help ensure smooth transactions and on-time deliveries.

Reduce manual processes

Replace labour-intensive processes with automated solutions, freeing your employees to focus on higher-value business activities.

Improve accuracy

Deliver exemption certificates more accurately to reduce order delays, credits, and re-bills.

Mitigate risk

Track certificate expiry and renewal to help prevent negative audit findings, penalties, and other issues.

How it works

Facilitate proper billing from the first invoice

  • Create and send exemption certificates to your suppliers
    Auto-populate the correct form after selecting location and reason for exemption. Vendors can access certificates via CertExpress.

  • Store certificates for multiple suppliers
    Securely manage exemption certificates with controlled, company-wide access and easy, on-demand retrieval.

  • Simplify document tracking and reporting
    Gain full visibility into outgoing certificates, including expiring certificates that need to be renewed.
Image displaying the Avalara CertExpress platform on multiple devices including a tablet, smartphone, and laptop, with the Avalara CertExpress logo visible above the devices.
Video: Create tax-exempt documentation more easily.

Key features for enhanced compliance and efficiency

Automation

  • Automated workflows: Reduce manual errors in creating, sending, and tracking exemption certificates.
  • Bulk uploads: Streamline the processing of large supplier lists.
"Screenshot of Avalara's ECM interface showing certificate management with regions California and Texas, indicating statuses 'Missing' and 'Expired' respectively, and options to add a region or send a certificate."
"Screenshot of Avalara's ECM interface showing certificate management with regions California and Texas, indicating statuses 'Missing' and 'Expired' respectively, and options to add a region or send a certificate."

Automation

  • Automated workflows: Reduce manual errors in creating, sending, and tracking exemption certificates.
  • Bulk uploads: Streamline the processing of large supplier lists.

Document management

  • Centralised storage: Enable organisation-wide storage for easier access, reporting, and audit readiness.
  • Custom cover letters: Choose whether to include standard or tailored cover letters based on supplier needs.
  • Digital signatures: Customise digital signatures per user or across organisations.
Alt-text: Vendor certificates dashboard showing certificate details including ID, vendor code, region, exemption reason, and status with options to view all certificates or vendor certificates.
Alt-text: Vendor certificates dashboard showing certificate details including ID, vendor code, region, exemption reason, and status with options to view all certificates or vendor certificates.

Document management

  • Centralised storage: Enable organisation-wide storage for easier access, reporting, and audit readiness.
  • Custom cover letters: Choose whether to include standard or tailored cover letters based on supplier needs.
  • Digital signatures: Customise digital signatures per user or across organisations.

Vendor management

  • Drop shipping: Simplify exemption certificate creation for states where businesses have not previously drop shipped.
  • Delivery options: Send certificates via email, fax, download links, or through CertExpress.
"User interface for sending a tax exemption certificate to Company XYZ, showing options to email the certificate or make it available for download, with a status table indicating expired certificates for suppliers."
"User interface for sending a tax exemption certificate to Company XYZ, showing options to email the certificate or make it available for download, with a status table indicating expired certificates for suppliers."

Vendor management

  • Drop shipping: Simplify exemption certificate creation for states where businesses have not previously drop shipped.
  • Delivery options: Send certificates via email, fax, download links, or through CertExpress.
Blue geometric background with overlapping triangles.

Integrations

Avalara works with many of the business systems you already use

Oracle NetSuite logo.
SAP Partner logo on a white background.
Intuit QuickBooks logo with a green "qb" icon.
Epicor logo in teal text on a white background.
Microsoft logo with four coloured squares and grey text.
Sage logo in green text on a white background.
Salesforce logo in a blue cloud shape.
Shopify logo featuring a green shopping bag with a white "S" and the word "shopify" in black text.
Red Avalara logo with a stylised white "A" in the centre.
WooCommerce logo in purple speech bubble.
Zuora logo with teal stylised "Z" and black text on a white background.
Stripe logo in purple text on a white background.
View all integrations

Product comparison table

Choose the product that’s right for your business

Feature

Vendor Exemption Management Pro

Vendor Exemption Management Premium

Create and send certificates to suppliers

Bulk upload supplier information

Create and send a package with multiple certificates at once

View outgoing certificate approval workflow

Use gateway questions to ensure exemption is applicable to purchase

Related products

CertExpress

Create and send exemption certificates to save time and improve your purchasing process.
Read more

Avalara Exemption Certificate Management (ECM)

Process, collect, and access exemption documents.
Read more

Avalara AvaTax

Apply more accurate, regularly updated tax rates based on location, taxability, legislation, and more.
Read more

Frequently asked questions

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 greyed out and those needed are completed in the correct 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 suppliers have valid certificates, purchases are correctly treated as tax-exempt, preventing rebilling 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 supplier, 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 suppliers, 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 on-boarding by simplifying the way in which suppliers receive exemption certificates. A simplified process reduces the administrative burden for both suppliers and the customer thereby helping to build strong and trusted relationships.

Ready to see what Avalara can do?

Schedule a demo to see our solution.
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