5 steps for managing compliance with exempt sales

Learn how to identify and manage exempt sales to support sales tax compliance

Managing and properly documenting exempt sales — including sales for resale — isn't easy, but getting it right is crucial for success. This guide covers the steps to develop a comprehensive exemption certificate management plan and remain compliant.

Review these five standard steps for sales tax compliance with a special focus on addressing exempt sales within the process. We've outlined the steps for you, all that's left for you to do is implement them.

Step 1: Establish your sales tax obligation and register
Step 2: Determine sales and customers that qualify as exempt
Step 3: Collect exemption certificates
Step 4: Validate exemption certificates
Step 5: Store, track, and manage your records

Take control of exempt sales and exemption certificates to support comprehensive sales tax compliance for your business.

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