ON-DEMAND WEBINAR

Managing tax-exempt sales 201: Advanced strategies and best practices

Video: Advanced strategies to manage tax-exempt sales

We cover how to:

 

  • Navigate exemption rules, including nexus implications and common exemption use cases
  • Establish protocols for certificate storage, expiration management, and renewal workflows 
  • Implement practical strategies for audit preparedness and handling drop shipping challenges
  • Utilize automation and managed services with Avalara to enhance compliance efficiency

Meet the presenters

Andrew Quirk
Product Solution Consultant, Avalara

Andrew is focused on aligning exemption management solutions to customers’ business needs. He’s passionate about improving the exempt customer experience and helping businesses automate their traditionally labor-intensive and risk-prone sales tax compliance activities.

Matthew MacNeil
Director of Technical Consulting, Avalara

Matthew co-founded the Avalara CertCapture product line, now known as Avalara Exemption Certificate Management, which was initially developed by his company, Tax Technology Services.

PRESENTATION SLIDES
Download presentation slides

Related resources

ON-DEMAND WEBINAR

Understand the basics of tax obligations for tax-exempt sellers and how to manage exemption certificates effectively.

GUIDE

Discover the five essential steps to effectively manage tax-exempt sales and exemption certificates, ensuring more seamless compliance for exempt sellers.

PRODUCT GUIDE

Automate compliance document management with Avalara Exemption Certificate Management.

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