Compliance Document Management

Improve compliance with fast and easy exemption certificate management

Exemption certificate management for businesses, customers, and vendors

Request a quote
Compliance Document Management

Improve compliance with fast and easy exemption certificate management

Exemption certificate management for businesses, customers, and vendors

Request a quote

5 steps to exemption certificate compliance

STEP

01

Add customers and certificates with 1,000+ signed partner integrations and a robust API.

STEP

02

Request certificates from customers via email, mail, or collect them using our web portal.

STEP

03

Review and validate certificates automatically.

STEP

04

Manage expiring certificates through automated settings and reports.

STEP

05

Be prepared for potential audits with comprehensive reporting and research.

STEP
01

Add customers and certificates with 1,000+ signed partner integrations and a robust API.

STEP
02

Request certificates from customers via email, mail, or collect them using our web portal.

STEP
03

Review and validate certificates automatically.

STEP
04

Manage expiring certificates through automated settings and reports.

STEP
05

Be prepared for potential audits with comprehensive reporting and research.

Why you should manage exemption certificates with Avalara

Improve customer experience

Create better purchase experiences for customers and reduce headaches for your team

Collect certificates and apply exemptions at the point of sale whether it’s in-person, on the phone, or online.

Help customers identify the correct certificates and use auto-validation to reduce the time to verify and validate accuracy.

Streamline certificate collection and speed up sales times.

Upload certificate images online or by taking a photo in the mobile app.

Apply exemptions automatically when a valid certificate is on file to reduce credits and rebilling.

Let customers upload existing certificates or submit information to generate new ones.

SATISFY COMPLIANCE REQUIREMENTS

Easily track and maintain your certificates and documents

Keep up with new collection requirements due to remote employees, drop shipping, inventory storage, and economic thresholds, which exempt sales can trigger in some states.

Manage a secure, centralized document repository to use for future purchases, generating reports, and referencing during audits.

Get alerts when documents are expiring and automatically generate renewal request emails.

Confirm certificates are valid at the point of collection without needing more resources.

Provide read-only access to business departments, sales teams, partners, and external auditors.

BOOST RESOURCE EFFICIENCY

Manage compliance as you scale, with flexibility for your team and changing tech stack

Keep all required documents up to date in a secure, central location accessible to multiple departments, business systems, and remote employees.

Improve cash flow by reducing tax calculation errors that can result in rebilling and delayed orders.

Increase accuracy and reduce staff workloads with auto-validation.

Integrate your common ERP, CRM, accounting, and other systems with our signed partner integrations.

TRACK ECONOMIC NEXUS FOR EXEMPT SALES

Together with Avalara AvaTax, monitor potential sales tax obligations and maintain compliance

Nexus, a connection that creates a sales tax obligation in a state, is triggered by the dollar amount or number of sales you have in a state. This is your nexus threshold. In some cases, even exempt sales count toward economic nexus thresholds. Know where you may owe sales tax in new states, even for exempt transactions.

Keep up with business growth by tracking where you may have triggered nexus.

Collect the exemption certificates you need from customers in new states.

Create, store, and manage exemption certificates in all states where you may owe sales tax.

See what our customers have to say

FEATURED CUSTOMER STORY
Zillow

   Tax Challenges

  • Process inefficiency
  • Exemption management
  • Compliance risk

   Results

  • Improved processes
  • Increased compliance
  • Integrated systems

Having these processes automated is vital as we continue to grow.

—Sarah Musser, Operations Manager

FEATURED CUSTOMER STORY

Bartlett Bearing Company, Inc.

   Tax Challenges

  • Process inefficiency
  • Exemption management
  • Compliance risk

Results

  • Improved processes
  • Increased compliance
  • Integrated systems
FEATURED CUSTOMER STORY

Bartlett Bearing Company, Inc.

Tax Challenges

Process inefficiency

Exemption management

Compliance risk

Results

Improved processes

Increased compliance

Integrated systems

Dylan
Discogs
Threads
Duo
Hickory Farms
Moroch
Pacon
Oxbo
JL Marine
Lionel Racing
Yes Way
Inovonics

Products to simplify the compliance document management process

Avalara AvaTax Exemptions

Basic exemption management through our core calculation product

Only have a few exemptions to manage? Try Avalara AvaTax Exemptions for businesses managing 1,000 or fewer exemption certificates.

Apply tax exemptions quickly and easily.

Generate reports for internal or external audits.

Get basic exemption services with no-touch onboarding.


“We were not properly collecting exemption certificates before we used Avalara. We are in complete compliance now.”

— Kellie Harrell, CPA
TriEst Ag Group, Inc


“Avalara Exemption Certificate Management has made managing tax exemption certificates simple.”

— Catherine Roggenbuck, Revenue Manager 
Jamf

Avalara Exemption Certificate Management

Advanced exemption certificate management services

Avalara Exemption Certificate Management is ideal for businesses with more complex compliance document management needs. It’s available as a standalone product and also integrates with Avalara AvaTax for more sophisticated exemption services.

Collect, verify, store, and access certificates.

Automate validating, reporting, and compliance-related administrative tasks.

Create an auditor dashboard for improved access to requested documents.

Digitize paper documents and attach exemption certificates directly to customer records.

Choose the right product for your business

Features
Avalara AvaTax Exemptions
Avalara Exemption Certificate Management

Integrate with Avalara AvaTax


Customer exemptions


Basic search and reporting


Automated certificate review using optical character recognition (OCR)


Digitize paper certificates


Exemption certificate storage


Automated collection through CertExpress


Campaign management


Bulk email and mail certificate requests


POS and ecommerce system integration


Automated state tax ID validation (where available)


Renewal management


Expanded API implementation


Integrated certificate rules and help


Avalara Vendor Exemption Management add-on available


Retail and ecommerce add-on available




MOST POPULAR
Avalara AvaTax Exemptions

Manage dozens to hundreds of certificates

Avalara Exemption Certificate Management

Manage hundreds to millions of certificates and specialized documents

Integrate with Avalara AvaTax

Customer exemptions

Basic search and reporting

Automated certificate review using optical character recognition (OCR)

Digitize paper certificates

Exemption certificate storage

Automated collection through CertExpress

Campaign management

Bulk email and mail certificate requests

POS and ecommerce system integration

Automated state tax ID validation (where available)

Renewal management

Expanded API implementation

Integrated certificate rules and help

Avalara Vendor Exemption Management add-on available

Retail and ecommerce add-on available

Avalara Vendor Exemption Management

Help save time and improve efficiency with Avalara Vendor Exemption Management

It costs time and money to manually manage exemption certificates. Incorrect certificates can result in tax overpayment and put vendors at risk. Avalara Vendor Exemption Management helps you save time, protect customers, and improve efficiency.

Securely collect, store, and manage exemption certificates.

Increase supply chain agility to help avoid product delivery delays.

Reduce risk of incorrect exemption certificates.

Centralize storage of exemption certificates for easy access.

Manage information for basic vendor accounts.

Create and send documents to vendors.

Report on outgoing certificates.

CertExpress

Take advantage of this free tool to help increase client satisfaction

Empower buyers to create and distribute sales tax exemption certificates to help save time and avoid invalid certificates.

Request certificates from customers.

Automate certificate creation for buyers.

Reduce friction in exchanging documents between buyers and vendors.

Minimize purchasing delays by proactively updating certificates before they expire.

Integrate with existing business systems to help make filing fast and easy.

Features and benefits

Published and standardized APIs

Proactive collection during checkout

Efficient auto-validation

Secure, wizard-based customer portal with digital signature

Single sign-on access through identity management programs

Integrated search to access any certificate

Published and standardized APIs

Proactive collection during checkout

Efficient auto-validation

Secure, wizard-based customer portal with digital signature

Single sign-on access through identity management programs

Integrated search to access any certificate

Frequently asked questions

Though many ERPs support document attachments within a customer record, they can’t apply the information in the document to customer transactions.

During an audit, access the certificates you need with just a few clicks.

Avalara Exemption Certificate Management automatically and efficiently increases the validation accuracy of your exemption certificates.

Requesting certificates for prior purchases is time-consuming, inconvenient, and can delay order processing. In addition, you may end up exempting tax based on an expired, invalid, or incomplete certificate, which can put you at risk during an audit.

Avalara Exemption Certificate Management is designed for companies that manage a large number of exemption certificates, from smaller manufacturers to enterprise organizations. It easily scales with business changes and growth.

Avalara Exemption Certificate Management consolidates paper and digital certificates into a single, easily accessible document repository. Any certificates you need to collect for future purchases can be processed automatically at the point of purchase, and you can set reminders for expiring certificates. This helps improve the customer experience and reduce the workload for your staff.

The time it takes to implement Avalara Exemption Certificate Management depends on the number of certificates you need to migrate, the number of customers in your system, and the number of entities within your business. To find out more, contact one of our exemption experts who can give you an estimate.

Determining whether a customer is taxable is a part of the sales and invoicing process for exempt sellers. Avalara AvaTax and  Avalara Exemption Certificate Management work together to properly assess the taxability of a transaction, verify whether a current certificate is on file, and apply the tax or exemption accordingly.

Avalara Exemption Certificate Management also supplies information for reporting and works with Avalara returns products for returns preparation and filing.

Pricing depends on several factors that are unique to each business. The cost consists of a one-time setup fee, charges related to the number of certificates you manage, and any professional services you use for implementation. To get an estimate, contact one of our exemption experts. They’ll talk to you about your business and recommend a solution based on your needs.

Our exemption certificate experts are available to help you migrate from manual processes to the automated world. Choose the level of support you need, ranging from a standard plan to customized implementation.

Streamline your exemption certificate management process

Learn how Avalara can help you save time and reduce audit risk by simplifying how you handle exemption certificates. Speak with a tax solution specialist today.

Streamline your exemption certificate management process

Learn how Avalara can help you save time and reduce audit risk by simplifying how you handle exemption certificates. Speak with a tax solution specialist today.