Vendor Exemption Management - Avalara

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BENEFITS

Streamline exemption compliance

Simplify workflows

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

Centralize storage

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

Improve vendor collaboration

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

Reduce manual processes

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

Increase accuracy

Deliver exemption certificates more accurately to reduce order delays, credits, and rebills.

Mitigate risk

Track certificate expiration 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 vendors
Auto-populate the right form after selecting location and reason for exemption. Vendors can access certificates via CertExpress.
Store certificates for multiple vendors
Securely manage exemption certificates with controlled, companywide 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.

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 vendor 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."

Document management

Centralized storage: Enable organization-wide storage for easier access, reporting, and audit readiness.
Custom cover letters: Choose whether to include standard or tailored cover letters based on vendor needs.
Digital signatures: Customize digital signatures per user or across organizations.

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.

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 vendors."

Blue geometric background with overlapping triangles.

INTEGRATIONS

Avalara works with many of the business systems you already use

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 vendors
Bulk upload vendor information
Create and send a package with multiple certificates at one time
View outgoing certificate approval workflow
Use gateway questions to ensure exemption is applicable to purchase

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 grayed out and those needed are completed in the right 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 vendors have valid certificates, purchases are appropriately calculated as tax exempt, preventing rebill 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 vendor, 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 vendors, 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 onboarding by simplifying the way in which vendors receive exemption certificates. A simplified process reduces the administrative burden for both vendors 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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Create more accurate and compliant exemption certificates

Let’s solve your tax compliance challenges together