Vendor Exemption Management

Let’s solve your tax compliance challenges together

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One of our specialists will contact you to discuss tailored solutions.
You’ll get insights into how Avalara can help streamline your compliance.

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BENEFITS

Streamline exemption compliance

Simplify workflows

Automatically create, store, send, and track vendor 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 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, mitigate risk

Deliver exemption certificates more accurately to reduce order delays, credits, and rebills. Track certificate expiration and renewal to prevent negative audit findings and penalties.

AVALARA AGENTIC TAX AND COMPLIANCE™

Meet Avi. The agent that helps you unlock smarter exemption management.

Use AI and content intelligence to take the manual work out of vendor exemptions.

Video: See how Avalara agents can transform your workflow.

Create, store, and send exemption certificates to your vendors — without the legwork

Avalara CertExpress interface displayed on a laptop, tablet, and smartphone against a blue and white background.

Video: Create tax-exempt documentation more easily.

How it works

Facilitate proper billing from the first invoice

Create

Move faster with fewer errors

Automated workflows and bulk uploads eliminate manual busywork, reducing risk while simplifying certificate creation, delivery, and tracking at scale.

Automated workflows reduce manual errors in creating, sending, and tracking 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."

Store

Keep every certificate organized and audit-ready

Centralized storage, customizable cover letters, and flexible digital signature options give you complete control over how documents are managed and presented.

Enable centralized storage for easier access, reporting, and audit readiness.
Choose whether to include standard or tailored cover letters based on vendor needs.
Customize digital signatures per user or across teams.

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.

Track

Simplify vendor certificate compliance everywhere you operate

Easily generate certificates for drop-ship states and deliver them your way — by email, fax, secure download, or using Avalara Exemption Certificate Management (ECM).

Simplify certificate creation for states where your business has not previously drop shipped.
Send certificates via email, fax, download links, or through Avalara ECM.

"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."

Designed for your purchasing workflows

Avalara integrates seamlessly with ERP, procurement, and AP systems, so vendor exemption certificates fit naturally into how you buy.

See all integrations

Built for every business

Small businesses
Midmarket solutions
Enterprise

Small businesses

Request, collect, and manage vendor exemption certificates in one place.

Avalara for small businesses

Midmarket solutions

Automate vendor certificate collection and validation to improve purchase-side compliance and reduce use tax exposure.

Midmarket solutions

Enterprise

Centralize vendor exemption management across entities and jurisdictions with a cloud-native platform designed for reliability and geo-redundancy.

Enterprise

The Vendor Exemption Management suite has solutions designed to handle complex challenges across several industries

Vendor Exemption Management Pro

Create and send certificates to vendors.
Track exemption certificates.
Bulk upload vendor information.

Vendor Exemption Management Premium

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.

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

Part of a complete compliance platform

Vendor Exemption Management is just one piece of our end-to-end tax and compliance platform.

Avalara Exemption Certificate Management

AI-first end-to-end exemption certificate management

Avalara AvaTax

Automatically calculate the right tax for every transaction.

Avalara AvaTax for Accounts Payable

Make sure tax on vendor invoices is accurate.

Avalara Managed Returns

Prepare, file, and remit returns — without the rush.

Avalara Tax Research

Get clear answers to complex tax and exemption questions.

Avalara Cross-Border

Classify goods and manage tax as you expand globally.

Avalara E-Invoicing and Live Reporting

Meet e-invoicing requirements as mandates expand.

Item 1

Avalara Vendor Exemption Management helps businesses manage the exemption certificates they provide to vendors — ensuring purchases are tax-exempt where appropriate and reducing overpayment of sales tax.

Item 1

Vendor Exemption Management ensures valid exemption certificates are on file with vendors before purchases are made, helping you avoid incorrect tax charges and improve cash flow.

Item 1

Avalara Vendor Exemption Management integrates seamlessly with your ERP, procurement, and accounts payable systems to automate the collection and management of vendor exemption certificates within your existing workflows. Through prebuilt connectors and APIs, certificate requests, validations, and status updates happen in real time — reducing manual touchpoints and ensuring your vendor data stays accurate and compliant without disrupting your current processes.

Item 1

Yes. Vendor Exemption Management provides a centralized repository to manage certificates across vendors, entities, and locations — making it easier to maintain consistency and visibility.

Item 1

Without valid certificates, vendors may charge tax by default. Vendor Exemption Management tracks expirations, flags gaps, and helps maintain up-to-date certificates to prevent unnecessary tax charges.

Item 1

Vendor Exemption Management maintains organized, accessible records of all exemption certificates provided to vendors, ensuring you can quickly respond to audits and justify tax-exempt purchases.

Item 1

Yes. Vendor Exemption Management can integrate with procurement and accounts payable workflows to ensure exemption certificates are applied correctly at the point of purchase.

Take the stress out of vendor exemption certificates

See how Avalara ECM makes exemption management simple, accurate, and audit-ready.

Get started

Create accurate and compliant vendor exemption certificates

Let’s solve your tax compliance challenges together