Recently, a tax manager came to me with a problem. They needed an efficient way to have state exemption certificates completed in a timely manner. Our solution was to make blank exemption certificate forms available on the company’s in-house intranet. Employees in the customer service and credit departments can now implement the process of gathering and completing the certificates at the time of sale. With minimal effort from the IT department, all employees now have quick access to the forms and the tax manager can begin gathering the forms now ‑ instead of when the state auditor is at the door.
Other recent “Exemption Certificate Mgmt.” posts by Silvia Aguirre:
- Exemption Certificates for Federal Government Purchases
- Marketplace Fairness: What Does It Mean For Exemption Certificates?
- Will Oregon Start Charging Sales Tax? If So - Are You Ready?
- Canada is Bringing Back Exemption Certificates!
- Louisiana Changes State Forms to Include Parish Exemptions
Note: Silvia Aguirre is no longer accepting new comments or questions. More recent "Exemption Certificate Mgmt" posts by Michael Fleming (of Peisner Johnson) are still active. Also use the Site's SEARCH bar to locate other helpful information.