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Quick Access to Exemption Certificates.. Make it Easy!

author photo of Silvia Aguirre

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.

Note: Silvia Aguirre is no longer accepting new comments nor 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.

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Comments

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.

5 Responses to Quick Access to Exemption Certificates.. Make it Easy!

  • Posted by marilyn on February 22, 2014 7:26am:

    Example-Oregon business purchases personal property for resale from California business. The California Resale Certificate form asks for seller's permit number. Who number is this - the Oregon business (if so how do you get a permit number) or the California business?

    • Posted by Author photo of Silvia AguirreSilvia Aguirre on March 26, 2014 2:33am:

      Hello Marilyn, if the Oregon company has nexus in California, then they will write in their California number, if your company has nexus in California and the Oregon company does not, then you need to charge California taxes or the Oregon company needs to register in California, unless, the Oregon company can prove that the recipient in California will also be reselling what they are receiving. In that case, the California company can give the Oregon company and you a resale certificate. California is a bit complicated with drop shipments. I hope this helps.

  • Posted by Linda on September 23, 2013 7:24am:

    How do I get a copy of my Sales Tax Exemption
    Certificate.

    • Posted by Author photo of Silvia AguirreSilvia Aguirre on September 25, 2013 3:56am:

      Linda, which state are you looking to find a certificate from? some states, issue pre-printed forms, like Florida, or Louisiana, and other you can fill one out with your information. In the salestaxsupport main page you can select state-by-state information and a list of available forms is provided. See if you find it there.

  • Posted by how on August 26, 2011 1:05am:

    i love your blog, i have it in my rss reader and always like new things coming up from it.

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