Sales Tax Management

Simplify tax certificate tracking and stay ahead of compliance. Leverage dedicated forms for SSUTA and multi-jurisdictional certificates, reducing costs and administrative burdens.

Track, Validate, and Stay Ahead View and manage tax-exempt certificates received through customer applications or imported accounts in one intuitive tab. Filter by state, expiration status, and upcoming deadlines to instantly surface what needs attention.

Proactive Management Request replacements when an expiration is coming up directly through the portal and set up automatic reminders to reduce follow-ups. Customers can upload certificates and more through a self-service login.

• Customize frequency and timing of reminder notifications to update certificates
• Auto-archive expired certificates to keep records clean and audit-ready
• Export detailed reporting of tax certificate data directly into Excel or internal BI tools
• Generate audit-ready reporting using filters
• Handle high volumes of certificates, enhance visibility, and more

Features

• Certificate Tracking: Manage tax-exempt certificates in one intuitive dashboard.
• Automated Reminders: Set up expiration alerts and request renewals automatically.
• Self-Service Portal: Customers can upload certificates and manage updates independently.
• Audit-Ready Reporting: Export detailed certificate data to Excel or BI tools.
• Multi-Jurisdictional Support: Built-in forms for SSUTA and other regional requirements.