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Create and submit exemption certificates in minutes
Overcome tax compliance and documentation obstacles with Avalara CertExpress.
Benefits
Streamline the creation and submittal of exemption certificates
Create certificates on the go
Create and manage forms using a simple, intuitive interface on any internet-connected device.
Deliver documents faster
Email, download, or print tax compliance documents from your CertExpress account and instantly share with Exemption Certificate Management users.
Get started quickly
Sign up for an account, complete a business profile, save your signature, and immediately begin creating exemption certificates.
Stay organized
Securely archive and manage all exemption certificates from one intuitive user interface for easier access, organization, and reconciliation.
Get ongoing support
Find, complete, and submit the right tax compliance document for each situation using Avalara expertise and step-by-step guidance.
Maintain compliance
Automatically track exemption rules and certificate expiration dates, receive alerts when certificates are near expiration, and request new certificates.
How it works
Submit the right exemption certificates for every tax-exempt transaction
- Submit
Customers can submit exemption certificates through a secure portal by choosing the appropriate form, completing it digitally, or uploading a certificate copy. CertExpress guides them through the process of selecting and filling out the correct form before submission.
- Integrate
CertExpress integrates with Avalara ECM and your shopping cart, allowing customers to provide and manage certificates at the time of purchase. It helps ensure tax exemptions are applied in real-time for a seamless shopping experience.
- Validate
CertExpress uses automation to help ensure that all required fields are complete and that the certificate is valid. If there are issues, businesses will receive an error message until discrepancies are resolved.
- Track
CertExpress helps to automatically track certificate expirations and send renewal requests to customers. This proactive approach helps businesses improve compliance.
Getting started
You’ve arrived at the CertExpress landing page. What’s next?
1. Respond to a document request from a vendor
2. Create and store a compliance document
3. Create a CertExpress account
4. Log in to your CertExpress account
You’ve created a CertExpress account and are logged in. What’s next?
1. Manage vendor requests
2. Make a new document
3. Manage stored documents
4. Manage your vendor list
Related products
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Frequently asked questions
What is CertExpress and how does it benefit my business?
CertExpress is a free application that works seamlessly with Avalara ECM products and allows your customers to self-manage creating and sending certificates, simplifying collection. It offers a user-friendly interface, enabling customers to complete, upload, or send certificates digitally. Businesses can reduce delays in collecting certificates, improve accuracy, and ensure improved compliance by reducing manual errors.
How can customers submit exemption certificates using CertExpress?
Customers can submit exemption certificates through a secure portal by choosing the appropriate form, completing it digitally, or uploading a certificate copy. CertExpress guides them through the process, helping to ensure that they select and fill out the correct form before submission.
Can CertExpress integrate with my online store?
Yes, CertExpress integrates with Avalara ECM and your shopping cart, allowing customers to provide and manage certificates at the time of purchase. It helps to ensure that tax exemptions are applied in real-time for a seamless shopping experience.
What happens if a certificate is invalid or incomplete?
CertExpress uses automated validation tools to scan certificates, helping to ensure that all required fields are complete and that the certificate is valid. If there are issues, businesses will receive an error message until discrepancies are resolved.
How does CertExpress handle expiring certificates?
CertExpress automatically tracks certificate expirations and sends renewal requests to customers. This proactive approach helps businesses improve compliance.
Connect with Avalara
Find out how we can help with your specific tax challenges.
