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Create more accurate and compliant exemption certificates
Improve compliance, save time, and reduce risk with Avalara Vendor Exemption Management. Send certificates to vendors to help prevent delays and unnecessary taxes.
BENEFITS
Streamline exemption compliance
Simplify workflows
Automatically create, store, send, and track 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 help 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
Deliver exemption certificates more accurately to reduce order delays, credits, and rebills.
Mitigate risk
Track certificate expiration and renewal to help prevent negative audit findings, penalties, and other issues.
How it works
Facilitate proper billing from the first invoice
Key features for enhanced compliance and efficiency
Automation
- Automated workflows: Reduce manual errors in creating, sending, and tracking exemption certificates.
- Bulk uploads: Streamline the processing of large vendor lists.
Document management
- Centralized storage: Enable organization-wide storage for easier access, reporting, and audit readiness.
- Custom cover letters: Choose whether to include standard or tailored cover letters based on vendor needs.
- Digital signatures: Customize digital signatures per user or across organizations.
Vendor management
- Drop shipping: Simplify exemption certificate creation for states where businesses have not previously drop shipped.
- Delivery options: Send certificates via email, fax, download links, or through CertExpress.
INTEGRATIONS
Avalara works with many of the business systems you already use
Product comparison table
Choose the product that’s right for your business
Related products
Create and send exemption certificates to save time and improve your purchase process.
Process, collect, and access exemption documents.
Apply more accurate, regularly updated tax rates based on location, taxability, legislation, and more.
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EXPLORE
IMPLEMENT
USE
Frequently asked questions
How can Avalara Vendor Exemption Management assist when my purchasing department lacks knowledge of exemption eligibility?
Vendor Exemption Management Premium allows you to configure gateway questions that are right for your business and won’t allow a certificate to be created if they aren’t answered appropriately. For example, a gateway question may be, “Will this purchase be used internally?” If the answer is “Yes”, the system won’t allow the certificate to be created.
How does Vendor Exemption Management help to prevent the issuing of incorrect forms to vendors?
Vendor Exemption Management uses Avalara CertExpress, taking the guesswork out of creating and completing exemption certificates. CertExpress asks for the exposure zone or region and the reason for exemption and selects the appropriate form. It also helps the creator fill out the form, ensuring that unnecessary fields are grayed out and those needed are completed in the right format.
How can Vendor Exemption Management potentially reduce taxes paid or credit and rebill issues?
Vendor Exemption Management allows your purchasing department to stay on top of providing vendors with the exemption certificates they need, reducing the likelihood of being charged tax. When vendors have valid certificates, purchases are appropriately calculated as tax exempt, preventing rebill or credit issues and order disruption.
How does Vendor Exemption Management assist with reducing order delays?
When exemption certificates aren’t provided or are incorrect or expired, orders may be delayed. Vendor Exemption Management allows purchasers to easily create or retrieve and send certificates to prevent delays. Additionally, the quick creation of a certificate makes it much easier to work with a new vendor, when needed, to prevent supply chain disruptions.
How does Vendor Exemption Management help with use tax?
Vendor Exemption Management allows visibility into what’s purchased as tax exempt so use tax can be applied where appropriate. With Vendor Exemption Management Premium, you can create rules for further governance that allow managers to approve certificates before they’re sent to vendors, reducing use tax liability.
Can I submit a resale certificate to new states before my drop shipper sends items to multiple locations?
Yes, using CertExpress, you can easily create a new certificate and deliver it directly to your vendor’s inbox before placing the order.
How does Vendor Exemption Management improve vendor onboarding?
Vendor Exemption Management helps with onboarding by simplifying the way in which vendors receive exemption certificates. A simplified process reduces the administrative burden for both vendors and the customer thereby helping to build strong and trusted relationships.
Simplify the management of vendor exemptions
Discover how Avalara Vendor Exemption Management automates processes, improves compliance, and mitigates risk.
