certcapture.avalara.comSales Tax Compliance Document Management Software - Avalara

Solutions Tax types Sales and use Compliance management for state and local taxes Property Real and personal property tax management Consumer use Self-assessment for buyer-owed taxes Communications Tax management for connected devices and servicest Occupancy Tax automation for short-term rental properties Cross-border Compliance for international taxes and duties Business sizes Small Tax management for small business owners Midsize Compliance tools for your accounting team Enterprise Omnichannel tax management at scale Business needs Tax risk assessment Products to estimate where you have tax obligations Tax calculation Cloud-based products for a variety of tax types Returns Filing solutions for all business types Exemption certificates Tax exemption document management E-invoicing Global e-invoicing and live reporting International compliance Tax compliance for selling outside the United States Business licenses Registration and licensing for businesses of all sizes Point of sale Updated tax content for commercial transactions 1099 and W-9 forms IRS forms management Industries Manufacturing Distributors, warehouses, and manufacturers Retail Brick-and-mortar and ecommerce sellers Software SaaS, subscriptions, and digital products and services Hospitality Hotels, resort properties, and chains Short-term rentals Short-term rental property owners and managers Accounting Small, medium, and large accounting firms and practices Communications Telecom, IT, VoIP, cable, and other connected services Governments and public sector State and local governments and agencies Supply chain and logistics International traders, shippers, and suppliers See all solutions Products Platform Why automate The benefits of implementing compliance technology Our platform How Avalara powers end-to-end compliance Edge computing Our high-volume compliance solution Pricing How Avalara determines pricing for your business APIs Reference documentation for developers Featured products Avalara AvaTax Our flagship tax calculation service Avalara Returns Returns preparation and filing products Avalara Exemption Certificate Management Document management for tax-exempt sales Avalara E-Invoicing and Live Reporting International e-invoicing and reporting compliance Avalara Cross-Border Classification, VAT, GST, and customs management Avalara Business Licenses Licensing and registration across the U.S. Avalara Sales Tax Risk Assessment Nexus risk assessment for selling to the U.S. Avalara Tax Research Plain-language answers to tax questions Integrations Shopify Microsoft NetSuite SAP QuickBooks Sage Adobe Commerce BigCommerce WooCommerce Salesforce Oracle See all integrations See all products Partners Existing Partners Partner Portal Log in to submit referrals, view financial statements, and marketing resources Partner Referral Program Earn incentives when you refer qualified customers Partner Programs Become a partner Accountant, consulting, and technology partners Become a Certified Implementer Support, online training, and continuing education Find a partner Avalara Certified Implementers Recommended Avalara implementation partners Developers Preferred Avalara integration developers Accountants State and local tax experts across the U.S. Integrations Connect to ERPs, ecommerce platforms, and other business systems Resources Tools Sales tax calculator Address-based sales tax calculator Sales tax risk assessment Economic nexus self-assessment Lodging tax rate lookup Address-based lodging tax calculator Business license assessment Licensing requirements questionnaire Featured Avalara Tax Changes 2024 Our annual tax changes report State of Finance Our market trends report Forrester Total Economic Impact™ An independent, commissioned study Learning Resource center Tools, webinars, guides, and more Blog Tax insights and updates for North America Events Online and in-person industry events Webinars Live and on-demand tax analysis sessions Customer stories Testimonials from Avalara customers Implementation Developer resources Documentation, tools, guides, and other resources Product documentation Release notes, product guides, and more Training Avalara University self-guided training Support On-demand technical support and reporting State resources Streamlined Sales Tax program State-supported sales tax compliance help Sales tax rates Sales tax rate ranges for all U.S. states Sales tax nexus thresholds Nexus guides and triggers by state Business license guides State licensing requirements Lodging tax rates Address-based calculator for lodging tax rates Lodging tax guides State lodging tax compliance guides Wine shipping tax rates Direct-to-consumer wine shipping guide Blog About About Why Avalara What makes Avalara unique Leadership The Avalara executive team Locations Our global offices Press Press releases and media coverage Jobs Career opportunities Support Get started Get started Sales 877-224-3650 Support Sign in Exemption Certificate Management Exemption Certificate Mana... Why Customers Products Benefits FAQ Resources EXEMPTION CERTIFICATE MANAGEMENT Exemption certificate management made easy Help ensure effortless exemption certificate management with Avalara. Want to learn how automation can benefit your business? Watch the video or schedule a call now. Watch the video Schedule a call EXEMPTION CERTIFICATE MANAGEMENT Exemption certificate management made easy Help ensure effortless exemption certificate management with Avalara. Want to learn how automation can benefit your business? Watch the video or schedule a call now. Watch the video Schedule a call 5 steps to exemption certificate compliance STEP 01 Add customers and certificates with 1,200+ signed partner integrations and a robust API. STEP 02 Request certificates from customers via email, mail, or collect them using our web portal. STEP 03 Review and validate certificates automatically. STEP 04 Manage expiring certificates through automated settings and reports. STEP 05 Be audit-ready with comprehensive reporting and research. STEP 01 Add customers and certificates with 1,200+ signed partner integrations and a robust API. STEP 02 Request certificates from customers via email, mail, or collect them using our web portal. STEP 03 Review and validate certificates automatically. STEP 04 Manage expiring certificates through automated settings and reports. STEP 05 Be audit-ready with comprehensive reporting and research. Why choose Avalara for exemption certificate management? Improve customer experience Create better purchase experiences for customers and reduce headaches for your team Collect certificates and apply exemptions seamlessly, at the point of sale whether it’s in-person, on the phone, or online. Help customers identify the right certificates with auto-validation to reduce verification time and increase accuracy. Streamline certificate collection and speed up sales. Apply exemptions automatically when a valid certificate is on file to reduce credits and rebilling. Let customers upload existing certificates or submit information to generate new ones. SATISFY EXEMPTION COMPLIANCE REQUIREMENTS Easily track and maintain your certificates Keep up with new collection requirements due to remote employees, drop shipping, inventory storage, and economic thresholds, which exempt sales can trigger in some states. Manage a secure, centralized document repository to use for future purchases, generating reports, and referencing during audits. Get alerts when documents are expiring and automatically generate renewal request emails. Confirm certificates are valid at the point of collection without needing more resources. Provide read-only access to business departments, sales teams, partners, and external auditors. BOOST RESOURCE EFFICIENCY Manage exemption compliance as you scale, with flexibility for your team and changing tech stack Keep all required certificates up to date in a secure, central location accessible to multiple...