How to Reduce Non-Taxed Transaction Audit Risk, Increase Staff Productivity and Improve the Exempt Customer Purchase Experience

With virtually all states experiencing significant revenue drops and higher demands for state services due to the slow economy, states are being very aggressive in their sales and use tax audits to help increase their revenues.

Businesses that are best prepared to handle this type of environment have implemented Exemption Certificate Management (ECM) software to automate the collection and management of certificates and have integrated this software with their Microsoft Dynamics/billing and tax decision software to complete and automate the “Exemption Certificate Lifecycle.”

This white paper discusses:
  • The definition and overview of the Exemption Certificate Lifecycle
  • Three primary steps initiated by a sales or invoice origination and certificate request
  • The three critical software components needed to automate the Exemption Certificate Lifecycle
  • A brief overview of tax decision software and why it is critical to receiving the maximum benefits from automating the Exemption Certificate Lifecycle
  • Key Benefits of Automating the Exemption Certificate Lifecycle

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