Enabling the Exemption Certificate Wizard for your Vertex indirect tax solution saves money. Manually handling these certificates presents one of the most costly activities for tax teams.
Vertex Exemption Certificate Wizard
A self-service tool to create and submit audit-ready exemption certificates. Learn how the Vertex Exemption Certificate Wizard can save you time and money.
Exemption certificate management is a labor-intensive part of sales tax compliance, especially for growing companies. Businesses understand the importance of handling exemption certificates end-to-end, but rarely do they have the time or staff to handle the process efficiently. As businesses grow and expand, manually handling exemption certificates is no longer a scalable option.
What It Does
Our Exemption Certificate Wizard (ECW) is a self-service tool that lets your customers create and submit new certificates directly to Vertex Indirect Tax solutions. The tool guides your customer through a series of questions, then it identifies, creates, and submits a new audit-ready certificate directly to Vertex Indirect Tax solutions.
Funktionen
Vorteile
Automating exemption certificates end-to-end eliminates the errors associated with manual processes. Equip your team with the confidence it needs to be audit-ready.
With automation, your tax team can focus on more strategic projects each month. Without that designated time for strategy, growing your business becomes more difficult.
Find the Best Tax Solution for Your Business
Let’s connect on how our proven tax technology can help you focus on what matters most - growing your business.