Angel Garay is the Vice President, Operations, at IAB Solutions, LLC. Angel joined IAB in 2005 and moved up the ladder to his current position. Angel trains and oversees the Project Managers in the field. He helps out with strategic planning and utilizes his analytical and technical skills to improve efficiencies and accomplish the best possible resolution results for our clients.
Prior to IAB, Angel held managerial and supervisory accounting positions in the manufacturing, printing and entertainment distribution industries. He attended DePaul University in Chicago, IL.
Our Client needed to collect and maintain records of their customer’s Resale Tax Exemption Certificates.
A database was needed to create and maintain the records of the documents received. This database also had to be accessible for viewing by different departments.
Challenge
Mass mailings had to be sent out to the different customers (Over 5,000). Over 8,000 certificates had to be collected.
Once the documents were received, they had to be scanned in order to be hyperlinked to the database.
Creating a database that could house the information retrieved, along with the hyperlinked items.
Once forms were obtained, we had to make sure that they were in compliance with the Department of Revenue in their respective state.
Actions
Mass mailing sent to the parent accounts. Many had “Multijurisdictional” certificates which covered all of their “ship to” addresses.
Contact information was collected for future updates (expired certificates)
An Access database (with hyperlinks to the documents) was created on the clients shared drive (read only) for the other departments to view if needed.
Results
Our actions resulted in our client having access to the Sales Exemption Certificates within seconds.
Our information successfully assisted in 3 different state tax audits.
With the database created, we are able to maintain and update information, and request updates on expired certificates.
