Sales Tax Certificate Management

Sales tax certificate management often strains internal teams due to constant updates, changing regulations, and customer outreach. IAB Solutions streamlines the entire process by centralizing records and proactively maintaining compliance across all jurisdictions.

Purpose

Ensure compliance with state and local sales tax exemption requirements.

Centralize, catalog, and monitor expiration dates for all certificates.

Reduce risk of audit assessments, penalties, and interest.

Process

  • Collect and catalog exemption certificates and supporting documentation.
  • Identify customers lacking valid certificates and update records accordingly.
  • Coordinate with tax, credit, and sales to confirm proper forms and resolve questions quickly.
  • Manage certificate data by customer and expiration date, contacting customers in advance to maintain continuity.

Results Achieved

  • Improve customer service through proactive and organized certificate management.
  • Reduce errors caused by outdated or missing documents.
  • Accelerate audit response times with centrally stored, easily accessible certificates.
  • Maintain clean, organized files categorized by state, expiration date, and certificate type (multi-jurisdictional, streamlined, or blanket).
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