Customer / Certificate type
Connect the two source records needed for customer exemption certificate review and keep them current.
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Tax
Resale certificate tracker
Each exempt customer carries a resale certificate with an expiry date, and the agent requests a fresh one before it lapses.
Book a demoIndirect tax · Exemption controls
Resale certificate tracker
ERP synced 8:42 AM
Documented exposure
$404K84.5% of certificate portfolio
Missing documents
$74K2 customer records
Renewal window
$199KExpiring or renewal started
Jurisdictions in view
48 customer certificates
CustomerCertificate typeExpirationExposureReview status
Workflow
What this app handles
Review the current state of customer exemption certificate review and complete “Request resale certificate” from the same workspace.
Exempt sales covered
$8.62M is calculated from the current worklist. 94.1% certificate coverage.
Expiration / Exempt exposure
Review evidence and status on each item, with exceptions brought to the front.
Request resale certificate
Write the approved result back and retain who changed what and when.
Recommended connections
Recommended systems for this app
Connect the systems and data you already use in the way your workflow needs.
- Avalara
Rates and filing sync
- Salesforce
Customer, deal, and service data
- Google Drive
Document sync
- QuickBooks
Ledger and payment data
- Customer portal
Certificate submission and customer follow-up
- Order management and ERP
Exempt sales, customer, and jurisdiction matching
Related apps
Apps used with this workflow
- Tax
1099 vendor filing
Payments to contractors are totaled by vendor at year end, and the agent prepares and e-files the 1099s with the IRS.
- Tax
Quarterly estimated taxes
Year-to-date income drives the quarterly estimate, and the agent computes the payment and schedules it with the IRS and New Jersey.
- Tax
Use tax review
Purchases that came in without sales tax are pulled from the card and AP feeds, and the agent computes the use tax due before the return.
TAILORED IMPLEMENTATION
Bring Resale certificate tracker into the way your team already works
Connect the systems and documents you already use, then tailor permissions, exception handling, and approvals to your operation.