The Tax Exempt Certificate Management helps you see how well you are doing with keeping your customers certificate current. This becomes an audit nightmare if not managed effectively. Here are some of the reports available to you;
- Report the percentage of active and expired tax exempt certificate in your account. This is presented in the form of a pie chart.
- Report of all expired certificate by customer.
- Report on all certificates soon to expire by aging brackets. This is presented in a bar chart. The aging bracket can further display the list of the customers.
- Report State by State percentage distribution of expired tax exempt certificates
- Enhancements made to the Tax Exempt Certificate Management allow for tax users to only access this section of the platform, and read, not modify certificates. Segmentation can also be done by jurisdiction (7/2015)