Vertex Exemption Certificate Outsourcing

Send us your certificates, we’ll validate what you have and collect what you need.

Exemption certificates are one of the leading causes of audit penalties. Yet many companies aren’t aware of missing or invalid certificates until after the audit. Staying on top of certificates can be time-consuming and labor-intensive, and can leave your business focusing on paperwork, not tax work.

We offer services to validate the exemption certificates you have, and collect the ones you need. It’s an ideal first step before loading old certificates into a new ECM system. Or conduct a state-specific project to prepare for an audit. You can engage Vertex for any of these services, at any time, and as often as needed. So there’s no reason to get caught without the certificates you need.


  • Validation of certificates, identification of missing, invalid, or expired certificates.
  • Simply provide current certificates and tax-exempt customer list.
  • Final deliverable is Certificate Validation Report identifying certificates that are invalid, expired, or missing.

  • Three-touch collection service for missing or expired certificates.
  • Simply tell us which customers you need certificates from.
  • Final deliverable is Certificate Collection Report with link to each certificate PDF plus indication of validity, effective and expiration date, or missing certificate.

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