Vertex Exemption Certificate Outsourcing

Reduce tax exposure and penalties through the validation of exemption certificates and identification of missing, invalid, or expired certificates.

Benefit from improved tax compliance through the collection of missing or expired exemption certificates.

Have all of your exemption certificate PDFs stored securely online in one place and accessible for you to search, download, and run reports whenever needed to support compliance and audit activities.

Validating the exemption certificates you have and collecting the ones you need is the first step before loading old certificates into a new ECM system, or when conducting 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 and incur unnecessary penalties and costs for your business.