Vertex Exemption Certificate Wizard

A self-service tool to create and submit audit-ready exemption certificates.

Automate and Streamline Certificate Collection

Exemption certificate management is a labor-intensive part of sales tax compliance, especially for growing companies.

Collecting valid certificates from your customers is step one to audit-proof your business, but there are many opportunities for error in that step – customers can submit the wrong forms, incorrectly completed forms, or unsigned forms – all of which can lead to audit penalties.

Vertex Exemption Certificate Wizard (ECW) is a self-service web-based tool that lets your customers create and submit new certificates directly to your Vertex Indirect Tax solutions.

From your website or e-commerce portal, your customers simply follow a series of guided questions, then the Wizard determines the certificates needed, populates them, and submits them directly into your Vertex tax determination engine. 

Explore the Features, Benefits & Highlights

Identify. Create. Submit. Creating a valid certificate is as easy as 1-2-3.

A series of self-guided questions gather information from your customer about their business and the purchase transaction. Based on the information submitted, the Wizard identifies which certificate(s) are required, populates the audit-ready certificate(s), captures an electronic signature, and with one click it submits the certificate(s) directly to your Vertex indirect tax solution.

Leverage the self-serve tool for renewals as well as new certificates.

Once deployed, you can direct your customers to the Wizard not only to submit new certificates but also to update their expired certificates without the need to mail or email documents. This significantly improves previously manual certificate collection processes.

SaaS solution that can be deployed on your website or e-commerce platform.

No matter what your business scenario, processes, jurisdictions, and taxability may be, setting up and maintaining Vertex ECW is simple and straightforward. Monthly data updates allow your team to maintain the latest exemption certificate rules and forms.

Enjoy a simple, clean user interface.

One of the best features of Wizard is how easy it is to use. The clean user interface guides your customers through a series of questions to create, sign, and submit the required certificate(s) right from their computer or phone.

Equip your team with the confidence it needs to be audit-ready.

Manually collecting and loading certificates into your tax engine can be a costly activity fraught with errors. With an automation tool in place, businesses can save money while reducing errors associated with manual processes.

Streamlining certificate submission means happier customers and accelerated commerce.

The Exemption Certificate Wizard automates and streamlines a cumbersome step in the sales transaction which not only benefits your internal tax processes but your customer experience, too.

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