Automating the exemption certificate life cycle

Most businesses engage in exempt sales, including sales for resale. As tax and finance managers, you may be all too familiar with the complexity of managing exemption certificates within or independently of your Salesforce environment. With the use of different ERP systems for order management, billing & invoicing, it can be difficult and time consuming to make the right decisions and find the optimal approach in managing customer and product exemptions. Getting it right is crucial, as because failing to show proper documentation during an audit can lead to unplanned tax collections, interest, and penalties.

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