Exemption certificates are one of the most common audit triggers and one of the most neglected areas of tax compliance. Tax CSA manages the entire certificate process, from requesting, validating and renewing certificates to cleaning up existing records and keeping them organized. We handle the details, so your team has accurate, up-to-date documentation when they need it.
Before any system is implemented or any process is improved, you need to understand your current environment. Tax CSA reviews your existing workflows, discusses data quality and retention needs, and helps determine which certificate data should move into your tax technology. We provide guidance on cleanup so your implementation starts on solid ground.
Is the certificate valid? Is it expired? Is it even the right form? Tax CSA offers outsourced certificate validation services on a one-time or recurring basis, so your records stay accurate, complete, and audit-ready. Exemption certificates are a common audit issue; the right partner makes them a non-issue.
Certificates don't collect themselves. Tax CSA manages outbound certificate request campaigns, reaching out to your customers on a one-time or recurring basis to keep your records complete and your documentation current before the auditor asks for it.
Moving to a new exemption certificate management platform, acquiring a business, or managing a large volume of historical certificates? Tax CSA helps transfer certificates and related data efficiently, reducing the manual work and ensuring you start on a solid, fully operational foundation. Your records should be complete and audit-ready from day one.
Exemption certificate management doesn't end when you have a fully operational system in place, that's usually when additional questions start to pop up. Tax CSA provides ongoing, US-based support to help manage your exemption certificates and answer the questions that come up along the way. Whether our team manages the process for you or supports your team as they manage it internally, you have a consistent point of contact who knows your business and your exemption requirements.
Every engagement starts with a discovery call to understand your situation and make sure we're the right fit. From there, we define the scope together, assign a dedicated experienced point of contact, and stay closely involved from kickoff through everything that follows. White-glove service isn't a promise we make; it's a standard we live by. Our approach is built around expertise, responsiveness and being a trusted partner throughout every step of the process.