Exemption Certificate Management: Five Questions Every ERP and Finance Leader Should Ask

If an auditor requested every exemption certificate supporting your tax-exempt customers today, how confident would your team be?

For many organizations, the answer isn't as simple as it should be.

Exemption certificates are often scattered across email inboxes, shared drives, filing cabinets, and spreadsheets. They're collected during customer onboarding, filed away, and rarely thought about again—until an audit, an expired certificate, or even a question from a customer brings the process back into focus.

The challenge isn't simply finding paperwork.

It's determining whether your exemption certificate management process can keep pace as your organization grows, expands, and evolves.

As organizations expand into new states, serve more customers, and modernize their ERP systems,...