Automating the Exemption Certificate Lifecycle

Savvy finance and IT leaders are delivering business value by implementing exemption certificate management (ECM) software to automate the collection and management of certificates and integrating this software with their ERP/billing and tax decision software. The most powerful ECM solutions can handle the collection and management of certificates in direct, retail, e-commerce, POS, and tele-sales channels simultaneously and in real time. By connecting these systems, each is able to share critical data needed to reduce non-taxed transaction audit risk, increase staff productivity, and improve the exempt customer purchase experience.
  • Written By:
  • Published On:
  • (Originally Published On:) )
 
comments powered by Disqus


Featured publications:

Comparing the Total Cost of Ownership of Business Intelligence Solutions

For many companies, traditional business intelligence (BI) software is costly and resource-intensive. So are open source alternatives that require significant configuration and integration. In contrast, software-as-a-service (SaaS) solutions can reduce the cost of a BI deployment by providing automation and pre-integration. Compare total cost of ownership (TCO) for traditional, open source, and SaaS BI solutions.
  • Written By:
  • Published On:

Best Practices in Mobile Workforce Management

How can you address the full lifecycle of mobile workforce management and continuously achieve your operational goals? Keep in mind these best practices in planning, executing, and monitoring.
  • Written By:
  • Published On:

Tax Compliance and the ERP System: Eliminate Error and Ensure End-to-end Compliance

A properly deployed ERP system handles tax compliance with accuracy and reliability, offering flexibility and functionality as your business grows. Learn more in this white paper about tax compliance in ERP systems and how automating tax management can save your organization time, energy, and money in the long run.
  • Written By:
  • Published On:

You may also be interested in these related documents:

Managing Transaction Tax Audit Risk: How to Protect Precious Cash Flow by Proactively Addressing Audits

Even in the best economic times, businesses must be vigilant against unnecessary costs and risks. But not just businesses need to be vigilant—states and other tax authorities are feeling the same economic pinch, and are ready to seek out non-compliers with tax reporting. Get tips on how to survive sales and use tax audits, starting with understanding your exposure to audits and how to avoid them right from the start.
  • Written By:
  • Published On:

Reducing Costs with Efficient Operations: A Fast Track to More Working Capital

Untamed costs can deplete the precious working capital that’s critical to your ongoing operations. But, you can get a handle on costs by taking steps to improve operational efficiency. By instituting efficient automated processes, you can reduce waste, unnecessary overtime, and many other cost factors. Find out how an integrated business system can help you improve gross margins while offering more competitive prices.
  • Written By:
  • Published On:

Optimizing Sales Tax Exemption Management Strategy

Acquiring, validating, and managing sales tax and use tax exemption certificates can be challenging. However, the appropriate exemption certificate management (ECM) strategy can help avoid sales tax audit risk while lowering audit assessments and penalties. Learn how to find the right solution for your organization.
  • Written By:
  • Published On: