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Best Practices in Sales Tax Exemption Certificate Management

Sales tax exemption certificate management can often be cumbersome and resource intensive. Many companies use manual, inefficient processes that can lead to increased audit exposure and liability. Learn best practices for managing exemption certificates for long-term cost-savings.


Runtime: 60 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

  • Common Exemption Certificate Process Mistakes and Oversights
  • Potential Problems From Mismanagement of Exemption Certificates
  • Process Improvement Suggestions
  • Time Saving Suggestions to Manage Certificate Expirations and Renewals
  • How Automation Software Can Streamline the Exemption Certificate Management Process
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on July 19, 2016.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Matthew MacNeil

Matthew MacNeil

Avalara Inc.

  • Director of Solutions Engineering in Avalara Inc. Formerly vice president of Tax Technology Services, LLC
  • Cofounder of the Avalara Certcapture software that manages sales tax exemption certificates, the leading sales tax exemption solution since 2004
  • Regularly speaks at National Association of Credit Manager (NACM) events, and other credit and tax educational groups
  • Provided unique, customized sales tax solutions for exemption certificates to many of the Fortune 500 companies over the last 15 years
  • Member of NACM, Council on State Taxation (COST), Credit Research Foundation (CRF), Association for Computers in Taxation (ACT), Institute for Professionals in Taxation (IPT)
  • M.B.A. degree, Tulane University; B.S. degree, Purdue University
  • Can be contacted at [email protected]
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Pay once and get a full year of unlimited training in any format, any time!

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Product ID: 399342
Published 2016
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