Contact - Sales Tax Exempt Customer Certificates Management
Sales Tax exempt form management in the U.S.A. Currently every year we have to manually ask and upload customers sales tax exempt certificates and update their tax status so we charge or don't charge sales tax. Would be nice to have a some sort of system where the customer is notified once a year and self uploads their tax exempt certificate which is linked to thier contact information. This would save alot of hours.
Greg Weedon
shared this idea
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warner warner
commented
Managing sales tax-exempt certificates can be simplified with an automated system that reminds customers to upload updated documents and links them to their profiles, saving time and reducing errors. A similar approach applies to handling fiscal documents efficiently learn more about streamlined solutions here: https://constanciadesituacionfiscal.mx/
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Greg Weedon
commented
@Xero
After looking through the W9 Management, use this same set up for tax exempt sales certificates. Shouldn't need a technology update as it's already there.