Managing exemption certificates can be challenging and time-consuming for any organization, distracting team members from vital strategic tax planning and other critical initiatives. Fortunately, our transaction tax team can help offload the burden by managing the entire exemption certificate process.
DMA’s Exemption Certificate Management process includes:
- Validating incoming exemption certificates
- Proactively tracking expiration dates
- Executing effective refresh campaigns
- Communicating directly with customers regarding invalid certificates or certificates that need to be updated
- Updating exemption certificate records
- Storing images directly in your system of choice (or within our proprietary exemption certificate management system)