For capturing and managing Tax Exemption Certificates and the ongoing status of those exemptions, what are the systems and choices available that CFMA members use or recommend? The business requirement is the expected process for knowing that a customer account is exempt, or a project is specifically exempt, or that a customer has requested to be exempt maybe as a reseller, etc. Also how to manage the approvals, renewals, etc. We use CertiTax but that seems more of a customer upload portal to capture the Exemption files. There are more processes to then review and approve an Exemption request that follows. Any help greatly appreciated!
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Timothy Tomasic
Project Manager
Trane Technologies
Grover MO
(314) 707-6280
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