1. Thomson Reuters Tax & Accounting software and research solutions
  2. Thomson Reuters ONESOURCE corporate tax software and services
  3. Exemption Certificate Management | Thomson Reuters ONESOURCE
certificate-manager-hero

ONESOURCE Certificate Manager
Exemption certificate management that's more efficient than ever

Why choose ONESOURCE Certificate Manager

Managing sales tax exemptions in multiple states can get complicated — missing, incorrect, or invalid tax exemption certificates can slow down sales and inflate tax assessments, or even trigger audits. The Thomson Reuters ONESOURCE Certificate Manager gives you anytime, anywhere access to streamline the entire lifecycle of exemption certificate management. Plus, you'll have an online portal where your customers can directly upload their own exemption certificates, so you'll spend less time tracking them down. Use Certificate Manager with our Determination software to calculate taxes more accurately, see fewer exemption status disputes, and boost productivity across your team.

Useful links

What you get with our exemption certificate management software

Time and cost savings

Collect, validate, and report on exemption certificates more quickly, to save your staff time and your company money.

Easy customer uploads

Let your customers upload their own exemption certificates directly to the Certificate Manager Portal.

Integrated calculations

Certificate Manager is integrated with our patented tax determination software, so you can boost the accuracy of calculations.

Timely notifications

Use the 30-day expiration countdown to remind you to notify your customers to update certificates, so your compliance files are current.

Built-in forms library

Streamline research with our library of more than 300 current and historic forms.

Customized reporting

Extract data and export certificate images with our customizable reports, so you can better respond to audit requests.

ONESOURCE Determination for Retail

Take retail tax worries off your mind with ONESOURCE Determination for Retail.

02:33

Ready to start a conversation?

Need more information about how our solutions can work for you? Drop us a line and someone from our sales team will get back to you. Or you can call a representative in your region at +1 800 865 5257.

By submitting this form you are acknowledging that you have read and agree to our Privacy Statement.