1. Thomson Reuters Tax & Accounting software and research solutions
  2. Corporate Tax Software & Services | Thomson Reuters ONESOURCE
  3. Indirect tax exemption certificate management | Thomson Reuters ONESOURCE

ONESOURCE Certificate Manager

Indirect tax exemption certificate management

Manage the accurate tracking and validation of tax exemption certificates to reduce the risk of penalties.

Why choose ONESOURCE Certificate Manager

Managing indirect 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 and costly penalties. Thomson Reuters ONESOURCE Certificate Manager manages the accurate tracking and validation of tax exemption certificates. It optimizes the certificate management process by increasing the efficiency of collection, validation, and reporting on exemption certificates.

On-premise or in the cloud, you have 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 indirect tax exemption certificates, so you'll spend less time tracking them down. Use Certificate Manager with our Determination software to calculate indirect taxes more accurately, streamline the process for exemption certificates, and see fewer exemption status disputes and sales tax audit penalties.

What you get with our indirect tax 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 indirect tax exemption certificates directly to the Certificate Manager Portal.

Integrated calculations

Boost the accuracy of your indirect tax calculations and reports with our integrated tax determination software.

Timely notifications

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

Built-in tax exemption forms library

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

Customized reporting

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

Manage Customer Exemption Certificates in ONESOURCE Determination

Effortlessly collect exemption certificates with the Exemption Manager in ONESOURCE Determination.

ONESOURCE Determination

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

+1 888 885 0206