Sales tax exemption certificate management software
Get exemptions right every time with ONESOURCE Certificate Manager
Stop chasing paperwork and start defending exemptions with confidence by automating sales tax exemption certificate management — from collection and validation to storage and renewal
Automate your entire exemption certificate management process
Keep every certificate valid, current, and audit-ready
Close the gap between having a certificate on file and having one that will hold up during an audit. ONESOURCE automatically validates certificates against state-specific rules, monitors expiration dates, and ensures you're covered on all exempt transactions.
Speed up customer onboarding with a self-service portal
Remove manual roadblocks and encounter fewer delayed payments and exemption-status conflicts with a self-service portal that enables customers to upload their exemption certificates directly, removing back-and-forth emails, spreadsheets, and paper files.
Exemption certificates built into every tax decision
Connect exemption documentation directly to tax calculation, so exemptions are applied accurately and can be defended instantly. Integrating with ONESOURCE Determination turns disconnected exemption data into a single, consistent source of truth across your tax operations.
Built for the way different businesses sell tax-exempt
Manufacturing and distribution
Automate reseller and manufacturing exemption certificate collection, so B2B orders move without paperwork delays.
Government, education, and nonprofit sales
Centralize and validate exemption documentation from public sector, educational, and nonprofit buyers to eliminate manual verification bottlenecks.
Retail and multi-jurisdiction sellers
Scale exemption certificate management confidently as you expand into new states, without adding administrative headcount.
Measurable impact of automated exemption certificate management
See how you can manage certificates across every jurisdiction
ONESOURCE Certificate Manager helps tax teams stay compliant with certificate obligations even as they expand into new states — centralizing collection, validation, and tracking, so no jurisdiction gets overlooked.
Fewer invalid certificates
Automated, state-specific validation rules catch errors before you accept certificates, reducing the volume of invalid documentation that quietly accumulates audit risk.
Faster audit response
Customizable, audit-ready reporting lets tax teams produce documentation on demand instead of scrambling when an auditor's request lands.
Integrated confidence
Direct integration with ONESOURCE Determination connects exemption documentation to tax calculation, so you apply exemptions accurately and defend them instantly.
Questions about ONESOURCE Certificate Manager? We're here to support you.
888-885-0206
Call us or submit your email and a sales representative will contact you within one business day.
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