Exemption certificate management

Exemption certificate management automation templates

10 ready-made workflows for Exemption certificate management. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: EXEMPTAX, NetSuite and Gmail.

Exemption certificate management
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EXEMPTAX Automated Exempt Status Intake
When a customer's tax status changes in NetSuite, WebRun updates their record in EXEMPTAX, starts a certificate request if they became exempt, and drafts a confirmation email left unsent for review.
NetSuiteEXEMPTAXGmail
Automated Missing Certificate Flags
Every morning, WebRun compares exempt customers in EXEMPTAX against where you have nexus in Avalara, flags each state where an exempt customer has no valid certificate, and sends the team a Telegram exceptions list.
EXEMPTAXAvalaraTelegram
EXEMPTAX Automated Renewal Reminders
Each week, WebRun finds certificates in EXEMPTAX expiring in the next 60 days, queues a guided renewal for each, drafts a reminder email to the customer, and leaves it unsent for review.
EXEMPTAXShopifyGmail
Automated Audit Risk Exposure Digest
Every Monday, WebRun reads the EXEMPTAX audit-risk dashboard, pulls the matching exempt-sales totals from NetSuite, and posts the tax team a Slack digest of exposure by state with the week's biggest movements.
EXEMPTAXNetSuiteSlack
Automated Certificate Validation Checks
Every morning, WebRun reviews new and updated certificates in EXEMPTAX, flags the ones with missing fields, a bad ID, or a failed state check, logs each defect in Google Sheets, and posts the team a Slack fix list.
EXEMPTAXGoogle SheetsSlack
Automated Exempt Sales Reconciliation
Each month, WebRun pulls exempt sales from NetSuite, matches each to a valid certificate in EXEMPTAX, and posts the tax team a Slack reconciliation of covered sales versus exempt dollars with no certificate behind them.
NetSuiteEXEMPTAXSlack
EXEMPTAX Automated Back Collection Chasing
Each week, WebRun cross-checks Shopify exempt orders against EXEMPTAX, finds customers who bought tax-free with no certificate on file, and drafts a back-collection email to each, left unsent for review.
ShopifyEXEMPTAXGmail
Automated Certificate Expiration Tracking
Every morning, WebRun reads certificate expiration dates from EXEMPTAX, updates a per-customer tracker in Google Sheets, and posts the team a short Slack list of what expires this month and next.
EXEMPTAXGoogle SheetsSlack
EXEMPTAX Automated Certificate Collection
Each week, WebRun pulls the NetSuite customers with no valid resale certificate, opens EXEMPTAX to queue a guided collection request for each, drafts a Mailchimp campaign to invite them, and leaves the campaign unscheduled for review.
NetSuiteEXEMPTAXMailchimp
EXEMPTAX Automated Onboarding Cert Requests
When a new tax-exempt customer is created in Shopify, WebRun opens EXEMPTAX, starts a guided certificate request for the right state, drafts a welcome email pointing them to it, and leaves the email unsent for review.
ShopifyEXEMPTAXGmail

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