Automated Audit Risk Exposure Digest
Every Monday, WebRun opens the EXEMPTAX audit-risk dashboard, reads the invalid, missing, and expiring certificate counts, pulls the matching exempt-sales dollars from NetSuite, and posts the tax team a Slack digest of exposure by state, with the biggest changes since last week called out first.
How do I send the tax team a weekly audit-risk exposure digest?
Every Monday, WebRun opens the EXEMPTAX audit-risk dashboard, reads the invalid, missing, and expiring certificate counts, and pulls the matching exempt-sales dollars from NetSuite. It posts the tax team a Slack digest of exposure by state with the biggest week-over-week movements first, so leadership sees where audit risk sits and whether it is shrinking.
- Leadership sees audit-risk exposure by state every week
- Exempt dollars at risk are quantified, not described
- Week-over-week movement shows whether exposure is shrinking
Built for tax teams · controllers · finance leadership · sales tax compliance teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.exemptax.comin a real browser with your saved login - no setup, no API keys. -
1
EXEMPTAX - read the audit-risk dashboard
exemptax.com
WebRun opens the EXEMPTAX audit-risk dashboard to read exposure counts. - Open the EXEMPTAX audit-risk dashboard and read the invalid, missing, and expiring certificate counts
- Capture the affected customers and their states
- Note how each risk category has moved since the last run
Done when The current invalid, missing, and expiring certificate picture has been read from EXEMPTAX.
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2
NetSuite - attach exempt-sales exposure
netsuite.com
WebRun opens NetSuite to attach exempt-sales dollars to each at-risk state. - Open NetSuite and pull the exempt-sales dollars tied to the at-risk customers
- Attach a dollar exposure to each state where certificates are missing, invalid, or expiring
- Total the exposed exempt dollars across all states
Done when Every at-risk state has an exempt-dollar exposure attached from NetSuite.
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3
Slack - post the exposure digest
slack.com
WebRun posts the weekly audit-risk exposure digest to Slack. - Post the tax team a digest of audit-risk exposure by state, sorted by exposed dollars
- Call out the biggest movements in risk since last week at the top
- List the handful of customers whose certificates would cut the most exposure if fixed
Done when The tax team has this week's audit-risk exposure digest in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does this contact customers or auditors?
No. This digest only reads EXEMPTAX and NetSuite and posts an internal Slack summary for the tax team. It never messages a customer or an auditor, so it is safe to run unattended each week.
How is dollar exposure calculated?
It reads the missing, invalid, and expiring certificate counts from the EXEMPTAX audit-risk dashboard, then pulls the exempt-sales dollars tied to those customers from NetSuite and totals them by state.
Why show week-over-week movements?
Because the direction matters as much as the number. Highlighting what rose or fell since last week tells the team whether their collection work is shrinking exposure or falling behind.
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