EXEMPTAX Automated Exempt Status Intake
When a customer's tax-exempt status changes in NetSuite, WebRun reads the new status, updates the customer in EXEMPTAX, starts a guided certificate request if they just became exempt or marks the account taxable if exemption was removed, and drafts a confirmation email that is left unsent for a human to approve.
How do I handle a customer's exempt status change automatically?
When a customer's tax status changes in NetSuite, WebRun reads the new status, updates their record in EXEMPTAX, and either starts a guided certificate request if they became exempt or marks them taxable if exemption was removed. It then drafts a confirmation email, left unsent for review, so the certificate record and the customer stay in step.
- A status change updates the certificate record the same day
- Newly exempt customers get a certificate request started at once
- Removed exemptions stop billing and records treating a customer as exempt
Built for finance teams · sales tax compliance teams · billing teams · wholesale distributors
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
system.netsuite.comin a real browser with your saved login - no setup, no API keys. -
1
NetSuite - detect an exempt-status change
netsuite.com
WebRun opens NetSuite to detect customers whose exempt status changed. - Open NetSuite and review customers whose tax-exempt status changed since the last run
- Capture whether each customer became exempt or had exemption removed, with their state
- Note the customer contact so the confirmation can be addressed correctly
Done when Every customer with a changed exempt status is listed with the direction of the change.
-
2
EXEMPTAX - align the certificate record
exemptax.com
WebRun opens EXEMPTAX to align each customer record with the new status. - Open EXEMPTAX and update the customer record to match their new status
- For a customer who just became exempt, start a guided certificate request for their state
- For a customer whose exemption was removed, mark them taxable and note any certificate now out of use
Done when Every changed customer's EXEMPTAX record matches their new tax status.
-
3
Gmail - draft the confirmation
gmail.com
WebRun drafts each status-change confirmation and leaves it unsent. - Draft a short confirmation to each customer explaining the status change and any next step
- For newly exempt customers, include the link to complete their certificate in EXEMPTAX
- Save every message as a draft and leave it unsent for review
Done when A confirmation email sits ready in Gmail for every customer whose status changed.
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
Will it email the customer without me?
No. WebRun drafts the confirmation in Gmail and leaves it unsent. A person reviews the status change and the message, then clicks send, so nothing reaches a customer without approval.
What does it do when a customer becomes exempt?
It updates their EXEMPTAX record to exempt, starts a guided certificate request for their state, and drafts a confirmation that links them to the completion flow, so a certificate is on the way from the moment status changes.
What happens when exemption is removed?
It marks the customer taxable in EXEMPTAX, notes any certificate now out of use, and drafts a confirmation, so their record and their billing stop treating them as exempt at the same time.
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