09/02/2026
If you make untaxed B2B sales, a missing exemption certificate means your business pays the missing tax out of pocket during an audit. 📉
To protect your revenue, your certificate management process needs three mandatory steps:
1️⃣ Collect Contemporaneously: Obtain the form before or at the time of the initial invoice.
2️⃣ Validate the Details: Verify the business name matches your customer profile, check for required state tax IDs, and ensure it is signed and dated.
3️⃣ Centralize Storage: Store certificates in a searchable digital system—not scattered across sales rep inbox folders.
Want to learn how to build an airtight certificate management process from scratch?
📖 Read our latest blog guide to master exemption certificate compliance
https://bit.ly/3UmtM6W