EXEMPTAX

Automate your sales tax exemption certificates with EXEMPTAX.

Overview

EXEMPTAX helps your business to automate sales tax exemption certificate management. After installing the app, you'll be able to manage your customers' exemption details seamlessly in EXEMPTAX. Let EXEMPTAX send out automated email campaigns requesting updated exemption documentation from your customers with missing, expired or expiring certificates. EXEMPTAX manages critical changes to each of your customer’s taxability status regarding updates to exemption details in real-time directly in Chargebee. EXEMPTAX will reduce your manual efforts and help reduce your audit risk.

Features

Real-time insights on your tax exemption exposure

Consolidate all tax exemption documents and data in one place and automatically spot customers with missing, expired, and expiring certificates. EXEMPTAX identifies your exposure and helps reduce your audit risk.

Collect and validate tax exemption certificates at scale

EXEMPTAX enables your customers to generate up-to-date tax exemption certificates through an easy step by step questionnaire. This ensures that your customers will only submit correctly completed exemption certificates on file for future audits, eliminating time-consuming back and forth communication with your customers.

Real-time taxability status updates for tax-exempt customers

EXEMPTAX automatically handles changes to your customer’s taxability status in real time directly in Chargebee. This ensures that Chargebee is always in sync with your customers' current exemption documentation and that you will always apply the correct tax exemption to your customers transactions.
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