certificate management

Sales Tax Exemption Certificate Management: Collecting, Validating, and Expiring Certs

An exemption certificate is the document that justifies not charging — or not paying — sales tax on a transaction. In construction, the exemptions are real but narrow: resale, exempt entities, and exempt projects. The risk is not the exemption itself; it is the missing, stale, or invalid certificate that an auditor finds two years later. Here is how to collect, validate, expire, and track exemption certificates so the exemption holds up.