Best Practices
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.
Jordan Patel7 min read