SmartCert

SmartCert- Exemption Certificate Management Software

Maintaining valid exemption certificates is critical to reducing your company’s risk of audit. SmartCert is our robust cloud solution for managing sales tax exemption certificates.

Features

Collection

SmartCert allows you to collect certificates from your customers and proactively notify them when sales tax exemption and resale certificates expire.

Validation

SmartCert will ensure you always have the correct form. We track the constantly changing regulations of every state and jurisdiction. We enable to you easily identify certificates that are invalid and help you keep compliant.

Reporting

SmartCert provides you all the reporting you need to efficiently manage your exempt sales. You can quickly check the database against your exempt sales file to determine if exemption certificates are missing or invalid.

Mitigating Risk

All exemption certificates are stored in our cloud-based solution making the certificate available in just seconds for audit or review. You will always be audit ready with certificate reports right at your fingertips!

Kansas Sales Tax Guide

Effective Date of Current Standard:

July 1, 2021

Threshold:

$100,000

Measurement Date:

Previous or current calendar year

Includable Transactions:

Gross Sales (Remote Sellers) Taxable Sales (Marketplace Facilitators)

Marketplace Facilitator Law:

Yes

Connecticut Sales Tax Guide

Effective Date of Current Standard:

October 1, 2019

Threshold:

$100,000 and 200 transactions

Measurement Date:

12 months ending 9/30

Includable Transactions:

Gross sales

Marketplace Facilitator Law:

Yes

Georgia Sales Tax Guide

Effective Date of Current Standard:

January 1, 2019

Threshold:

$100,000 or 200 transactions

Measurement Date:

Calendar year

Includable Transactions:

Retail sales (taxable & exempt)

Marketplace Facilitator Law:

Illinois Sales Tax Guide

Effective Date of Current Standard:

October 1, 2018

Threshold:

$100,000 or 200 transactions

Measurement Date:

Previous 12 months

Includable Transactions:

Retail sales

Marketplace Facilitator Law:

Yes

Michigan Sales Tax Guide

Effective Date of Current Standard:

October 1, 2018

Threshold:

$100,000 or 200 transactions

Measurement Date:

Previous calendar year

Includable Transactions:

Gross sales

Marketplace Facilitator Law:

Yes

Minnesota Sales Tax Guide

Effective Date of Current Standard:

September 30, 2019

Threshold:

$100,000 or 200 transactions

Measurement Date:

Previous 12 months

Includable Transactions:

Retail sales

Marketplace Facilitator Law:

Yes

New Jersey Sales Tax Guide

Effective Date of Current Standard:

November 1, 2018

Threshold:

$100,000 or 200 transactions

Measurement Date:

Calendar year

Includable Transactions:

Retail sales

Marketplace Facilitator Law:

Yes

New York Sales Tax Guide

Effective Date of Current Standard:

July 21, 2018

Threshold:

$500,000 and 100 transactions

Measurement Date:

Previous 4 sales tax quarters

Includable Transactions:

Gross sales

Marketplace Facilitator Law:

Yes

North Carolina Sales Tax Guide

Effective Date of Current Standard:

November 1, 2018

Threshold:

$100,000 or 200 transactions

Measurement Date:

Calendar year

Includable Transactions:

Gross sales

Marketplace Facilitator Law:

Yes

South Carolina Sales Tax Guide

South Carolina

Effective Date of Current Standard:

November 1, 2018

Threshold:

$100,000

Measurement Date:

Calendar year

Includable Transactions:

Gross sales

Marketplace Facilitator Law:

Yes

Sales Tax Guide

South Dakota Sales Tax Guide

Effective Date of Current Standard:

November 1, 2018

Threshold:

$100,000 or 200 transactions

Measurement Date:

Calendar year

Includable Transactions:

Gross sales

Marketplace Facilitator Law:

Yes

Tennessee Sales Tax Guide

Effective Date of Current Standard:

July 31, 2019

Threshold:

$500,000

* ($100,000 – beginning October 1, 2020)

Measurement Date:

Previous 12 months

Includable Transactions:

Retail sales

Marketplace Facilitator Law:

Virginia Sales Tax Guide

Effective Date of Current Standard:

July 1, 2019

Threshold:

$100,000 or 200 transactions

Measurement Date:

Previous 12 months

Includable Transactions:

Retail sales

Marketplace Facilitator Law:

Yes

Washington DC Sales Tax Guide

Effective Date of Current Standard:

January 1, 2019

Threshold:

$100,000 or 200 transactions

Measurement Date:

Calendar year

Includable Transactions:

Retail sales

Marketplace Facilitator Law:

Yes

Alaska Sales Tax Guide

Alaska does not have a statewide sales and use tax.

Alaska cities do collect sales tax. (See arsstc.org)

Threshold:

$100,000 or 200 transactions

Measurement Date:

Previous 12 months

Includable Transactions:

Retail sales

Marketplace Facilitator Law:

West Virginia Sales Tax Guide

Effective Date of Current Standard:

January 1, 2019

Threshold:

$100,000 or 200 transactions

Measurement Date:

Calendar year

Includable Transactions:

Gross sales

Marketplace Facilitator Law:

Yes

Wisconsin Sales Tax Guide

Effective Date of Current Standard:

February 18, 2021

Threshold:

$100,000

Measurement Date:

Previous or current calendar year

Includable Transactions:

Gross sales

Marketplace Facilitator Law:

Yes

SmartCert- Exemption Certificate Management Software

Features

Collection

Validation

Reporting

Mitigating Risk

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