Exemption certificate management
Manage exemption certificates with Numeral. Automate compliance, reduce risk, and eliminate accidental sales tax exposure—all in one platform.
Take the stress out of exemptions.
Collect, validate, and verify certificates while allowing customers to apply them at checkout.
Numeral’s tools streamline certificate collection, storage, renewals, and validation, making compliance easy. Let Numeral be your single source of truth.
How it works.
Numeral supports multiple types of exemption certificates, including resale, government, and non-profit.
Users can easily upload certificates, and our system automatically extracts key details and assigns them to the correct jurisdictions. A clean, organized dashboard allows quick certificate retrieval by customer, while built-in tools let customers upload both new and expiring certificates.
Plus, Numeral verifies certificate authenticity, ensuring an audit-ready environment—all while integrating seamlessly with platforms like Shopify.
Working well together
Track nexus thresholds, automate registrations, and stay focused on what matters most. Numeral’s tools work together to simplify compliance every step of the way.
Did you know exempt sales may still count toward your nexus thresholds? Our nexus tracking tool monitors both physical and economic nexus, including exempt sales, ensuring you stay compliant.
Let’s set your mind at ease.
Can’t find the answer you’re looking for? Reach out to our customer support team.
Can I quickly view certificates that need to be updated?
Yes, and you can prompt your customers to upload them.
What happens if I erroneously accept an invalid certificate?
Without Numeral’s ECM product, you’d risk accumulating tax liability on your business.