Sales Taxes
States Streets
Exemption Certificates
Automate sales taxes to switch on the fly, look up by location, lock in, and report.
States require you to report Sales Taxes—if you are selling enough. Start by running a report for sales by state to see if you're hitting these thresholds.
Add Sales Tax Statuses by state to automate your accounting and simplify your reporting. Enable auto-switching by Ship To address for best results.
Connect to a service like TaxJar, Avalara, or ZipTax, to look up by street. Your Quotes, Orders, and Invoices can automatically capture and complete.
Add options for their filing services, lock your results, and upload. Or, run built-in reports for completing filings youself with captured results.
Record Exemption Certificates along with Expiration for reporting followup. Mark Customers as Exempt to waive sales taxes automatically.
Or sign up for Exemption Certificate Management with Avalara. Upload new customers with a click. Instantly waive sales tax when saving transactions.