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Strategic Management of Exemption Certificates


Cost Free
Presentation Length 1.0 hour

Recorded DateMay 16, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes (Sales Tax)
Course LevelBasic
Course Description

Most businesses do a good job of collecting exemption certificates from customers, but is that enough? Does that ensure compliance according to state laws? Not according to the experts.

Beyond merely collecting these documents, businesses bear the responsibility of ensuring their validity, keeping them current and well-organized, and making sure they are readily available for audits. This includes demonstrating that the certificate was properly filed at the time of sale.

Join DuCharme, McMillen & Associates, Inc. (DMA) and Avalara as we dive into the challenges of selling to exempt customers and provide best practices to ensure compliance.

Learning Objectives:

  • Identify process optimization strategies when dealing with exempt customer transactions

  • Determine the economic nexus considerations relevant to exempt customers

  • Recognize methods for managing special exemption scenarios

  • List best practices for addressing unique customer exemptions

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Maria Tringali

Senior Solutions Consultant


Maria has been with Avalara since 2014.  She provides training, education, and support for Avalara’s sales reps, technology and reselling partners, and prospective customers on the importance of getting compliance right, even if very little retail sales tax is charged.  She also provides the same support for business license management, helping businesses with physical locations and onsite projects understand what resources they should leverage to improve their business license application and management process. 

She regularly delivers webinars, CPE courses, and training sessions for CPAs, financial application developers, web developers, finance professionals, and businesses of all kinds, on sales tax and business license compliance, how laws might apply to a business, how to avoid creating liability with tax authorities, and how implementing technology and automation is better than relying on human labor/expertise (or lack thereof) in today’s environment. 

Dma logo

Jon has over 20 years of experience in retail and information technology, including more than five years in transaction tax technology implementation specifically focused on SAP. His expertise includes scope definition, and project management and support for implementations and upgrades. He also has experience with financial, merchandise, human resources, and POS systems integrations.

About Our Presenter

Avalara helps businesses of all sizes get tax compliance right. We provide prebuilt integrations with the big-name financial and business management systems you trust, as well as a robust API for do-it-yourself business builders. Avalara delivers cloud-based compliance solutions for transaction tax types, like sales and use, VAT, GST, excise, communications, lodging, and more. If you are an accounting practitioner, Avalara has a suite of Avalara for Accountants solutions, purpose-built to help you directly support your clients. We’re headquartered in Seattle, with offices across the U.S. and in Canada, the U.K., Belgium, Brazil, and India.