Transaction linkage
Trace an exempt transaction to the certificate proposed to support it. Keep the entity, state, date and source in the same review.
TX-091New York / buyer
CE-21Candidate / review
Five independent offers
Choose the job.
Then test the value.
Five proposed evidence workflows, each with its own input, review and output. Start with one repeat task rather than an assumed suite.
Research-stage concept · illustrative product preview
EXEMPTLINK / WORKFLOW OVERVIEWCONCEPT PREVIEW
Illustrative mobile scene
Transaction linkage
Certificate remediation
Jurisdiction checklists
Audit sample packets
Monthly reconciliation
Five independent evidence jobs
Stack the five rows; expose every name without a carousel.
Human review requiredDEMO — SYNTHETIC DATAFinite sequence · reviewed states
The proposed portfolio
Different responsibilities.
One review principle.
Explore transaction linkage
Certificate remediation
Turn reviewed missing, expired or invalid-form questions into specific document requests. The tax owner approves the reason, recipient and wording.
REQUEST DRAFT / DEMOEvidence for Blue Mesa Supply LLC
Owner approval required
Explore certificate remediation
Jurisdiction checklists
Review certificate completeness against the selected US state and form. Keep source provenance, assumptions and unknowns beside each check.
JurisdictionSelected
Named entityReview
Required fieldsUnknown
Audit sample packets
Bring the transaction, certificate versions, correspondence and reviewer decisions into an indexed audit sample packet. Keep unresolved questions in view.
PACKET / DEMOSample-0101 · Transactions02 · Sources & versions03 · Decisions & holds
Monthly reconciliation
Compare tax-engine treatment, GL exempt sales and exemption evidence for an agreed period. Give each difference a reason and an owner.
Explore monthly reconciliationCompare the scope
What each workflow needs.
All five are hypotheses. Software behavior and managed-review responsibilities must be agreed in a scoped pilot.
| Workflow | Required input | Proposed output | Owner |
|---|---|---|---|
| 01 / Transaction linkage | Historical exempt-sales CSV, certificate files and customer/entity mapping. | A candidate-link register with source references, uncertainty and assigned exceptions. | Indirect-tax director or tax reviewer |
| 02 / Certificate remediation | A reviewed exception, approved recipient list and jurisdiction-appropriate script. | A request draft, approval record, correspondence trail and next review action. | Tax owner; adviser where appointed |
| 03 / Jurisdiction checklists | State, form/version, transaction context, certificate fields and dated guidance. | A sourced checklist with complete, missing, unknown and not-applicable states. | Tax reviewer with jurisdiction context |
| 04 / Audit sample packets | Selected transactions, source versions, correspondence and review events. | A versioned sample packet, manifest and unresolved-exception appendix. | Tax lead responsible for audit preparation |
| 05 / Monthly reconciliation | Bounded historical engine, GL and exemption exports with agreed entity/period mappings. | A population bridge, difference register, assigned owner and review status. | Controller and indirect-tax lead |
Choose a first module
Start where the
repeat work is clearest.
If evidence is hard to find
Linkage or completeness
Inspect a permissioned sample with your tax lead and compare the questions with current-suite coverage.
Read sample protocolIf follow-up stalls
Remediation or packet preparation
Identify the specific approved request or audit-prep handoff that needs a repeatable workflow.
Discuss the jobIf totals differ
Monthly reconciliation
First align the full period populations. A small certificate sample is not a full GL tie-out.
Explore reconciliationFit with the existing process
Compare the job.
Not the document count.
Certificate management is an established category. The pilot tests the buyer’s actual coverage, configuration and review effort.
| Existing alternative | What to compare in the same sample |
|---|---|
| ECM and tax engine | Linkage, jurisdiction checks, collection campaigns, reporting and existing alerts. Avalara ECM already describes substantial overlap. |
| Tax adviser or consultant | Human interpretation, audit preparation and evidence handoff already performed. |
| Shared drive and spreadsheet | Actual retrieval/review time and tracking quality; do not assume these processes fail. |
| ERP / ecommerce tax implementation | Entity mappings and historical exports; no live production connector is claimed. |
A bounded first step
Start with a sample.
Find out what it adds.
One state. 100 historical exempt sales. One selected workflow. A decision grounded in your tax owner’s review.
Discuss a pilot
Proposed pilot · no records required to start