Dated guidance
Source update, access and review dates remain separate.
Proposed workflow 03 / The rule beside the field
State-specific questions.
Visible sources.
Review certificate completeness against the selected US state and form. Keep source provenance, assumptions and unknowns beside each check.
Research-stage concept · illustrative product preview
EXEMPTLINK / JURISDICTION CHECKLISTSCONCEPT PREVIEW
Illustrative mobile scene
JurisdictionSelected
Named entityReview
Required fieldsUnknown
The rule beside the field
Source and checklist stack; open source via a labeled button.
Human review requiredDEMO — SYNTHETIC DATAFinite sequence · reviewed states
Primary owner
Tax reviewer with jurisdiction context
Inputs
State, form/version, transaction context, certificate fields and dated guidance.
Proposed output
A sourced checklist with complete, missing, unknown and not-applicable states.
The job it owns
Jurisdiction-specific certificate completeness checklist.
Each offer is an independent managed-workflow hypothesis. The initial scope is historical evidence for one US state.
Honest unknowns
Unavailable evidence receives an unknown state, not a passing check.
Form-specific fields
A Florida annual resale example is separate from a New York blanket certificate.
The work, step by step
From source to
reviewable output.
Choose the context
Select the state, form/version and evidence method.
Read the source
Record the official reference, dates and interpretation basis.
Review each field
Explain any missing or unknown field without importing another state’s rule.
Synthetic product evidence
One record.
A visible review.
Signature and expiry requirements depend on the jurisdiction and form. No universal rule is inferred from the interface. Counsel or tax-owner interpretation may be needed.
Open record TX-091
JurisdictionSelected
Named entityReview
Required fieldsUnknown
How value is tested
Measure what your
current workflow misses.
Which checks are already supplied by the buyer’s current rule configuration?
Existing coverage
Capture current-suite alerts, configured modules and the reviewer’s usual process for the same sample.
Incremental findings
Count tax-lead-confirmed, previously unidentified, remediable gaps. Record false positives, omissions and review effort.
A purchase decision
Proceed only with tax-owner sign-off and a signed, funded audit-prep pilot. Stop when the incumbent already closes the job at lower cost.
Workflow questions
Know the boundary.
Do all certificates expire annually?
No. Do not assign a universal expiry to New York blanket certificates. The separate Florida annual resale example demonstrates a different rule.
Does a complete checklist establish legal validity?
No. Completeness is one review input. The transaction facts, form and interpretation still need tax-owner review.
Can this workflow change returns or source systems?
No. The starting scope is permissioned historical evidence and human review. The preview does not execute outbound actions or system writes.
A bounded first step
Test this workflow
with your tax owner.
A sourced checklist with complete, missing, unknown and not-applicable states. Start with a scoped conversation before sharing any records.
Discuss jurisdiction checklists
Proposed pilot · no records required to start