Just because a customer says they’re tax-exempt doesn’t mean you can skip charging sales tax. Without the right exemption certificate, you could be on the hook during an audit—and paying tax out of pocket.

In Part 4 of our Sales Tax Peace of Mind series, Jason and Paul break down everything you need to know about exemption certificates, one of the most scrutinized documents in audits.

You’ll discover:
✅ Why exemption certificates are critical proof in an audit
✅ Common mistakes that make certificates invalid (missing signatures, wrong form, expired dates)
✅ How states differ on exemptions—and why it’s so confusing across jurisdictions
✅ The risks of relying on “good faith” without complete documentation
✅ Best practices for storing, managing, and renewing certificates (binder, digital, or software solutions)
✅ When to consider automation—and why “set it and forget it” can cost you

If you sell to resellers, manufacturers, nonprofits, or other exempt customers, managing certificates correctly isn’t optional—it’s survival.

Download your free Guide to Sales Tax Peace of Mind here.
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