Your Virtual Credit Manager

OCTOBER 18, 2022

Have applicants provide the following details via your Credit Application: Ask the customer to provide all appropriate Sales Tax Exemption/Resale Certificates. All customers should be advised that the failure to provide financials will result in a more restrictive credit limit and terms.

Credit and Collections 130

Credit and Collections Sales Tax Exemptions Online Credit Application Credit Application 130

Your Virtual Credit Manager

JANUARY 3, 2023

Sales Tax Exemption Certificate Handling: The larger your AR portfolio and the more complicated you tax environment, the more beneficial these solutions. UCC, Lien, and Bond Handling: As with sales tax, the challenge is in keeping up with each state’s rules.

AR Automation 130

AR Automation Collector Credit and Collections Bad Debt 130

TreviPay

DECEMBER 12, 2022

Sales tax exemption mistakes. In the US, sales and tax rules vary from state to state. Certificates for tax exemptions need to be kept as supporting documentation for audits. For example, you might need to return or change your order after you’ve already received the goods.

Sales Tax Exemptions 52

Sales Tax Exemptions Transactions 52

Fundera

NOVEMBER 26, 2019

Customer Tax Code: Just like different products and services might be taxed at different rates, a customer might have a specific sales tax situation. The most common one is a sales tax exemption.

Sales Tax Exemptions 52

Sales Tax Exemptions Default Dashboards 52