Sales tax made simplier.
Global sales tax platform powered by AI and tax experts.
Every finance team that sells to exempt buyers knows the routine. A resale or exemption certificate comes in, someone files it, and the sale goes out tax-free. Handled. Except it usually isn't handled, and the space between those two things is where audits get expensive.
A certificate is a promise. It says a specific buyer is exempt in a specific state for a specific reason, and it holds only as long as the paperwork behind it stays valid. Let one expire, lose a signature, or misread a date, and the exemption is denied. The tax you didn't collect becomes tax you owe, with penalties and interest on top.
The tracking is the hard part, and it's harder than it looks. A single certificate can cover a dozen states at once, and each of those states renews on its own clock, for its own reasons. So one document is really several commitments running in parallel. Some lapse in a month. Some hold for years. Some never expire at all. Keeping that straight across a growing customer base tends to mean spreadsheets, shared folders, and a steady stream of manual follow-up that never quite catches everything.
Today we're launching Exemption Certificate Management in Zamp. We built it to close that gap.
One central view of your entire sales tax position.
Certificate management is usually treated as a separate problem. It gets handled by third-party software or handed to an outside service, sitting apart from where your registrations, filings, and returns actually live. That means a second vendor, a separate login, and two systems that never fully agree with each other.
We took the other route. Exemption Certificate Management is native to Zamp, running right alongside the rest of your sales tax lifecycle. Your certificates sit in the same console as your registrations, filings, notices, and returns, so you get one detailed view of your entire compliance position instead of a partial one. The same tax team that manages your filings can see your certificate library, and it's switched on in the account you already have.
Upload once. We take care of the rest.
Drop in a batch of certificates and Zamp reads each one. It pulls the customer, the exemption type, the certificate type, the states covered, and the effective and expiration dates, then files it against the right buyer. It works across 38 certificate types, including SST and MTC multistate forms and state-specific forms.
You don't have to build out your customer list first. Zamp reads the certificates and proposes the buyers and state obligations for you to confirm, so a library that would take days to enter by hand comes together in an afternoon.
Clean certificates file themselves. Anything ambiguous goes to a review queue with the exact problem named: a missing signature, an unreadable date, a scan that came through blurry. You look only at what needs a person, and it's usually a single field. Fix it, approve it, done.
Coverage you can see.
Once your certificates are in, the dashboard shows where you actually stand. A map of coverage by state. A running list of what needs attention. And a clear status on every obligation, tracked per state rather than per document, so a certificate covering three states shows three separate readings instead of one.
That distinction is the whole point. Exempt means a valid certificate is on file for that state. Expiring means it's still good but a replacement should go out now. Expired means the exemption is no longer defensible there. Missing means the obligation is being tracked but no document backs it yet. When someone asks whether you're covered in a particular state, you have the answer without opening a filing cabinet.
Certificates approaching expiration get flagged with the state and the date, and email reminders go out ahead of time. You request the replacement while the exemption is still defensible, not after a state has already asked.
Where this fits.
Exemption certificates are one part of a larger job. Registrations, filings, notices, returns, and now the certificates behind your exempt sales all run in one place, managed by one team. That's what Zamp is built to do: own the outcome across your sales tax lifecycle, so compliance stops being something you manage and starts being something that's simply handled. For exemption certificates, that means organized, validated records and a clear view of your coverage, ready whenever a state comes asking.
Get started.
Exemption Certificate Management is available now. If you're already a Zamp customer, reach out to your account manager or support to switch it on and move your existing certificate library across.
If you're not on Zamp yet and want to see how the entire sales tax lifecycle, exemption certificates included, comes off your plate for good, book a demo and we'll walk you through it.