No. If you utilize our CertDash platform to receive your tax certificates from your customers electronically, most certificates you receive are guaranteed to be fully completed and signed. As additional safeguard and for those certificates, which are being imported manually, our algorithm decides if a particular exemption certificate is valid or rejected based on your validation rules. We do encourage you to apply best practice and perform a quick logical check if specific content on a certificate is fit for purpose (example: if you are selling car parts, a certificate should not describe the purchase of bagels).
Do I need to be a tax expert to validate tax certificates? Print
Modified on: Wed, 14 Apr, 2021 at 3:22 PM
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