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Reseller Sales Tax Certificates

This bot updates Customer record with Reseller Sales Tax Certificate number.

Industry:

Finance/Accounting

All Industries

Function:

Accounts Receivable

Steps

  1. Get Reseller Sales Tax Certificate from either email, web portal, or other source.
  2. If certificate is scanned image, convert to text using OCR.
  3. Get certificate number and add to Customer record in Accounting/ERP system.
  4. Flag Customer as non-taxable.
  5. Upload copy of actual certificate to Customer record.

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