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Reseller Sales Tax Certificates

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

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.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Bill.com

Bill.com
Bill.com

Crunch Accounting

Crunch Accounting
Crunch Accounting

FinancePal

FinancePal
FinancePal

FreshBooks

FreshBooks
FreshBooks

Infor

Infor
Infor

Microsoft Dynamics GP

Microsoft Dynamics GP
Microsoft Dynamics GP

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

QuickBooks

QuickBooks
QuickBooks

Sage Intacct

Sage Intacct
Sage Intacct

SAP

SAP
SAP

Xero

Xero
Xero

ZarMoney

ZarMoney
ZarMoney

Zoho Books

Zoho Books
Zoho Books

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