Digital Worker

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Reseller Sales Tax Certificates

This Digital Worker (DW) updates Customer record with Reseller Sales Tax Certificate number.

Industry:

Accounting

Finance

All Industries

Sales and Use Tax

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.

Benefits

No items found.

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