Automatically insert bookmarks into PDF files based on data captured from documents.

Take control of Sales Tax exemption forms

Automatically fill and file sales tax forms

Ben Franklin once noted, “…nothing is certain except death and taxes.” In the case of state sales taxes, they may be unavoidable, but managing your customers’ sales tax exemption forms and making sure you’ve sent current exemption certificates to your vendors doesn’t have to feel like a terminal condition.

Eaqsily automate tax forms processing with SimpleIndex

SimpleIndex has the power to recognize the forms you receive from customers and file them automatically so you can find them in seconds.

SimpleIndex also fills out sales tax exemption PDFs from every state to create a complete set of your forms ready for emailing to your vendors.

Link both processes to your customer and vendor data sources to streamline the process. Even without those lists, the state, certificate number and expiration recognize automatically, leaving you with the simple task of clicking on the customer name to file the document away.

Comes with automatically fillable PDF Sales Tax Exemption Forms from Every State

You’ll never have to dig through old emails or piles of paper to make sure you have that exemption on file again!

When it’s time to send your vendors the proper state certificate to get your sales tax exemption, simply open up the Fill Vendor Form job, select the vendor, and all your state exemptions are filled out automatically and assembled into one PDF file suitable for framing emailing.

Manage your customer sales tax exemption forms:

  • Scan customer sales tax exemption certificates submitted on paper
  • Process e-mailed PDF sales tax exemption forms
  • Use OCR or read the filled-in forms from PDF files to file them automatically
  • Search and view customer tax forms in seconds
  • Receive automatic e-mail notifications when exemptions expire
Indexing Customer Sales Tax Certificates

Fill out and e-mail vendor sales tax exemption forms:

  • Standardized, fillable PDF sales tax forms for every state
  • Select a vendor and fill in all the relevant name and address information automatically
  • One click fills in every state form with both your company’s information and your vendor’s
  • Packages saved to bookmarked PDF files and e-mailed to vendors
  • Receive automatic e-mail notifications when exemptions expire
Filling out all state certificates with a single entry to send to vendor

Find out more!

The sales tax management solution is available for free to SimpleIndex users!

Download SimpleIndex – Download the Sales Tax Jobs

Some initial setup is required, and we can help you out with that too. Our Professional Services department can have you up and running in just a couple of hours.

Please Contact Us to find out more about automating your sales tax time thieves with SimpleIndex!

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Keep Pages in Original Order when Bookmarking

If you want to keep all the pages in the same order that they were imported, even though they all go with different bookmarks then do the following.

1.  Open the configuration in Notepad.
2.  Search for <BOOKMARK_PAGE_ORDER>
3.  Change this line from “false” to “true”:  <BOOKMARK_PAGE_ORDER>true</BOOKMARK_PAGE_ORDER>
4.  Save and close.

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Do Not Combine Pages to 1 Bookmark

Please refer to the Wiki Documentation for the complete PDF Bookmarking reference.

If you want to keep pages in bookmarks separate instead of combining them into a single bookmark when the same bookmark value is found in several interspersed images in the batch do the following:

1.  Open the Job Configuration file in Notepad.
2.  Search for this value:  <BOOKMARK_PDF1>
3.  Enter this directly above the line that has <BOOKMARK_PDF1> if its not already there:  <BOOKMARK_UNIQUE_LEVELS>-1</BOOKMARK_UNIQUE_LEVELS>
4.  -1 is the default value and that means that no pages should be combined into one bookmark unless they fall in order.  0 means that the first bookmark level should be combined into one bookmark value and the rest should not.  1 means that the first and second bookmark levels should be combined and the rest should not be.  ETC.

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The All-In-One Scanning & Sorting Tool

SimpleIndex® has the ability to perform a wide variety of scanning and document organization tasks quickly and easily.

This makes it a must-have tool for IT departments and consultants who often need to:

The missing piece of the IT document management puzzle

With a cost and setup time that is negligible compared to other enterprise capture platforms, SimpleIndex makes sense even when your company already has one. For example:

The wide variety of scanning and indexing tasks you can do with SimpleIndex make it an incredibly useful tool to have in your arsenal.

Find Out More

Learn More:

Scan, file, and process document data quickly and efficiently with Simple Software's tailored OCR automation and one-click processing that fits your unique business needs
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Automatically and accurately convert scanned and digital documents with simple and complicated tables to PDF files, Excel, Google Sheets, CVS, and other spreadsheet formats with Simple Software's advanced document management suite including Abbyy FineReader, Simple Index, SimpleView, SimpleSearch, SimpleSend, SimpleExport, SimpleCoversheet, and AI components
SimpleIndex OCR automation analyzes, classifies, verifies, and exports digital data into searchable documents that can be stored and processed in a variety of SQL applications
Simple Software's Document management OCR (Optical Character Recognition) uses smart machine-learning and AI (artificial intelligence) methods to convert handwritten and digital text and image data into machine-readable text, allowing users to search, index, and organize large volumes of document data
Simultaneously recognize, analyze, and export large volumes of documents and digital data with SimpleIndex batch OCR (Optical Character Recognition) for processes dealing with large volumes of documents, such as digitizing paper and scanned archives or processing document data in a document management system
SimpleIndex Server enterprise OCR lets users automatically perform optical character recognition on thousands of documents at a time, scaling to meet the demands of the large volumes of document conversions and processes tailored to the user's specifications
SimpleIndex OCR data capture technology and page layout analysis automatically identifies common invoice data elements (vendor, date, amount, invoice number, line item data, etc.) to automate data entry, eliminate errors, automate retrieval, match POs (Purchase Orders), validate quantities and prices, automate electronic document management and storage

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