Sales Tax Exemption Forms OCR
$0.00
A free SimpleIndex configuration for sales tax exemption certificates: it files the certificates your customers send by state, certificate number and expiration date, and fills your own certificates for each vendor into one PDF ready to send. Forms for AL, CA, IN, MA, NY and the multistate certificate included. Needs SimpleIndex Professional.
Description
Sales tax exemption certificate configuration
A free SimpleIndex configuration for sales tax exemption certificates, in both directions. Certificates your customers send are read by OCR, matched to the customer and filed with their state, certificate number and expiration date. And your own certificates are filled in for each vendor and combined into one PDF, ready to send.
What is in the download:
- Jobs to index the customer certificates you receive, and to search them
- Jobs to fill your company details into the state forms once, fill in a vendor, and combine the packet into one PDF
- Fillable forms for Alabama, California, Indiana, Massachusetts and New York, and the multistate certificate (any state’s fillable form can be added)
- Access databases for your customers and vendors, and step-by-step instructions
It needs SimpleIndex Professional, and runs in the free trial. It is a starting point: our team in Knoxville can adapt it to your states and vendors.
How it works, and how Lab Procurement Services uses it →
