Sales tax, handled per state.
Rates by jurisdiction, exemption certificates on file, and the right tax on every quote, order and invoice.
- Replaces
- Tax add-ons, manual rate tables
- Same record as
- CPQ, Provizo Pay, Accounting
- Built for
- Finance
What it does
The right tax on every line.
Exempt buyers stay exempt, everywhere they buy.
State rates
Calculated by ship-to address.
Exemptions
Certificates stored per buying organization.
Expiry alerts
Know before a certificate lapses.
Reports
Tax collected, by state and period.
Where it sits
Part of one deal, start to finish.
Tax & Exemptions owns the highlighted stages and passes the record on.
- Request
- Source
- Quote
- Approve
- Order
- Fulfill
- Ship
- Bill
- Book
On the same record
No exports. No syncing. No re-keying.
What feeds Tax & Exemptions, and what it hands the record to next.
“We stopped juggling six portals and a spreadsheet. Quoting, ordering and billing all happen in one place now, and our team sells more because of it.”
$10M+
sold in under a year
More in Finance
The rest of Finance, on one record.
Turn on what you need now. The rest is already connected.
See it on your own deals
See Tax & Exemptions on your own data.
We'll connect one of your distributor accounts on the call and quote it live against your real pricing. Thirty minutes, no slides.
$10M+sold by A5 IT in under a year on Provizo.sold by A5 IT in under a year on Provizo, 60% above their previous run rate.