Welcome to CertKeeper

Here is a short tutorial on the use of CertKeeper in your organization

Purposes:
Once set-up, CertKeeper ensures that the outgoing Exemption Certificates issued by your company are valid and appropriate for the specified vendors in their respective locations AND approved by your Tax Dept (or equivalent authorization). This prevents over- or under-payment of Use Tax and problems during Use Tax Audits.

Basic Set-Up Process:
The Tax Dept. (or Finance Dept.) in your company will simply define your locations, nexus, and vendors by using the Manage Locations, Manage Nexus, etc. Options on the left. An import capability is available for Vendors, if needed.

On-Going Usage:
Then, as Exemption Certificates are needed by the Purchasing or Accounts Payables staff, the accurate document is easily generated by the Create Certificates Option at left. Based on the 1) ShipTo State, 2) Transaction Type, 3) Vendor, and 4) Items Purchased, CertKeeper will refer to your pre-defined matrix of locations, nexus, and vendors to create the correct form for the request which be signed by signature on file. This form is easily emailed, faxed, printed from Adobe Acrobat and is automatically saved in CertKeeper. It is available for reference at anytime in the Stored Certificates Option.

For more information, please contact TTS at info@certkeeper.com