CCH SmartCharts – Customer Exemption provides customer exemptions for over 28 different tax types for all 50 states, including 20 categories of communications tax — all in one convenient database.
Find the Answers You Need with a Quick Survey of More Than 17,000 Possible Exemption Scenarios Contained in Our Tax Matrix
And, with just a few clicks you can verify the certification requirements of any tax-exempt customer exemption found in the chart for any location in the United States. You can summarize your search results in an Excel® table based on your selection of exemption code(s), state(s) and/or tax type(s) variables.
Easy Setup to Simplify Your Workday
Keep things simple with a user friendly interface and painless integration into billing systems, remittance systems, accounting systems, shopping carts and in-house reporting systems.
Achieve Clean and Systematic Billing by Downloading Up-To-Date Data
After making a few selections, you simply download the data you need and export that data directly into Excel® worksheets, seamlessly integrating up-to-date information into your current workflow.
Exemption Categories Include:
Wolters Kluwer has successfully undergone a Service Organization Control (SOC 1) Type 1 examination for the collection, analysis, and management of sales tax rates and taxability content. The result is that management maintains internal controls to provide customers and users accurate, timely and reliable sales tax rate and taxability information.
SOC 1, SOC 2, and SOC 3 and the associated logos are trademarks, service marks and certification marks of the American Institute of Certified Public Accountants (AICPA), which reserves all rights.