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Exemption Certificate Wizard

Tax Exemption Management with Vertex EC Wizard:

  • Exemption Certificates Required: All customers claiming a tax exemption must submit a valid exemption certificate through the Vertex EC Wizard.
  • Tax Jurisdiction Compliance: The EC Wizard ensures compliance by validating exemption certificates according to jurisdictional rules.
  • Real-Time Validation: Certificates submitted through the Wizard are validated in real-time, reducing manual processing and error.
  • User-Friendly Submission: The Wizard provides a guided, step-by-step interface to make submitting exemption certificates simple and efficient.
  • Secure Storage: Submitted certificates are securely stored and accessible for audit and compliance reviews.

Instructions:

  • Submit your exemption certificate using the Vertex EC Wizard before placing your order.
  • Tax on your order will be adjusted if the certificate is processed before billing.
  • Most certificates are processed the same day, but processing may take up to one business day.
  • If your invoice includes tax after submission, please contact the Otto Frei to request a credit.

Contact Information:

  • Email: info@ottofrei.com
  • Phone: +1 (510) 832-0355 ( Mon - Fri 8:30am - 5:00pm PST)

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