Exemption certificates end up in email folders. This keeps them on the customer record, per state, with expiry dates, so the team knows what applies before invoicing.
What it does
- One record per customer and state: reason, certificate number, certificate file, valid from and to.
- Tab on the contact form; list and filters for expiring or expired certificates.
- Deliberately record-keeping only: it does not change tax computation by itself, so nothing is applied without a person deciding.
How it is used
- Open a customer and add the states and certificates in the Tax Exemption tab.
- Filter the list for certificates expiring soon and request renewals.
Who it is for
US sellers with exempt resellers or non-profit customers.
Requirements: Odoo 19 Contacts. Automatic tax application can be added as a follow-up.