Guide Technologies and Avalara Partnership

Tax Automation & Exemption Management

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Guide Technologies is an Infor Gold Resell Partner

Our Trusted Partner: Avalara / AvaTax /  Exemption Certificate Management

AvaTax

Tax compliance made simple. AvaTax automates your tax calculations for every transaction, everywhere you do business.

What is AvaTax?

AvaTax is Avalara’s cloud-based tax calculation engine delivering real-time, accurate tax rates for sales and use tax, VAT, GST, and other transaction taxes. Used by businesses operating both locally or globally to simplify compliance and reduce risk.

Key Features

  • Real-Time Tax Calculations
    Instantly calculate tax at the point of sale for every transaction.
  • Street-Level Accuracy
    Precise tax rates, not just ZIP codes using Geolocation technology.
  • Always Up-to-Date
    Access continuously updated tax rules and rates for thousands of jurisdictions worldwide.
  • Seamless Integrations
    Works with Infor ERP solutions, ecommerce, and billing systems for easy implementation.
  • Scales for Growth
    Handles high-volume transactions and complex tax scenarios across industries.
  • Global Reach
    Stay compliant in 190+ countries, making cross-border selling easier.

Why AvaTax?

AvaTax reduces the time-consuming and error-prone process of manual tax calculations by automating this process, helping you:

  • Reduce compliance risk
  • Save time and resources
  • Improve accuracy for every transaction

How It Works

  1. Connect AvaTax to your existing systems.
  2. Real time calculated taxes during checkout or invoicing.
  3. Automatic updates to tax rates and rules to stay compliant.

Avalara Exemption Certificate Management

Simplify compliance with automated exemption certificate tracking and validation.

What is Exemption Certificate Management?

Avalara’s Exemption Certificate Management solution allows businesses to stay compliant and reduce audit risk by collecting, storing and validating exemption certificates.

Key Features

  • Centralized Certificate Repository
    Store all exemption certificates in a secure, cloud-based system for easy access.
  • Automated Validation
    Validate certificates against state-specific rules to ensure compliance.
  • Real-Time Certificate Requests
    Request missing or updated certificates from customers during checkout or invoicing.
  • Seamless Integrations
    Works with Avalara AvaTax and CloudSuite Industrial systems for smooth workflows.
  • Audit-Ready Reporting
    Generate reports and documentation to quickly respond to audits.
  • Expiration Tracking
    Monitor certificate validity and receive alerts for renewals.

Why It Matters

Incorrect or missing exemption certificates can lead to penalties, interest, and audit exposure. Avalara’s solution helps you:

  • Managing certificates manually is error-prone
  • Save time and resources
  • Improve customer experience with automated requests

How It Works

  1. Collect certificates digitally or upload existing ones.
  2. Validate and store certificates in Avalara’s secure system.
  3. Integrate with AvaTax for accurate tax calculations based on exemption status.

 

Avalara Exemption Certificate Management

Simplify compliance with automated exemption certificate tracking and validation.

What is Exemption Certificate Management?

Avalara’s Exemption Certificate Management solution allows businesses to stay compliant and reduce audit risk by collecting, storing and validating exemption certificates.

Key Features

  • Centralized Certificate Repository
    Store all exemption certificates in a secure, cloud-based system for easy access.
  • Automated Validation
    Validate certificates against state-specific rules to ensure compliance.
  • Real-Time Certificate Requests
    Request missing or updated certificates from customers during checkout or invoicing.
  • Seamless Integrations
    Works with Avalara AvaTax and CloudSuite Industrial systems for smooth workflows.
  • Audit-Ready Reporting
    Generate reports and documentation to quickly respond to audits.
  • Expiration Tracking
    Monitor certificate validity and receive alerts for renewals.

Why It Matters

Incorrect or missing exemption certificates can lead to penalties, interest, and audit exposure. Avalara’s solution helps you:

  • Managing certificates manually is error-prone
  • Save time and resources
  • Improve customer experience with automated requests

How It Works

  1. Collect certificates digitally or upload existing ones.
  2. Validate and store certificates in Avalara’s secure system.
  3. Integrate with AvaTax for accurate tax calculations based on exemption status.

5 Steps to Managing Sales Tax Exemptions

Download this free guide to learn the five essential steps for managing sales tax exemptions — from understanding nexus and identifying exempt customers, to collecting, validating, and storing exemption certificates — and discover how Avalara can automate the process to reduce compliance risk.

About Guide Technologies

Founded in 1997, Guide Technologies is a trusted Infor Gold Resell Partner dedicated to helping manufacturers harness the power of modern ERP technology. With years of expertise with Infor CloudSuite Industrial (SyteLine), Infor XA, and Infor LN, we deliver end-to-end ERP solutions that drive measurable business results.

For more than two decades, we’ve partnered with organizations across a wide range of industries — from discrete manufacturing to industrial equipment and aerospace — guiding them through every stage of their digital transformation. Our team of experienced consultants, engineers, and project managers combine industry insight with Infor’s world-class technology to help clients streamline processes, optimize supply chains, and achieve real-time visibility across the business.

At Guide Technologies, our mission is simple: to empower manufacturers to compete, grow, and innovate through smart technology and proven ERP strategies. Whether you’re modernizing legacy systems, migrating to the cloud, or integrating new tools across your business, we provide the roadmap, tools, and support to ensure long-term success.