Tax Services

Tax compliance built directly into every purchase. Provision Connect's Tax Services automatically calculates, applies, and documents sales and use tax across all your procurement transactions — no spreadsheets, no manual lookups.

Tax Exempt Orgs Multi-Jurisdiction Certificate Management Audit Ready

Tax Compliance Without the Complexity

Whether you're tax exempt or operating across dozens of states, Tax Services handles it automatically.

Multi-Jurisdiction Accuracy

Automatically calculate the correct tax rate for every purchase based on ship-to location, product category, and buyer tax status — across all 50 states and thousands of jurisdictions.

Exemption Certificate Management

Upload, store, and automatically apply tax exemption certificates for government agencies, non-profits, and other qualifying organizations — ensuring suppliers never charge tax they shouldn't.

Always Current Rates

Tax rates update automatically as jurisdictions change their rules. Your team never needs to update rate tables or worry about applying outdated rates.

Audit-Ready Documentation

Every transaction includes the applied tax rate, tax amount, and exemption certificate reference — complete documentation for any tax audit.

How Tax Services Works

1

Configure Tax Profiles

Set up your organization's tax status — taxable, exempt, or partially exempt — and upload the appropriate exemption certificates.

2

Tax Calculates Automatically

When a buyer creates a purchase order, the correct tax is calculated based on product type, ship-to location, and buyer tax status.

3

Exemptions Applied

If your organization qualifies for tax exemption, the system automatically applies your certificate and ensures suppliers honor the exemption.

4

Records Kept Automatically

Every tax calculation and exemption is logged and stored — ready for use tax accruals, accounting entries, and audit documentation.

Key Features

Government & Non-Profit Exempt Support

Full support for tax-exempt purchasing organizations with automated certificate application and supplier notification.

Product Taxability Rules

Apply product-level taxability rules — certain products are taxable in some states but exempt in others, handled automatically.

Certificate Expiration Alerts

Receive automatic alerts when exemption certificates are approaching expiration — so you never lose your exempt status due to paperwork.

Use Tax Accrual

Automatically identify and accrue use tax liability on purchases where no sales tax was charged but use tax applies.

Tax Reporting Exports

Export detailed tax reports for state filings, internal audits, and accounting reconciliation — in the formats your team needs.

Avalara / Vertex Integration

Optionally integrate with industry-leading tax engines for enterprise-grade tax calculation across complex scenarios.

Never Overpay (or Underpay) Tax Again

See how Tax Services keeps your procurement tax-compliant automatically — no manual effort required.

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