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Webinar offers tips on balancing POS tax-exempt processes, customer service

Not only is there potential to frustrate a loyal customer, but an inefficient tax-exempt POS process can draw audit scrutiny and big fines. Free live webinar offers insight on avoiding the scenario.

July 6, 2015

When it comes to the point-of-sale, establishing and verifying a customer’s tax-exempt status can bring the process to a grinding halt. It can create both a frustrating experience for the customer as well as a potential risky audit and compliance-realted fines, which will clearly hurt a retailer’s bottom line.

But it doesn’t have to be complicated, frustrating or risky. In fact, retailers can create an experience in which everyone wins, which is the focus on an upcoming free one-hour live webinar at Retail Customer Experience at 2 pm EST, July 21.

The event, “Balancing Sales Tax Compliance with Customer Experience,” will offer valuable insight from experts in tax-exempt transaction strategy and technology and help retailers avoid potential incurred costs while boosting customer loyalty.

Mike Maselli, director of product management, CertCapture, at Avalara, will discuss why a manual exemption certificate management process isn’t the most viable strategy and how automating tax-exempt transactions at the point-of-sale avoids audit pain and saves time for customers and employees

Maselli has over 20 years of experience leading software teams for developing enterprise and hosted solutions. Also offering up guidance and insight will be Matthew MacNeil, manager, Tax Technology Services, Avalara. MacNeil co-founded Tax Technology Services in 2002 and later launched CertCapture, an enterprise-class SaaS solution for exemption certificate management. In 2013, CertCapture joined the family of Avalara products.

The webinar also presents the rare opportunity to pose questions to those experienced in the tax-exempt management process.

Click here to sign up.