Electronic Tax Systems

Exemption Management Suite



The Exemption Management Suite™ (EMS™) from Electronic Tax Systems, Inc. (ETSI) is the product of extensive tax research and years of tax exemption expertise.

A Feature-Rich Application with an Easy-to-Use Interface

The Exemption Management Suite™ (EMS™) from Electronic Tax Systems, Inc. (ETSI) is the product of extensive tax research and years of tax exemption expertise.  EMS™ provides a robust, feature-rich application with an easy-to-use interface.  Combining ETSI’s exemption decision data with their exemption certificate management system, EMS is able to provide a complete solution for managing customer exemptions.

EMS provides companies with the tools necessary to ensure proper handling of the complex tax exemption rules.   A robust interface for customer data allows your team to track the information necessary for exemptions in a single location.  This exemption data can then be optionally fed into your billing system to ensure absolute compliance.

EMS gives you the tools you need to manage, validate, store, and retrieve exemption documentation.  Since EMS™ has all of the exemption decisions, forms, and validation rules, you can be certain that you are collecting the rightcertificate with the right information.

EMS provides exemption decisions for 30+ tax exemption classes for all US jurisdictions.  Regular updates to the data (EDDS) ensure that your system will be in synch with the latest regulatory changes. For each class, our data includes:

  • The statutory citation or legal ruling
  • An explanation of the ruling and how it applies to each type of customer
  • The exemption decision determined by our research team
  • Information stating whether a certificate is necessary
  • A PDF version of the required certificate

EMS has two flavors to meet your corporate needs.  EMS.Net™ is a sales application that gives you the ability to have a low startup cost.  Our hosted solution provides the infrastructure and stores your data in our secure, monitored environment.

Alternately, EMS On-Site™ allows your company to leverage existing hardware and infrastructure to run on your company’s Intranet.  Since EMS is scalable to meet your company’s needs, you can determine which solution works best for you.



Stay up-to-date with the statutory changes for thousands of jurisdictions. Access to exemption data is available at your fingertips from the Web and mobile devices.

Features

 

Benefits

Access to Exemption Decision Data Service

 

Stay up-to-date with the statutory changes for thousands of jurisdictions. Access to exemption data is available at your fingertips from the Web and mobile devices.

Exemption Form Library

 

The library includes PDF versions of all applicable exemption forms published by U.S. jurisdictions including USF and FET forms.

Certificate Document Management

  • Custom retention rules
  • Customer information system
  • Validation rules for each certificate type including certificate number formats
 

Manage customer exemption certificates to ensure compliance with each jurisdiction. With the built-in validation functionality, your company can be more confident at audit time.  

Full-Featured Audit Processing

 

Answer audits quickly and easily with EMS. Store all audit information together. You can track your audit performance and analyze problem areas.

Built-in Customer Communication System

  • Letter, e-mail and fax templates
  • Mail merge capabilities
  • Mass customer communications
 

Communicate with your exempt customers through EMS to centralize documentation processes. Contact customers using e-mail, fax, text messaging, and postal service.

Workflow Management

  • Build customer workflows
  • Assign work roles to groups and individuals
 

Using the workflow management components, supervisors can:

  • Manage the exemption operations
  • Identify bottlenecks and processing issues
  • Reallocate resources to improve productivity

Reallocate resources to improve productivity

Import data into EMS and export data to other systems

  • Automated/unattended file processing
  • Integrate with 3rd party systems
  • File formats: Delimited Text, Excel, XML, etc. 
 

EMS comes with a feature-rich import and export engine that allows processes to be customized to meet your company's needs.

Automatic Notifications and Reporting

  • Notifications and auto-generated reports can be sent via e-mail to members of the tax department
  • Design reports to send to other departments
 

Automatic notifications allow you to resolve potential issues before they become problems. The automated processing reduces costs associated with generating reports.

EMS.BillRight — Interface your exemption data with your billing system

  • Vertex CommTax™
  • TaxGEN for CCH
  • Custom billing systems
 

EMS.BillRight allows exemption decisions to be passed to your billing system. This gives the tax department total control over customer exemption decisions improving the taxes assessed. This results in fewer tax credits, adjustments, and better audit results.

CommTax™ is a registered trademark of Vertex, Inc. All rights reserved.


Please contact us for more information about our products and services

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