Exemption certificate validation and remediation for multi-state tax professionals.
"We had twelve years of certificates across four shared drives with no validation process and no system. SolidCert processed and sorted everything in under two hours. We went into our state audit completely prepared for the first time."
Director of Tax, Regional Manufacturing GroupHow it works
Dashboard
Every client account, every batch, and the full Valid / Review / Invalid breakdown in one place — updated the moment each run completes.
| Client | Total | Valid | Review | Status |
|---|---|---|---|---|
| Adler Industrial Supply | 3,412 | 2,618 | 591 | Complete |
| Brennan-Hollis Distributors | 1,855 | 1,240 | 441 | Complete |
| Donnelly & Fitch Group | 4,100 | — | — | Processing |
Validation
SolidCert validates against state-specific exemption rules across 45+ states. Every document comes back with a status and an exact reason code — no interpretation required.
Output
A structured three-tab Excel workbook — Valid, Review, and Invalid — each with reason codes, certificate details, and customer data sorted and ready for your remediation workflow.
| Customer | Form | State | Reason | Expiry |
|---|---|---|---|---|
| Adler Industrial | TX-01-339 | TX | Resale | 12/31/2027 |
| Brennan-Hollis | NY-ST-120 | NY | Resale | 12/31/2026 |
| Cascade Fab. | SST-F0003 | Multi | Resale | Ongoing |
| Eastern Metal | IL-CRT-61 | IL | Direct Pay | 06/30/2027 |
Ongoing Monitoring
Once your backlog is remediated, upload your full certificate portfolio and SolidCert monitors it on a recurring basis. Certificates approaching expiry, new customers missing certs, new states — flagged automatically before they become a liability.
| Customer | Form | State | Expires | Status |
|---|---|---|---|---|
| Adler Industrial | TX-01-339 | TX | 12/31/2027 | Valid |
| Brennan-Hollis | NY-ST-120 | NY | 03/15/2026 | Expiring |
| Eastern Metal | IL-CRT-61 | IL | 01/22/2026 | Expiring |
| Greystone Chem. | CO-DR-5002 | CO | 11/30/2025 | Expired |
| Cascade Fab. | SST-F0003 | Multi | Ongoing | Valid |