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ONESOURCE Certificate Manager

tax.thomsonreuters.com

WebWindowsAPISelf-hosted
Visit tax.thomsonreuters.com
Spec score 7.6 #40 of 105 in Tax Compliance Software

What it is

ONESOURCE Certificate Manager automates the collection, validation, storage and renewal of sales tax exemption certificates. It checks certificates against state-specific rules and tracks expiration dates. Customers can submit certificates through a self-service portal; tax teams can use reminders, customizable email templates and audit-ready reports to produce documentation on demand. Integration with ONESOURCE Determination links exemption documentation to tax calculation. Described use cases include manufacturing and distribution, government, education, nonprofits, retail and sellers operating across multiple jurisdictions. Deployment uses an application server or web container, with downloads from the ONESOURCE Customer Center. The installation guide requires Determination 5.6.2.4 or higher. Customers planning bulk uploads of customer and certificate data should also download Data File Integrator. In-application Help is available after installation and configuration, and documentation is available through the Knowledge Base. The listed platforms are API, self-hosted, web and Windows. Pricing is on request, and there is no free plan; a free demo can be requested.

Spec sheet

Purpose
Automates sales tax exemption certificate collection, validation, storage, and renewal.Read 29 Sep 2026 · tax.thomsonreuters.com
Deployment
The installation guide describes deployment in an application server or web container and downloading the software from the ONESOURCE Customer Center.Read 29 Sep 2026 · thomsonreuters.com
Free plan
NoRead 22 Sep 2026 · tax.thomsonreuters.com
Headquarters
Toronto, Ontario, CanadaRead 28 Sep 2026 · tax.thomsonreuters.com
Founded
2008Read 28 Sep 2026 · tax.thomsonreuters.com
Audit reporting
Customizable, audit-ready reports let tax teams produce documentation on demand.Read 29 Sep 2026 · tax.thomsonreuters.com
Bulk uploads
The installation guide says customers planning bulk uploads of customer and certificate data should also download Data File Integrator.Read 29 Sep 2026 · thomsonreuters.com
Certificate tools
Certificate Manager offers reminders, reporting, customizable email templates, and a portal for customer-entered certificates.Read 29 Sep 2026 · tax.thomsonreuters.com
Customer portal
Customers can upload exemption certificates directly through a self-service portal.Read 29 Sep 2026 · tax.thomsonreuters.com
Determination integration
It integrates with ONESOURCE Determination to connect exemption documentation to tax calculation.Read 29 Sep 2026 · tax.thomsonreuters.com
Filing support level
noneRead 22 Sep 2026 · tax.thomsonreuters.com
Help and support
The product help says in-application Help is available after installation and configuration, and directs users to the Knowledge Base for documentation.Read 29 Sep 2026 · kpmg.hostedtax.thomsonreuters.com
Requirements
The installation guide says Certificate Manager requires Determination 5.6.2.4 or higher.Read 29 Sep 2026 · thomsonreuters.com
Supported industries
The product page describes use cases for manufacturing and distribution, government, education, nonprofits, retail, and multi-jurisdiction sellers.Read 29 Sep 2026 · tax.thomsonreuters.com
Supported tax types
sales tax exemption certificatesRead 22 Sep 2026 · tax.thomsonreuters.com
Validation
Automatically validates certificates against state-specific rules and monitors expiration dates.Read 29 Sep 2026 · tax.thomsonreuters.com

Plans and prices

ONESOURCE Certificate Manager Priced on request Pricing not listed; request a free demo Read 29 Sep 2026 · tax.thomsonreuters.com

Every ONESOURCE Certificate Manager plan and price →

Strong points and limits

Strong points

  • Validates certificates against state-specific rules.
  • Tracks expiration dates and supports reminders.
  • Customers can upload certificates through a self-service portal.
  • Customizable reports support on-demand audit documentation.
  • Integrates with ONESOURCE Determination.

Limits

  • There is no free plan.
  • Pricing is available on request.
  • Requires Determination 5.6.2.4 or higher.
  • Bulk uploads require a separate Data File Integrator download.

Who it suits

It suits tax teams that collect and manage sales tax exemption certificates, especially in the industries and multi-jurisdiction settings described. Teams should account for the Determination version requirement and deployment setup.

Verdict

Certificate Manager focuses on certificate collection, validation, storage and renewal, with customer uploads and audit reporting. Confirm the deployment requirements and request pricing before choosing it.

Where Specifiction places it

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