Tax Exemption Certificates

[Teri_Staniec]

Hi!  Is anyone using ALTERYX data to populate tax exemption certificates?  What's the best automation solution?  Do I need third party software to populate PDF or other forms?

I am a newbie - been using ALTERYX about 8 months.    

INSPIRE! was fantastic last week.  I am charged up for doing more...

Teri Staniec

Manager Sales and Use Tax

Covanta Energy   

[jacob_kahn · Accepted solution]

@Teri_Staniec 

I'm a tax accountant and Advanced Alteryx Certified!

Would be happy to nerd out on accounting and tax use cases! Reach out if you'd like to chat via DM or through one of the social media outlets on my profile.

Be safe!