Right now, the power to solve new global challenges across industries, is at your fingertips, no matter where you're working from. Create a new topic or reply to an existing thread to share your perspective.

Industry Discussions

Share resources, connect with others, and discuss industry-specific challenges.

Tax Exemption Certificates

6 - Meteoroid


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   

12 - Quasar



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!