Case Study: PrimeSource Building Products, Inc. achieves streamlined sales-tax exemption certificate management and audit readiness with Avalara CertCapture

PrimeSource Building Products, Inc - Customer Case Study

PrimeSource Building Products, an international distributor of building materials serving retailers and wholesalers across the U.S. and into Canada, faced a time-consuming and costly challenge managing sales tax exemption certificates for thousands of SKUs and roughly 15,000 active customers. Maintaining up-to-date, state-specific forms and tracking expirations in-house was complex and inefficient.

PrimeSource implemented Avalara CertCapture (integrated with SAP) to centralize and validate certificates, processing about 83,000 certificates to date. The solution automated renewal tracking and monthly pre-audits, made retrieval for tax audits fast and simple, reduced administrative burden, and gave the company greater confidence in sales tax compliance.

PrimeSource Building Products, Inc.

Mike Foreman

Senior Credit Analyst, PrimeSource Building Products, Inc.