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ONESOURCE Certificate Manager
ONESOURCE Certificate Manager · Frisco, Texas, United States · founded 2008
What it is
ONESOURCE Certificate Manager automates sales tax exemption certificate work, covering collection, validation, storage, and renewal. It checks certificates against state-specific rules, watches expiration dates, and lets customers submit documents through a self-service portal. Tax teams can use reminders, customizable email templates, and audit-ready reports when documentation is needed. The product integrates with ONESOURCE Determination, linking exemption documentation with 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 software downloaded from the ONESOURCE Customer Center. The installation guide requires Determination 5.6.2.4 or higher; bulk-upload projects should also use Data File Integrator. In-application Help is available after configuration, with documentation in the Knowledge Base. Platforms listed are API, self-hosted, web, and Windows. Pricing is on request, with no free plan.
For and against
For
- Automates certificate collection, validation, storage, and renewal
- Customer self-service portal for certificate uploads
- Customizable audit-ready reporting
- Integrates with ONESOURCE Determination
- Supports API, self-hosted, web, and Windows
Against
- Pricing is available only on request
- No free plan
- Requires Determination 5.6.2.4 or higher
- Bulk uploads require Data File Integrator
The verdict
ONESOURCE Certificate Manager focuses on organized exemption-certificate administration, from customer submission through renewal and audit reporting. Its deployment requirement and paid, quote-based model are important planning considerations.
Who it suits
It suits tax teams managing exemption certificates across multiple jurisdictions and the listed industries. It also fits organizations needing customer uploads, reporting, and integration with ONESOURCE Determination.
Plans and prices
ONESOURCE Certificate Manager
Pricing not listed; request a free demo
Read 29 Sep 2026 · tax.thomsonreuters.com
On the record
- Audit reporting
- Customizable, audit-ready reports let tax teams produce documentation on demand.tax.thomsonreuters.com · read 29 Sep 2026
- Bulk uploads
- The installation guide says customers planning bulk uploads of customer and certificate data should also download Data File Integrator.thomsonreuters.com · read 29 Sep 2026
- Certificate tools
- Certificate Manager offers reminders, reporting, customizable email templates, and a portal for customer-entered certificates.tax.thomsonreuters.com · read 29 Sep 2026
- Customer portal
- Customers can upload exemption certificates directly through a self-service portal.tax.thomsonreuters.com · read 29 Sep 2026
- Deployment
- The installation guide describes deployment in an application server or web container and downloading the software from the ONESOURCE Customer Center.thomsonreuters.com · read 29 Sep 2026
- Determination integration
- It integrates with ONESOURCE Determination to connect exemption documentation to tax calculation.tax.thomsonreuters.com · read 29 Sep 2026
- Filing support level
- nonetax.thomsonreuters.com · read 22 Sep 2026
- 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.kpmg.hostedtax.thomsonreuters.com · read 29 Sep 2026
- Purpose
- Automates sales tax exemption certificate collection, validation, storage, and renewal.tax.thomsonreuters.com · read 29 Sep 2026
- Requirements
- The installation guide says Certificate Manager requires Determination 5.6.2.4 or higher.thomsonreuters.com · read 29 Sep 2026
- Supported industries
- The product page describes use cases for manufacturing and distribution, government, education, nonprofits, retail, and multi-jurisdiction sellers.tax.thomsonreuters.com · read 29 Sep 2026
- Supported tax types
- sales tax exemption certificatestax.thomsonreuters.com · read 22 Sep 2026
- Validation
- Automatically validates certificates against state-specific rules and monitors expiration dates.tax.thomsonreuters.com · read 29 Sep 2026
