CCH® SmartCharts – Customer Exemption

CCH SmartCharts – Customer Exemption provides customer exemptions for over 28 different tax types for all 50 states, including 20 categories of communications tax — all in one convenient database.


Find the Answers You Need with a Quick Survey of More Than 17,000 Possible Exemption Scenarios Contained in Our Tax Matrix 
And, with just a few clicks you can verify the certification requirements of any tax-exempt customer exemption found in the chart for any location in the United States. You can summarize your search results in an Excel® table based on your selection of exemption code(s), state(s) and/or tax type(s) variables.

Easy Setup to Simplify Your Workday
Keep things simple with a user friendly interface and painless integration into billing systems, remittance systems, accounting systems, shopping carts and in-house reporting systems.

Achieve Clean and Systematic Billing by Downloading Up-To-Date Data
After making a few selections, you simply download the data you need and export that data directly into Excel® worksheets, seamlessly integrating up-to-date information into your current workflow.

Exemption Categories Include:

  • Federal, state and local governments
  • Foreign diplomats
  • Tribal reservations
  • Resellers
  • Residential
  • Business
  • Bank
  • Common carrier
  • Nonprofit charities
  • Educational non-profits
  • Nonprofit hospitals
  • Nonprofit mental health agencies
  • Nonprofit religious organizations
  • Nonprofit residential care facilities
  • Nonprofit social services agencies
  • Nonprofit veterans organizations
  • Lifeline services
  • Senior citizens


Wolters Kluwer has successfully undergone a Service Organization Control (SOC 1) Type 1 examination for the collection, analysis, and management of sales tax rates and taxability content. The result is that management maintains internal controls to provide customers and users accurate, timely and reliable sales tax rate and taxability information.

SOC 1, SOC 2, and SOC 3 and the associated logos are trademarks, service marks and certification marks of the American Institute of Certified Public Accountants (AICPA), which reserves all rights.

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Learn about our full range of solutions that address all aspects of your end-to-end sales tax workflow.

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Sales tax management is complicated. Can you keep up?

There are many situations that can catch any business off guard. Risks can happen anywhere throughout your sales tax process and without the right tools, it can be almost impossible to keep up. The good news is that Wolters Kluwer can help solve complex tax problems with simple solutions.