Sales Tax & Admin
Track resale certificates from wholesale buyers
When you sell lots to other resellers, keep their resale certificates on file and get alerts for missing ones.
Works with: Grok Botn8n
Steps
- Log wholesale sales with buyer name.
- Store certificates in a folder.
- The agent checks every wholesale sale has one.
- It drafts a request for missing certificates.
Copy-paste prompt
Compare my Wholesale Sales sheet to the certificates in my [FOLDER]. List every buyer with a wholesale sale but no certificate on file. Draft a short, friendly request asking them to send their resale certificate. Do not send without my approval.
Replace the [BRACKETS] with your own details. Always review before an agent sends, buys, or posts anything for you.