Are you still applying tax exemptions with expired records?
It might not stop an order, but it will come back to bite — especially when audit season rolls around. What seems like a small oversight can turn into hours of manual clean-up, reissued reports, and awkward explanations.
In this episode of Pssst, Courtney, we’re highlighting a quick win inside Monkey that helps your team stay ahead of Tax Exempt Expiry dates. Whether you’re the one crunching numbers or the one reporting up the chain, this update is built for the accounting heroes who keep operations clean and compliant.
Why this matters:
- 🧾 Avoid compliance gaps during audits
- ⏰ Reduce clean-up and manual corrections
- ✅ Stay proactive with built-in expiry visibility
🎥 Watch the full video to see how it works in action.
And remember, every other Thursday, a new “Pssst, Courtney” episode drops with bite-sized Monkey tips to make your team faster, smarter, and a little less stressed.

