# Proactive insights for transactions

Source: https://developer.avalara.com/tax-transparency/kbw9373632307012/

# Proactive insights for transactions

Learn about proactive insights that provide contextual tax information for transactions.

Proactive insights for transactions provide contextual tax information automatically when relevant conditions are detected. The AI agent surfaces these insights before and after tax calculations without requiring user action.

Currently available proactive insights include:

-   **Certificate expiration alerts**

    Example: _This customer's exemption certificate expires in 30 days._

-   **Post-calculation context indicators**

    Example: _Mixed sourcing applied” or “Tax cap reached._

-   **Exemption status notifications**

    Example: _Customer has valid resale certificate covering this jurisdiction._

Proactive insights provide contextual awareness to support review and decision making. They do not modify tax calculations or transaction data.