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Manage ECMS Exemption Certificate Entry

This article applies to:Avalara AvaTax

Exempt customers from sales tax using ECMS. On this page, learn how to manage your exemption certificate entries. You can delete, edit, expire, apply, revoke, copy, and view entries.

For more information, read how to add an ECMS exemption certificate entry.

Delete an ECMS exemption certificate entry

Only ECMSHoverTT.png exemption certificate entries that have not been applied to transactionsHoverTT.png can be deleted. Learn how to delete an exemption in AvaTax.

  1. On the Organization tab, click the Exemption Certificate buttoncertificate.gif for a company.
  2. On the Exemptions screen, right-click an ECMS Cert ID. and select Delete.
  3. On the Delete: Exemption Certificate screen, confirm the Exemption Certificate entry information and click Delete.

Edit an ECMS exemption certificate entry

Only ECMS exemption certificate entries with a status of active that have not been applied to transactionsHoverTT.png can be edited.

  1. On the Organization tab, click the Exemption Certificate button Picture of the Exemption Certificate button for a company.
  2. On the Exemptions screen, click the Customer Code hyperlink for an ECMS Cert ID.
  3. Click Edit.
  4. On the Edit: Exemption Certificate screen, change one or more fields. Add, edit or delete details for an issuing region as desired.
  5. Click Save.

Expire an ECMS exemption certificate entry

Only ECMS exemption certificate entries with a status of active that have not been applied to transactionsHoverTT.png can be expired. Both applied and unapplied ECMS exemption certificate entries with a status of active are expired by AvaTax on their end date.

  1. On the Organization tab, click the Exemption Certificate button Picture of the Exemption Certificate button for a company.
  2. On the Exemptions screen, click the Customer Code hyperlink for an ECMS Cert ID.
  3. Click Edit.
  4. On the Edit: Exemption Certificate screen, click the Edit button Picture of the Edit button for an issuing region. Change the End Date to a date in the past.
  5. Click the Update button Picture of the Update button.
  6. Click Save.
Note:
If the end date for any issuing region passes, the status of the ECMS exemption certificate entry is expired.

Apply an ECMS exemption certificate entry to transactions

AvaTax automatically applies ECMS exemption certificate entries when processing transactionsHoverTT.png. You generally do not need to manually apply ECMS exemption certificate entries, but if you do, follow the steps below. Only ECMS exemption certificate entries with a status of active or expired can be applied.

  1. On the Organization tab, click the Exemption Certificate button certificate.gif for a company.
  2. On the Exemptions screen, click the Action Menu button for an ECMS Cert ID.
  3. Click Apply.
  4. On the Apply: Exemption Certificate screen, confirm the ECMS exemption certificate entry information and click Apply.

Apply several ECMS exemption certificate entries to transactions

Map several ECMS exemption certificate entries at once using the following steps:

  1. On the Organization tab, click the Exemption Certificate button certificate.gif for a company.
  2. On the Exemptions screen, select the check box next to one or more exemption certificate entries.
  3. Click Apply.
  4. On the Certificate Apply screen, confirm the exemption certificate entries that will be applied.
  5. Click OK.
  6. Click Close.

Revoke several ECMS exemption certificate entries

Only ECMS exemption certificate entries with a status of active or expired can be revoked. In order to revoke one or more entries, follow these steps:

  1. On the Organization tab, click the Exemption Certificate button Picture of the Exemption Certificate button for a company.
  2. On the Exemptions screen, select the check box next to one or more exemption certificate entries.
  3. Click Revoke.
  4. On the Certificate Revoke screen, confirm the Exemption Certificate entries that will be revoked.
  5. Click OK.
  6. Click Close.
Note:
Revoking an ECMS exemption certificate entry does not affect existing historical transactions which remain in AvaTax with an association to the exemption certificate entry.

Revoke and copy an ECMS exemption certificate entry

Only ECMS exemption certificate entries with a status of active can be revoked and copied.

  1. On the Organization tab, click the Exemption Certificate button Picture of the Exemption Certificate button for a company.
  2. On the Exemptions screen, click the Customer Code hyperlink.
  3. On the View: Exemption Certificate screen, click Revoke & Copy.
  4. On the Revoke: Exemption Certificate screen, confirm the exemption certificate entry information and click Revoke.
  5. On the New: Exemption Certificate screen, complete the Effective Date field at a minimum. Change one or more fields, or add, edit or delete details for an issuing region as desired.
  6. Click Save.
Note:

The new ECMS exemption certificate entry uses the same customer code and customer name as the original exemption certificate entry, but has a unique ECMS Cert ID.

Revoking an ECMS exemption certificate entry does not affect existing historical transactions which remain in AvaTax with an association to the exemption certificate entry.

Copy an ECMS exemption certificate entry

All ECMS exemption certificate entries can be copied, regardless of status.

  1. On the Organization tab, click the Exemption Certificate button certificate.gif for a company.
  2. On the Exemptions screen, click the Action Menu button for an ECMS Cert ID.
  3. Click Copy.
  4. On the New: Exemption Certificate screen, complete the Effective Date field at a minimum. Change one or more fields, or add, edit or delete details for an issuing region as desired.
  5. Click Save.
Note:
The new ECMS exemption certificate entry uses the same customer code and customer name as the original exemption certificate entry, but has a unique ECMS Cert ID.

Use an ECMS exemption certificate entry for multiple regions

An exemption certificate entry issued by one region may be accepted by another.

  1. On the Organization tab, click the Exemption Certificate certificate.gifbutton for a company.
  2. On the Exemptions screen, click the Customer Code hyperlink.
  3. On the View: Exemption Certificate screen, click Edit. Only ECMS exemption certificate entries with a Status of Active that have not been applied to transactions can be edited.
  4. Click the Add button to add details to the exemption certificate entry.
  5. Select an Issuing Region, type an Exemption No and select an Exemption No Type. Optionally, set an End Date.
  6. Click the Save button for the new detail.
  7. Add additional details for all regions that accept the exemption certificate.
  8. Click Save.

View an ECMS exemption certificate entry

Learn how to view an exemption certificate entry in ECMSHoverTT.png.

  1. On the Organization tab, click the Exemption Certificate button certificate.gif for a company.
  2. On the Exemptions screen, filter the Exemption Certificate Entry List to display a specific group of records.
  3. Click the Customer Code hyperlink for an exemption certificate entry.
Note:
ECMS exemption certificate entries with multiple exemption numbers and types created in earlier releases of AvaTax display that information as a comma-delimited series of values.

View the details of an ECMS exemption certificate entry

View the details of an ECMS entry.

  1. On the Organization tab, click the Exemption Certificate button certificate.gif for a company.
  2. On the Exemptions screen, filter the Exemption Certificate Entry List to display a specific group of records.
  3. Click the Expand button expand.gif next to a customer name. The Exemption Certificate Entry Details appear below the selected record.
  4. Click the Collapse button next to the customer name to hide the details of the exemption certificate entry.
Note:
Existing ECMS exemption certificate entries with multiple exemption numbers and types for an issuing region display that information as a comma-delimited series of values