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Audit Your Exemption Records

This article applies to:Avalara AvaTax Update

It's best to audit your exempt customers and exemption certificates each month to remain compliant. We've gathered some resources to help you learn how to manage your compliance documents in AvaTax Update. 

Steps What's it all about What to do
1. Audit your exempt customers Review your exempt customers and verify that you have a valid exemption certificate on file for each of them.
  • Run a sales tax exemption certificates report in AvaTax Update
  • Run a report in your accounting software that details customer records flagged as exempt and compare with your AvaTax Update report.
  • Send customers without valid exemption certificates a request for compliance documents
2. Audit valid certificates Review your exemption certificates to manage missing, expired, soon-to-expire, and invalid compliance documents.
  • Run a sales tax exemption certificates report in AvaTax Update and look for documents that are expired or about to expire
  • Send customers with expired certificates a request for compliance documents
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