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View and Download Exemption Certificates

This article applies to:Avalara AvaTax for NetSuite

View exemption certificateHoverTT.png details such as the exemption certificate number. Download exemption certificates in order to save a copy for your records.

View and download exemption certificates

To view and download exemption certificates, follow these steps:

  1. In NetSuite, go to Lists > Relationships, and then click Customers.
  2. Next to any customer, click Edit.
  3. On the Customer page, click Address, and then click Retrieve Certificate(s) or Retrieve Certificate(s) Status.
    • If you select Retrieve Certificate(s), on the Certificate(s) Details screen, under AvaTax Certificate(s) Details, next to the certificate that you want to download, click Get Image.
    • If you select Retrieve Certificate(s) Status, on the Certificate(s) Details screen, under AvaTax Certificate(s) Details, view the status of certificates for that customer.
  4. Once you select a certificate, click Get Certificate.

  5. On the View Certificate page, at the top right, click >> and then click Download.
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