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Avalara Help Center

View and Download Exemption Certificates

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

Retrieve certificate(s) status

  1. Go to File > AvaTax > Utilities > Avalara CertCapture.
  2. In the Avalara CertCapture window, select a customer.
  3. Go to the Retrieve certificate status tab to review a list of exemption certificates and their request status. Click Close.

    The Request stage can be any of the following options:

    • REQUESTINITIATED means that you have sent the email, fax, or letter to the customer.
    • CUSTOMERRESPONDED means that the customer has received an exemption certificate request and has responded to it by entering the wizard, but hasn’t yet faxed the certificate. 
    • CERTIFICATERECEIVED  means that the customer has faxed the certificate to CertCapture.

    The Request Status can be Open or Closed.

Retrieve certificate(s) 

  1. Go to File > AvaTax > Utilities > Avalara CertCapture.
  2. In the Avalara CertCapture window, select a customer.
  3. Go to the Retrieve certificates tab:
    1. If your certificate doesn't appear in the list, click Retrieve certificates to refresh and get the latest list of certificates.  
    2. To download the certificate, click the following buttons and follow the steps on your computer for downloading a document.
      • To download the certificate in PNG format on your local machine, click Download in .PNG format.
      • To download the certificate in PDF format on your local machine, click Download in .PDF format.
    3. Click Close.

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