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Avalara Help Center

Assign a Product Exemption Category to a Certificate

Assign a Product Exemption Category to a Certificate.

Steps

  1. Search for the certificate, and then click the certificate to view its details.
  2. Click the Edit Product Exemption Categories button.
  3. Click the Assign Categories ... menu and select a category or begin typing the category name to narrow the results. Multiple categories can be assigned to a certificate.
  4. Click Edit Product Exemption Categories to finalize the changes.

Result 

The selected Product Exemption Categories are now assigned to the certificate. When calculating tax in AvaTax, the exemption certificate will only apply to the tax codes specified in the assigned Product Exemption Categories.

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