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Audit Your Exemption Records

This article applies to:Avalara CertCapture

It's a best practice 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 CertCapture. 

These videos explain the basics of certificate management. To exempt sales tax correctly, it's great to have a foundation in exemption certificate management

Steps What's it all about What to do
1. Audit your exempt customers It's a best practice to review your exempt customers and verify that you have a valid exemption certificate on file for each of them.
2. Audit valid certificates It's a best practice to review your exemption certificates to manage missing, expired, soon-to-expire, and invalid compliance documents.