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Avalara Help Center

Audit Your Exemption Records

This article applies to:Avalara CertCapture

Audit your exempt customers and their certificates each month to remain compliant. 

These videos explain the basics of exemption management:

Steps What's it all about What to do
1. Audit your exempt customers

Make sure your exempt customers have valid documents on file.

2. Audit valid certificates

Make sure the documents you have on file are valid.

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