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Avalara Help Center

Edit Exposure Zones and Exempt Reasons

This article applies to:Avalara CertCapture

Edit the exposure zones and exempt reasonsHoverTT.png that make up your exemption matrix. Modify the invalid reasons that are available when validating certificates. Add or customize exposure zones and exempt reasons.

Create a custom exposure zone to track local exemptions in CertCapture. Keep in mind that AvaTax and CertCapture handle local exemptions differently.

Create or edit invalid reasons

Modify the invalid reasons that are available when validating certificates.

  1. Go to Settings > Account Settings > Invalid Reasons.
  2. Click Add Invalid Reason to create a new one. Click Add to save.
    • Provide a unique name and description. These are what you'll see when validating certificates
    • If your account uses other document types beyond Sales and Use, add other document types the reason can apply to
  3. Click Edit to modify an existing invalid reason.

Create or edit exposure zones

Add a custom exposure zone when local exemptions are needed. If you're also an AvaTax user, don't forget that AvaTax only accepts exemptions on the state level.

  1. Go to Settings > Account Settings > Exposure Zones.
  2. In the Exposure Zones pane, click Add Exposure Zone.
    GlobalAdmin-ExposureZonesPage.png
  3. In the Add Exposure Zone dialog box, add the following:
    • Name of the exposure zone
    • Description of the exposure zone
    • State or region where the exposure zone is located
    • Country where the exposure zone is located
    • Add On Ship-To: When enabled, this exposure zone is added anytime the related state is added as an exposure zone.
      • Example: Create an exposure zone for "LA Parish" and check Add On Ship-To, CertCapture will add two exposure zones ("LA Parish" and LA) whenever you add LA as an exposure zone. If left unchecked, you'll have to add the two exposure zones separately.
  4. Click Add Exposure Zone to save it.
  5. Click Edit to modify an existing exposure zone.

Delete an exposure zone

Exposure zones generated by the system or currently in use can't be deleted.

  1. Go to Settings > Account Settings > Exposure Zones.
  2. Click Delete to remove an Exposure Zone. Click OK to confirm deletion.

Create or edit exemption reasons

  1. Go to Settings > Account Settings > Exempt Reasons. Click Add Exempt Reason.
  2. In the Add Exempt Reason dialog box, add a Name and Description.
  3. In the Webportal/Retail Lead Question field, type a question that is displayed to users completing certificates in the Retail module or your eCommerce integration.
    • This is the default question for this exempt reason in all exposure zones in the exemption matrix, unless specifically over-ridden there on a state-by-state basis
  4. Click Add Exempt Reason to save.
  5. Click Edit to modify an existing exempt reason.

Delete an exempt reason

Exempt reasons generated by the system or currently in use can't be deleted.

  1. Go to Settings > Account Settings > Exempt Reasons.
  2. Click Delete to remove an Exempt Reason. Click OK to confirm deletion.
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