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Renew an Exemption Certificate in Retail

This article applies to:Avalara CertCapture

If a customer's exemption certificate is expired or invalid, get them up-to-date by renewing their exemption certificate.

  1. Search for the customer who needs a renewed exemption certificate.
  2. Once you find the customer record, click Renew Certificate.
  3. Complete the exemption certificate wizard to update the certificate. Much of the customer's information should be there already. As you complete the wizard, the cursor progresses along the series of images at the top until you get to the check mark.
    Certificate Creation Wizard.png
    1. When providing an exemption reason, if the reason you select is not recognized by the sales tax laws for the exposure zone you’ve selected, a message displays.

      Bad Exempt Reason - CA.png
    2. Once you’ve provided an appropriate exempt reason, choose to provide information to create the certificate online or upload a copy of a certificate. Not all forms are available for all states. The information you enter in the fields on the left populate the image you see on the right.
      Provide exemption information.png
    3. Make it official! Have the customer sign using a mouse, touch screen, or signature tablet (whatever your retail location has available). On the right side of the screen, an example of your completed exemption certificate displays.
    4. Submit the newly created certificate, wait for CertCapture for Retail to process the information you’ve provided, and when it’s all finished, a window appears notifying you that you’ve successfully created an exemption certificate.

      New Certificate - Accepted.png


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