Assign a Product Exemption category to a certificate in CertCapture so that it only applies to the specified Avalara tax codes. Product Exemption categories can't be assigned in bulk.
- In CertCapture, search for the certificate and then select the certificate to view its details.
- Select the Edit Product Exemption Categories button.
- Select 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.
- Select the Edit Product Exemption Categories button to finalize the changes.
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.