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Avalara Help Center

Create a Customer Record

This article applies to:Avalara CertCapture

Don't forget! All activities in CertCapture for Retail begin with a search. If you can't find a customer record, follow these instructions.

  1. If you can't find a customer after searching, click Can't find what you are looking for?
  2. Follow the customer and certificate creation wizard. Yellow fields are required, and white fields are optional. Admin users decide which fields are required and which are optional when customizing the settings for CertCapture for Retail.
  3. Choose a jurisdiction after you've entered the customer's information. Adding a jurisdiction initiates the exemption certificate wizard. The information you put into the wizard is used to create the certificate. See your updates on screen after you generate the certificate. 
  4. Once you've identified the jurisdiction, provide the exemption information in the exemption certificate wizard.
    Certificate Creation Wizard.png
    1. When providing an exemption reason, if the reason you select isn't recognized, a message displays.

      Bad Exempt Reason - CA.png
    2. Once you’ve provided an exempt reason, provide information to create the certificate online or upload a copy. All forms aren't available for all states.
      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).
    4. Submit the certificate and wait for CertCapture for Retail to process the information you’ve provided. When it’s finished, a window tells you that you’ve successfully created an exemption certificate.
      New Certificate - Accepted.png

Next steps

If a customer has an invalid or expired exemption certificate, renew that certificate to get your customer up-to-date.