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Avalara Help Center

Create an Exemption Certificate

This article applies to:Avalara CertCapture

To create an exemption certificate for a customer record, first you will need to search for the relevant customer record. If you can’t find the customer, create a customer record.

  1. Use the Exemption Search window to search for a customer record; enter relevant customer record information, and click Search.  Once you locate the customer record, click anywhere within the customer record row to select the Customer Record. Within the Customer Information window, click Add New Jurisdiction.
  2. 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.
    Certificate Creation Wizard.png
    1. When providing an exemption reason (step 2 of the exemption certificate wizard), 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

If the customer has an exemption certificate but it's invalid or expired, renew that certificate to get your customer up to date.