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Avalara Help Center

Use the Exemption Matrix to Customize Your Exemption Settings

This article applies to:Avalara CertCapture

The exemption matrix is a central location to manage your company's exemption rules in CertCapture, including:

  • Which states/exposure zones you would like to collect documents for
  • Which exempt reasonsHoverTT.png you would like to collect documents for
  • The option to create custom form expiration rules
  • The ability to map forms to exposure zones and exempt reasons
  • The ability to select acceptable form types, including Requests and Affidavits
  • The option to include customized questions/prompts that direct your customers to the correct form

By default, the exemption matrix settings match the default CertCapture library settings and it includes the latest changes in legislation and policy. If you want to keep the default form settings and rely on the CertCapture team, to manage your form library, no action is required.

Given the inconsistent changes and updates to legislation across the country, Avalara leverages a combination of in-house research and customer feedback to maintain the accuracy of CertCapture’s forms and content. Please reach out to Avalara Support if your business requires documents that are not currently in the system; the product team addresses content updates according to their system wide impact. 

To customize your form settings, follow the instructions below. To add, edit, or delete exempt reasons and exposure zones that appear in the exemption matrix, or to view reasons for invalid certificates, see edit exposure zones and exempt reasons. To customize your settings with the exemption matrix, you must have an Enterprise level account. Also, the content of the exemption matrix is driven by the kinds of compliance documents your CertCapture service supports. If you're using CertCapture to manage Excise or Withholding documents, your exemption matrix will reflect the additional document types.

View the exemption matrix

Navigate to and open the exemption matrix.

  1. To open the Exemption Matrix, on the CertCapture Dashboard, click Company Content and select Exemption Matrix from the drop-down. The Exemption Matrix opens in a new tab.
    CompanyContent-ExemptionMatrixmenu.png
  2. Use one of the three available views to customize your form settings.
    CompanyContent-ExemptionMatrix-ThreeViews.png

Note: 

If you are making changes and switching between views, the most recent changes populate the matrix.

EnterpriseFeatureLaurels-Orange-48x40.pngHoverTT.png Use the exposure zone view to customize your settings

Choose a specific exposure zone to view and customize all available settings for that exposure zone.

  1. To open the Exemption Matrix, on the CertCapture Dashboard, click Company Content and select Exemption Matrix from the drop-down. The Exemption Matrix opens in a new tab.
    CompanyContent-ExemptionMatrixmenu.png
  2. To customize your settings for a specific exposure zone, in the leftmost column of the Exemption Matrix, click the cell for that exposure zone.
    CompanyContent-ExemptionMatrix-ExposureZoneOverview.png
  3. In the pop-up window, edit the exempt reasons for that exposure zone using the available fields:
    CompanyContent-ExemptionMatrix-ExposureZoneWindow.png
    • Collect Certificates: If you want to collect certificates for this exempt reason, click this box.
    • Expiration Timeframe: Choose the certificates expiration timeframe from the drop-down.
    • Certificate Template: Choose the form you want to collect from the drop-down.
    • Question Prompt: Enter a custom question or description for this form.

      Note:

      The text you supply in the Question Prompt is what your customers will see in the Retail Module/Web Portal as they are going through the form completion process. If the default language in the system is not descriptive enough, please feel to add your own custom descriptions that cater  to your clientele. 

  4. When you are finished customizing the exposure zone, at the bottom of the window, click Update Exposure Zone.

EnterpriseFeatureLaurels-Orange-48x40.pngHoverTT.png Use the exempt reason view to customize your settings

Choose a specific exempt reason to view and customize all available settings for that exempt reason.

  1. To open the Exemption Matrix, on the CertCapture Dashboard, click Company Content and select Exemption Matrix from the drop-down. The Exemption Matrix opens in a new tab.
    CompanyContent-ExemptionMatrixmenu.png
  2. To customize your settings for a specific exempt reason, in the top row of the Exemption Matrix, click the cell for that exemption reason.
    CompanyContent-ExemptionMatrix-ExemptReasonOverview.png
  3. In the pop-up window, edit the exposure zones for that exempt reason using the available fields:
    CompanyContent-ExemptionMatrix-ExemptReasonWindow.png
    • Collect Certificates: If you want to collect certificates for this exposure zone, click this box.
    • Expiration Timeframe: Choose the certificates expiration timeframe from the drop-down.
    • Certificate Template: Choose the form you want to collect from the drop-down.
    • Question Prompt: Enter a custom question or description for this form.

      Note:

      The text you supply in the Question Prompt is what your customers will see in the Retail Module/Web Portal as they are going through the form completion process. If the default language in the system is not descriptive enough, please feel to add your own custom descriptions that cater  to your clientele. 

  4. When you are finished customizing the exempt reason, at the bottom of the window, click Update Tax Code.

EnterpriseFeatureLaurels-Orange-48x40.pngHoverTT.png Use the combined view to customize your settings

Choose a specific exposure zone and exempt reason combination to customize.

  1. To open the Exemption Matrix, on the CertCapture Dashboard, click Company Content and select Exemption Matrix from the drop-down. The Exemption Matrix opens in a new tab.
    CompanyContent-ExemptionMatrixmenu.png
  2. To customize your settings for a specific exposure zone and exempt reason combination, click the cell where their row and column intersect.
    CompanyContent-ExemptionMatrix-CombinedView.png
  3. In the pop-up window, edit the exempt reasons for the exposure zone using the available fields:
    CompanyContent-ExemptionMatrix-CombinedViewWindow.png
    • Collect Certificates: If you want to collect certificates for this exposure zone/exempt reason combination, click this box.
    • Expiration Timeframe: Choose the certificates expiration timeframe from the drop-down.
    • Certificate Template: Choose the form you want to collect from the drop-down.
    • Question Prompt: Enter a custom question or description for this form.

      Note:

      The text you supply in the Question Prompt is what your customers will see in the Retail Module/Web Portal as they are going through the form completion process. If the default language in the system is not descriptive enough, please feel to add your own custom descriptions that cater  to your clientele.

  4. When you are finished customizing the exposure zone/exempt reason combination, at the bottom of the window, click Update Tax Code.